Shell FCU Selects CoreTrac’s ResourceOne As Their CRM/SFA To Enhance Member’s Experience

February 2, 2012

AUSTIN, TEXAS—February 2, 2012— CoreTrac, Inc. continues to raise the bar in providing CRM/Sales Force Automation (SFA) software to community financial institutions that want to enhance their sales and service culture. CoreTrac, Inc., provider of ResourceOne and LINK, the easy-to-use and affordable CRM/Sales Force Automation (SFA) solutions, announced today the addition of Shell FCU in [...]

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Aero FCU Chooses CoreTrac’s ResourceOne As Their Preferred CRM/Sales Force Automation Solution

January 3, 2012

AUSTIN, TEXAS—January 3, 2012— CoreTrac, Inc., provider of ResourceOne and LINK, the easy-to-use and affordable CRM/Sales Force Automation (SFA) solutions, announced today that Aero FCU in Glendale, AZ ($192M assets, OSI core) has chosen CoreTrac’s ResourceOne as its CRM/SFA solution to enhance sales, marketing and member service effectiveness. Since 1957, Aero FCU was founded under [...]

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Using CRM/SFA to Find and Keep Your Best Customers/Members

November 1, 2011

By: Alan Buhler There is no question that a small number of your customers/members provide most of your institution’s profits—you know this, I know this, we all now this! Unfortunately, the efforts to recognize this important client segment is rarely consistently implemented, and even more seldom is a comprehensive plan developed that is intended to [...]

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Social Media Is Not CRM

November 1, 2011

By: Alan Buhler With the emerging popularity of social media, and the trend to implement and utilize social media tools, some in the banking industry have started believing that sites like Facebook, Twitter, and Google+ can replace CRM/SFA tools. Well, if you believe that, I highly recommend reconsidering. Social media sites like Facebook compliments, but [...]

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