Figured out most of the process by myself
I went through the sales and pre-purchase steps of WFHI’s software with the sense that much of the understanding would be on me rather than handed over clearly. There was no extensive handholding or walkthrough from the sales side, so I mainly worked out the product features and training options on my own by exploring their website and trial materials. The sign-up and invoicing process was fairly straightforward, although I paid close attention to the details to avoid any surprises. There were a few moments where I had to call support to confirm how the dialer tool integrated with the database feature, which wasn’t entirely obvious at first glance. Overall, rather than expecting a sales agent to guide me, I approached this as a self-service experience and got the hang of it by tinkering and reading the provided documents. If you’re the kind of person who prefers to figure things out independently rather than having everything explained step-by-step, this will suit you fine. It’s not overly complicated once you spend some time with it, but it definitely required me to work things out for myself.