‘Need’ More Sales? You Must Find Out What Customers ‘Want’

February 28, 2012

By: Alan Buhler Imagine the following scenario: Salesperson No. 1 is in the business of selling “A Pat on the Back” to his customers. Salesperson No. 2 is in the business of selling “A Swift Kick in the Pants.” After a hard day of selling, the two meet to discuss how they are doing. No. [...]

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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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