Case Study

"This is exactly what I have been looking for to manage my sales and service staff for the last 15 years."

Glen Terry, President & CEO
The Vintage Bank

North Bay Bancorp, (NBBC) a two-bank holding company began searching for a solution in mid-2002 to effectively and efficiently manage their sales and service requirements. The Vintage Bank and Solano Bank have a history of providing exceptional customer service in the communities they serve. CRM was already an important part of their culture although they needed an effective method to manage every aspect of a prospect and client relationship.

In late 2001 NBBC rolled out Phase One of its formal CRM strategy. Phase One included weekly CRM branch and department meetings that focused on attracting and retaining clients that were identified as the target market. Phase II would include locating a software solution to assist in lead tracking, opportunity management, goal tracking, etc. There were several key requirements in the search that included ease of use, minimal impact to back office staff, ease of implementation, ability to manage the software application in-house, an interface with their core system and cost.

CoreTrac approached NBBC in mid-2002 to view their solution. They had and were looking at several solution providers that were identified as offering "most" of what they required. Through the process of viewing the solutions it was apparent their requirements exceeded what most applications could provide or the cost was prohibitive.

CoreTrac’s ResourceOne product offered exactly what they needed at an affordable cost; and NBBC did view this as a "need". They were tracking referrals on three-part forms that required input to spreadsheets, leads were often e-mailed or interoffice on sheets of paper with no ability to track the progress, pipeline activity was mapped on a whiteboard and copied to a spreadsheet; management seldom had a complete view of any process and never real-time. ResourceOne provided the ability to automate all of the above.

In addition to the "tracking" provided in ResourceOne the application also gave them the ability using the interface to the host to have a complete view of their existing customer relationship on a single easy to read screen. Pipeline opportunity is "automatically" moved to "production" activity when the account is won. We can also track “lost” opportunity as well as lost accounts.

"ResourceOne has provided us with a valuable tool to assist all levels of employees with real-time information related to referrals, pipeline, prospects and clients in an easy to use format at a cost that was affordable."

Additional Quotes:

"This solution provides exactly what we need and more."

Glen Terry, President & CEO
The Vintage Bank

"The implementation for IS was painless."

Suzette Junier, SVP-Information Services
NorthBay Bancorp

"This is so great!"

Sharon Reay, AVP-Operations Manager
NorthBay Bancorp