Managed to get everything set up in the end
I had to figure out quite a bit of the pre-purchase details on my own, which was a bit of a mixed bag. On one hand, the website and sign-up process offered good general guidance, but many specifics around features and services required some exploration to understand fully. It wasn’t super smooth, but it did give me a chance to test the software and see if it suited my needs before fully committing. I appreciate that the sales process didn't push too hard, so I wasn’t feeling rushed to make a decision. On the downside, the lack of more structured information at the start meant I spent quite a bit of time searching for relevant details about the calling tools, database features, and how the training sessions are organized. Still, once I brought myself up to speed, I found the onboarding and software easy to use. The overall outcome is that I’m pretty satisfied with what I got, even if the initial learning curve was steeper than I expected. So, in the end, putting in that extra effort meant I landed on a product that really fits my remote workflow requirements.