First American Bank Chooses CoreTrac’s ResourceOne

10 March, 2006 (02:18) | Press Releases | By: admin

Community financial institutions use ResourceOne to manage opportunity and growth

AUSTIN, Texas—March 10, 2006—CoreTrac, Inc., provider of ResourceOne, the simple and affordable CRM/Sales Force Automation solution for community financial institutions, today announced that First American Bank of Oklahoma chose ResourceOne to track leads and referrals and manage growth.
First American Bank sought out a CRM/Sales Force Automation solution that would enhance the bank’s capability to manage contacts and new opportunities. ResourceOne’s ability to manage pipelines and incentive compensation, sync with calendars like Outlook, Lotus Notes, and Groupwise, and generate lists for pipeline, direct mail, and phone campaigns will assist in exceeding growth and profitability goals. In addition, First American Bank will use ResourceOne to develop stronger customer relationships and minimize missed opportunities.

Ellen Bebout, AVP, Operations Analyst, First American Bank, stated, “After looking at several systems, we found that ResourceOne was the best sales generating tool for our institution. We needed a system that would integrate seamlessly with our core, JHA Core Director, and since ResourceOne condenses our customer accounts down to one view, we will not lose sight of our current business or future opportunities.”

Alan Buhler, VP Sales & Marketing, CoreTrac, added, “We continue to see community banks select ResourceOne to aid in the development of a sales culture. ResourceOne is a robust solution with several additional modules, including the recently added Incentive/Compensation feature and the Case Management Module. ResourceOne provides community banks, like First American Bank, with the technology to elevate their team’s performance and enhance growth within the communities they serve.”

About First American Bank
Originally chartered in 1935, First American Bank has grown to exceed $250 million in assets and maintains nine branches throughout Oklahoma. First American Bank is committed to providing complete financial resources to those families, businesses, and organizations that are located in the communities they serve. First American Bank strives to enhance the quality of life through that commitment, along with involvement in and support of those communities. For more information, visit www.bankfab.com.

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
sfeatherston@coretrac.com

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