CoreTrac Newsletter–Volume IV, Issue I

3 August, 2011 (20:59) | Newsletter | By: admin

Volume IV, Issue I | July 2011 – October 2011
New Clients in 2011

Pacific Resource Credit Union
Trans-Pacific National Bank
Park Side FCU
Liberty Bay Bank
WesBanco Bank
First Federal of Lakewood
Peoples Bank

See CoreTrac’s core-integrated, banking-specific CRM/Sales Force Automated solution, ResourceOne, live in action.

InterAction Training Systems
Michael Neill & Associates
VSoft Corporation
Datacenter, Inc.

  Understanding Your Prospect’s Mindset

By: Alan Buhler


Whether you are cross-selling additional products and services to your existing clients, or presenting the breath of your offering to a new prospect, identifying their needs and listening for their particular mindset are both critical to winning their business.  The way in which you respond to their needs and wants will create magic with that person. >>more

Elevating Your Sales CultureBy: Honey Shelton 

Are you delighting your competitors?  You are if you’re not hitting the streets and picking up the phone to routinely stay in touch with your customers.  In fact, your shareholders,
your board, and most definitely your underserved customers may surprise you some day with their disappointment if you don’t take a proactive approach to stay close to your customers.  Today’s bankers must regularly put the “touch” on the customer to understand what they need and how they perceive the level of service provided.


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