Case Study: OPPBTP achieves smoother CRM adoption and better data quality with Lemon Learning

How OPPBTP Turned a Difficult CRM Migration Into a Success Story

OPPBTP worked with Lemon Learning to support a major upgrade of its Microsoft Dynamics CRM. The team wanted a smoother transition than in previous upgrades and needed a better way to educate and engage employees so they would adopt the new system effectively.

Lemon Learning implemented a two-step approach with in-app notifications in the old CRM, followed by interactive guides, customized e-learning paths, and contextual tooltips in the new version. This helped drive mass adoption, improve input quality, and increase usage to 530 clicks per month. OPPBTP also reported faster onboarding and less need for constant support, while praising Lemon Learning for saving time and improving responsiveness.

OPPBTP

Yannick Gervais

Support Manager