“Texas First Bank has just finished the first six months of full operation of
ResourceOne. It is clear that the results of the program have far exceeded my
initial expectations. Overall, CoreTrac’s ResourceOne product has made a very
positive impact on the bank’s production and bottom-line.”
Chris Doyle, President, Texas First Bank
“In addition to meeting all our CRM functionality requirements,
CoreTrac far exceeded our expectations with regard to ease of use, integration
with our core and MCIF software, and their commitment to support and service. In
addition to a new technology solution, we’ve gained a partner for growth.”
Debbie McCarty, Senior Vice President and Corporate Services Manager, Rabobank, N.A.
"When R1 was first released to us, I was resistant to change. I had my way of
sending referrals and managing my calendar. But now that I've been using
ResourceOne, it actually makes my job easier. I can see the status of anyone's
referral, run reports to see what my incentives are at any time, and keep track
of my 15-day and 30-day follow-up calls to customers. R1 is a great tool."
Cathy Qualey, Branch Operations Manager, Savings Bank of Danbury
The entire CoreTrac team has been enthusiastic and knowledgeable in offering
effective solutions through every aspect of our strategic plan for launching
ResourceOne. They have provided tools that will ensure success, and have
accomplished it all with the kind of service that should be emulated throughout
the technology industry.”
Gayle Montgomery, AVP/Training Officer, North Valley Bank
“One of the best things about ResourceOne is that it’s easy for our
employees
to use.”
G. Scott McComb, V.P., Business Development, Heartland Bank
“If reporting requirements are part of your job, then CoreTrac makes it easy,
efficient and quick.”
John Bach, Branch Manager & AVP, Savings Bank of Danbury
“ResourceOne enables us to keep track of our current relationships, and
assists us in targeting potential customers. Now we can communicate leads
internally and managers can track employee performance, resulting in more
accountability within the bank. CoreTrac is an incredible tool that will allow
us to provide more efficient and effective customer service, enterprise- wide.”
Bobby Dunkin, President. First Community Bank
“This is exactly what I have been looking for to manage my sales and service
staff for the last 15 years.”
Glen Terry, CEO & President, The Vintage Bank
“The entire staff is wonderful. I have never worked with a vendor like
CoreTrac. The training programs they’ve given us have really helped.” “We chose CoreTrac after spending more than two years evaluating systems for
managing our sales process. This was not a decision we entered into lightly
because it will have such a broad effect on the way we do business and serve our
customers. Our primary concern was finding a solution that would provide a
cost-effective and user-friendly way to track and report referral activity
throughout all our divisions.”
Bonnie Dotzenrod, Operations & Training, North Valley Bank