Community Financial Institutions Select CoreTrac’s ResourceOne for CRM/Sales Force Automation

6 June, 2007 (02:03) | Press Releases | By: admin

ResourceOne continues to be the CRM/Sales Force Automation software of choice for community banks that want to enhance their sales culture

Austin, Texas—June 6, 2007—CoreTrac, Inc., provider of ResourceOne, the simple and affordable CRM/Sales Force Automation solution architected specifically for community financial institutions, today announced five (5) additional financial institutions and one (1) additional data center have selected ResourceOne to elevate their team’s performance and manage client relationships.

First Choice Bank – Geneva, IL
Vantage Point Bank (in organization) – Ambler, PA
Delmarva Data Center – Easton, MD
OBA Federal Savings Bank – Germantown, MD
Heritage Community Credit Union – Sacramento, CA
Wainwright Bank and Trust Company – Boston, MA

Alan Buhler, VP Sales & Marketing, CoreTrac, says, “The addition of these institutions to our ever expanding customer base is a continued indication of the industry-wide appeal for easy-to-use and affordable CRM/Sales Force Automation software specifically architected for the community financial institution market. Our customers are truly representative of this market, with institutions across the country ranging in asset size from $15 million to over $7 billion in assets.”

About CoreTrac, Inc.
CoreTrac, Inc. ( is a privately held corporation headquartered in Austin, Texas. The company is dedicated exclusively to providing its simple & affordable CRM/SFA solution, ResourceOne, to community financial institutions.

CoreTrac’s ResourceOne delivers the power to manage opportunities through:
• Lead and referral tracking;
• Integration to the FI’s core and other data sources;
• Loan and deposit pipeline management;
• Profile clients for next-best cross-sell product recommendations;
• Manager 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 Contact:

Alan Buhler
Vice President Sales & Marketing
512-236-9120, ext. 272

Visit Us On FacebookVisit Us On TwitterVisit Us On LinkedinVisit Us On Google PlusCheck Our Feed