It Took Some Figuring Out, But Worth It in the End
When I first decided to purchase the software and training, I thought the onboarding might be straightforward, but it turned out I needed to put in quite a bit of effort to make everything click. A lot of the pre-purchase information was clear, yet once I was in, I realized many features, especially relating to the dialer and database functionalities, required me to figure out workflows on my own. The training sessions laid a good foundation, but some customization had to be self-driven, and at times I felt like there wasn’t enough hand-holding during the sign-up and invoicing process. It was a workload to get my teams and processes aligned to the new system. Despite these hurdles, the ongoing software updates and telephonic support eventually made the workflow smoother. Reflecting now, I can say investing this effort was necessary to unlock the tool’s potential, and it has indeed improved my remote working setup significantly.