


Resource Center’s direct link to training, compliance, other tools further integrates R1 solution—built and priced exclusively for community financial institutions
Austin, Texas—May 5, 2005—CoreTrac, Inc. (www.coretrac.com), provider of
ResourceOne (R1), simple & affordable CRM/sales force automation (SFA) for
community financial institutions, today announced the release of its Resource
Center, as well as enhancements to its core R1 software.
Resource Center, which includes document referencing and retrieval, will enable
users to access resources such as training documents, required training tests,
compliance information and more. For community financial institutions, the
Resource Center is capable of serving as a robust intranet, allowing employees
to easily locate and use internal documents.
“This module brings another layer of depth to our software, delivering direct
and easy access to the resources R1 users need to serve clients and excel in the
increasingly performance-driven environments of community financial
institutions,” says CoreTrac President & Chief Operating Officer Dan Martin. “We
consider Resource Center a natural extension to the features included in R1.
It’s a result of our ongoing communications with the market, especially our
customers, to understand their needs and both deliver and price our solution to
meet those needs.”
In addition to the Resource Center, CoreTrac has released software enhancements
to R1, including:
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.