How OPPBTP turned a difficult CRM migration into a success story.

Upgrade a critical CRM that 324 people rely on, without repeating the difficulties of past migrations.

OPPBTP is France’s occupational-prevention body for the construction and public-works sector, advising companies and workers on health and safety. Its internal teams run on Microsoft Dynamics CRM, used by 324 employees day to day.

The trigger was a major version upgrade of that CRM. On paper a routine project, in practice a risk: previous upgrades had been painful, with users left to relearn the tool on their own and adoption stalling at the worst possible moment — right after go-live.

The support team needed more than a new interface to ship. It needed a way to educate and engage employees through the change, keep input quality high, and avoid drowning support in tickets the day the new CRM went live.

« We needed to upgrade our CRM and to make the transition smooth, to avoid the difficulties we’d hit on previous upgrades. Lemon Learning was our way to educate and engage staff with the new system. »

Yannick Gervais In charge of digital support for internal users, OPPBTP

A two-phase rollout: prepare people inside the old CRM, then guide them through the new one.

OPPBTP ran the change in two deliberate phases. Phase one, before the migration: push notifications inside the old CRM informed employees of what was coming and actively included them in the change. That early communication built a sense of inclusion and opened the conversation well before go-live.

Phase two, on the new CRM: interactive guides and tailored e-learning paths let teams get to grips with the system at their own pace, while contextual tooltips delivered immediate help right where questions came up — no manuals, no waiting on support.

« We took a two-phase approach: first, notifications in the old CRM to inform and include people; then, on the new version, interactive guides, e-learning paths and contextual tooltips for immediate support. »

Yannick Gervais In charge of digital support for internal users, OPPBTP

Mass adoption, better input quality, and onboarding that no longer needs constant support.

« With Lemon Learning, we turned CRM training into mass adoption and improved input quality — a turning point in our digital approach. »

Yannick Gervais In charge of digital support for internal users, OPPBTP

« Lemon Learning has revolutionised our onboarding: new staff become operational without constant support, and existing staff find everything they need at the click of a button. »

Yannick Gervais In charge of digital support for internal users, OPPBTP

« The guides save me a lot of time. »

OPPBTP employee End-user feedback

Like OPPBTP, turn your next CRM migration into mass adoption.

Book a personalised demo and see how Lemon Learning prepares users before go-live and guides them inside the tool after — with push notifications, guides and tooltips.