CLIENT
Meet Consumer Attorneys LLP, a dynamic startup making waves in the legal sphere. When they embarked on their journey to establish their own Salesforce org and kick-start their business, they turned to Coral Team for their expertise. Consumer Attorneys chose Coral Team not only for their deep understanding of the legal industry but also for their extensive knowledge in Salesforce implementation and support. Coral Team experience proved to be incredibly relevant for Consumer Attorneys, laying a solid foundation for their growth. Leveraging the Salesforce setup crafted by Coral Team, Consumer Attorneys swiftly transitioned from a startup to America's Largest Consumer Reporting Law Firm, a testament to the synergy between their vision and our capabilities.
CHALLENGE
Coral Team faced a series of challenges while implementing for Consumer Attorneys LLP. With a tight three-month deadline for MVP launch, time management was critical. Leveraging Salesforce platform licenses for most users, they achieved significant cost savings. Developing a dynamic API for lead capture, including file transfer capability, presented technical complexities. Throughout, Coral Team's expert consultation guided the implementation, ensuring a smooth process and successful outcomes.
Environment Setup and Data Modelling
Coral Team set up the working environment, which comprised the production org and multiple sandboxes for testing and development purposes. We developed a customized data model that aligned precisely with the client's requirements and leveraged Coral Team's expertise to ensure optimal functionality.
User Experience Configuration
Utilizing the Lightning app builder, Coral Team crafted a seamless user experience centered around single-page interaction, empowering users to navigate the entire system effortlessly. Additionally, they engineered an advanced status bar component, delivering real-time updates on Lead statuses and sub-statuses.
Automation
Coral Team implemented a range of Salesforce automations to streamline routine tasks, multi-step processes, and minimize human error. These automations encompassed setting up reminders, expense tracking, and other essential functions, thereby optimizing efficiency across the board.
Integrations
Several crucial integrations were put in place, bolstering the system's capabilities. This included integrating a Document Management system to store company documents on a cloud server, thereby reducing costs associated with Salesforce file storage. Additionally, an Intake API was developed to seamlessly gather leads and transfer files to Salesforce, along with integrating Live Agent chat for enhanced communication.
Analytics
Coral Team curated a multitude of reports and dashboards to deliver comprehensive analytics on various aspects, including Intakes, Attorneys, tasks, expenses, and more. These analytics tools furnish Consumer Attorneys with valuable insights into their operations, fostering informed decision-making and facilitating continuous improvement efforts.
User Training and Continuous Support
Coral Team conducted comprehensive training sessions to ensure that end-users were proficient in effectively utilizing the system. Additionally, we provide ongoing support and continuously enhance features to meet the evolving needs of Consumer Attorneys, maintaining a close partnership from implementation to ongoing support.
SUMMARY
In summary, Coral Team's comprehensive Salesforce implementation has empowered Consumer Attorneys LLP with a robust and tailored system perfectly aligned with their needs. By streamlining processes, enhancing user experience, and providing valuable analytics, Coral Team has enabled Consumer Attorneys to efficiently scale from a startup to America's Largest Consumer Reporting Law Firm. With reduced licensing costs, optimized workflows, and actionable insights, Consumer Attorneys continues to thrive, thanks to Coral Team's partnership and ongoing support.
Moreover, Coral Team's versatility extends beyond assisting startups like Consumer Attorneys LLP. Whether clients already have a Salesforce system in place or are considering transitioning to Salesforce, Coral Team's expertise and tailored approach ensure seamless integration and optimization of their Salesforce ecosystem. With a proven track record of success and a deep understanding of Salesforce customization, Coral Team stands ready to meet the unique needs of clients at any stage of their Salesforce journey.
Additionally, the success of this project was facilitated by the expertise of a dedicated team, including a Salesforce consultant who facilitated the specification gathering process, a Salesforce admin responsible for setting up the org and enhancing user experience through automation, and a Salesforce developer who crafted custom APIs and interfaces to meet Consumer Attorneys' specific requirements.
Technological Stack
The project's success was propelled by a sophisticated technological stack. We utilized Salesforce admin configuration tools, Lightning App Builder, flows, email alerts, and validation rules to tailor the Salesforce ecosystem to Consumer Attorneys' needs. Apex code enabled custom functionalities, while Lightning Web Components (LWC), REST APIs, and JavaScript facilitated the development of bespoke interfaces and enhanced system capabilities. Reports, dashboards, and third-party integrations provided actionable insights and seamless connectivity with external systems, augmenting the efficiency and effectiveness of the Salesforce implementation.