California Bankers Association Names CoreTrac as Endorsed CRM Partner

6 December, 2004 (02:45) | Press Releases | By: admin

CoreTrac’s ResourceOne solution best CRM choice for California community banks

Austin, Texas & Sacramento, Calif.—Dec. 6, 2004—The California Bankers Association (CBA) today announced that it has chosen CoreTrac, Inc., a provider of simple and affordable customer relationship management (CRM) solutions built exclusively for community financial institutions, as its Endorsed CRM Partner.

“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. ResourceOne will help our member banks better serve their customers while improving the bank’s overall performance,” said Reva Gould, CBA’s vice president of Marketing. “Additionally, we have negotiated special pricing on CoreTrac’s R1 solution for CBA members, delivering them even greater value.”
CoreTrac provides a simple and affordable CRM solution to a rapidly growing national customer base of community financial institutions, including California banks North Bay Bancorp, The Mechanics Bank, Butte Community Bank, and Nara Bank.

R1 is a browser-based application running on the financial institution’s internal network. It delivers the power to:

• Track sales leads and referrals;
• Manage loan and deposit pipelines;
• Track employee incentive programs;
• Develop and track targeted marketing programs;
• Create institutional, branch and individual reports; and
• Integrate multiple sources of data for a complete picture of customer and prospect relationships.

“The community banking market has long demanded a relevant and cost-effective CRM solution to help them efficiently manage customer and prospect opportunities with features such as automated lead and referral tracking, incentive tracking, pipeline management and more. We built R1 to deliver on that demand, and designed it specifically with community bankers in mind,” said CoreTrac Chief Operating Officer Dan Martin. “We are pleased that one of the country’s most influential banking organizations has formally recognized that, with CoreTrac, a robust CRM solution can be both effective and affordable for the community FI market.”

About CBA

Established more than 110 years ago, the California Bankers Association (CBA) is one of the largest state banking trade associations in the country. CBA leads the way in developing relevant educational and legislative solutions to some of California’s more pressing financial and banking issues, including financial privacy, predatory lending, usage fees, and financial elder abuse. Additionally, CBA performs due diligence and endorses products and solutions specific to its bank members operational needs. CBA’s membership includes more than 300 of California’s commercial, industrial and community banks and savings associations. For further information, visit:

About CoreTrac

CoreTrac, Inc. is a privately held corporation headquartered in Austin, Texas. The company is dedicated exclusively to providing a simple and affordable Customer Relationship Management (CRM) solution to community financial institutions.

For More Information Contact:

Catherine A. DeStasio
Marketing & Corporate Communications
512-236-9120, ext. 200

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