


ResourceOne proves invaluable to organizations that support banks and credit unions
AUSTIN, Texas—January 31, 2006—CoreTrac, Inc., provider of ResourceOne, the
simple and affordable CRM/Sales Force Automation solution for community
financial institutions, today announced that Capital Certified Development
Corporation of Austin, Texas, will use ResourceOne to track leads and referrals
and manage loan activity.
Capital CDC’s primary focus is to maximize the utilization of existing financial
resources for their clients. Capital CDC wanted a system that would assist in
tracking new prospects who are seeking small business administration loans, but
also a solution to manage those clients that have existing loans.
Craig Pinkley, Executive Director, Capital CDC, stated, “We needed a system that would accurately manage our current client’s accounts and also help us uncover new opportunities. ResourceOne eliminates any manual tracking and excessive paperwork and condenses our business down to one view.”
Alan Buhler, VP Sales & Marketing, CoreTrac, added, “Capital CDC and CoreTrac have a shared vision: We both want to make sure our clients are able to turn their visions of growth and success into a reality. Because CoreTrac’s ResourceOne is specifically architected for community financial institutions, firms like Capital CDC that provide resources and support to financial institutions can also benefit from our technology. This is a great opportunity for CoreTrac.”
Capital CDC is a non-profit economic development consulting firm created to provide access to capital for Texas businesses and to work with state and local economic development professionals to assist in the efficient usage of an array of incentive financing tools, including the Small Business Administration’s (SBA) 504 Loan Program. The 504 Loan program provides long-term, fixed-rate financing for fixed assets, which may include the construction, land, acquisition, renovation and equipment needs of a small business. For more information, visit www.capitalcdc.com.
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.