The Heartland Bank, Gahanna, OH, Selects CoreTrac To Manage Customer Relationships

22 May, 2003 (02:54) | Press Releases | By: admin

Austin, Texas–May 22, 2003–CoreTrac, Inc., a provider of customer relationship management (CRM) for community financial institutions announced today that Heartland Bank, Gahanna, OH, has chosen CoreTrac’s ResourceOne to bolster the bank’s customer-centric CRM strategy. ResourceOne allows Heartland Bank employees to track leads and referrals, recommend products based on demographic criteria, set goals for employees and branches, and perform other CRM functions that Heartland Bank wanted in a solution. Scott McComb, who made the decision to purchase ResourceOne, runs operations for Heartland Bank.

“We looked at many CRM systems and found that most CRM systems do not focus on TBL (The Bottom Line). Coretrac emphasizes productivity, measurement, and goal attainment through sales, something all banks should be focused on. You can only cut costs and refine processes so long to save money. Eventually you need to work on the income side of the P&L,” McComb said.

In addition, the bank wanted to find a CRM solution their employees would use. “The best thing about the CoreTrac application is its ease of use. The strongest points of CoreTrac are goal and performance tracking, referral tracking for incentive compensation, the facilitation of leads through the institution, and the ability to have a single view of customer interactions.”

About Heartland BanCorp

Heartland BanCorp is a registered Ohio bank holding company and the parent of Heartland Bank. Heartland Bank is a state-chartered bank, and is a member of the Federal Reserve FDIC and an Equal Housing Lender. Heartland BanCorp is currently quoted on the over-the-counter (OTC) Bulletin Board Service under the symbol HLAN. Additional information about Heartland BanCorp can be fount at www.heartlandbank.com.

About CoreTrac

CoreTrac, Inc. is a privately held corporation headquartered in Austin, Texas. The company is dedicated exclusively to providing a simple and affordable Customer Relationship Management (CRM) solution to community financial institutions.

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