With automation, CRM and ERP integrated in Bitrix24, Rpn Brasil sells 60% faster and wins awards
Posted: Mon Jan 20, 2025 6:58 am
See how automated CRM for product sales and repair management and task management for teams helped the company streamline its operations.
With automation, CRM and ERP integrated in Bitrix24, Rpn Brasil sells 60% faster and wins awards
One of the biggest challenges for growing companies is centralizing information so that communication between teams happens smoothly and in an organized manner. This is the first step to providing good service: with access to customer history in the same environment where task management for teams takes place, the process becomes simpler and less prone to errors.
Investing in a centralized database, based on Bitrix24 integration with one of the most widely used ERP systems today, was the solution Rpn Brasil found to integrate the sales and engineering teams, better controlling tasks and deadlines. Together with Br24, the project went further, and gained automation and CRM triggers capable of further streamlining service.
Keep reading and find out all about this success story!
Meet Rpn Brasil, the leader in the sales and resale segment of industrial couplings in the country
Rpn Brasil 's trajectory is marked by transformations. The company was created in May 2006 and brought together cardboard tube sales representatives in a small room in Americana, in the interior of São Paulo.
In 2008, they migrated to the mechanical power transmission market, supplying couplings, reducers, brakes and industrial clutches for various segments. Expanding its market share, in 2014, Rpn Brasil began a partnership with Rexnord Brasil, working exclusively with the products of the world leader in this segment.
The largest national players in segments such as Steel, Paper and Pulp, Sugar and Alcohol, Mining, and Fertilizers are some examples of clients that Rpn Brasil has served since 2021, when it became the leader in the sales and resale segment of couplings in Brazil.
Rpn Brasil's objectives and challenges in managing commercial processes
Couplings play a fundamental role in the transmission of mechanical energy between different components of industrial machines and equipment. Providing increasingly better equipment with an ever-increasing service life is the company's main objective.
Accessing each customer's service history the moment they contact us is essential for closing consultative sales. In addition, it was also necessary to ensure that communication between sales and engineering teams took place without vietnam telemarketing data losing any information: any detail can be decisive for the success of the delivery!
Working with Excel and communicating via Skype, the sales team had to collect information in the system and manually enter it into a spreadsheet for daily updates. This process was conducive to human error and took up a lot of time: only at the end of each day were new projects sent to the people responsible.
Sales Management: From Kanban to Automated CRM
Managing tasks for teams using the Kanban offered by Bitrix24 was the initial intention of one of the directors of Rpn Brasil, Fábio Pires, when he started using the platform in November 2021.
When Guilherme Borsato, IT at the company, was invited to find out how to manage sales processes through Bitrix24, the possibility of using sales automation software with Protheus integration – one of the most used ERP systems and also chosen by Rpn Brasil – was what caught his attention: “We always worked with ERP systems before Bitrix24, but we needed something to control engineering projects, with tasks and deadlines”, recalls Guilherme.
The partnership with Br24 came about exactly when it became a priority to promote the integration of Bitrix24 and ERP Protheus , combining customer relationship management (CRM) with the management of internal processes and resources at Rpn Brasil. Borsato says that the expectation was to be able to organize the information they had: “Building a centralized database would bring us more security, in addition to optimizing time and improving internal and external communication within the team”. The results obtained were far beyond expectations:
Greater efficiency in order generation
Currently, the CRM communicates with the ERP, handling all the quotation and order opening tasks within Bitrix24. From the moment the quotation is finalized, the platform automatically initiates a sales order in the ERP. No spreadsheets or messengers: everything happens through the Protheus and Bitrix24 integration.
Faster and more accurate internal and external communication
Before Bitrix24, contact between the Engineering and Internal and External Sales departments was carried out by email or telephone. With the option of delegating tasks to those responsible and chat, there are no longer any borders between Rpn Brasil teams: all data is concentrated in a single software .
Reduction in delivery times to the customer
Using Bitrix24 as a sales manager, the time to complete an order has been reduced by more than half. According to Borsato, a service that used to take 5 minutes now takes no more than two minutes. This represents an increase of approximately 60% in efficiency in this part of the project. The centralized database ensures that the engineering team can use the entire project execution period without bottlenecks. The consequence of a well-structured process is increasingly faster delivery.
Optimized relationship management from pre to post-sales
In the long run, the accuracy of information within Bitrix24 has been a major highlight for Rpn Brasil, which today no longer loses any information and keeps the history of each client, whether new or old, always at hand. Anything the client wants to know about their application and equipment can be easily tracked by someone at Rpn Brasil, which is especially important in cases of repairs and exchanges.
Winning consecutive awards as the largest distributor in South America
After implementing Bitrix24, the increase in sales speed and the transfer of internal information guaranteed Rpn Brasil the award for largest Regal Rexnord distributor (partner supplier) in Brazil from 2015 to 2023.
With automation, CRM and ERP integrated in Bitrix24, Rpn Brasil sells 60% faster and wins awards
One of the biggest challenges for growing companies is centralizing information so that communication between teams happens smoothly and in an organized manner. This is the first step to providing good service: with access to customer history in the same environment where task management for teams takes place, the process becomes simpler and less prone to errors.
Investing in a centralized database, based on Bitrix24 integration with one of the most widely used ERP systems today, was the solution Rpn Brasil found to integrate the sales and engineering teams, better controlling tasks and deadlines. Together with Br24, the project went further, and gained automation and CRM triggers capable of further streamlining service.
Keep reading and find out all about this success story!
Meet Rpn Brasil, the leader in the sales and resale segment of industrial couplings in the country
Rpn Brasil 's trajectory is marked by transformations. The company was created in May 2006 and brought together cardboard tube sales representatives in a small room in Americana, in the interior of São Paulo.
In 2008, they migrated to the mechanical power transmission market, supplying couplings, reducers, brakes and industrial clutches for various segments. Expanding its market share, in 2014, Rpn Brasil began a partnership with Rexnord Brasil, working exclusively with the products of the world leader in this segment.
The largest national players in segments such as Steel, Paper and Pulp, Sugar and Alcohol, Mining, and Fertilizers are some examples of clients that Rpn Brasil has served since 2021, when it became the leader in the sales and resale segment of couplings in Brazil.
Rpn Brasil's objectives and challenges in managing commercial processes
Couplings play a fundamental role in the transmission of mechanical energy between different components of industrial machines and equipment. Providing increasingly better equipment with an ever-increasing service life is the company's main objective.
Accessing each customer's service history the moment they contact us is essential for closing consultative sales. In addition, it was also necessary to ensure that communication between sales and engineering teams took place without vietnam telemarketing data losing any information: any detail can be decisive for the success of the delivery!
Working with Excel and communicating via Skype, the sales team had to collect information in the system and manually enter it into a spreadsheet for daily updates. This process was conducive to human error and took up a lot of time: only at the end of each day were new projects sent to the people responsible.
Sales Management: From Kanban to Automated CRM
Managing tasks for teams using the Kanban offered by Bitrix24 was the initial intention of one of the directors of Rpn Brasil, Fábio Pires, when he started using the platform in November 2021.
When Guilherme Borsato, IT at the company, was invited to find out how to manage sales processes through Bitrix24, the possibility of using sales automation software with Protheus integration – one of the most used ERP systems and also chosen by Rpn Brasil – was what caught his attention: “We always worked with ERP systems before Bitrix24, but we needed something to control engineering projects, with tasks and deadlines”, recalls Guilherme.
The partnership with Br24 came about exactly when it became a priority to promote the integration of Bitrix24 and ERP Protheus , combining customer relationship management (CRM) with the management of internal processes and resources at Rpn Brasil. Borsato says that the expectation was to be able to organize the information they had: “Building a centralized database would bring us more security, in addition to optimizing time and improving internal and external communication within the team”. The results obtained were far beyond expectations:
Greater efficiency in order generation
Currently, the CRM communicates with the ERP, handling all the quotation and order opening tasks within Bitrix24. From the moment the quotation is finalized, the platform automatically initiates a sales order in the ERP. No spreadsheets or messengers: everything happens through the Protheus and Bitrix24 integration.
Faster and more accurate internal and external communication
Before Bitrix24, contact between the Engineering and Internal and External Sales departments was carried out by email or telephone. With the option of delegating tasks to those responsible and chat, there are no longer any borders between Rpn Brasil teams: all data is concentrated in a single software .
Reduction in delivery times to the customer
Using Bitrix24 as a sales manager, the time to complete an order has been reduced by more than half. According to Borsato, a service that used to take 5 minutes now takes no more than two minutes. This represents an increase of approximately 60% in efficiency in this part of the project. The centralized database ensures that the engineering team can use the entire project execution period without bottlenecks. The consequence of a well-structured process is increasingly faster delivery.
Optimized relationship management from pre to post-sales
In the long run, the accuracy of information within Bitrix24 has been a major highlight for Rpn Brasil, which today no longer loses any information and keeps the history of each client, whether new or old, always at hand. Anything the client wants to know about their application and equipment can be easily tracked by someone at Rpn Brasil, which is especially important in cases of repairs and exchanges.
Winning consecutive awards as the largest distributor in South America
After implementing Bitrix24, the increase in sales speed and the transfer of internal information guaranteed Rpn Brasil the award for largest Regal Rexnord distributor (partner supplier) in Brazil from 2015 to 2023.