CoreTrac Newsletter-Volume IV, Issue II

1 November, 2011 (21:13) | Newsletter | By: admin

Volume IV, Issue II | October 2011 – December 2011
New Clients in 2011

Trans-Pacific National Bank
Park Side FCU
Liberty Bay Bank
WesBanco Bank
First Federal of Lakewood
Silvergate Bank
and others…

See CoreTrac’s core-integrated, banking-specific CRM/Sales Force Automated solution, ResourceOne, live in action.

InterAction Training Systems
Michael Neill & Associates
VSoft Corporation
Datacenter, Inc.
Cardinal Software
FIS Bankway
McCoy Myers
The Connors Group
The Benefits Edge

Social Media is Not CRMBy: Alan Buhler


With the emerging popularity of social media, and the trend to implement and utilize social media tools, some in the banking industry have started believing that sites like Facebook, Twitter, and Google+ can replace CRM/SFA tools. Well, if you believe that, I highly recommend reconsidering.

Social media sites like Facebook compliment, but do not replace, an integrated CRM/Sales Force Automation system. CRM/SFA allows bankers to do many things that are simply not possible using Facebook or the other social media outlets. >>more

Using CRM/SFA to Find and Keep Your Best Customers/Members
By: Alan Buhler

There is no question that a small number of your customers/members provide most of your institution’s profits—you know this, I know this, we all know this! Unfortunately, the efforts to recognize this important client segment is rarely consistently implemented, and even more seldom is a comprehensive plan developed that is intended to consistently retain this extremely important group of clients.>>more

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