Jason Watanabe, VP Technical Operations
The CoreTrac Support Team is dedicated to providing prompt response and resolution to any training or technical needs of our clients. To ensure all of your needs are met, please submit all requests by emailing email@example.com or calling our support line at 512.236.9120 option 1. All requests should be acknowledged with an email response that includes a support case number. Please use that case number to follow up on any outstanding cases.
Did you know you can display householding relationships within ResourceOne?
There are two ways to display householding relationships:
- Core/Host Householding: Send port numbers on the account level in the ResourceOne extract files. By including a field in your extracts that includes port number, CoreTrac can map that data to be displayed on the Related Contacts page.
*Note: Click on the image above to view in new window.
- ResourceOne Householding: Create householding inside ResourceOne by allowing R1 to automatically generate relationships based upon common fields. Manually generate relationships that you are aware of for contacts that may not have common fields.
*Note: Click on image above to view in new window.
Keys to Success
Does your financial institution have a training department or person responsible for training new and existing employees? An important "key to success" is to make sure your employees receive proper initial and recurring training. Whether your organization has a training department or one person that is responsible for ResourceOne, there should be a training plan with initial and recurring training on some frequency.
To help assist our clients with this effort, CoreTrac has several options:
- User and Administrator Guides
- Online Help Guides accessible to every User from within ResourceOne
- Bite size Captivate Video trainings embedded into the Online Help Guides
- Bite size training with CoreTrac online
- Onsite training with CoreTrac at your location
Users Conference Update
The 2009 CoreTrac Users Conference wrapped-up last week and by all accounts was a great success. The conference was held in Austin, Texas--the Live Music Capital of the World and Headquarters of CoreTrac. For 2 1/2 days, 30 participants from 23 financial institutions delved into the feature-functionality of CoreTrac's ResourceOne and learned valuable sales culture development strategies from leading experts in the industry. Many took advantage of the abundance and quality of nightlife in Austin as well.
Our very own Alan Buhler kicked things off with five steps every financial institution must consider when implementing a sales culture.
John Connors of the Center for Corporate & Human Development got the crowd excited and involved as he discussed how to establish strong relationships with existing and new clients with Value Selling Solutions.Tama Williamson of Broadcast Marketing & Entertainment revved up the group with valuable ideas on using audio media to grow your customer base. Mike Neill of Michael Neill & Associates brought the room to tears, laughing out loud, as he told stories that illustrated the difference between a sales culture and selling.
The client appreciation party was a fantastic opportunity for attendees to network with one another, swap information they learned during the day, share ideas they can take back to their own institution, and simply discuss any topic in a relaxed and fun environment. The breakout sessions provided a keen force on the feature-functionality available to all users of CoreTrac's ResourceOne. The wrap-up was a lively discussion of new product development and scheduled enhancement. All in all, participants expressed their approval with "two thumbs up".
Alan Buhler, VP Sales & Marketing
I am excited to report that after extensive due diligence, three additional financial institutions have selected CoreTrac's ResourceOne to efficiently track and manage their sales and service initiatives in this uncertain economic environment:
- Envision Credit Union - Tallahassee, FL
($203M Assets, USERS core)
- Service 1st Federal Credit Union - Danville, PA ($129M Assets, Symitar core)
- North Shore Bank, FSB - Brookfield, WI
($1.7B Assets, Fiserv Vision core)
This speaks highly of the value R1 brings to the marketplace. CoreTrac delivers the highest quality CRM/Sales Force Automation solution specifically designed for community financial institutions to help them exceed the service expectations of their clients. There is a steadily increasing trend of community financial institutions becoming aware of the success that can be generated when implementing a CRM/Sales Force Automation system like CoreTrac's integrated, banking-specific ResourceOne. These financial institutions wanted a comprehensive system that would enhance their client service, sales opportunities, and increase growth in their community.
I would also like to extend a big "Thank You" to all of our current customers that field the numerous reference calls from potential CoreTrac customers--your support is greatly appreciated!
From the Corner Office
Chris Ney, CEO
As most of us grew up, we were taught to follow the Golden Rule--"Treat others as you would like to be treated." What if you could take that rule a step further? In other words, what if you could use software technology to achieve the Platinum Rule--"Treat your clients as they would like to be treated?" This rule means that you recognize service is not about what you want to give; it's about what others want to receive. If you give me what I don't want, then you haven't increased your value in my eyes. There must be a deliberate effort to uncover your wants, needs and desires in order to take the guess work out of the equation. With that said, it is the financial institution's responsibility to know what this means to each client. A cookie cutter approach simply will not work for everyone over the long-run because the fact of the matter is, each client has a unique and individual scenario. Using CoreTrac's ResourceOne to build the relationship in order to understand your client's needs, ask the right questions, evaluate what you offer and only recommend what is most suitable to the unique and individual client will help you treat each client the way they would like to be treated. If you can shift the focus from "the top product promotion you want to push this quarter" to a keen focus on the client's needs and expectations, you will always finish at the top of the class.