CoreTrac in Michigan

CoreTrac, provider of CRM / sales force automation solution ResourceOne, today announced that Grand Rapids, Mich.-based United Bank of Michigan has chosen ResourceOne to manage contacts and pipelines and recommend cross-sells. Under terms of the contract, ResourceOne will consolidate all customer information and accounts including integrating insurance and brokerage systems to one view.

ResourceOne promises to provide a more efficient way to track leads and referrals, manage pipelines and contacts, and will create custom marketing campaigns. United Bank of Michigan senior vice president Lisa Wenzel stated expectations with “We expect ResourceOne to help our organization excel by gaining greater market share and fulfilling the financial demands of our customers.”

Meanwhile, Coretrac sales and marketing vice president Alan Buhler virtually guaranteed results: “CoreTrac’s ResourceOne will provide United Bank of Michigan the capability to more easily adapt to customer expectations in the community banking industry…” United Bank of Michigan today claims assets of almost $450 million, and is a leading small business lender in the American Midwest. Austin, Texas-headquartered CoreTrac, Inc. is dedicated exclusively to providing the CRM / SFA solution ResourceOne to community financial institutions.