Our Expertise

The Design First Process

We are committed to working with you to meet your project goals in a flexible work flow process. We’ve succeeded in both waterfall and agile implementations, but we strive to work within a structure that best fits your company’s culture.


    I really enjoy working with Design First. They are quick to respond to my emails and can jump on a call right away when I need help. David is very knowledgeable with the platform and takes his time to walk me through step by step. Issues are resolved in a timely matter and it is a pleasant experience. MeetingOne will continue to use Design First for their Salesforce needs.

    Abby Burch, Marketing & Sales Coordinator

  • This is my 2nd time working with David Shapiro, utilizing his knowledge to improve the functionality of our Salesforce database. David and his team are fantastic – they are quick, responsive and ask thorough questions to ensure that the customization work that is being done is the best possible fit.

    Jennifer Grieb, Director of Resource Development

  • When we wanted to reimagine how our company utilized Salesforce, Design First was able to help us turn our ideas into an action plan. With their help, our organization came to alignment on sales funnel measurement across various objects that Salesforce could not manage out of the box. When the time was right and we wanted to launch a partner portal, we knew exactly who to call.

    Alexa O’Hanlon, Marketing Operations Manager

  • Alex and his team provide thorough and timely responses to all of our Salesforce inquiries. They have not only done an excellent job at helping us to create custom forms and build our Salesforce community, but also provided detailed and easy-to-follow instructions on how to replicate what they did. We have enjoyed working with their team and recommend their services.

    Paul Woods, CTO

  • From the initial conversation to the implementation there was nothing but, professionalism, knowledge, flexibility, and a level of dedication that I have never experienced before with a SalesForce consultant.

    Derek Wilcox, Director of Business Development

Our Expertise

Sales Cloud

We can help you establish a sales and marketing foundation with Sales Cloud to track your Leads, Accounts, Contacts, Activities, and Opportunities. Our customers have implemented solutions to track incoming web leads, campaign ROI, pipeline forecasts, and account planning.

Service Cloud

We can help you establish a customer service and knowledge base foundation with Service Cloud to track your incoming customer service requests, support plans, and knowledge articles. Our customers have implemented solutions to track incoming support tickets, client onboarding, internal operational processes, SLA’s and account health metrics.

Community Cloud

We can help you establish a portal with Community Cloud to provide your customers and partners direct access to self-serving applications. Our customers have implemented solutions to track their support cases, enable community engagement, provide visibility to knowledge articles, and register partner deals.

Quote-To-Cash (CPQ)

We can help you establish a price configuration and quoting system with Salesforce CPQ to support a robust quote building process with the right products, pricing, and terms. Our customers have implemented solutions to guided selling, dynamic bundling logic, multi-year contracts, and complex pricing.

Field Service Lightning

We can help you establish a field service foundation with Field Service Lightning to track your work orders, resource availability, and on-site service engagements. Our customers have implemented solutions to track service routes, optimized scheduling, mobile data collection, and real-time field operation metrics.

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Lightning Experience

We can help you move your current instance to the new Lightning Experience platform to leverage the latest user interface, technology, and applications. Our customers have used the Lightning Experience platform to build more responsive page layouts, manage Opportunities through click and drag processes, more quickly configure reports and dashboards, and develop innovative application components.

Salesforce Audits and Strategic Planning

We can help you understand your current instance and what suggested steps you need to take to more fully utilize your Salesforce instance. Our audit program details your current adoption, field and object usage, third-party add-ons, code compliance, and data analysis. Our recommendations include a future state vision map, a begin-to-end process flow, application recommendations, architecture updates, and next steps.