Waukesha State Bank Selects CoreTrac’s ResourceOne for Contact Management

5 May, 2006 (02:15) | Press Releases | By: admin

Community financial institutions implement CRM/Sales Force Automation solution to enhance customer relationships

AUSTIN, Texas – May 5, 2006 – CoreTrac, provider of ResourceOne, the simple and affordable CRM/Sales Force Automation solution for community financial institutions, today announced that Waukesha State Bank of Waukesha, Wis., chose ResourceOne to manage contacts and pipelines, and track all leads and referrals.

Waukesha State Bank will use CoreTrac’s ResourceOne software to track all leads, referrals, call activity and create custom reporting, eliminating the need for spreadsheets.

Tina Neis, Assistant Vice President and Commercial Lending Officer, Waukesha State Bank, said, “When looking for a contact management solution, we needed a system that was easy to use, accurately tracked leads and referrals, and integrated with our internal systems – ResourceOne will provide us these benefits. Additionally, ResourceOne’s ability to create custom email campaigns will enhance our ability to prospect within the community.”

Alan Buhler, VP Sales & Marketing, CoreTrac, stated, “CoreTrac’s ResourceOne continues to be the contact management/sales force automation software of choice by community banks interested in attaining the benefits of enhanced customer relationships. ResourceOne provides community banks with added benefits like greater pipeline visibility, custom marketing campaigns, call center tracking, compensation management, and incentive tracking.”

About Waukesha State Bank
Waukesha State Bank (www.waukeshabank.com) is one of the largest locally owned, independent banks in the State of Wisconsin. The bank operates full-service offices in Delafield, Oconomowoc, Pewaukee and Waukesha, with plans to open its ninth full-service office in the summer of 2006 in Muskego. Waukesha State Bank offers comprehensive banking and investment services for both individuals and businesses.

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
sfeatherston@coretrac.com

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