[et_pb_section fb_built=“1″ admin_label=“section“ _builder_version=“4.27.4″ _module_preset=“default“ custom_margin=“||0px||false|false“ custom_padding=“||0px||false|false“ collapsed=“off“ global_colors_info=“{}“][et_pb_row admin_label=“riadok“ _builder_version=“4.16″ _module_preset=“default“ background_size=“initial“ background_position=“top_left“ background_repeat=“repeat“ custom_padding=“||0px|||“ global_colors_info=“{}“][et_pb_column type=“4_4″ _builder_version=“4.16″ _module_preset=“default“ custom_padding=“|||“ global_colors_info=“{}“ custom_padding__hover=“|||“][et_pb_image src=“https:\/\/fortesmilestones.com\/wp-content\/uploads\/2026\/05\/Phidra-foto-3-scaled.jpg“ alt=“Kancel\u00e1ria Phidra“ title_text=“PHIDRA“ _builder_version=“4.27.4″ _module_preset=“default“ global_colors_info=“{}“][\/et_pb_image][et_pb_text _builder_version=“4.27.4″ _module_preset=“_initial“ width=“98.9%“ min_height=“2732.3px“ custom_margin=“||-2px|||“ custom_padding=“||2px|||“ global_colors_info=“{}“]<\/p>\n
Kto vst\u00fapi do spolo\u010dnosti Phidra, hne\u010f si to v\u0161imne: toto nie je tradi\u010dn\u00e1 \u00fa\u010dtovn\u00edcka kancel\u00e1ria. \u017diadne obleky, \u017eiadne kravaty a \u017eiadna odmeran\u00e1 atmosf\u00e9ra, ale organiz\u00e1cia, ktor\u00e1 sa vedome sna\u017e\u00ed by\u0165 in\u00e1. Pr\u00edvetiv\u00e1, pr\u00edstupn\u00e1 a progres\u00edvna. U\u017e viac ako dvadsa\u0165 rokov buduje Phidra dlhodob\u00e9 vz\u0165ahy s majite\u013emi mal\u00fdch a stredn\u00fdch podnikov. Technol\u00f3gia v tom zohr\u00e1va d\u00f4le\u017eit\u00fa \u00falohu \u2013 nie ako cie\u013e s\u00e1m osebe, ale ako prostriedok na vytvorenie priestoru pre pozornos\u0165 a poradenstvo. <\/p>\n
<\/p>\n
Spolo\u010dnos\u0165 Phidra podporuje mal\u00e9 a stredn\u00e9 podniky prostredn\u00edctvom \u0161irokej \u0161k\u00e1ly slu\u017eieb: \u00fa\u010dtovn\u00edctvo, da\u0148ov\u00e9 poradenstvo, mzdov\u00e1 agenda, person\u00e1lne poradenstvo a podpora pri financovan\u00ed a akviz\u00edci\u00e1ch. Organiz\u00e1cia nefunguje na b\u00e1ze oddelen\u00ed, ale v r\u00e1mci t\u00edmov zameran\u00fdch na konkr\u00e9tnych klientov. <\/p>\n
\n\u201eSledujeme z\u00e1kazn\u00edka,\u201c hovor\u00ed spoluzakladate\u013e<\/span><\/span>\u2011<\/span>spoluvlastn\u00edk Bob Jong. \u201eV z\u00e1vislosti od potrieb zostav\u00edme t\u00edm s pr\u00edslu\u0161nou odbornos\u0165ou.\u201c<\/span><\/span><\/p>\n<\/blockquote>\n
Tak\u00fdto sp\u00f4sob pr\u00e1ce si vy\u017eaduje inteligentn\u00fa podporu.<\/p>\n
\n\u201eZ\u00e1kladn\u00e9 \u00falohy, ako je administrat\u00edva a ro\u010dn\u00e9 \u00fa\u010dtovn\u00e9 z\u00e1vierky, by mali zabera\u0165 \u010do najmenej \u010dasu,\u201c vysvet\u013euje Bob. \u201eAby sme sa mohli cel\u00fd rok venova\u0165 diskusi\u00e1m so z\u00e1kazn\u00edkmi. O raste, udr\u017eate\u013enosti a umelej inteligencii. Pr\u00e1ve z toho \u010derp\u00e1me na\u0161u energiu.\u201c <\/p>\n<\/blockquote>\n
<\/h4>\n
By\u0165 na \u010dele ako mentalita<\/h4>\n
Spolo\u010dnos\u0165 Phidra je zn\u00e1ma ako firma, ktor\u00e1 rada ud\u00e1va trend. Nov\u00fd softv\u00e9r sa testuje sk\u00f4r dnes ako zajtra. <\/span><\/span><\/p>\n
\n\u201eAk sa cel\u00fd mesiac neobjav\u00ed \u017eiadny nov\u00fd n\u00e1stroj, pova\u017eujeme to vlastne za pokojn\u00fd mesiac,\u201c hovor\u00ed sa so smiechom.<\/span><\/span><\/p>\n<\/blockquote>\n
T\u00e1to zvedavos\u0165 v oblasti inov\u00e1ci\u00ed je hlboko zakorenen\u00e1 v organiz\u00e1cii. Nielen u partnerov, ale aj u \u00fa\u010dtovn\u00edkov a pracovn\u00edkov zodpovedn\u00fdch za dodr\u017eiavanie predpisov, ktor\u00ed sa akt\u00edvne podie\u013eaj\u00fa na pilotn\u00fdch projektoch a v\u00fdvoji softv\u00e9ru. V\u010faka tejto mentalite bol prechod na Fortes CRM logick\u00fdm krokom. <\/p>\n
<\/h4>\n
Ke\u010f sa men\u00ed prostredie, men\u00ed sa aj CRM<\/h4>\n
Spolo\u010dnos\u0165 Phidra u\u017e dlh\u0161\u00ed \u010das pracovala s rie\u0161en\u00edm AuditCase, s ktor\u00fdm bola kancel\u00e1ria spokojn\u00e1. Z\u00e1rove\u0148 sa zmenil sp\u00f4sob, ak\u00fdm spolo\u010dnos\u0165 Phidra pracuje s \u00fadajmi a dokument\u00e1ciou. \u010coraz viac inform\u00e1ci\u00ed sa pres\u00favalo do Microsoft 365 a SharePointu. S Docubirdom ako nadstavbou pre spr\u00e1vu dokumentov a Hixom ako port\u00e1lov\u00fdm rie\u0161en\u00edm tak CRM z\u00edskalo v r\u00e1mci cel\u00e9ho syst\u00e9mu in\u00e9 miesto. <\/span><\/span><\/p>\n
\n\u201eVtedy sa automaticky za\u010dnete znova zam\u00fd\u0161\u013ea\u0165 nad t\u00fdm, ak\u00fa \u00falohu zohr\u00e1va CRM vo va\u0161om prostred\u00ed,\u201c hovor\u00ed Bob Jong. \u201e<\/span>AuditCase<\/span> sme v tom \u010dase pou\u017e\u00edvali hlavne ako \u0161tandardn\u00fd CRM syst\u00e9m, bez <\/span>centra pre spr\u00e1vu dokumentov<\/span>.\u201c<\/span><\/p>\n<\/blockquote>\n
Vtedy <\/span>Fortes<\/span> ozn\u00e1mil, \u017ee pracuje na novom <\/span>CRM<\/span>, <\/span>vedome<\/span> \u013eahk\u00fd, preh\u013eadn\u00fd a logicky nadv\u00e4zuj\u00faci na Microsoft<\/span><\/span>\u2011<\/span>prostredie<\/span>,<\/span> v\u0161etko zapadlo na svoje miesto.<\/span><\/span><\/p>\n
\n\u201eNa zavedenie syst\u00e9mu Fortes CRM to bol proste ve\u013emi vhodn\u00fd \u010das,\u201c hovor\u00ed Bob. \u201ePre\u010do by sme teda mali \u010daka\u0165?\u201c <\/p>\n<\/blockquote>\n
Na\u010do \u010daka\u0165?<\/span><\/span><\/h4>\nSpolo\u010dnos\u0165 Phidra sa teda rozhodla ne\u010daka\u0165, ale hne\u010f sa zapoji\u0165 do pilotn\u00e9ho projektu.<\/span><\/p>\n
\n\u201eNa\u010dasovanie bolo perfektn\u00e9.\u201c<\/span><\/p>\n<\/blockquote>\n
Po\u010das pilotn\u00e9ho projektu sa kancel\u00e1ria mohla akt\u00edvne podie\u013ea\u0165 na rozhodovan\u00ed o zvolen\u00fdch rie\u0161eniach. T\u00e1to f\u00e1za bola konkr\u00e9tna a cie\u013eavedom\u00e1 a poskytla spolo\u010dnosti Phidra mo\u017enos\u0165 ovplyv\u0148ova\u0165 dianie u\u017e v ranom \u0161t\u00e1diu. <\/p>\n
<\/span><\/span><\/p>\n
Od spolo\u010dn\u00e9ho prem\u00fd\u0161\u013eania k konkr\u00e9tnym krokom<\/h4>\n
Po ukon\u010den\u00ed pilotn\u00e9ho projektu pre\u0161la spolo\u010dnos\u0165 Phidra priamo do \u010fal\u0161ej f\u00e1zy: praktick\u00e9 vyu\u017e\u00edvanie syst\u00e9mu Fortes CRM.<\/p>\n
\n\u201eNiektor\u00e9 veci si uvedom\u00ed\u0161 a\u017e vtedy, ke\u010f s nimi za\u010dne\u0161 pracova\u0165,\u201c hovor\u00ed Bob.<\/p>\n<\/blockquote>\n
V s\u00fa\u010dasnosti prebiehaj\u00fa t\u00fd\u017edenn\u00e9 koordina\u010dn\u00e9 stretnutia, v\u010faka \u010domu sa tempo udr\u017euje na vysokej \u00farovni. Bob je z toho nad\u0161en\u00fd: <\/p>\n
\n\u201eZ dlh\u00e9ho zoznamu ot\u00e1zok, ktor\u00e9 sme mali, bolo medzi\u010dasom vyrie\u0161en\u00fdch dev\u00e4\u0165desiat percent. Vo firme Fortes na ne reaguj\u00fa naozaj bleskovo. Pova\u017eujeme to za skvel\u00e9, najm\u00e4 za tak\u00fd kr\u00e1tky \u010das.\u201c<\/span><\/span><\/p>\n<\/blockquote>\n
Pr\u00e1ve t\u00e1to r\u00fdchlos\u0165 je pre spolo\u010dnos\u0165 Phidra rozhoduj\u00faca.<\/span><\/span><\/p>\n
\n\u201eProste vid\u00ed\u0161, \u017ee sa veci, ktor\u00e9 navrhuje\u0161, op\u00e4\u0165 objavuj\u00fa. To n\u00e1m dod\u00e1va energiu, aby sme v tom spolo\u010dne pokra\u010dovali.\u201c<\/p>\n<\/blockquote>\n
<\/h4>\n
Jednoduchos\u0165 pred zlo\u017eitos\u0165ou<\/h4>\n
To, \u010do Phidra na syst\u00e9me Fortes CRM oce\u0148uje najviac, je jeho jednoduchos\u0165:<\/span><\/span><\/p>\n
\n\u201eAuditCase je v\u00fdkonn\u00fd bal\u00edk, ale v dne\u0161nej dobe u\u017e tak\u00fdto komplexn\u00fd syst\u00e9m nie je potrebn\u00fd,\u201c vysvet\u013euje Bob. \u201eMnoh\u00e9 procesy u\u017e dnes bez probl\u00e9mov prebiehaj\u00fa v prostred\u00ed Microsoftu, napr\u00edklad \u00falohy, spolupr\u00e1ca a spr\u00e1va dokumentov.\u201c <\/p>\n<\/blockquote>\n
Fortes CRM na to logicky nadv\u00e4zuje. Je preh\u013eadn\u00fd, u\u017e\u00edvate\u013esky pr\u00edvetiv\u00fd a navrhnut\u00fd na z\u00e1klade my\u0161lienky, \u017ee softv\u00e9r sa m\u00e1 prisp\u00f4sobova\u0165 pr\u00e1ci, a nie naopak. <\/span><\/span><\/p>\n
\n\u201eNaozaj sme mohli spolo\u010dne prem\u00fd\u0161\u013ea\u0165 \u00faplne od za\u010diatku: \u010do potrebuje\u0161? A \u010do rozhodne nie?\u201c<\/p>\n<\/blockquote>\n
<\/h4>\n
<\/h4>\n
Pre ak\u00fa kancel\u00e1riu je Fortes CRM vhodn\u00fd?<\/h4>\n
Pod\u013ea spolo\u010dnosti Phidra je Fortes CRM obzvl\u00e1\u0161\u0165 vhodn\u00fd pre kancel\u00e1rie, ktor\u00e9 u\u017e pracuj\u00fa modern\u00fdm sp\u00f4sobom alebo ktor\u00e9 sa chc\u00fa vedome vyda\u0165 t\u00fdmto smerom.<\/p>\n
\n\u201eKancel\u00e1rie, ktor\u00e9 pracuj\u00fa s Microsoftom, SharePointom, Docubirdom a HIX. Ktor\u00e9 s\u00fa zameran\u00e9 na cloud a neboja sa zmien.\u201c<\/p>\n<\/blockquote>\n
To neznamen\u00e1, \u017ee s\u00fa vyl\u00fa\u010den\u00e9 in\u00e9 kancel\u00e1rie, ale \u017ee rozhoduj\u00faci je sp\u00f4sob myslenia.<\/p>\n
\n\u201e\u00da\u010dtovn\u00edctvo je konzervat\u00edvny trh. Niektor\u00e9 firmy \u010dakaj\u00fa, a\u017e u\u017e naozaj nebude in\u00e1 mo\u017enos\u0165. In\u00e9 vn\u00edmaj\u00fa zmenu ako pr\u00edle\u017eitos\u0165. Pr\u00e1ve t\u00e1to druh\u00e1 skupina z toho bude ma\u0165 najr\u00fdchlej\u0161ie \u00fa\u017eitok.\u201c<\/p>\n<\/blockquote>\n
<\/h4>\n
Odpor\u00fa\u010danie pre ostatn\u00e9 kancel\u00e1rie<\/h4>\n
Spolo\u010dnos\u0165 Phidra chce najm\u00e4 t\u00fdm kancel\u00e1ri\u00e1m, ktor\u00e9 v\u00e1haj\u00fa, odovzda\u0165 jedno posolstvo: nebojte sa.<\/span><\/span><\/p>\n
\n\u201eTeraz m\u00e1te pr\u00edle\u017eitos\u0165 zapoji\u0165 sa do nie\u010doho, \u010do zodpoved\u00e1 s\u00fa\u010dasnej dobe a tomu, \u010do n\u00e1s \u010dak\u00e1 v oblasti umelej inteligencie a automatiz\u00e1cie. \u010c\u00edm sk\u00f4r sa zapoj\u00edte, t\u00fdm lep\u0161ie budete pripraven\u00ed na bud\u00facnos\u0165.\u201c<\/p>\n<\/blockquote>\n
Zauj\u00edma v\u00e1s, \u010do m\u00f4\u017ee Fortes CRM v r\u00e1mci Milestones prinies\u0165 va\u0161ej organiz\u00e1cii? Po\u017eiadajte ni\u017e\u0161ie o osobn\u00fa uk\u00e1\u017eku. Radi v\u00e1m pom\u00f4\u017eeme n\u00e1js\u0165 rie\u0161enie. <\/p>\n
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