2008 Brings New Era As Community Financial Institutions Demand Integrated Client Relationship Management (CRM) Solutions

14 February, 2008 (01:20) | Press Releases | By: admin

Austin, Texas—February 14, 2008—Experiencing explosive growth in 2007, CoreTrac, Inc., the makers of ResourceOne (R1), exceeded 100 financial institutions utilizing their integrated, banking-specific CRM/Sales Force Automation (SFA) software solution. CoreTrac has entered 2008 with an ever growing demand among community financial institutions that want to enhance growth within their community with a better understanding of the total relationship they have with their clients.

Chris Ney, CEO of CoreTrac explains, “CoreTrac’s ResourceOne now integrates with almost 30 core systems across our customer base. As the demand for CRM/SFA becomes front and center among community financial institutions when selecting their core platform, we have enjoyed an expanding relationship with our core vendor partners, independent data centers, and industry associations such as California Bankers Association.”

As the Endorsed CRM Vendor Partner of the California Bankers Association, CoreTrac has been recognized as the Best-In-Class solution for CBA’s members. “We understand the increasing importance of CRM solutions to California banks and believe CoreTrac’s solution offers the right mix of features and price for our members,” says Larisa Gurnick, Executive Vice President of Membership Outreach and Strategic Partners for the California Bankers Association. “ResourceOne will help our member banks better serve their customers while improving the bank’s overall performance through a solution focused on tracking, measuring and offering relevant products.”

Dan Martin, President and COO of CoreTrac, adds, “It’s with tremendous excitement that we celebrate the surpassing of our 100th client in 2007. We are preparing for continued accelerated growth as the community banking sector is finally embracing CRM/ Sales Force Automation technology on a broad scale. Financial institutions across the country realize they must find newer ways to build their businesses in a continuing environment of low interest rates and an ever increasing competition from non-traditional firms joining the financial marketplace.”

About CoreTrac
CoreTrac, Inc. is a privately held corporation with its headquarters in Austin, Texas. The company is dedicated exclusively to providing its simple and affordable CRM/SFA solution, R1, to community financial institutions. R1 delivers the power to manage opportunities through:

• Lead and Referral Contact/Account Management
• Integration to the financial institution’s core and other data sources
• Loan and deposit pipeline management
• Profile clients for next-best cross-sell product recommendation
• Manage client service cases
• Detailed Management Reports
• Set and track goals to achieve strategic sales culture outcomes
• Incentive and Compensation tracking
• Develop, manage, and track marketing campaigns
• Synchronize with Outlook, Lotus Notes, GroupWise, and PDA’s

For more information about CoreTrac, Inc. and ResourceOne, please visit or contact Alan Buhler at 512-236-9120 ext. 272 or abuhler@CoreTrac.com.

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