How Zucchetti integrated RD Station with Bitrix24 and gained autonomy in the sales process

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Systems integration is the solution that companies of all niches and sizes can benefit from, in order to ensure the optimization of their work with different software that need to exchange information with each other.

Its use helps to centralize a business's data, avoiding errors that can occur when this work is done manually, in addition to helping to increase productivity and control processes.

Zuchetti , a company specialized in technology, is an example of a case that uses the systems integration strategy in its operations.

In conversation with our CEO, Carol Campos , commercial manager of the Italian company, talked about her experience integrating Bitrix24 with RD Station and how Br24 helped in this process.

Continue reading the article to learn about this success story!



About Zuchetti
An Italian company founded in 1978, Zuchetti Group is one of the main software houses in the European market, being one of the leaders in its segment on the continent.

In its more than 40 years of operation, it established itself in Brazil in 2011 and currently has more than 7,000 employees, 700,000 customers and 2,000 partners. It is present in more than 50 countries and is recognized as one of the best Italian companies in the IT sector worldwide.

The company's focus is to bring technology to companies of all sizes: from small retailers to industries, which have in common the need to modulate their services in different formats.

Carolina Campos, commercial manager of the Brazilian office, responsible for the project of inserting Bitrix24 integrated with RD Station into the business's internal operations, spoke to Br24 and shared her experience.

RD Station + Bitrix24 integration at Zuchetti
Carol says that the main goal of using the two integrated platforms was to automate the process of transferring leads between marketing and sales. Since the company serves several verticals, it needed to centralize the data in a single system. This process would make the work of employees easier, since the same team deals with different products, and having automation programmed for each service is key to ensuring the operation runs smoothly.

The CRM used by the company previously had native integration with RD Station, however, it did not provide the business with all the possibilities that Bitrix24 provides.

In previous companies, the sales manager had had contact with the platform and was aware of the universe of possibilities and improvements it could bring to Zuchetti, which is why she suggested its implementation.

The main reason that made Carol choose to use Bitrix24 again was the opportunity panama telemarketing data to combine pre-sales and sales in a single system, which brings autonomy to the process. And the old CRM did not provide this.

The manager looked for solutions to implement the tool and get the Bitrix24 + RD Station integration running and embraced the project to make it happen.

Carol's biggest concern was related to the discomfort it could generate in the teams, considering that they were already used to using the other CRM integrated with RD Station natively.

Before the project began, a lot of information was lost. And, from the moment they started reviewing the information to structure the new planning, the teams had the opportunity to review the data that went back and forth between the systems.

The work, which was carried out jointly between sectors, brought greater precision, and positive results appeared right from the start of its implementation.

According to her:

“At first, I thought that the fact that Bitrix24 didn’t offer off-the-shelf integration with RD Station was a problem. However, this stopped being a problem after I spoke to Filipe (from Br24), and I discovered that it is possible to integrate quickly and easily. Our entire journey was guided by the Br24 team.”

Much of the prospect acquisition is done through Inbound Marketing. Since it generates a considerable number of leads monthly, ensuring that the integration between the platforms was successful was essential.

In practice, lead capture comes from RD Station, where contacts are pre-qualified through nurturing and lead scoring. Leads then enter Bitrix24 so that sales can do their job and return to RD Station with conversion information when there are sales.

Therefore, to avoid data loss in this transition between areas, successful integration was essential.

You can also access the full interview by clicking on the video below:



What were the results of integrating Bitrix24 with RD Station?
After the integration was completed, the journey was as follows: leads are sent to Bitrix24 through RD Station, undergo qualification, and contacts that convert into sales return to RD Station with this record.

This way, the entire process from the beginning to the end of the sales cycle is recorded on both platforms, automatically, without the need for manual entries.

Currently, Carol's team has 5 pre-salespeople and 8 salespeople who receive leads through the union of platforms and the automations built.

One of the automations, for example, allows leads to be divided equally between each salesperson. This has increased the flow, since without it, the delivery of leads would have to be done manually.

In this way, complete management has helped a lot in the day-to-day operations of the sales team, as everyone feels supported through a fair process that does not depend on human interaction, avoiding bottlenecks.

Another important result resulting from the integration was the autonomy that the commercial manager gained in generating reports, which is now much simpler.

“ I can know what stage each lead is at, whether it really went to sales, for example. Mainly because here we serve the end user and reseller front, so we can validate the quality of the baton handover from one sector to the other, and that helps a lot.” Carol Campos, Zuchetti sales manager.