Union Bankshares Corporation Selects CoreTrac’s ResourceOne for Their CRM/Sales Force Automation Solution

4 November, 2009 (01:11) | Press Releases | By: admin

Austin, Texas—November 4, 2009—CoreTrac, Inc., provider of ResourceOne, the easy-to-use and affordable CRM/Sales Force Automation solution specifically architected for community financial institutions announced today that Union Bankshares Corporation of Virginia chose ResourceOne to efficiently track sales opportunities, develop marketing campaigns, and enhance customer service.

Union Bankshares Corporation ($2.6B+ in Assets, Fidelity Horizon core platform) has three banks in Virginia:

Union Bank & Trust Company – $2B Assets
Northern Neck State Bank – $350M Assets
Rappahannock National Bank– $187M Assets
“We’re excited to have such a prominent Virginia-based community banking organization as a CoreTrac customer. CoreTrac’s integrated, banking-specific CRM/Sales Force Automation solution (ResourceOne) will help each of the financial institutions in the Union Bankshares Corporation family to further enhance understanding of each of their customer relationships,” said Alan Buhler, Executive Vice President at CoreTrac.

“As we continue to grow and provide sound financial services to the people and businesses in our community, we are pleased to have CoreTrac to assist us with our growth. This will be an added benefit for our banks and our customers,” said Elizabeth Bentley, Executive Vice President and Director of Retail Banking at Union Bankshares Corporation.

Union Bankshares Corporation is one of the largest community banking organizations based in Virginia. They offer a broad range of financial services through 57 branches of their three community banks, investment and mortgage companies. Union Bankshares uses a super-community strategy to serve small and middle market business and retail consumers throughout the high-growth Central Virginia region.

About CoreTrac
CoreTrac, Inc. is a privately held corporation with its headquarters in Austin, Texas. The company is dedicated exclusively to providing its simple and affordable CRM/SFA solution, R1, to community financial institutions. R1 delivers the power to manage opportunities through:

• Lead and Referral Contact/Account Management
• Integration to the financial institution’s core and other data sources
• Loan and deposit pipeline management
• Profile clients for next-best cross-sell product recommendation
• Manage client service cases
• Detailed Management Reports
• Set and track goals to achieve strategic sales culture outcomes
• Incentive and Compensation tracking
• Develop, manage, and track marketing campaigns
• Synchronize with Outlook, Lotus Notes, GroupWise, and PDA’s

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

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