


Simple & affordable CRM/SFA solution is meeting rising demand among community
financial institutions nationwide, with robust growth expected through 2006
Austin, Texas—February 10, 2006—CoreTrac, Inc., provider of ResourceOne, the
simple and affordable CRM/Sales Force Automation (SFA) solution for community
financial institutions, today reported strong growth for year-end 2005 with a
significant increase in sales bringing their customer base to over 50 financial
institutions nationwide ranging from $22M-$5B+ in assets.
In 2005, CoreTrac began offering a weekly webinar series providing attendees
with an online look at ResourceOne. In addition, one webinar per month included
a CoreTrac customer who shared with attendees their partnering experience with
CoreTrac discussing why they chose ResourceOne, how they are using it, the
implementation timeline, the reliability of the support department, and much
more. Averaging about one hour in length, the webinars provided great insight
into the benefits of ResourceOne to the financial institution. Given its
success, the webinar series will continue into 2006.
Chris Ney, CEO, CoreTrac said, “Community financial institutions both large and
small continue to generate a strong demand for a robust, yet cost-effective,
solution to help them efficiently manage opportunity through technology that
automates lead and referral tracking, incentive and pipeline management, contact
management and more. CoreTrac delivers an affordable and effective CRM/SFA
solution, and we’ve designed ResourceOne specifically to elevate team
performance and enhance growth within the communities they serve.”
A small sample of CoreTrac’s new clients in 2005 includes:
• State National Bank ($1.4B in assets, Lubbock, TX)
• Energy Capital Credit Union ($116m in assets, Houston, TX)
• Pacific Community Credit Union ($129m in assets, Fullerton, CA)
• Rabobank, National Association ($4.5B in assets, El Centro, CA)
• Union National Community Bank ($383m in assets, Mount Joy, PA)
• Resource Bank ($227m in assets, DeKalb, IL)
• Macatawa Bank ($1.7B in assets, Holland, MI)
• Visions Federal Credit Union ($1.6B in assets, Endicott, NY)
Alan Buhler, VP of Sales and Marketing at CoreTrac, stated, “We are a partner for growth with every one of our clients. Our software is helping each and every one of them provide superior service that builds long-term relationships and results in the financial well-being for both their institution and for their clients. That is just one of the reasons why we continue to see rapid adoption of CoreTrac’s ResourceOne in community financial institutions across the country.”
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);
• Incentive tracking;
• Reporting; and more.