Customer Success that fuels performance and innovation

About Crédit Agricole Transitions & Énergies

Crédit Agricole Transitions & Énergies is a subsidiary of the Crédit Agricole Group, created to accelerate the energy transition for individuals, businesses, farmers, and local authorities.

Its missions:
• To offer individuals energy renovation and consumption optimization solutions.
• To support companies, SMEs, and mid-sized businesses in their decarbonization and CSR performance initiatives.

Three major challenges to ensure the impact of webinars

In charge of the commercial engagement at Crédit Agricole Transitions & Energies, Pascal Bousquet leads a team dedicated to rolling out energy transition offerings across France.

His role involves both raising awareness among business leaders (SMEs, mid-sized companies, large enterprises) and supporting the 39 regional banks and their local branches, who are on the front line with clients.

To do this, Pascal and his team primarily rely on webinars. To make these events a true lever, several challenges must be overcome:

Challenge 1: Organization

A flawless upstream organization is essential, given the target audience. "We cannot afford to send invitations the day before or two days before the event. We need to plan ahead so our clients can block time in their schedules," explains Pascal Bousquet.

Challenge 2: Regional Alignment

With 39 regional banks and their branches to coordinate, aligning teams around a single message is important.

Challenge 3: Webinar Quality

As Pascal emphasizes: "It is out of the question to disappoint our clients" — The execution must be perfectly controlled on the day of the event.

Customer Success Livestorm: the secrets to lasting success

The role of Customer Success teams is central to securing Crédit Agricole Transitions & Énergies’ webinar strategy. From preparation to continuous improvement, including live moderation, their support is a guarantee of reliability and peace of mind for Pascal, who is committed to producing high-quality events.

Before the event: Prepare and secure registrations

Everything starts with creating the registration page, the true cornerstone of communication. Without this link, Pascal cannot launch his alignment strategy with the regional branches, which share the invitations with their clients.

The Livestorm expert brings her expertise from this stage, ensuring a fast and error-free launch. This condition is essential to initiate the national and regional communication relay and secure the highest number of registrants.

During the event: Streamlining the flow

On the day of the event, the account manager supports Pascal Bousquet, acting as a technical co-pilot — but not only.

Pauline is also responsible for critical actions within the post-webinar sales funnel: launching polls at specific moments using the "polls" module available on Livestorm.

🔸 First poll: measuring satisfaction

A poll is sent live to the audience, inviting them to answer the question, "How would you rate this webinar?". The responses allow Pascal Bousquet and his team to ensure qualitative follow-up on the actions taken.

🔸 Second poll: scheduling appointments

A second poll invites attendees to respond to the question, "Would you like to schedule a meeting with an advisor in the coming week?". These responses help initiate commercial conversations following the webinar and monitor interest in the presented offers.

This support allows Pascal to fully focus on the content and interaction with the attendees, with complete confidence.

After the event: Inspire and suggest

Beyond operational assistance, Customer Success Managers play an advisory and innovative role.

From the initial setup of the first configurations to optimization advice, this ongoing dialogue enables Crédit Agricole Transitions & Énergies to build on the experience gained and evolve its formats towards greater and greater efficiency.

Looking Ahead

Crédit Agricole Transitions & Énergies aims to go further: to further professionalize its webinars, fully leverage Livestorm’s new features, and create an even richer experience for its clients.