CoreTrac Adds Four New Credit Union Clients

CoreTrac, provider of ResourceOne, the simple and affordable MRM/Sales Force Automation solution for community financial institutions, today announced that four credit union clients of CUsource, LLC, a Credit Union Service Organization (CUSO) located in Great Falls, MT, chose ResourceOne to aid in the development of a sales culture with functionality including lead and referral tracking, pipeline and contact management, custom marketing campaigns, incentive training and compensation management.

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Austin, Texas (PRWEB) July 13, 2006 -–

CoreTrac, provider of ResourceOne, the simple and affordable MRM/Sales Force Automation solution for community financial institutions, today announced that four credit union clients of CUsource, LLC, a Credit Union Service Organization (CUSO) located in Great Falls, MT, chose ResourceOne to aid in the development of a sales culture with functionality including lead and referral tracking, pipeline and contact management, custom marketing campaigns, incentive training and compensation management.

Beginning in 1988, CUsource, LLC now has more than 22 credit unions clients. CUsource, LLC provides a variety of products and services to its credit union investors and credit union clients. The four credit unions that have purchased ResourceOne include:

  •     Avanta Federal Credit Union
  •     Billings Federal Credit Union
  •     Summit Credit Union
  •     Sky Federal Credit Union

Shirley Bailey, President & CEO, CUsource, LLC., said, “Our organization is responsible for providing the most effective technology solutions to our clients. We chose CoreTrac’s MRM solution because it seamlessly integrates with our client’s core processing system, provides the technology needed to improve their sales and service culture and is easy to use. Additionally, CoreTrac has a very detailed and well-developed implementation plan that will alleviate the workload of our employees.”

Alan Buhler, VP Sales & Marketing, CoreTrac, stated, “ResourceOne provides a robust MRM/SFA solution to credit unions 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. By helping credit unions make better informed decisions that drive toward strategic goal attainment, our integrated, easy-to-use solution continues to gain wide-spread acceptance in this industry.”

About CUsource, LLC

CUsource, LLC (http://www.cusource.com) is a Credit Union Service Organization providing services to investing credit unions and client credit unions in Montana. CUsource, LLC takes pride in consistently offering quality products and outstanding service and support to its users.

About CoreTrac, Inc.

CoreTrac, Inc. (http://www.coretrac.com) is a privately held corporation headquartered in Austin, Texas. The company is dedicated exclusively to providing its simple & affordable MRM/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;
  •          Member relationship management (MRM);
  •          Compensation and Incentive tracking;
  •          Reporting; and more.

For More Information Contact:

Stuart Featherston

Marketing Manager

512-236-9120, ext. 267

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