Another Texas Community Bank Chooses CoreTrac

4 June, 2008 (01:17) | Press Releases | By: admin

ResourceOne solution helps locally owned bank provide service beyond expectations

AUSTIN, TEXAS—June 4, 2008—CoreTrac, Inc. continues to raise the bar in providing CRM/Sales Force Automation software to community financial institutions that want to enhance their sales culture. CoreTrac, Inc., provider of ResourceOne, announced today the addition of Community Bank and Trust in Waco, Texas ($378M Assets) to their expanding customer base.

Community Bank and Trust is a customer-oriented, convenient bank with a concentration on the needs of small businesses and consumers. Waco’s oldest, locally owned independent bank with a motto of “serving beyond expectations” plans to integrate CoreTrac’s ResourceOne with their Metavante Bankway core system and other third party data platforms.

Darrin Banik, Vice President of Operations at Community Bank and Trust, said, “After looking at numerous CRM/Sales Force Automation software solutions, we felt that CoreTrac’s ResourceOne was the best fit. Not only does it provide greater pipeline visibility and custom marketing campaigns, but an easy 360 degree view of the customer relationship with the bank as well.”

“We are pleased to have added a quality financial institution like Community Bank and Trust to our customer base. Community banks do not enter into a CRM decision lightly due to the broad effects it can have on the way they do business and serve their customers. CoreTrac’s ResourceOne will provide a robust CRM/Sales Force Automation solution that is cost-effective for Community Bank and Trust and will be a user-friendly way to track and report referral activities, as well as enhance customer service at all levels of the bank,” said Alan Buhler, Vice President of Sales & Marketing at CoreTrac.

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 207.58.155.90/~coretrac or contact Alan Buhler at 512-236-9120 ext. 272 or abuhler@CoreTrac.com.

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