We saw a significant staff reduction in those dedicated to maintaining our system, enabling them to focus on serving our customers.
Jeff Ball, President, Friendly Hills Bank, California
Customer Relationship
Management (CRM)
iCore360®/CRM, powered by CoreTrac, is an optional customer relationship management tool that offers you new ways to manage your customer relationships for greater loyalty, satisfaction and profitability.
Read about the DCI / CoreTrac partnership that provides the best in CRM systems.
Features
iCore360/CRM helps you better understand your current customer relationships and capture valuable information on prospects. Missed opportunities will be a thing of the past.
You’ll discover innovative new sales and service procedures that improve your bottom line by...
- Tracking leads and referrals
- Recommending products based on customer demographics
- Developing targeted and trackable marketing and incentive campaigns
- Increasing cross-selling opportunities
- Managing pipelines
- Creating and managing custom reports
- Real-time reporting by product, employee, department and branch
- Tracking performance goals
- And much more
Benefits
You’ll discover these and many more benefits from iCore360/CRM:
- More effective marketing
- Increased customer and employee retention
- Improved accountability and control
- Increased productivity
- Decisions based on more reliable information
- Single-sign-on capabilities
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Easy to use, flexible and efficient
DCI worked closely with CoreTrac and bankers like yourself to ensure a customer relationship management tool that provides the meaningful capabilities you need to stay ahead in this challenging environment.
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Learn more about how iCore360/CRM can benefit your bank!