Notes

Slide Show

Outline

1	"CoreTrac’s ResourceOne (R1" CoreTrac’s ResourceOne (R1) is a robust, easy-to-use, affordable, core-integrated CRM/Sales Force Automation solution architected specifically for community financial institutions.
2
3	"Benefits" Benefits: Better rationalize existing client relationships & build long term relationships by improving service and contributing to their financial well-being Minimize (or eliminate) missed opportunities & revenue leakage due to poor handling of leads and referrals Identify and prioritize cross-sell opportunities & choose from a list of recommended next-best cross-sell opportunities based on rules you set up Drive sales of alternative fee-based products & create list of prospects based on criteria to send mailings or generate leads for follow up Gain greater visibility into pipeline/selling activities & see every contact (phone call, note, meeting, etc) that other staff have had with a client Motivate employees with accurate compensation and rewards while developing stronger client relationships Make informed decisions that advance your strategic goals
4	Customized Dashboards
5	Contact Management
6	Contact Management
7	Contact Management
8	Contact Management
9	Leads & Referrals
10	Leads & Referrals
11	Managing Pipelines
12	Managing Pipelines
13	Managing Pipelines
14	Managers Perspective
15	Managers Perspective
16	Reports
17	Sample Pipeline Report
18	Custom Report Builder
19	Setting Custom Report Criteria
20	Reports
21	Motivate & Reward Staff
22	Goal Setting
23	Sample Comp Plan Rule
24	Marketing Campaigns
25	Marketing Campaigns
26	Marketing Campaigns
27	Marketing Campaigns
28	Marketing Campaigns
29	Case Management
30	Case Management
31	Case Management
32	Case Management
33	Help Desk & Knowledge Base
34	Profitability
35
36
37
38
39
40	CoreTrac’s Integrated, Banking-Specific CRM/SFA Solution