Case Study: Living As A Leader achieves smooth, cost-effective CRM implementation and exceptional support with Aptean CRM

Living As A Leader - Customer Case Study

Living As A Leader, a leadership development firm in Brookfield, Wisconsin, needed a more integrated, cost-effective CRM after leaving a previous provider due to poor customer service, high costs, and a lack of training. They selected Aptean CRM’s OnContact CRM to manage daily activities, sales automation, and customer data with features like Outlook integration and quotation management.

Aptean CRM implemented OnContact CRM in a smooth, 30-day rollout with hands-on training and responsive support, completing the data transfer as requested and minimizing disruptions. The solution delivered immediate operational improvements—better integration (including planned QuickBooks linkage), planned use of pipeline management and marketing email campaigns, and markedly improved customer service—culminating in rapid adoption and positive feedback from Living As A Leader.

Living As A Leader

Theresa Custer

Managing Director