Expected some guidance but found myself figuring out a lot
Initially, I assumed the sales and pre-purchase process would be quite hands-on with detailed guidance throughout each step. I thought the onboarding flow would include extensive walkthroughs and direct support during setup. However, while the initial sign-up and invoicing procedures were quite clear and user-friendly, much of the software configuration and usage I ended up figuring out on my own. The training materials provided a decent baseline, but they didn’t cover every practical scenario I encountered with the calling tools and database. Automatic updates worked seamlessly, which I appreciated, but I had to explore which of the new features were relevant to my workflow. Telephonic support was available when I reached out for questions, though I found the responses sometimes lacked depth or specific examples. To my surprise, the combination of clear but sparse training meant I adapted quickly by trial and error rather than guided onboarding. While this was manageable and even somewhat empowering, I’d expected a bit more structured assistance in areas like dialing setup and managing client data within the database. Overall, I feel the experience struck a decent balance between self-service and support, just not what I initially imagined.