Valley Business Bank Chooses CoreTrac’s ResourceOne for Contact Management

4 October, 2006 (02:11) | Press Releases | By: admin

Designed exclusively for community financial institutions, ResourceOne provides more efficient customer tracking solutions
AUSTIN, Texas – October 4, 2006 – CoreTrac, provider of ResourceOne, the relationship management CRM/Sales Force Automation solution for community financial institutions, today announced that Valley Business Bank of Visalia, CA, chose ResourceOne to better monitor the progress of their prospective business.

Valley Business Bank wanted a system that would provide more efficient tracking capabilities for their business banking unit. Valley Business Bank will track leads and referrals, create detailed reports, and generate custom marketing campaigns. ResourceOne will provide the team at Valley Business Bank with the functionality needed to maintain more accurate contact records.

Michael Rivera, Director of Marketing, Valley Business Bank, stated, “ResourceOne is an easy-to-use, contact management solution that integrates seamlessly with our core system. The functionality of ResourceOne is designed specifically for the banking industry making it very easy to retain existing accounts and prospect within the communities we serve.

Alan Buhler, VP Sales & Marketing, CoreTrac, said, “We are excited to add Valley Business Bank to our list of valued clients. Our relationship management software, ResourceOne, will provide a real-time client management solution that will enhance customer service and reduce the number of missed opportunities.”

About Valley Business Bank
Valley Business Bank ( has built an institution based on a firm, straightforward, uncomplicated direct commitment to provide the business owner and professional in the communities we serve with exceptional service. Building long lasting customer relationships is a top priority of Valley Business Bank.

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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