Credit Unions of All Sizes Recognize the Value of CoreTrac’s CRM/Sales Force Automation

22 November, 2010 (20:41) | Press Releases | By: admin

AUSTIN, TEXAS—November 22, 2010— CoreTrac, Inc., provider of ResourceOne, the easy-to-use and affordable CRM/Sales Force Automation solution specifically architected for community financial institutions, announced today the addition of two credit unions that have selected ResourceOne to achieve their strategic sales and service goals, minimize missed opportunities from prospective clients, and eliminate revenue leakage from existing clients:

HEW Federal Credit Union ($141M assets; Fiserv Users core)
Superior Iron Range Community FCU ($59M assets; Fiserv Galaxy core)

“Superior Iron Range Community Federal Credit Union is committed to delivering the very best financial services to all our members. By deploying and utilizing a comprehensive CRM /SFA solution such as CoreTrac’s ResourceOne, we will have a complete understanding of our members’ ever-changing needs and interests” said Ron Lauren, CEO of Superior Iron Range Community Federal Credit Union.

Alan Buhler, EVP of CoreTrac added, “We are encouraged by the continued strong desire for integrated CRM/SFA solutions in the financial sector. With approximately twenty percent of our customers under $100M in assets, and about twenty-five percent over $1B in assets, we have proven our ability to meet the needs of small financial institutions such as HEW FCU and Superior Iron Range Community FCU as they grow within the markets they serve.”

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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