Volume I, Issue I
July 2008-August 2008
Newsletter

Banking CRM-Bridging the Sales Culture Gap
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News & Events

Get the latest CoreTrac news, including corporate announcements and recently published articles.


CoreTrac in the News - Click Here
 


Press Releases 2008
 

06/04/08 Another Texas Community Bank Chooses CoreTrac
06/04/08 CoreTrac is Setting the Right Track for Banking-Specific CRM Solutions
06/02/08 CoreTrac's ResourceOne is Meeting the Demand for an All Inclusive CRM Built Specifically for Community Financial Institutions
05/21/08 CoreTrac Advances in Second Quarter with Additional Financial Institutions
04/21/08 Community Financial Institutions See Added Value In ResourceOne By Capturing More Business With Greater Pipeline Visibility
02/14/08 2008 Brings New Era As Community Financial Institutions Demand Integrated Client Relationship Management (CRM) Solutions
02/06/08 Coretrac on Right Track in Meeting the CRM Demands Among Community Financial Institutions

Press Releases 2007
 

11/30/07 Coretrac’s Easy-To-Use & Affordable CRM/SFA Solution is Meeting the Rising Demand among Community Financial Institutions Nationwide
07/31/07 CoreTrac, Inc. Continues Steady Growth as Financial Institutions Select ResourceOne for Their CRM/Sales Force Automation Needs
06/06/07 Community Financial Institutions Select CoreTrac's ResourceOne for CRM/Sales Force Automation
02/09/07 Community Financial Institutions Continue to Select CoreTrac's ResourceOne


Press Releases 2006
 

10/04/06 Valley Business Bank Chooses CoreTrac's ResourceOne for Contact Management
09/15/06 University of Illinois Employees Credit Union Selects CoreTrac's ResourceOne
09/06/06 Another Community Bank Selects ResourceOne for Relationship Management
08/10/06 Visions Federal Credit Union Selects CoreTrac's ResourceOne to Manage Member Relationships
07/10/06 CoreTrac Adds Four New Credit Union Clients
06/09/06 United Bank of Michigan Selects CoreTrac's ResourceOne
05/23/06 CoreTrac Creates Strategic Alliance with InfoIMAGE, Inc.
05/05/06 Waukesha State Bank Selects CoreTrac's ResourceOne for Contact Management
04/24/06 CoreTrac's Newest Product Enhancement: Service Center
03/10/06 First American Bank Chooses CoreTrac's ResourceOne
03/03/06 CoreTrac Introduces Express Professional Services
02/21/06 Home Bank Selects CoreTrac's ResourceOne
02/10/06 CoreTrac, Inc: Austin Company Continues to Experience Strong Growth
01/31/06 Capital CDC Chooses CoreTrac's ResourceOne
01/10/06 Kemba Credit Union Chooses ResourceOne to Manage Production

Press Releases 2005
 

11/22/05 Fast Growing Macatawa Bank Selects ResourceOne
11/21/05 Cardinal Software & CoreTrac Create Preferred Vendor Agreement
10/27/05 Commerce National Bank Selects CoreTrac, Inc.
09/16/05 Data Center, Inc. &  Coretrac, Inc. Announce Integrated Technology And Marketing Partnership
08/23/05 Coretrac Helps To Drive Operation At De Novo Institution
08/16/05 Another California Community Bank Chooses Coretrac
08/15/05 Houston Based Credit Union Selects CoreTrac, Inc.
08/01/05 RaboBank, N.A. Selects CoreTrac
05/02/05 CoreTrac Releases Resource Center, Other Enhancements
04/15/05 CoreTrac, DataMentors To Deliver Opportunity Management & Intelligent Marketing To Community Financial Institutions
02/24/05 CoreTrac Increases FI Customer Base By 20 Percent With Seven New Deals In First 45 Days Of 2005
01/14/05 CoreTrac Doubles Customer Base

Press Releases 2004


12/06/04 California Bankers Association Names CoreTrac as Endorsed CRM Partner
09/27/04 CoreTrac To Deliver Automated Referral Tracking & Reporting to One of Connecticut’s Largest Community FIs
07/26/04 Country’s Fifth Largest Credit Union Selects CoreTrac, Inc.
07/14/04 CoreTrac, Inc. Names Community Banking Visionary, Technology Entrepreneur as Chairman
06/15/04 First Community Bank Chooses CoreTrac's CRM Solution
04/29/04 CoreTrac Gains Further Traction in California FI Market with Several New Client Acquisitions
03/31/04 Financial Resources FCU Selects CoreTrac To Improve Efficiency While Providing More Personalized Service
03/17/04 Alliance Provides Community Financial Institutions with Further Tools for Enhanced Service, Better Relationships
02/11/04 Texas First Bank Selects CoreTrac
01/13/04 CoreTrac's Customer Momentum Explodes in 2003

Archived Press Releases


11/12/03 The Savings Bank of Danbury and CoreTrac Team up on Managing Customer Relationships
09/16/03 Texas Gulf Bank Inks Deal with CoreTrac for CRM Solution
07/02/03 Cuyamaca Bank Selects CoreTrac To Manage Customer Relationships
07/01/03 CoreTrac, Inc., & CUSO Financial Services Join Forces To Bring CRM to the Forefront
06/03/03 McCoy Myers & Associates Selects CoreTrac as its Preferred Vendor for CRM Solutions
05/22/03 The Heartland Bank, Gahanna, OH, Selects CoreTrac To Manage Customer Relationships
05/01/03 Community Financial Institutions Choose CoreTrac’s ResourceOne for Browser-Based CRM Solution
03/19/03 OmniBank, Houston, TX, Selects CoreTrac To Manage Customer Relationships
09/01/02 NorthBay Bancorp Chooses CoreTrac to Better Manage Customer Relationships

CoreTrac in the News


06/21/06 California Banker: Building performance e-based cultures with robust, easy-to-use CRM/sales force automation
03/09/06 California Banker: How to build a successful sales incentive program that you can bank on
01/26/06 California Banker: Taking a Second Look at CRM/sales force automation in 2006
04/01/05 Special Report: Five Steps to Implementing a Sales Culture at Your Community Financial Institution
02/18/05 Austin Business Journal: 'Need' more sales? You must find out what customers 'want'
10/22/03 Credit Union Times, On Track with CoreTrac: CUNJ Implements CRM Software To Advance Sales and Service Culture
07/01/03 The Alliance of Independent Bankers Just Enough CRM To Help the Community Financial Institution
Events

9/9/08-9/10/08

WIB Business Development, Sales & Growth Forum
Fairmont Newport Beach, CA

9/18/08-9/20/08
FURST Annual Conference
Orlando, FL

 

9/22/08-9/26/08
 Montana Credit Union System Conference

Bozeman, MT

 

10/5/08-10/7/08
2008 DCI Outlook Conference
Overland Park/Kansas City

 

10/22/08-10/23/08
WIB Business Development, Sales & Growth Forum
San Francisco, CA