
The challenge: modernizing sales prospecting without compromising the company culture
Berthéas' business transition faced several operational challenges:
An overly transactional approach: The team was accustomed to handling orders and the natural repeat business from existing customers, rather than proactively seeking out new accounts.
A Diverse Team Facing the Digital Challenge: There is a wide range of comfort levels within the team when it comes to digital tools and direct prospecting.
Fear of the “call center”: A natural reluctance among teams to make mass follow-up calls, which is at odds with Berthéas’ image as a technical expert.
An underutilized CRM: Koban was already installed, but it was underutilized (limited to simply taking notes), with no real campaign management or automated follow-ups.
The "tool zoo" trap: The absolute necessity of maintaining a technical stack that is simple, cost-effective, and easy to manage in-house, without a dedicated IT department.
A practical system designed to meet industrial requirements
Far from a traditional theoretical training program, we have designed a pragmatic approach based on guided practice (“learning by doing”) and the integration of existing tools.
Scoping and on-site workshops (Saint-Chamond):
- Collaborative development of an ultra-short ( 15- to 20-second) pitch written in layman’s terms for non-textile specialists, focusing on the role of a project partner (co-development, compliance with standards)
- Training on how to handle common objections in this market: "We handle it in-house," "We already have our suppliers"
- "Winning Sample" Workshop: Developing a specific follow-up strategy after sending samples to ensure that the exchange leads to a concrete project and does not go unanswered.
- "Ping-Pong" Practice Session: Our trainer makes real calls live in front of the team, and then each employee takes over to help overcome their fear of talking on the phone.
Long-term intensive coaching:
Individual video coaching sessions several times a week for one month to analyze actual calls, adjust scripts based on market feedback, and embed the sales routine into daily practice.
LinkedIn for the B2B Industry: A day dedicated to optimizing team profiles (sales and technical roles) to establish their position as experts.
Digital Prospecting Routines: Learn how to target and approach the right decision-makers (R&D, Procurement, Product Managers) in the MedTech and defense sectors in a non-intrusive way.
A Look Inside the ReCom "War Room":
The Berthéas teams came to our Lyon offices to engage in prospecting directly with our business developers. The goal: to take them out of their day-to-day factory routine and immerse them in the discipline and pace of an active prospecting team.
Pilot campaign led by a ReCom expert:
One of our senior business developers tested Berthéas's pitch on a complex target audience (exoskeletons/IoT) for an entire day. This allowed us to validate the pitch in the field and gather concrete data (actual objections, interest rates).
Koban Optimization: Configuring the existing CRM to track campaign effectiveness without adding new, complex software.
Campaign-based reporting: Implementation of aggregate (rather than individual) metrics to analyze the profitability of different segments (exoskeletons, orthopedics, reactivation of dormant customers). The goal is to help management make data-driven decisions about where to focus sales efforts.
Thanks to this pragmatic approach, Berthéas now has a clear roadmap for its commercial future:
On the human side: A sales team that feels confident, is united around simple methods, and is comfortable with cold calling.
Regarding the approach: A catalog of distinct campaigns (reactivating dormant accounts, sector-specific prospecting in new markets, campaigns tied to trade shows or product launches) with tailored scripts and multichannel sequences (email, LinkedIn, phone).
On the organizational side: Koban CRM is fully leveraged as a strategic tool for managing customer acquisition.
From a financial standpoint: Support eligible for OPCO funding (OPCO 2i / Qualiopi), which helps cover the cost of training.