Case Study: Waukesha State Bank achieves streamlined pipeline visibility and simpler customer management with Aptean CRM

Waukesha State Bank - Customer Case Study

Waukesha State Bank, a community-focused bank serving Waukesha County, needed to replace an inefficient system of Word documents and Excel spreadsheets used by commercial lenders, retail bankers, and the payroll services division. To centralize contact data, improve cross-departmental referrals, and simplify workflows, Waukesha State Bank turned to Aptean CRM’s OnContact CRM.

Aptean CRM implemented OnContact CRM as a centralized, easy-to-use database accessible to all teams, eliminating fragmented spreadsheets and reducing the learning curve for new hires. The solution delivered greater visibility into the sales pipeline, improved cross-departmental collaboration, easier follow-up with existing customers, and an affordable platform that streamlined communication and data collection for Waukesha State Bank.

Waukesha State Bank

Stephanie Ohlfs

Vice President - Marketing Manager