Frustrated by slow onboarding, took way longer than expected
I have to say, my experience with the training and onboarding process was rather disappointing due to how long it took to get started properly. I initially thought the setup would be straightforward and timely, but it turned into a drawn-out affair that left me feeling frustrated. The training sessions seemed comprehensive but the pacing was slow, and the onboarding flow had several steps that weren’t well integrated, causing delays. For example, navigating the software's calling tools and dialer required more practice than anticipated, and the database feature instructions were not as clear as I would have liked. This meant that even routine tasks took extra time to perform correctly in the beginning. Although telephonic support was available, waiting for responses during crucial moments in the setup phase added to the delays. The automatic updates sometimes altered settings unexpectedly, which further complicated the initial grasp of the platform. Invoicing and payment processes were reasonably clear, but given the overall slow pace, they felt like minor positives in an otherwise slow start. I understand that running a complex remote workflow software involves a learning curve but the onboarding could be much more efficient. Honestly, it was a bit of a discouragement before I started to see the actual value in the software.