CoreTrac is Setting the Right Track for Banking-Specific CRM Solutions

4 June, 2008 (01:18) | Press Releases | By: admin

AUSTIN, TEXAS—June 4, 2008—CoreTrac, Inc., provider of ResourceOne, the easy-to-use and affordable Client Relationship Management (CRM)/ Sales Force Automation (SFA) software solution for community financial institutions, announced today the addition of American National Bank / Peoples National Bank in Omaha, NE (approximately $1.7B assets on Fiserv ITI core) as a new customer that will implement and utilize ResourceOne.

American National Bank is one of the largest locally owned banking organizations in Nebraska. Their roots date back to 1887 in Southeast Nebraska. Serving 22 communities in Nebraska from Omaha to Falls City, they specialize in Commercial Banking, Cash Management and Premiere Banking. American National Bank also is a leader in Mortgage/Construction lending, Investment Banking, Agri-Business Banking, Leasing and Indirect Dealer lending.

“At American National Bank we have a desire to be a wealth-building partner with our customers,” says Jay Garren, First Vice President and IT Director of American National Bank. “We evaluated many CRM systems before selecting CoreTrac’s ResourceOne to help us meet our service goals of enhancing the overall ‘partner experience’ with our customers.”

Alan Buhler, VP Sales & Marketing at CoreTrac stated, “CoreTrac’s ResourceOne continues to be the contact management/sales force automation software of choice by community financial institutions interested in attaining the benefits of enhanced customer relationships. We are pleased that leading community financial institutions like American National Bank recognize that CoreTrac ResourceOne is a robust CRM solution that can be both an effective and affordable solution to help focus on their customer’s financial needs while achieving their own sales culture goals.”

About CoreTrac
CoreTrac, Inc. is a privately held corporation with its headquarters in Austin, Texas. The company is dedicated exclusively to providing its simple and affordable CRM/SFA solution, R1, to community financial institutions. R1 delivers the power to manage opportunities through:

• Lead and Referral Contact/Account Management
• Integration to the financial institution’s core and other data sources
• Loan and deposit pipeline management
• Profile clients for next-best cross-sell product recommendation
• Manage 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 about CoreTrac, Inc. and ResourceOne, please visit or contact Alan Buhler at 512-236-9120 ext. 272 or

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