CoreTrac’s ResourceOne is Meeting the Demand for an All Inclusive CRM Built Specifically for Community Financial Institutions

2 June, 2008 (01:19) | Press Releases | By: admin

Austin, Texas—June 2, 2008—CoreTrac, Inc., provider of ResourceOne, the easy-to-use and affordable Client Relationship Management (CRM)/Sales Force Automation (SFA) software solution architected specifically for community financial institutions, announced today the inclusion of four additional institutions that will implement and utilize ResourceOne to track leads/referrals, manage opportunities, and implement overall sales and service initiatives.

First American Bank and Trust Company—Athens, GA ($286M, JHA 20/20)
Great Falls Teachers FCU—Great Falls, MT ($59M, Ultradata)
Community Trust Bank of Texas—Dallas, TX ($20M, Bankway)
BancoBuena Ventura—Oxnard, CA ($9M, DCI)

Alan Buhler, VP Sales & Marketing, CoreTrac, says, “CoreTrac’s extensive experience with integration to the financial institutions’ core processor and other 3rd-party data platforms, as well as having a user-friendly design, and reporting capabilities in-line with the FI’s needs, demonstrates our dedication to providing technology solutions designed specifically for the way community FIs do business and interact with their clients. We work closely with our community banking partners to understand ways to maximize the value ResourceOne delivers. This direct collaboration provides a distinct advantage.”

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 207.58.155.90/~coretrac or contact Alan Buhler at 512-236-9120 ext. 272 or abuhler@CoreTrac.com.

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