CoreTrac Newsletter–Volume V, Issue II

25 July, 2012 (13:40) | Newsletter | By: admin

Volume V, Issue II | June 2012
New Clients in 2012

Aero FCU
Shell FCU
Inland Bank & Trust
Western Bank
and others…


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



VSoft Corporation
Data Center, Inc.
Cardinal Software
FIS Bankway
McCoy Myers
Michael Neill & Associates
InterAction Training
The Connors Group
The Benefits Edge


Other News

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Leadership and Management of an Effective CRM Strategy

By: Alan Buhler

successful implementation, roll-out, and continued utilization of any
technology require strong leadership and effective management of the
system.  CRM/sales tracking automation technology is no exception,
and this is especially important for community financial institutions
to understand.

let’s be clear, the right CRM technology must be in place to actually
integrate a sales culture in a financial institution.  With that
said, the vast majority of financial institution employees still
consider the word “sell” a dirty word!  It really doesn’t matter
what you call it; business development, account management, client
service, or client relations, it all adds up to the same thing:
Selling. That’s where strong leadership and effective management of a
CRM system come into play. >>more

When It Comes to Sales and Service, Be Flexible, But Don’t
Improvise. Banking-Specific CRM Helps You Approach Every Selling
Situation with Uniformity

By: Alan Buhler

To be
successful in sales and improve the level of service you provide, you
have to take control of your daily activities.  To take control
of your daily activities, you must create a set of strategic processes
and procedures. To ensure consistent application of the strategic
process and procedures that will ensure success in sales (and service
after the sale), you need an effective CRM technology in place. >>more

©2012 CoreTrac, Inc. 6101 W. Courtyard Dr. Bldg 2, Suite 100 Austin, Texas 78730
512.236.9120 option 2







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