First Community Bank Chooses CoreTrac’s CRM Solution

15 June, 2004 (02:47) | Press Releases | By: admin

CoreTrac’s ResourceOne software will improve sales efficiencies, increase cross-sell opportunities and enhance customer service

Austin, Texas—June 15, 2004—CoreTrac, Inc. (, a provider of simple and affordable customer relationship management (CRM) solutions built exclusively for community financial institutions, today announced that San Benito, Texas-based First Community Bank ($100M assets) will use its ResourceOne (R1) software to improve the bank’s sales processes while enhancing customer service.

R1 will deliver sales lead and referral tracking and reporting capabilities for a complete view of all customer and prospect relationships. With a full understanding of all the bank’s relationships, including business won and lost, bank employees can more easily offer personalized and well-informed answers to customer and prospect questions and better meet their overall financial product and service needs.

“We had been looking for a CRM solution for over five years, and we chose CoreTrac because it provides the only complete solution for banks. It was immediately clear this was a system created by bankers specifically for bankers,” says First Community President Bobby Dunkin. “ResourceOne allows us the flexibility of working with an off-the-shelf system customized for our needs and requirements. It allows us to keep track of our current relationships, and assists us in targeting potential customers. Now we can communicate leads internally and managers can track employee performance, resulting in more accountability within our bank. CoreTrac is an incredible tool that will allow us to provide more efficient and effective customer service, enterprise- wide.”
Around the country, successful community financial institutions like First Community are adopting progressive service cultures and improving performance with R1. R1 is a browser-based solution running on the bank’s internal network. It delivers the power to:

• Track employee incentive programs;
• Manage loan and deposit pipelines;
• Develop and track targeted marketing programs;
• Create institutional, branch and individual reports; and
• Integrate multiple sources of data for a complete picture of customer and prospect relationships.

About CoreTrac

CoreTrac, Inc. is a privately held corporation headquartered in Austin, Texas. The company is dedicated exclusively to providing a simple and affordable Customer Relationship Management (CRM) solution to community financial institutions.

For More Information Contact:

Catherine A. DeStasio
Marketing & Corporate Communications
512-236-9120, ext. 200

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