The Golden 1 Credit Union Selects CoreTrac As Their CRM Partner

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Fifth largest U.S. credit union will use CoreTrac’s ResourceOne to maximize member relationships.

In keeping with its commitment to providing easy-to-use and affordable CRM/Sales Force Automation software, CoreTrac, Inc., provider of ResourceOne and LINK, today announced that The Golden 1 Credit Union has selected CoreTrac’s integrated ResourceOne solution to enhance sales, marketing, and member service effectiveness.

The Golden 1 Credit Union is California’s leading financial cooperative, and the fifth largest credit union in the U.S. with almost $8 billion in assets and more than a 680,000 members. As a full-service credit union, The Golden 1 offers all the consumer financial products and latest delivery innovations you would expect from a large financial institution. With more than 80 branches, The Golden 1 Credit Union offers their members a wide range of low-cost consumer financial products and high quality service. CoreTrac’s ResourceOne will be a critical tool for enhancing The Golden 1 Credit Union’s existing member account relationships.

“After a very thorough evaluation and due diligence process, we are pleased to have been selected by The Golden 1 Credit Union to provide our end-to-end, comprehensive CRM/Sales Force Automation solution. We are dedicated to providing The Golden 1 Credit Union with the highest standards of service and are looking forward to contributing our solution, talents and efforts to their continued growth,” said Alan Buhler, Executive Vice President at CoreTrac, Inc.

CoreTrac, Inc. is a privately held corporation with its headquarters in Austin, Texas. The company is dedicated exclusively to providing its easy-to-use and affordable CRM/SFA solutions, ResourceOne and LINK, to community financial institutions. The ResourceOne solution delivers the power to manage opportunities through:

  •     Lead and referral tracking
  •     Contact and pipeline management
  •     Next-best product cross-sell recommendation
  •     Profitability tracking
  •     Service Center case management
  •     Up-to-date marketing campaigns
  •     Employee incentive, compensation, and goal performance tracking
  •     On-demand, comprehensive management Reports

For more information about CoreTrac, Inc., ResourceOne and LINK, please visit http://www.coretrac.com or contact Alan Buhler at 512-236-9120 ext. 272 or abuhler(at)CoreTrac(dot)com.

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Ashley Stifflemire
CORETRAC, INC.
(512) 236-9120
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