Volume II, Issue II |May 2010

Special Thanks to our Conference Sponsors and Speakers:

Data Center, Inc.

Kimberlie Dykeman

Abound Resources

Center for Corporate and Human Development


Previous Newsletters Available on Web site

Forgot a few tips and tricks? View previous newsletters at our secure Web site.


If you have a change in your R1 Administrator or if you have any other contact-related updates, please click here.


Contact Us!

For service questions, email us at support@coretrac.com OR call us at 512.236.9120 option 1.

For sales questions, email us at sales@coretrac.com OR call us at 512.236.9120 option 2.

ResourceOne Support
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 support@coretrac.com or calling our support line at 512.236.9120 option 1. Your service requests will be acknowledged with an email response that includes a support case number. For faster follow-up, please use that case number when requesting updates on your service case.

What's New

CoreTrac Development and Support Teams are excited about the upcoming version 3.25 release this coming June!  Keep an eye out for the upcoming What’s New document that will detail the release notes.  Here is a preview…

  • Home Dashboard quick action icons
  • Opportunity page layout improvements
  • Report conversion to .net
  • Notes rollup to contacts
  • Recent actions page
  • Updated Administration pages
  • Reduce clicks
  • Quick action icons on opportunities and summary pages
  • Better organized pages


ResourceOne Version and Process

Is your Financial Institution using an older version of ResourceOne?   Now is the time to move to version 3.25! 

At the end of 2010 all versions previous to 3.0 will be sunsetted.  Also many of our clients have moved toward test server and test R1 instances.  This allows Administrators and Trainers to view the latest version, test any changes prior to pushing R1 out to production, and provides a non-production training instance. 

If you have any questions about the upgrade, training or general support please contact support@coretrac.com.

Users Conference Update

The 2010 CoreTrac Users Conference was held last month and was yet another great success.  Thirty participants from 18 institutions gathered in Austin, Texas for 2 1/2 days of delving into the feature functionality of ResourceOne.
Everyone received a cleansing jolt of motivation to kick things off with opening speaker, Kimberlie Dykeman.  Our very own Alan Buhler discussed how the enhanced pipeline visibility in ResourceOne can improve total sales performance. Brad Smith of Abound Resources talked about the hot topic of online account opening with his “Five Secrets to Successful Online Account Opening and Online Lending.” And John Connors of the Center for Corporate and Human Development got the crowd excited and involved as he used “The Four L's of Selling” to establish strong relationships with existing and new clients.

The client appreciation party was a great opportunity for attendees to network with one another, swap information they learned during the day, share ideas they can take back to their institution and simply discuss any topic in a relaxed environment.  The breakout sessions provided a keen perspective on the feature functionality available to CoreTrac's ResourceOne users.  Our new profitability module was discussed in detail along with new product development and our upcoming enhancement schedule.

Group at 2010 CoreTrac Users Conference
*Note: Click on the image above to view in new window.

Sales Tips & Update
Alan Buhler, Executive Vice President

With ResourceOne, your financial institution has the ability to enhance pipeline performance with a variety of processes.  For example, call center agents are equipped with information that helps them communicate with clients in support of sales objectives, and marketing can execute campaigns that use opportunity data for targeting the right prospects with specific offers that further the sales team’s goals.  You also can link pipeline performance to a broader set of company processes, including establishing sales forecasts, executing promotions, and developing strategic plans. By continuously innovating end-to-end processes, you can enhance sales pipeline performance to achieve a sustainable advantage in the markets and communities you serve.

The pipeline performance management features of ResourceOne provides your organization with the ability to thoroughly analyze your pipeline opportunities.  With this comprehensive pipeline visibility, you can take the right actions to resolve issues and meet your sales targets.  It also ensures that sales efforts are concentrated on opportunities that drive higher profitability—quickly determining which less-valuable opportunities to abandon and which high-value opportunities to pursue.

You can use the greater visibility into sales pipelines to ensure your sales force is properly aligned across territories, and the collaboration with marketing is enabling proper identification of clients and prospects with the highest propensity to buy.  These actions will keep stakeholders fully informed and ensure your targets are met.  In addition, this visibility into pipeline data allows you to be more proactive with your planning, and merging of analytics with action—such as assigning a new representative to an opportunity, dropping the opportunity altogether, or contacting decision makers directly to better understand their needs.

The versatility of ResourceOne pipeline management gives you the insight needed to take the necessary actions to ensure a more consistent distribution of opportunities across sales stages, and give you the information needed to refine your approach to pipeline management to ensure the company’s resources are spent wisely.


CoreTrac welcomes the following new customers:

  • Lewis and Clark Bank-- Oregon City, OR ($109M Assets; JHA 20/20 core)
  • TowneBank--Portsmouth, VA ($3.6B Assets; FIS Bankway core)
  • Ministry Partners Investment Company--Brea, CA ($217M Assets; Fiserv Vision core)