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Frequently asked questions
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Proven CRM expertise
Your CRM fits how your team actually works
We build and customize CRM systems using Salesforce and custom platforms that fit your sales process instead of forcing a new one. Our engineers integrate your CRM with the tools your team already relies on, from email and marketing automation to internal reporting.
Salesforce Customization
We customize Salesforce workflows, objects, and automations to match your specific sales and service processes.
Custom CRM Development
We build custom CRM platforms when off-the-shelf tools don't fit your unique business requirements.
CRM Integration
We connect your CRM to email, marketing, and support tools you rely on.
Data Migration & Cleanup
We migrate customer data from legacy systems into your new CRM, cleaning and de-duplicating records so your team starts with reliable data.
CRM Implementation
High-performance CRM deployment capabilities
Every engagement is an opportunity to deliver custom results that are unique to your business and desired outcomes. Our architects and engineers will build solutions that deliver results and adapt to your growing needs. Here are some examples of how we achieve results:
Salesforce Customization & Configuration
- Workflow Automation: Build processes that match your sales cycle
- Custom Objects: Extend Salesforce to fit your unique data model
- Reporting & Dashboards: Give your team visibility into performance
Custom CRM Platform Development
- Custom Development: Build CRM platforms when off-the-shelf tools fall short
- Pipeline Management: Track deals and customer relationships accurately
- Role-Based Access: Control visibility across your sales organization
CRM Integration & Automation
- Email Integration: Sync communications directly into your CRM
- Marketing Automation Sync: Connect campaigns to customer records
- Support Tool Integration: Give service teams full customer context
- API Connections: Link your CRM to other business systems
Data Migration & Quality Management
- Legacy Data Migration: Move customer records into your new CRM without losing history or context
- De-Duplication: Clean and consolidate duplicate customer records for accuracy
Engagement Models
Your needs, your way of working.
The right engagement model reduces risk, accelerates delivery, and lowers total cost.
Staff Augmentation
Dedicated full-time engineers who become a natural extension of your team, working in your time zone and integrating into your existing workflows.
- Handpicked for ideal fit
- Complete transparency
- Your team may interview candidates
- Engineering Manager oversight
- Adapts to your processes
- 100% committed to you
- 40hrs per week, billed hourly
- 30-Day Satisfaction Guarantee
Scrum Teams
Self-organizing, collaborative teams who deliver high-quality software in two-week sprints with complete transparency and regular stakeholder engagement.
- Complete project management
- Engineering architecture
- Scalable engineering team
- QA Resources
- Pick & choose Agile ceremonies
- Exceptional communication
- Seamless integration with your team
- Flexibility to pivot as needed
Milestone-Based Projects
Fixed-price custom development with guaranteed pricing, clearly defined scope, and dedicated project management from concept to post-launch support.
- Clear up front scope defined
- Fixed price, billed in 3 installments
- Fully independent team
- Complex challenges tackled first
- High transparency & alignment
- Structured UAT window
- Post-release support
- Easy transition to maintenance
Specialized Services
Clarify your process, simplify adoption, improve data quality.
We offer specialized CRM services to clarify your sales process, simplify user adoption, and improve the quality of your customer data.
CRM Strategy Consulting
We help you choose and configure the right CRM platform for how your team actually sells.
CRM Health Audits
We audit your existing CRM for data quality, workflow gaps, and adoption issues that are limiting its usefulness.
Nearshore Excellence
We have long recognized Costa Rica's potential as a nearshore development hub, and we’ve spent more than two decades perfecting our model.
SOC 2 Type 2 Certified
We maintain rigorous security standards with SOC 2 Type 2 certification, comprehensive background checks for all employees, ongoing security training, and Mobile Device Management for all company devices.
AWS Partnership & Technical Depth
As an AWS Certified Partner with expertise across Azure and Google Cloud, we bring infrastructure and architecture knowledge that perfectly complements our core development capabilities.
30-Day Satisfaction Guarantee
We offer a 30-day guarantee on every new resource for the entire life of the engagement. If you aren't satisfied within the first month, you don’t pay.
40+ Long-Term Client Relationships
Our average client tenure is over three years, with more than 25% of our clients partnering with us for five years or more. These are partnerships built on mutual success.
Industry-Leading Retention
Our long-tenured employees and high eNPS are a benefit to clients through consistency and accumulated institutional knowledge.
our testimonials
Customer experiences that
speak for themselves
CTO, Equity Estates
"Their practical knowledge on the AI side... is also highly impressive."
"The quality of their resources has been exceptionally high and consistent. Their backbench of technical expertise is a game-changer."
CEO, Patient Studio
"The degree of engagement and communication exhibited by their team was remarkable."
"I can confidently say that my experience working with First Factory left me entirely delighted with both the process and the end result."
Director of Technology, Bellator MMA
"Since launching our platform, our audience has been growing exponentially."
"First Factory's agility and development speed were their most impressive assets. Whenever we requested something, their turnaround time was commendable. There was nothing First Factory could have improved on."
VP, Outsourcing Financial Services Company
"First Factory’s responsiveness to our requests and issues is excellent."
"First Factory’s resources are very technically skilled. Additionally, they provide strong customer service and are very adaptable to our processes."
CTO, FinTech & Services
“I always trust them to get the work done”
“First Factory is always on point with execution. They’re thorough and often finish ahead of schedule.”
COO, Telemedicine Provider
“Exactly what we needed.”
“We were able to successfully launch our mobile app because of the work that they provided, which was a huge cost savings driver for our company.”
VP Engineering, Software Company
"Everything has been great."
"First Factory has great cost and relationship management, strong performance management, and quality candidates."
Executive, Reti360
"The application is incredibly well-designed and has some of the highest-quality work we’ve seen."
"We were really impressed with their grasp and understanding of the problems we brought to them. First Factory was flexible and accommodating to ensure we had the right individuals working on the project."
President & CEO, OneWorld Inc.
"They’re always on time, and they’re committed."
"Their flexibility and project management are the highlights of working with them, especially because you never know what will happen in our industry."
CTO, Equity Estates
"Their practical knowledge on the AI side... is also highly impressive."
"The quality of their resources has been exceptionally high and consistent. Their backbench of technical expertise is a game-changer."
CEO, Patient Studio
"The degree of engagement and communication exhibited by their team was remarkable."
"I can confidently say that my experience working with First Factory left me entirely delighted with both the process and the end result."
Director of Technology, Bellator MMA
"Since launching our platform, our audience has been growing exponentially."
"First Factory's agility and development speed were their most impressive assets. Whenever we requested something, their turnaround time was commendable. There was nothing First Factory' could have improved on."
VP, Outsourcing Financial Services Company
"First Factory’s responsiveness to our requests and issues is excellent."
"First Factory’s resources are very technically skilled. Additionally, they provide strong customer service and are very adaptable to our processes."
CTO, FinTech & Services
“I always trust them to get the work done”
“First Factory is always on point with execution. They’re thorough and often finish ahead of schedule.”
COO, Telemedicine Provider
“Exactly what we needed.”
“We were able to successfully launch our mobile app because of the work that they provided, which was a huge cost savings driver for our company.”
VP Engineering, Software Company
"Everything has been great."
"First Factory has great cost and relationship management, strong performance management, and quality candidates."
Executive, Reti360
"The application is incredibly well-designed and has some of the highest-quality work we’ve seen."
"We were really impressed with their grasp and understanding of the problems we brought to them. First Factory was flexible and accommodating to ensure we had the right individuals working on the project."
President & CEO, OneWorld Inc.
"They’re always on time, and they’re committed."
"Their flexibility and project management are the highlights of working with them, especially because you never know what will happen in our industry."
Your Options
Traditional Offshore Vendors
Hiring In House
U.S. time zone alignment
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Flexible engagement models
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Ramp up/down capacity as needed
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Direct access to dedicated full-time engineers
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Built-in management support and oversight
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High team tenure & employee satisfaction
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Enterprise security + SOC 2 Type 2 Compliance
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30-day risk-free guarantee
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