Certified Salesforce Consulting Partner

Work with Salesforce nerds you'll actually enjoy.

What it's like to master Salesforce with Coastal

If you've worked with a Salesforce consultant in the past, you may have felt a few things were missing. Maybe communication was off, deliverables weren't right, or progress wasn't made. 

How frustrating!

We're a little different. Our team specializes in Salesforce from a people-first lens. We're dog parents, D&D dungeon masters, and overall chill people. And, we're only focused on making Salesforce work for you and enjoying the process.

We get excited about solving challenges in Salesforce. And we're big on documentation using ClickUp and Miro.

Struggling to assign inbound leads? No problem.

Not sure how to optimize your opportunity pipelines? We got it.

Need to train your team? Cool! We'd love to help.

We're experts in Salesforce Sales Cloud and support teams as Salesforce Administrators and RevOps advisors. Is that what you're looking for?

Chat with a Salesforce Nerd →

Areas We Support

Here's a look at where we can help you in Salesforce.

Gallery - User Management
User Management
Add and remove users, create profiles and roles, train team members.
Gallery - Reports and Dashboards
Reports and Dashboards
Develop reports and dashboards in Salesforce to keep your team on top of metrics
Gallery - Workflow Automation
Workflow Automation
Build Flows to manage your sales and account management processes
Gallery - Integrations
Integrate Salesforce with HubSpot, Outreach, and more
Gallery - Database Hygiene
Database Hygiene
Cleanup duplicate records, reduce unused fields, and build processes to capture key data points
Gallery - Customer Experience
Customer Experience
Measure and monitor customer experience using Salesforce

Work We've Done

A few of our favorite Salesforce projects.

Reviews from our Clients

"Lauren and her team are a great partner for any team. In a recent highly-technical, highly-customized Salesforce/HubSpot environment, Lauren provided clear, concise direction. As a consultant myself, I have a lot of respect for that ability to communicate complex topics in a concise manner. Also, she was extremely easy to work with, from scheduling to email responsiveness. There were a few topics that came up that were not in their wheelhouse, and honestly it was refreshing. I don't expect everyone to know everything, but I do expect transparency, and Coastal Consulting delivers, big-time."
"Lauren is extremely knowledgeable. I had worked with her a few years back with another company and she is just as professional and helpful as I remembered. Lauren knew how to find the best solutions for any request my team had in HubSpot. She was invaluable to our effort to start fully tracking our inbound efforts."
"Lauren is an expert at her craft and was able to move the needle on some deep-rooted systems work for our organization. Lauren navigated our custom Salesforce<>HubSpot integration with ease and built solutions to enable our sales team to migrate from operating primarily in Salesforce to HubSpot. Along the way, she educated us on the underlying challenges with our setup, provided multiple options for the pathways forward, and collaborated with our team and consultants on next steps. She provided trainings and recordings that our team and future staff can use moving forward. The information sharing and education gleaned from our partnership were invaluable. We look forward to working with Lauren again soon!"
"Lauren has been a dream to work with - after one conversation, it was clear how well she knows her stuff when it comes to both Salesforce and HubSpot. It's very difficult finding an agency or other third party who knows both tools as well as Lauren did, and for a very fair price. Thank you for all your help!"
"Lauren and her team at Coastal have been great to work with, they helped Therapy Brands revamp their Marketing to Sales automations and have streamlined our use of HubSpot to allow us to get the most of our tools!"
"Lauren at Coastal Consulting took time out of her day to share some tips with me for how to best tackle custom reporting in HubSpot. I'm pretty comfortable in HubSpot, but custom reporting can be a bit overwhelming. She not only gave me some tips, she walked through a few of my actual examples, took screenshots, and sent them to me as a follow-up as a foundation. So helpful, thank you so much Lauren!"

Certified Salesforce Experts

A quick peek at our top achievements.

Ready to chat?

Connect with the Team