serve the customer and leveraging your crm to better ... · proprietary and confidential to...

Leveraging Your CRM to Better Serve the Customer and Create ROI

Salesforce.com solutions by Coastal Cloud

Erik DunniganManaging DirectorCoastal Clouderik.dunnigan@coastalcloud.us

Customer Satisfaction

9.9/10 in Salesforce Project Customer SatisfactionG2Crowd.com Salesforce Consulting Industry Leader

Salesforce Platinum Consulting Partner Salesforce.org Nonprofit Premium Partner

500+ Clients; 1,700+ Completed Projects

500+ Salesforce Certifications

Exceptional communication & management skills. Transparent approach.

“clients for life” 70% of new work is with existing clients

The Coastal Cloud Difference

Proprietary and Confidential to Coastal Cloud

Our People

Solution Center

Team Members

ExperiencedBig firm discipline in a nimble package

Industry DepthIndustry-specific skills and experience

Committed & ReliableBest Place to Work: < 5% team attrition

FunFun and easy to work with “Live at the Beach. Work in the Cloud.”

ScaleOver 170 certified consultants and growing

NimbleDelivery focused, responsive, and 100% on-shore

Proprietary and Confidential to Coastal Cloud

Attract, Retain & Promote Business & Job Growth

Our quick-start, preconfigured platform is designed to help economic development and workforce professionals better manage their portfolio and pipeline of projects.

Benefits:

● One platform to manage your process

● Easy-to-read dashboards providing real-time data

● Access data on the go with mobile, tablet and laptop

● Short implementation − ready to use in under 45 days!

Proprietary and Confidential to Coastal Cloud

Attract, Retain & Promote Business & Job GrowthHolistic View of:

● Project Information

● Financial Incentives

● Detailed Facility Information

● Company Engagement

● Contact Management

● Job Seekers

● Employment Opportunities

● And More!

Proprietary and Confidential to Coastal Cloud

Attract, Retain & Promote Business & Job Growth

Customizable dashboards to track:

● Project Pipeline

● Site Visits

● Closed Deals

● Incentive Status

● Training Programs

● Workforce Demographics

● And More!

Proprietary and Confidential to Coastal Cloud

Economic & Workforce DevelopmentThe Coastal Cloud Solution

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InstallInstall a baseline configuration of Salesforce.com based on an Accelerator template. (Est. 80% of functionality needed).

Implement design changes(Point and Click Configuration Changes)

CustomizeCreate a set of reports and dashboards to track projects, lead generation, economic impact, staff activity, and board required metrics.

TrainConduct training classes for all users

SupportProvide Follow-up Support post training

Thank youwww.coastalcloud.us