CoreTrac Sales are Shining Through Gloomy Economy

9 April, 2009 (01:15) | Press Releases | By: admin

Community financial institutions recognize the need and importance of Client Relationship Management (CRM)/Sales Force Automation (SFA) software in these tough economic times.

Austin, Texas—March 31, 2010—As the first quarter of the new year comes to an end, CoreTrac, Inc. announces the addition of three community financial institutions that will implement their easy-to-use and affordable, banking-specific Client Relationship Management (CRM)/Sales Force Automation (SFA) software solution, ResourceOne (R1).

Envision Credit Union – Tallahassee, FL ($203M Assets)
Service 1st Federal Credit Union – Danville, PA ($129M Assets)
North Shore Bank, FSB – Brookfield, WI ($1.7B Assets)

“After extensive due diligence, these institutions selected CoreTrac’s ResourceOne to efficiently track and manage their sales and service initiatives in this uncertain economic environment—that speaks highly of the value R1 brings to the marketplace. CoreTrac delivers the highest quality CRM/Sales Force Automation solution specifically designed for community financial institutions to help them exceed the service expectations of their clients,” states Alan Buhler, Vice President of Sales and Marketing at CoreTrac.

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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