A French leader in retirement solutions for professionals wanted to boost the performance and quality of its B2B outbound campaigns. The goal: maintaining a premium customer experience while accelerating growth in a highly competitive market.
Mutual insurance (B2B)
Multichannel
Challenge and improve its own customer relationship quality, with customer satisfaction as a core priority.
Strengthen its position as a leader in lasting, positive customer experience within its sector.
A permanent, expert team was set up to ensure the stability and continuity of service delivery all year long.
A tailor‑made API was developed to streamline the capture and tracking of leads, improving coordination with the client’s CRM.
A combined outreach strategy using SMS, email, and voicemail reminders was deployed to increase appointment attendance and conversion rates.
E‑signature was integrated into the sales process to secure and accelerate file approvals.
Sales arguments were adapted to meet professional client expectations, paired with daily check‑ins and structured governance to ensure precision and consistency.
A group of dedicated advisors ensuring consistent service quality throughout the year.
E‑signature integration accelerated both commercial conversion and commitment security.
Coordinated use of SMS, email, and voicemail increased appointment attendance and conversion rates.
Automated lead capture and real‑time CRM integration enhanced operational efficiency.
Scripts systematically tailored to each segment and target, ensuring relevance and impact.
Co‑construction of methods with the client and continuous sharing of insights and best practices.
A dedicated team supported by advanced digital tools and CX analytics platforms, delivering tangible, measurable results.
Focus on quality, organizational agility, and rapid integration of new solutions aligned with each client’s strategic goals, while ensuring data confidentiality and full brand alignment.
Mapping customer journeys, redesigning processes, leading transformation projects, and continuously monitoring performance KPIs (NPS, CSAT, conversion rates).
Recognized experience in mutual insurance, health, pension, and B2B sectors, allowing precise understanding of key business challenges.
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