Shell FCU Selects CoreTrac’s ResourceOne As Their CRM/SFA To Enhance Member’s Experience

2 February, 2012 (15:06) | Press Releases | By: admin

AUSTIN, TEXAS—February 2, 2012— CoreTrac, Inc. continues to raise the bar in providing CRM/Sales Force Automation (SFA) software to community financial institutions that want to enhance their sales and service culture. CoreTrac, Inc., provider of ResourceOne and LINK, the easy-to-use and affordable CRM/Sales Force Automation (SFA) solutions, announced today the addition of Shell FCU in Deer Park, TX ($453M assets, OSI core) to their expanding customer base.

Shell FCU was chartered in February 1937 to provide financial services to its original forty members inside the Shell Deer Park plant. Seventy-five years later, Shell FCU’s membership includes anyone who lives, works or attends school in Harris County, Texas. The sole purpose of Shell FCU is to meet the financial needs of members, provide free financial literacy and volunteer for a stronger community.

Jose Rodriguez, CEO of Shell FCU, said, “As we continue to grow and provide sound financial services to the people in our community, we felt CoreTrac’s ResourceOne was the best fit to help us achieve our vision of exceptional member service by providing value to our members each day to help them improve their financial situations.”

“Long-term member retention is critical for a financial institution’s success. Credit unions like Shell FCU that focus on providing a personal touch while understanding and meeting their individual member’s financial needs find real value in ResourceOne’s tailor-made ability to get that job done, and gain optimum performance results, institution wide, on a day-to-day basis.” says Alan Buhler, Executive Vice President at CoreTrac, Inc.

CoreTrac, Inc. is a privately held corporation with its headquarters in Austin, Texas. The company is dedicated exclusively to providing its easy-to-use and affordable CRM/Sales Force Automation solutions, ResourceOne and LINK, to community financial institutions. The ResourceOne solution delivers the power to manage opportunities through:

• Lead and referral tracking
• Contact and pipeline management
• Next-best product cross-sell recommendation
• Profitability tracking
• Service Center case management
• Up-to-date marketing campaigns
• Employee incentive, compensation, and goal performance tracking
• On-demand, comprehensive management Reports

For more information about CoreTrac, Inc., ResourceOne and LINK, please visit www.coretrac.com or contact Alan Buhler at 512-236-9120 ext. 272 or abuhler@CoreTrac.com.

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