Coretrac Helps To Drive Operation At De Novo Institution

23 August, 2005 (02:32) | Press Releases | By: admin

Newly established institutions see the benefit of having a CRM system, like ResourceOne, in place from the beginning

AUSTIN, Texas—August 23, 2005—CoreTrac, Inc., provider of ResourceOne, the simple and affordable CRM/sales force automation solution for community financial institutions, today announced that Pacific Coast National Bank of San Clemente, California, will use ResourceOne as the foundation for building all bank relationships.

In May, Pacific Coast National Bank opened for business with $22M in assets. An early strategy for this institution was to implement a CRM/sales force automation tool that would help them manage their sales efforts and meet clients rapidly growing financial demands. ResourceOne will be used to track all leads and referrals, manage pipelines and contacts, and provide detailed reporting for management. The team at Pacific Coast National requested a tool that would integrate with all of the banks internal systems and ResourceOne was able to meet those requirements.

“We needed a system that would provide a seamless interface with our core processing system, DCI, as well as other databases including Outlook,” said Michael Hahn, President & COO, Pacific Coast National Bank. “After looking at other systems we found that they were unable to interface or were too expensive. ResourceOne was the only system that offered a comprehensive solution meeting the demands of our new bank.”

“As we continue to expand with such a diverse customer base, we see that de novo banks will experience the same successes as our larger, multi-billion dollar customers. This system serves as an invaluable tool for new institutions, allowing them to develop at a much faster rate,” says Dan Martin, President & COO. “The addition of Pacific Coast National Bank is a further indication of how our system is capable of serving the smallest to the largest community financial institution.”

About Pacific Coast National Bank
Pacific Coast National Bank was established by local bankers that have refined the community banking experience. With the latest banking technology, Pacific Coast National will be able to stay one step ahead of the customer, ensuring to exceed all expectations. This community bank has created an atmosphere that makes banking not only simple, but personalized. For more information, visit

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 (R1), to community financial institutions. R1 delivers the power to manage opportunities through:
• Lead and referral tracking;
• Loan and deposit pipeline management;
• Sales force automation;
• Contact management;
• Customer relationship management (CRM);
• Incentive tracking;
• Reporting; and more.

For More Information Contact:

Stuart Featherston
Marketing & Corporate Communications
512-236-9120, ext. 267

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