Coretrac on Right Track in Meeting the CRM Demands Among Community Financial Institutions

6 February, 2008 (01:21) | Press Releases | By: admin

Austin, Texas—February 4, 2008—CoreTrac, Inc., provider of ResourceOne (R1), the simple and affordable Client Relationship Management (CRM)/Sales Force Automation (SFA) software solution for community financial institutions, announced today the inclusion of four additional institutions that will implement and utilize R1.

The Citizens National Bank of Meridian—Meridian, MS ($1.1B Assets)
Thurston First Bank—Olympia, WA ($91M Assets)
Liberty Savings Bank—Wilmington, OH ($1.8B Assets)
and another community bank in MN ($225M Assets)

“We’re off to a great start this year as there is an ever growing demand among community financial institutions for an easy-to-use and cost effective solution that provides integration to their core system,” says Alan Buhler, VP Sales and Marketing, CoreTrac, Inc.

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

Visit Us On FacebookVisit Us On TwitterVisit Us On LinkedinVisit Us On Google PlusCheck Our Feed