Implementation and Training – First Steps to Success
Your service experience begins on your first day as a client. Your assigned account executive designs a custom implementation and training program that is needs-based. Your AE will, from time-to-time, assign specialists to your account for situation-based training.

Our client service team is deeply experienced and committed to our clients’ success.

Your AE will also perform a detailed needs analysis before training begins. Every training agenda is customized to ensure that CoreDirect is blending nicely into your workflow and connecting with the external data feeds you use. Your AE will also apply the reporting power of CoreDirect to give you what you need to manage your business and service clients.

Ongoing training
As your business and our software evolve there is a periodic need for additional training. We schedule quarterly account reviews to review recent CoreDirect enhancements and your CoreDirect productivity. We constantly monitor your call history to identify training needs that are often triggered by a new account or a new employee

Web conferences
We offer private training sessions using web conference and periodic Webinars that are open to all clients. In our Webinars we review new and or under-used features that can boost your productivity and help you generate an advantage.

Ongoing Support

Consultation
When your business changes we are there to consult. When you add staff we are there to train. We are ready to unlock the deep functionality embedded in CoreDirect – waiting for the opportunity to work for you.

Technical support
Our hotline is open from 9:00 a.m. to 6:00 p.m. (ET). Our support staff is responsive and backed by specialists that can troubleshoot and consult on virtually any issue.

Service bureau
We offer two custom services: broadcast ratings processing and delivery for CoreBuy clients and custom data processing and analysis services for CoreDirect licensees.