Agency

Coastal Cloud

MarketingOps

RevOps

Cross-discipline

Coastal Cloud is a consulting firm that specialises in Salesforce, Snowflake, and data services. They aim to help organisations leverage these technologies and data for improved operations, offering strategy, implementation, and AI solutions. The firm has delivered over 8,400 projects for more than 1,700 organisations.

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Our read

Section 01

Built around Salesforce Revenue Cloud implementation, Sales Cloud architecture. Whether that's a fit depends entirely on your stack.

“Coastal Cloud focuses on enabling organisations to achieve greater capabilities with Salesforce and data, using automation-first frameworks.”
— Directory research note

Value proposition

Section 02

Coastal Cloud provides consulting services focused on Salesforce, Snowflake, and data. Their mission is to help organisations enhance their capabilities with these platforms and data, aiming to deliver tangible results. The firm's leadership comprises former Salesforce executives, enterprise IT veterans, and industry experts who guide certified teams.

They utilise automation-first frameworks designed to provide faster results with reduced risk. Coastal Cloud's work has reportedly contributed to significant impacts for clients, including revenue recapture, improved service response times, and increased marketing conversion rates. They emphasise a client-centric approach, focusing on delivering real business outcomes.

Core competencies

Section 03

Strategy & Transformation

High-impact strategic consulting for aligning direction and priorities to a clear roadmap.

Data Modernization

Development of connected and governed data foundations, prepared for AI, analytics, and customer experiences.

Implementation & Integration

Expert implementation of Salesforce solutions and seamless integration and migration services.

Artificial Intelligence

Design of AI and agentic solutions intended to act as business accelerants.

Analytics & Insights

Delivery of clear and actionable analytics for informed decision-making and business impact.

Innovation & Adoption

Services for continuous innovation and change management to maximise platform ROI.

Products & services

Section 04

Strategic Consulting: Aligns organisational direction and priorities with a clear strategic roadmap.
Data Foundations: Builds connected and governed data foundations suitable for AI, analytics, and customer experience initiatives.
Salesforce Implementation: Expert services for building Salesforce solutions designed for longevity.
Integration & Migration: Provides seamless integration and data migration services.
AI and Agentic Solutions: Designs solutions leveraging artificial intelligence and agentic technology to accelerate business outcomes.
Analytics & Tableau: Delivers actionable analytics, including Tableau services, for business impact.

Key takeaways

Section 05

Core Offerings: Coastal Cloud specialises in Salesforce, Snowflake, and general data services.
Approach: The firm employs an 'automation-first' framework to deliver results efficiently and mitigate risk.
Impact Focus: The company highlights specific, measurable business impacts, such as revenue recapture and increased conversion rates, as results of their work.
Experience: Coastal Cloud has extensive experience, citing over 8,400 projects completed for a large client base.
Industry Fluency: Services are delivered by teams that possess industry-specific knowledge.

Quick facts

Profile: Sales motion · Enterprise / Mid-market · Salesforce · Implementation
Focus: Salesforce, Snowflake, and Data Services
Methodology: Automation-first frameworks
Project Volume: Over 8,400 projects completed
Client Base: Over 1,700 organisations served
Leadership Background: Former Salesforce executives, enterprise IT veterans

Researched from coastalcloud.us · 9/7/2026

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