CORETRAC, DATAMENTORS TO DELIVER OPPORTUNITY MANAGEMENT & INTELLIGENT MARKETING TO COMMUNITY FINANCIAL INSTITUTIONS

Integrated solution combines best-of-breed CRM & sales force automation from CoreTrac with DataMentors’ premiere database marketing tool

AUSTIN, TX & TAMPA, FL—April 13, 2005—CoreTrac, Inc., provider of ResourceOne (R1), the simple & affordable CRM/sales force automation solution built for community financial institutions, and DataMentors, Inc.®, the leading full-service data quality and database marketing solutions company, today announced they have struck an integrated solutions partnership for community financial institutions to easily access the combined power of both companies’ best-of-breed solutions.

The companies have developed technical integration of DataMentors’ PinPoint™, a full turnkey marketing solution, powered by its cleansing and relationship matching system DataFuse, with the robust sales tracking, contact management and incentive tracking features included in CoreTrac’s R1.

With R1, the entire financial institution has access to a complete picture of all prospect and client information in a single system. Improving the quality of the data is where DataMentors adds value, utilizing its highly flexible cleansing and matching database software solution, DataFuse, to maximize the accuracy of the records on each client. DataFuse dramatically increases data accuracy and validity by scrubbing data and then combining it with the FI’s other data to create and maintain the most customized, comprehensive and consistent information about each individual and household. Additionally, DataMentors’ PinPoint solution allows the user to quickly analyze, report and map targeted markets, all with easy drag-and-drop functionality.

“Improving the quality of client information by even a small percentage has a major impact on the success of customer retention and cross-selling programs,” says Bob Orf, president of DataMentors, Inc. “The DataFuse incremental update engine will ensure that data is updated nightly, providing timeliness as well as accuracy.”

Both systems operate on the same Web-based environment and work with core data systems. The integration will be seamless to the financial institution.

“This combined solution truly includes the best technology of its kind, built exclusively for the way community FIs do business,” says CoreTrac President Dan Martin. “This partnership is a direct example of listening to what community FIs need and finding innovative ways to meet the market demand, creating the ultimate turnkey point-and-click software solution.”
 

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 (R1), to community financial institutions. R1 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.

About DataMentors (www.datamentors.com)

DataMentors is a full-service data quality and database marketing solutions company, providing a comprehensive suite of completely customizable data validation, intelligent analysis, data modeling, and campaign management tools and services. Transforming data -> information -> knowledge -> profits.
 

For More Information Contact:

Catherine A. DeStasio
Marketing & Corporate Communications
512-236-9120, ext. 200
cdestasio@coretrac.com

Bev Tannenbaum
DataMentors
813-960-7800, ext. 104
btannenbaum@datamentors.com