Coretrac’s Easy-To-Use & Affordable CRM/SFA Solution is Meeting the Rising Demand among Community Financial Institutions Nationwide

30 November, 2007 (02:02) | Press Releases | By: admin

Austin, Texas—November 30, 2007—CoreTrac, Inc., makers of ResourceOne (R1), the easy-to-use and affordable Client Relationship Management (CRM)/Sales Force Automation (SFA) software solution specifically architected for community financial institutions, today announced the following eight (8) financial institutions have selected R1 to automate their process of recommending the right product to the right client at the right time, track referrals, manage opportunities, track service issues, and much more.

Silver State Schools Credit Union – Las Vegas, NV ($863M Assets)
Santa Ana Business Bank – Santa Ana, CA ($15M Assets)
Metro Health Services Federal Credit Union – Omaha, NE ($132M Assets)
The Brand Banking Co – Lawrenceville, GA ($894M Assets)
Connex Credit Union – North Haven, CT ($302M Assets)
Fidelity State Bank & Trust Co – Topeka, KS ($99M Assets)
AltaOne Federal Credit Union – Ridgecrest, CA ($492M Assets)
Community Trust Bank – Choudrant, LA ($758M Assets)

“There is an ever growing demand among community financial institutions for a cost-effective solution that provides integration to their core system and other 3rd party data systems.” says Alan Buhler, VP Sales & Marketing, CoreTrac, Inc. “The number of community financial institutions that are embracing the benefits and importance of Client Relationship Management/Sales Force Automation software continues to grow at a steady pace.”

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