CoreTrac’s CRM/Sales Force Automation Software Helps Financial Institutions Maximize Sales Success

18 January, 2011 (16:33) | Press Releases | By: admin

AUSTIN, TEXAS—January 18, 2011— CoreTrac, Inc., provider of ResourceOne and LINK, the easy-to-use and affordable CRM/Sales Force Automation solutions specifically architected for community financial institutions, announced today the signing of its newest customers:

First Federal of Lakewood in Lakewood, OH ($1.3B assets; Fiserv Vision Cleartouch core)
Peoples Bank in Marietta, OH ($1.9B assets; FIS Bankway core)

“CoreTrac’s ResourceOne stood out among the other CRM systems we looked at,” said Nancy Dixon, Call Center Manager at First Federal of Lakewood. “Being able to manage and access all of our client communication data in an organized manner provides us with better decision-making tools. It also gives us a more robust and meaningful sales activity tracking and reporting solution for management.”

Alan Buhler, EVP of CoreTrac added, “We are delighted that First Federal of Lakewood and Peoples Bank in Marietta have chosen CoreTrac’s industry-leading ResourceOne as their CRM/Sales Force Automation software solution. We know how important it is for community financial institutions to have a reliable and user-friendly sales tracking and reporting tool. CoreTrac’s ResourceOne helps community financial institutions maximize their business development activities, improve communication, and enhance customer service. Our software helps financial institutions not only succeed, but excel.”

CoreTrac, Inc. is a privately held corporation with its headquarters in Austin, Texas. The company is dedicated exclusively to providing its easy-to-use and affordable CRM/SFA solutions, ResourceOne and LINK, to community financial institutions. The ResourceOne solution used by First Federal of Lakewood and Peoples Bank delivers the power to manage opportunities through:

• Lead and referral tracking
• Contact and pipeline management
• Next-best product cross-sell recommendation
• Profitability tracking
• Service Center case management
• Up-to-date marketing campaigns
• Employee incentive, compensation, and goal performance tracking
• On-demand, comprehensive management Reports

For more information about CoreTrac, Inc., ResourceOne and LINK, please visit or contact Alan Buhler at 512-236-9120 ext. 272 or

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