Community Banks

Does your bank have an initiative to build an efficient, accountable, performance-based culture that increases revenues, increases efficiency of all your employees, protects your market share from competitors, and motivates and rewards your employees for their efforts?

CoreTrac’s ResourceOne is easy-to-use and affordably priced for the community bank. In fact, it is specifically architected for community banks. Our sales force automation/contact management software will help your employees:

Minimize (or eliminate) missed opportunities & revenue “leakage” due to poor handling of leads and referrals

Increase revenue by taking advantage of one of your key resources: cross-selling into your customer base

Make better informed decisions that drive toward strategic goal attainment with greater pipeline visibility and sales forecasting

Measure staff productivity (e.g. how many pipelines worked vs. how many accounts booked)

Motivate employees with accurate compensation and rewards while developing stronger customer relationships

Imagine the following story…

The CEO of a community bank is attending a civic event dinner. While at the dinner, one of the bank’s best customers comes up to him and says, “Hey, three different people from the bank have called me about the same product in the past two months, and I keep saying ‘NO,’ but they keep calling! Can you do something to STOP this???”

As it turns out, there had been a management-approved outbound calling campaign at this bank. Despite everyone’s best intentions, there simply was no single place all of the employees could go to see who had already been called, much less see ALL of the information about the customer, or other prospects (e.g. outbound calls, service issues, events, notes, documents, pipelines, current accounts, etc). The bank was stuck. They wanted to grow, but without a solution to track their prospecting efforts, they were constantly at risk of frustrating the very customers they wanted to serve better!

All of ResourceOne’s features contribute to an environment where your employees can interact with customers in a way that’s meaningful to that specific customer, and therefore, you can achieve your goal of impacting your bank’s (and your customer’s) financial growth and well-being over time. While there are many competitors with more expensive offerings vying for your business, none can help you achieve your growth goal better than we can. And, we are committed to being your partner in achieving success!

Hear from Other Bankers

Bankers at FIs around the country are talking about how ResourceOne is helping them exceed their customer relationship management (CRM)/sales force automation (SFA) goals.

Read a ResourceOne Case Study

Read a complete case study on North Bay Bancorp's success with ResourceOne.

Check Out Our Full Features

CoreTrac offers a full product set of standard features and additional modules.

See a Live Demo

For a closer look at ResourceOne and how it can meet the specific CRM needs of your community bank, contact CoreTrac at sales@coretrac.com or call 512-236-9120.

Stay Current

Click on any of the links below for the latest relevant news for progressive community banks like yours.

www.calbankers.com
www.wib.org
www.cubsusers.org
www.acbankers.org