Couldn’t figure it out, so probably need help next time
Well honestly, I went into the signing up and prepping expecting to manage it mostly on my own with maybe a call or two for help. However, what I found was pretty confusing from the start. The whole sales and pre-purchase information package wasn’t very clear to me—I kept circling around the same issues without a clear step-by-step understanding. I tried going through training but it felt disjointed and not well explained for someone new. Especially the features they have around the dialer and database seemed complicated to set up and link smoothly. So I don’t really see myself managing this workflow on my own next time without a lot of assistance. The buying and invoicing part was okay but the rest felt like it needed much more hand-holding. I think I’ll definitely ask for support early on if I try to do this again. I just don’t want to waste hours stuck trying to make sense of it again, especially when there’s no guarantee about what comes next in practical terms. So yeah, won’t pretend it worked out for me as hassle-free as I hoped, and next time I’ll be calling to get quick help fast.