The law firm Hronček & Partners uses Salesforce to streamline internal processes, including in areas related to legislative requirements. The goal was to automate as many processes as possible so that they could focus on creating new services for clients and expanding partnerships. In the interview, Jaroslava Nedbalcová will explain what the expectations and challenges of the project were, why changes occurred during the implementation, and how the solution was accepted by end users. The interview was led by Eduard Gers, Chief Sales Officer for Enehano SK.
What is characteristic of your company?
Our law firm is not a typical one, dealing with ordinary overseas chinese database civil matters. We focus on larger projects. The foundation of our firm is a high-quality team that works closely together. Access to information, which should be available to all team members, is key for us. It’s not just about solving one case and moving on to the next; we focus on quality and offer a wide range of legal advice. If a client has one problem, we can help them with other matters. To do this, we also use many partners with whom we have to maintain active communication. We were looking for a tool where we could clearly record all partner and client communication in one place, which we found with the Salesforce platform. The combination of Sales and Experience Cloud provided us with all the functionalities we expected from a new tool.
What did you expect from the project?
The system was primarily set up as a business tool for recording clients. Having access to all information for all our employees was essential. But the absolute basis was that we needed to connect our existing system, where we record all client cases (SingleCase), with the new system. Salesforce was the only tool that could realize all our ideas. This is how our cooperation began.
What were the biggest challenges of the project?
We had a clear idea of what we wanted to achieve. We planned it however, we will try to derive general guidelines out and created a process map of how it would work. Then came the reality of what was feasible and what wasn’t. The biggest challenge for us was connecting the three entities. We were struggling with time constraints in determining who would set up what and what needed to be tested. Another challenge was moving all the data from Excel and external spreadsheets into Salesforce so that we didn’t lose any data and made the most of the information we had.
Why were there changes during implementation?
>>>>We encountered one unforeseen situation – our colleague who covered a large area went on maternity leave, so we had to change the original order of planned steps. But in the end, we gained because we automated more in this part than we originally intended.
They responded very well, perhaps because we explained to them throughout the process why we were doing it and what we were aiming for. At first, the lawyers found the system time-consuming. Now that the system is up and running, the first positive reactions are coming.
What are the benefits of the solution?
Primarily, we have achieved a huge time saving because thailand data Salesforce users can now find all their information in one place.
What would you do differently – what did you learn from the project?
It is necessary to take into account that if more people from different places enter the project.