First American Bank Selects ResourceOne from CoreTrac
CoreTrac, Inc., provider of ResourceOne, the simple and affordable CRM/Sales Force Automation solution for community financial institutions, today announced that First American Bank of Oklahoma chose ResourceOne to track leads and referrals and manage growth.
First American Bank sought out a CRM/Sales Force Automation solution that would enhance the bank’s capability to manage contacts and new opportunities. ResourceOne’s ability to manage pipelines and incentive compensation, sync with calendars like Outlook, Lotus Notes, and Groupwise, and generate lists for pipeline, direct mail, and phone campaigns will assist in exceeding growth and profitability goals. In addition, First American Bank will use ResourceOne to develop stronger customer relationships and minimize missed opportunities.
Ellen Bebout, AVP, Operations Analyst, First American Bank, stated, “After looking at several systems, we found that ResourceOne was the best sales generating tool for our institution. We needed a system that would integrate seamlessly with our core, JHA Core Director, and since ResourceOne condenses our customer accounts down to one view, we will not lose sight of our current business or future opportunities.”
Alan Buhler, VP Sales & Marketing, CoreTrac, added, “We continue to see community banks select ResourceOne to aid in the development of a sales culture. ResourceOne is a robust solution with several additional modules, including the recently added Incentive/Compensation feature and the Case Management Module. ResourceOne provides community banks, like First American Bank, with the technology to elevate their team’s performance and enhance growth within the communities they serve.”
Source: PRWeb
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