Another Community Bank Selects ResourceOne for Relationship Management
CoreTrac, provider of ResourceOne, the relationship management CRM/Sales Force Automation solution for community financial institutions, today announced that 1st Centennial Bank of Redlands, CA, selected ResourceOne to increase efficiency when tracking leads, referrals, and managing customer and prospect account information.
Austin, TX (PRWEB) September 14, 2006 -- CoreTrac, provider of ResourceOne, the relationship management CRM/Sales Force Automation solution for community financial institutions, today announced that 1st Centennial Bank of Redlands, CA, selected ResourceOne to increase efficiency when tracking leads, referrals, and managing customer and prospect account information.
1st Centennial Bank will use ResourceOne to automatically track pipelines and replace their current method of manually tracking this information. ResourceOne will create detailed reports, including information regarding the various levels of customers at their bank, creating more effective cross-sell campaigns. In addition, ResourceOne will seamlessly extract data from their core system and external databases and display this information in one view.
Suzanne Dondanville, EVP & COO, 1st Centennial Bank, stated, “CoreTrac’s ResourceOne can meet all of the sales culture needs at our bank. By automating our manual processes of tracking customer information, our employees can maintain accounts more quickly and accurately. We were very impressed with how easy the system is to use and the functionality it provides.”
Alan Buhler, VP Sales & Marketing, CoreTrac, said, “CoreTrac’s ResourceOne will help 1st Centennial Bank easily adapt to customer expectations, meet sales information and management needs, provide exceptional customer service, and contribute directly to the their long-term growth and success.”
About 1st Centennial Bank
1st Centennial Bank (www.1stcent.com) currently has six regional offices located in Redlands, Brea, Escondido, Palm Desert, Irwindale, and Temecula. 1st Centennial Bank offers a complete range of traditional deposit and loan products. 1st Centennial’s primary focus is on commercial lending and residential construction in and around the areas it serves, it also offers a wide range of loan and deposit banking products and services to local consumers. In addition, the Bank offers non-traditional financial products, including security sales, insurance products and financial planning.
About CoreTrac, Inc.
CoreTrac, Inc. (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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