"It provides more information in a single key stroke than we ever thought possible."
Chris Doyle, President, Texas First Bank
Solutions
CoreTrac Link
CoreTrac Link™ is an affordable, secure, browser-based, easy-to-use Sales Force Automation solution built specifically for a community financial institution’s unique lead, referral, pipeline and contact management workflows. As a scaled-down, non-integrated version of CoreTrac’s popular core-integrated, banking-specific CRM/Sales Force Automation solution—ResourceOne—it provides a simple, straightforward, low-cost pricing structure with unlimited seats included with your license. CoreTrac Link is installed on your server for reliability and security, but requires very little IT involvement to get you up and running. If you are not quite ready for an end-to-end comprehensive enterprise CRM/Sales Force Automation solution, and you want a solution that wins over ACT!, SalesForce.com, and MS CRM as the best Sales Force Automation solution for Community Financial Institutions, then CoreTrac Link is for you.
CoreTrac ResourceOne
Using the latest in Microsoft technology, ResourceOne (R1) is an easy-to-use, secure, browser-based software application running on the financial institution’s network. ResourceOne delivers the power to manage opportunities through:- Lead and referral tracking;
- Loan and deposit pipeline management;
- Sales force automation;
- Case management;
- Contact management;
- Client relationship management (CRM);
- Compensation/Incentive tracking;
- Reporting; and more.
ResourceOne includes features to meet the varying scope of a community FI’s contact management and sales force automation needs, such as opportunity management, effective marketing, client retention, increased productivity, and employee retention. The ResourceOne solution includes the following Feature Functionality:
Express Professional Services
CoreTrac’s Express Professional Services (EPS) delivers solutions that quickly address the specific needs for our clients. In addition to our popular client voting system, used to gather client input on future product enhancements, EPS offers a solution for those clients that require a more rapid development than the general majority. Each EPS request utilizes the depth of knowledge of our application architects, developers, and quality assurance team to develop a total solution for our client. Every EPS project must pass a qualification review that will determine if the project compliments ResourceOne, adheres to coding guidelines, meets all standards of our main application, and integrates completely.
Product Brochures
CoreTrac Link
Product Overview (pdf)
Feature Functionality (pdf)
CoreTrac ResourceOne
Product Overview (pdf)
Feature
Functionality (pdf)
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