CoreTrac’s Newest Product Enhancement: Service Center

24 April, 2006 (02:16) | Press Releases | By: admin

Financial institutions will be able to manage accounts through the entire life cycle of the customer

AUSTIN, Texas – April 24, 2006 – CoreTrac, provider of ResourceOne, the simple and affordable CRM/Sales Force Automation solution for community financial institutions, today announced the release of their latest product enhancement – Service Center. Banks and credit unions will use Service Center to manage call centers and capture business generated through inbound calls.

This added functionality will prove beneficial to those institutions that want to capitalize on opportunities created from customer service issues. By storing and tracking these customer service issues in the same CRM/Sales Force Automation system as your sales efforts, your calling officers can better understand the relationship of your clients and build rapport that leads to long term and satisfied clients. Service Center will provide growing financial institutions with benefits like:

• Gathering real-time statistics which are displayed to give the agent or manager a snapshot of the call center traffic.
• Matching cases directly to a client, existing accounts, or even prospective business with ResourceOne’s existing client data including accounts from the core.
• Providing agents with all of the information in front of them when viewing and managing a case.
• Attaching a comprehensive log to every case – all communication, notes, and status changes.
• Creating a Case List report that shows all the case data by user, branch or organization. This can make it easy to print a list of cases to evaluate the agent’s load or tasks.
• Generating a Call Volume report to display communication statistics like number of calls, emails, faxes the call center receives by user, organization and even subject area (categories).
• And much more…

Chris Ney, Founder & CEO, CoreTrac, stated, “ResourceOne is quickly becoming the most robust contact management system for community financial institutions. Product enhancements like Service Center will leave each institution knowing more – increasing customer retention and providing greater customer satisfaction. CoreTrac delivers an affordable and effective CRM/SFA solution, designed specifically to elevate team performance and enhance growth within the communities they serve.”

About CoreTrac, Inc.
CoreTrac, Inc. is a privately held corporation headquartered in Austin, Texas. The company is dedicated exclusively to providing its simple & affordable CRM/SFA solution, ResourceOne, to community financial institutions. ResourceOne delivers the power to manage opportunities through:
• Lead and referral tracking;
• Loan and deposit pipeline management;
• Sales force automation;
• Contact management;
• Customer relationship management (CRM);
• Compensation/Incentive tracking;
• Reporting; and more.

For More Information Contact:

Stuart Featherston
Marketing Manager
512-236-9120, ext. 267

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