Construction safety CRM · Dendreo AI automation

How OPPBTP creates its training quotes 3 times faster.

A new CRM and a new training management tool, in the same year. To help its 350 employees adopt them without losing time, OPPBTP handed data entry over to Lemon Learning: the AI assistant and automatic steps that fill in the fields for them.

OPPBTP · Lemon Learning customer story ► Customer story
OPPBTP · Lemon Night talk · Automatic steps and AI assistant
 
3 min
per quote, instead of 9
2,400 h
saved per year
600,000
interactions, up from 10,400 in July
350
users
The challenge

Two new software tools, long data entry and costly errors.

OPPBTP has used Lemon Learning for several years (read the first story). In 2026, the organisation completely changed CRM, leaving Microsoft Dynamics, then straight away replaced its training management software with Dendreo. Two major changes in the same year, for 350 employees.

The real obstacle is data entry. Users keep saying it: every new process adds clicks. Three processes accounted for most of the lost time and errors.

Creating an opportunity: title, product range, product, signature date, then looking up the right project code on a cheat sheet, in a list users called "astronomical". This code feeds the national indicators: one error means everyone has to review and approve again.

Creating a contact: everything is copied by hand from emails, 10 to 15 records a day, and one address in two contains a typo.

Creating a training quote: a process each advisor only runs once or twice a month. They print it out to remember it, and the slightest badly formatted field blocks the quote from being sent in the training management tool.

"So many users tell you: 'Have you finished adding clicks for us?' There is a solution called automatic steps: it fills in fields, checks boxes and performs clicks instead of the user, therefore saving time."

Yannick Gervais User support manager, OPPBTP
The solution

The AI assistant and automatic steps that do the data entry for the user.

Yannick Gervais, user support manager, reworked each process so that Lemon Learning does the work: the AI assistant understands the request and asks the right questions, then automatic steps fill in the fields, tick the boxes and click on their own. The Lemon Learning Player was customised in OPPBTP's colours.

A guide with 45 automatic steps takes 2 to 3 hours to build, with no development. On Dendreo, guides were even created live, during the training of the training assistants.

"Time saved, improved data entry quality, no need for re-entry."

Yannick Gervais User support manager, OPPBTP
The results

Quotes 3 times faster, and adoption taking off.

3×
faster to create and send a training quote (9 → 3 min)
2,400 h
of data entry saved every year, across around 24,000 quotes
98%
of workplace accident reports approved at first review, up from 8% before

The turning point is value: since the first automatic steps in July 2026, interactions with Lemon Learning have grown from 10,400 to nearly 600,000, for around 300 employees. Users no longer see Lemon Learning as a secondary aid, but as the fastest way to get their work done.

"When people save time, they find value in it. The moment they find value in Lemon Learning, they start consuming Lemon Learning. The real adoption, we see it in the numbers: it's because people found value in it."

Yannick Gervais User support manager, OPPBTP

"What is very interesting is to look at the processes you use very rarely during the year, because those are the ones where Lemon Learning provides high added value, especially when you have complicated processes, clicks, things to check."

Yannick Gervais User support manager, OPPBTP

Like OPPBTP, let Lemon Learning do the data entry for you.

See in a personalised demo how the AI assistant and automatic steps speed up data entry in your CRM and business tools.

Book a demo