CoreTrac on Right Track in Meeting the CRM Demands Among Community Financial Institutions
CoreTrac, Inc., provider of ResourceOne (R1), the simple and affordable Client Relationship Management (CRM)/Sales Force Automation (SFA) software solution for community financial institutions, announced today the inclusion of four additional institutions that will implement and utilize R1.
Austin, TX (PRWEB) February 7, 2008 -- CoreTrac, Inc., provider of ResourceOne (R1), the simple and affordable Client Relationship Management (CRM)/Sales Force Automation (SFA) software solution for community financial institutions, announced today the inclusion of four additional institutions that will implement and utilize R1.
The Citizens National Bank of Meridian--Meridian, MS ($1.1B Assets)
Thurston First Bank--Olympia, WA ($91M Assets)
Liberty Savings Bank--Wilmington, OH ($1.8B Assets)
and another community bank in MN ($225M Assets)
"We're off to a great start this year as there is an ever growing demand among community financial institutions for an easy-to-use and cost effective solution that provides integration to their core system," says Alan Buhler, VP Sales and Marketing, CoreTrac, Inc.
CoreTrac, Inc. is a privately held corporation with its headquarters in Austin, Texas. The company is dedicated exclusively to providing its simple and affordable CRM/SFA solution, R1, to community financial institutions. R1 delivers the power to manage opportunities through:
| | - Lead and Referral Contact/Account Management
- Integration to the financial institution's core and other data sources
- Loan and deposit pipeline management
- Profile clients for next-best cross-sell product recommendation
- Manage client service cases
- Detailed Management Reports
- Set and track goals to achieve strategic sales culture outcomes
- Incentive and Compensation tracking
- Develop, manage, and track marketing campaigns
- Synchronize with Outlook, Lotus Notes, GroupWise, and PDA's
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For more information about CoreTrac, Inc. and ResourceOne, please visit http://www.coretrac.com [CoreTrac, Inc.] or contact Alan Buhler at 512-236-9120 ext. 272.
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