United Bank of Michigan Selects CoreTrac’s ResourceOne

9 June, 2006 (02:13) | Press Releases | By: admin

Financial institutions more eager to purchase ResourceOne recognizing value in system’s capabilities
AUSTIN, Texas – June 9, 2006 – CoreTrac, provider of ResourceOne, the simple and affordable CRM/Sales Force Automation solution for community financial institutions, today announced that United Bank of Michigan in Grand Rapids, MI, chose ResourceOne to manage contacts and pipelines and recommend cross-sells.
United Bank of Michigan has maintained steady growth since beginning in the late 1800’s. As a leading small business lender serving west Michigan, United Bank of Michigan needed a solution that would help sustain their growth and minimize missed opportunities and revenue “leakage.” With ResourceOne, the team at United Bank of Michigan will consolidate all customer information and accounts including integrating their Insurance and Brokerage systems down to one view. ResourceOne will provide a more efficient way to track leads and referrals, manage pipelines and contacts, and will create custom marketing campaigns, therefore, employees will be more knowledgeable of current and prospective customers.
Lisa Wenzel, Senior Vice President, United Bank of Michigan, stated, “Improved tracking of leads and referrals and more accurately managing incentives for our employees are just two of the benefits we will receive from the system. We expect ResourceOne to help our organization excel by gaining greater market share and fulfilling the financial demands of our customers.”
Alan Buhler, VP Sales & Marketing, CoreTrac, stated, “CoreTrac’s ResourceOne will provide United Bank of Michigan the capability to more easily adapt to customer expectations in the community banking industry, meet sales & service information and management needs, and provide profitable customer service. ResourceOne provides a viable CRM/SFA solution to community banks with benefits like greater pipeline visibility, custom marketing campaigns, call center tracking, compensation management, and incentive tracking, and provides these solutions at an appropriate price/value relationship.”

About United Bank of Michigan
United Bank of Michigan (www.unitedbankofmichigan.com) now has assets of nearly $450 million, and has carved out a position as a leading small business lender. United Bank’s mission is to be the premier small business bank throughout western Michigan and to serve our communities as the leading independent provider of quality financial services.

About CoreTrac, Inc.
CoreTrac, Inc. ( is a privately held corporation headquartered in Austin, Texas. The company is dedicated exclusively to providing its simple & affordable CRM/SFA solution, ResourceOne, to community financial institutions. ResourceOne delivers the power to manage opportunities through:
• Lead and referral tracking;
• Loan and deposit pipeline management;
• Sales force automation;
• Contact management;
• Customer relationship management (CRM);
• Incentive tracking;
• Reporting; and more.

For More Information Contact:

Stuart Featherston
Marketing Manager
512-236-9120, ext. 267

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