CRM in V-Desk system

V-Desk CRM is a digital database of information accessible from anywhere to manage sales more efficiently. Lasting relationships with your customers give you a strong competitive advantage. Building and caring for them, using the V-Desk CRM application brings tangible results. This is helped by a set of tools that provides access to structured information about customers, events and current offerings.

V-Desk CRM for organizing customer data and enabling effective business communication.

Eliminate some pain points on the way to a successful customer relationship:

V-Desk provides the possibility of creating a contractor card by filling in data from the CSO database. Integration with the government database automates the tedious activity of filling in card registration. Registration in the CRM and verification of the contractor takes place more efficiently.

The history of conversations with customers, data and information on preferences or interactions allows accurate decisions to be made. Organising this knowledge in a single system, accessible from anywhere, translates into increased efficiency and better sales results.

Chaos and lack of information leads to difficulties in understanding customer needs. CRM allows a summary of arrangements, meeting reports and conversations to be collected and organised in one system. Full knowledge of relationships and counterparty needs translates into building lasting relationships. Valuable data enables effective marketing campaigns or the preparation of personalised offers, influencing customer decision-making and loyalty.

Customer Relationship Management in V-Desk and V-Desk GA

The advantage of the V-Desk system is that it can be integrated with virtually any IT system. There is no company on the market that does not already use some software. The whole magic is to integrate any software used in the company with V-Desk in such a way as to improve the business processes in the organisation.

Our customers are talking about V-Desk

Kia Polska

“With a professional approach and a deep understanding of our needs, the solution meets our expectations. V-Desk is easy to use and functional, but above all, it streamlines the work of many people and increases the efficiency of the company’s operations.”

Anna Jankowska-Kosińska, Finance General Manager Kia Polska sp. z o.o.

Kia Polska - klient Primesoft

Rotometal

“We chose the V-Desk solution because of its wide range of options for adapting the solution to our individual processes, as well as the flexibility it offers when integrating with the SAP system.”

Sebastian Grubski, Financial Director

Rotometal - klient Primesoft

Elplast +

The expectations we had for digitizing our company have been met. With the V-Desk system, we are no longer using paper documents, which has had a positive impact on the efficiency of our processes.

Primesoft - Elplast +Renata RosenbeigerRenata Rosenbeiger, Chief Accountant at Elplast+ sp. z o.o.

Elplast + - klient Primesoft

Lhoist Bukowa

“The workflow system from Pimesoft is a simple way to collect quality information, analyse trends, identify problems, and take corrective action. This allows for continuous process improvement and higher quality standards.”

Marcin Cygan, Quality Manager Lhoist Bukowa sp. z o.o

Lhoist Bukowa - klient Primesoft

BMW Dynamic Motors

“Cooperation with Primesoft Polska began in 2021 and focused on the introduction of solutions aimed at the complex digitization of business processes management.”

Grażyna Jaworska, President of the Management Board

BMW Dynamic Motors - klient Primesoft

Domost

We value the potential of the V-Desktop platform, its stability and functionality, which allows us to save time and resources. Tasks including document registration and approval have been automated, and we now have effective control over the process.

Łukasz Siwek, Chairman of the Board

Domost - klient Primesoft

SMP Poland

The system allows us to easily track payment deadlines, verify incorrect entries and, above all, eliminate manual work at many stages of invoice processing.

Anna Korytko, Financial Director

SMP Poland - klient Primesoft

Autostrada Wielkopolska

“We implemented this system as an independent platform available to our subcontractors, self- employed engineers, and other external entities. We wanted to streamline document circulation in our company. We searched the market for programmes that would be easy to use, ergonomic, but also flexible in terms of future system development.”

Paweł Janczak, IT Project Manager

Autostrada Wielkopolska - klient Primesoft

Securitas

“During 11 years of using V-Desk, we have become convinced of the flexibility of this solution, which is why we commissioned modifications allowing V-Desk to be integrated with another system in the company. We confirm that the work was carried out to the highest standard, maintaining high standards of business ethics and continuity of processes in the company.”

Krzysztof Bartuszek, Chairman of the Management Board of Securitas companies in Poland

Securitas - klient Primesoft

Mitutoyo Polska

V-Desk allows us to focus on the tasks that are essential to our business, without wasting valuable time waiting for documents or registering them manually.

Monika Siurdyban, Chief Accountant Mitutoyo Polska

Mitutoyo Polska - klient Primesoft

Bostik

“We took advantage of the consulting and analytical support provided by Primesoft Polska, and as a result of our cooperation, the V-Desk electronic document circulation system was launched in our organization. We confirm the implementation of the solution in the areas of contracts, orders, and invoices, as well as its integration with the Exact financial system. In all areas, document approval and circulation processes have been streamlined, and control at every stage has been strengthened.”

Bogusław Nowosielski, Managing Director, Chairman of the Board

Bostik - klient Primesoft

Polipak

The flexibility of the implemented system means that its development possibilities, tailored to the company’s current needs, are an additional advantage that is highly valued by our company.

Tomasz Tramś, Chairman of the Board

Polipak - klient Primesoft

Grupa Pracuj

“V-Desk is a modern and efficient solution, equipped with a range of tools that significantly improve the comfort of everyday work. We appreciate the flexibility and scalability of the system, which allows documents to be processed efficiently and in accordance with established procedures. By launching the V-Desk system, we have significantly reduced the use of paper documents, and the processing and management of invoices and correspondence in the company has been optimized.”

Lidia Zalewska, Senior Office Management Specialist

Grupa Pracuj - klient Primesoft

NUXE

“V-Desk GA introduced a systematic approach to processes at Nuxe, reducing the problems associated with manual document handling. From now on, we manage invoices electronically and handle HR processes such as vacation requests and approvals, as well as employee attendance records.”

Piotr Wijtiwiak, Business Unit Manager

NUXE - klient Primesoft

Ariadna SA Fabryka Nici

“The transition to a digital document circulation system involved changes that had a positive impact on the functioning and flow of processes such as invoice circulation, requisitions, purchases and employee requests. The workflow system was launched to handle the circulation of cost invoices, of which approximately 500 are processed each month.
The positive cooperation with Primesoft, whose goal was to digitise Ariadna, allows us to plan the expansion of the V-Desk system with additional modules.”

Primesoft - Ariadna SA Fabryka NiciBeata KarbowniczakBeata Karbowniczak, Chairman of the Board

Ariadna SA Fabryka Nici - klient Primesoft

Jass Board

“The switch to digital task and document workflows was our goal, which we were able to achieve with the professional support of Primesoft.”

Primesoft - Jass BoardMariusz LisieckiMariusz Lisiecki, Information Systems Manager

Jass Board - klient Primesoft

JMP Flowers

“We no longer waste time searching for invoices, and we have resolved situations where tasks were not monitored and responsibility was unclear. With the V-Desk System, we have achieved smooth document processing.”

Dominika Sor, IT specialist

JMP Flowers - klient Primesoft

EFL Leasing

“Given that we have been successfully cooperating with Primesoft Polska Sp. z o.o. for many years in the development of the V-Desk system, we are pleased to recommend it as a supplier of electronic document circulation systems.”

Paweł Lewandowski, Vice President of the Management Board at EFL

EFL Leasing - klient Primesoft

CRM (Customer Realization Managemet) system in the V-Desk – FAQ

How does CRM affect communication between company teams?

The CRM system makes it easy to share customer and project information internally, collaborate on offers and marketing campaigns and coordinate sales activities. This enables salespeople to work better with other team members and ensure a consistent and coordinated approach towards customers.

Will the CRM in the V-Desk system allow you to plan the sales process?

When conducting sales, employees need to plan the entire process well. The system makes it possible to guide the entire endeavour from making contact with a potential customer to finalising a contract. The CRM system makes it possible to track the progress of individual deals, identify stages that need attention and forecast future revenue. This allows salespeople to manage their time and resources more effectively, focusing on the most promising leads and projects.

Are there built-in notifications and alerts in the V-Desk CRM system?

Proactively processing sales at each stage requires various actions. With features such as sending notifications by email or internally within the system, employees can be sure that no opportunity is missed and no opportunity to contact the customer is overlooked.