Success Story: RB Distribuidora invests in automating internal processes with Bitrix24

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Br24 videos and networking at B24 Club supported the Ceará-based company in adopting the all-in-one platform by more than 140 employees. Check it out!

Success Story RB Distribuidora and Br24

RB Distribuidora , founded in 1979, is one of the most traditional distributors in Ceará. It began its activities in Piauí as a small wholesaler of sandals and shredded tobacco. Over the years, it modernized and expanded its business within the supply chain. Today, the company is part of the RB Group, together with the companies B-log and Fortali.

One of the most impactful transformations in the history of the food distributor was the adoption of Bitrix24, with the aim of automating internal processes and, thus, achieving greater productivity in teams. After being impacted by content about Bitrix24 on YouTube , Luiz Carlos Barros, IT Manager at RB Distribuidora, began a journey of knowledge on the all-in-one platform that today involves more than 140 employees and has caused many other applications and software to be left behind.

Keep reading and discover the details of this Success Story!

How RB Distribuidora manages commercial processes with Bitrix24
How to make work more productive? This was the concern that started the search for a tool that could automate daily tasks. “As an IT Manager, I always looked for systems that would help teams manage routine activities,” says Luiz, who recognized Bitrix24 as the perfect solution for managing tasks and designing internal process flows. That's how the all-in-one platform became part of RB Distribuidora's routine in 2021.

CRM applied to internal processes
Both RB Distribuidora and Fortali use the same Bitrix24 for payment flows, customer relations, logistics, team requests, supplier requests, meeting room reservations and receipt of goods, to name a few processes that currently run within the CRM , in “Business”, in Kanban mode.

Requests for IT, finance, accounting and, soon, for the board of directors of RB Distribuidora are made via Intelligent Process Automation . Equipment purchases, returns to suppliers, internal breakdowns, process and project portfolios and onboarding of new employees are processes that use flow automation rules.

Working Groups are also used for better internal organization
The IT team has all its tasks organized in a Work Group, where requests are allocated after being created in the CRM. “I can easily view the status of all activities, checking the deadlines that were set and identifying bottlenecks,” says Luiz.

Bitrix24 Kanban

Employees at different support levels receive calls and, when they progress slovenia telemarketing data to the service, they automatically take responsibility for the task in question. When the call is closed, an email to the person who made the request is also automatically sent.

What has been the impact of automation on work processes?
The main benefit was no longer using emails for processes, which prevents the loss of information. Now, everyone can monitor their own activities much more clearly in Bitrix24.

Intelligent Process Automation

“Productivity has improved a lot. The payment process, for example, was manual. We had to print the invoice, stamp it, find someone to sign it, take the invoice for billing… a lot of time was wasted!”

Institutional website was created in just 1 day with Bitrix24
RB Distribuidora had a website, created by a specialized company, but the service was slow and even costly when a change was necessary.

After exploring the resources of the Task Management and Communication modules and also investing in Automated Processes , Luiz Carlos took on the challenge of creating the new institutional website for RB Distribuidora in just 1 day.

RB Distributor Website



Changes that used to take so long to make are now very easy to make with Bitrix24’s drag-and-drop system. Forms, buttons and social media links, as well as a clean and functional design, make the site very complete. “The Bitrix24 Website Builder on the Enterprise plan makes editing simpler,” he points out.

Learning and teaching Bitrix24: the importance of empowering yourself with the platform
The free version of Bitrix24 – which offered more comprehensive possibilities and unlimited users a few years ago – was the starting point for many internal processes at RB Distribuidora. It later gave way to the Enterprise 250 plan , which allows you to allocate all contracted employees and create all the workflows necessary for the company, in addition to guaranteeing access to the B24 Club .

Luiz Carlos delved deeply into the Bitrix24 help topics, gradually implementing the knowledge he acquired. The IT department was the first to use the platform's solutions, but the process of expanding to other sectors did not take long. Gradually, the most influential departments of the company – such as HR and finance – were introduced to Bitrix24.

“I ‘sold’ Bitrix24 to the company not as a CRM, even though this feature is the platform’s flagship, but for Task and Project Management and Internal Communication . The goal was to ensure that employees had fewer tabs open with Asana, Skype, etc.” Today, there is a professional on the team responsible for developing automated processes, created by Luiz.

Adaptation to Bitrix24
“It wasn’t easy. Everyone wants change, but no one wants to change.” For Luiz Carlos, the great success of the company was to make the transition to Bitrix24 slowly, starting with key sectors and counting on the support of the most engaged managers. During the weekly leaders’ meeting, testimonials began to emerge and, thus, knowledge began to be shared in team training sessions, carried out by the company itself.

“YouTube helped a lot. The teaching methods used in the videos by Br24 and other partners, such as CRMThink, helped me learn what was necessary to carry out the first implementations and present the platform in operation, in a very simple way.” A lot of study and several tests were necessary to arrive at the flows that exist today.

Luiz believes that now, with B24 Club , the process is even easier: “Back in my day, the adaptation process was very lonely. Nowadays, it’s possible to chat with someone who has had the same doubt and learn from it. I’ve even helped some people there.”

In search of the networking that currently takes place at B24 Club, the IT Manager began to present the platform to professionals like him, who worked at other companies: “The idea was to form a group of people close to me who were also using the tool, with whom I could exchange information and learn together”, he recalls.