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background

PRO BTP is a social protection organization serving construction and construction, health, welfare, savings, social actions, retirement... The PRO BTP Group has a commercial network focused on two markets: Professionals and Individuals. That is, a professional itinerant physical network and a network of individuals grouped into Agencies on a departmental network and a regional and national distance sales network.

The Pro BTP Group in figures:

• 1,200,000 protected employees
• 1,500,000 retirees managed
• 110 Agencies in France
• 380,000 member companies

PRO BTP wanted to modernize the reception of its customers and optimize the appointment process in its branches and remotely. The objective was to offer a 24/7 digital experience for Individuals and Businesses while simplifying the work of internal teams.

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Les Pro BTP challenges

• Guarantee a personalized welcome only by appointment;
• Improve the membership journey on all digital channels;
• Optimize the internal management of agendas and the traceability of appointments;
• Facilitate the relationship between clients and advisors, before, during and after the appointment;
• Facilitate the resolution of requests and improve the quality of service.

Cyrille de Chalain - Deputy Commercial Development Director at PRO BTP : “The Agendize solution met our specifications by offering customization and interoperability capabilities with the PRO BTP technical ecosystem, not to mention the Security aspect. ”

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Agendize Solution

• Appointment widget integrated into the website and store locator, mobile application and internal CRM;
• Synchronization with Outlook and Efficy CRM;
• Evolving courses: individual appointments, events, events, webinars, multiple registrations;
• Secure hosting in France to respect security and confidentiality standards.

Cyrille de Chalain - Deputy Business Development Director at PRO BTP: “We chose Agendize also because secure SaaS hosting in France was an essential criterion for us. It was important to know that our data remains protected and hosted locally in compliance with French and European standards. ”

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Results

• +30% of appointments made in Selfcare by Individual customers;
• More than 100,000 Individual meetings and 8,000 Business meetings generated in 2024;
• Over 600 events organized with 8,000 participants;
• Improvement of management thanks to centralized reporting and complete traceability;
• Fast adoption by employees thanks to a simple and integrated tool.

Cyrille de Chalain - Deputy Business Development Director at PRO BTP : “Right from the start, we've seen a positive response to the feature from our customers. From the first days, appointments were made on the WEB without specific communication from us. Over time, the number of appointments made by our private customers has increased to 30% of appointments booked in Selfcare. ”

Emilie Geoffroy - Head of Business Tools for the PRO BTP Group and Change Management: “The collaboration and co-construction of Agendize and PRO BTP was possible thanks to tight teams, frequent exchanges and support at each stage of progress, both during the project and after deployment. ”

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Watch how PRO BTP is transforming appointment booking and the customer experience

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Emilie Geoffroy - PRO BTP Group Sales Tools and Change Management Manager: “The Agendize Widget has become our one and only tool for making appointments for the Retail Sales network. The interface with the SI PRO BTP, made it possible to respect the rules for assigning appointments to the member's dedicated PROBTP contact person, but also to adapt the duration of appointments to the selected themes (Health, Savings, Savings, MRH, Auto, etc.). All with traceability both in terms of the customer's file, but also in our business management tools. ”

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