Missed clear guidance in sales and onboarding
I must say, the initial sales and pre-purchase experience with WFHI left me wanting more guidance. While I did manage to complete the sign-up process, it often felt like the steps were not clearly explained, especially around how the billing and database integration would proceed after onboarding. The training was decent but left me wondering about some features that didn't seem to be covered thoroughly. What concerned me more was the recurring waiting for support agent callbacks during certain issues; it suggested to me that help wasn't as readily available when needed. I understand that software onboarding can be complex, but I think some clearer checklists or follow-up communications would have made a big difference. On the other hand, I appreciated how the dialer tool was relatively intuitive once I got the hang of it. However, considering these points, I anticipate I might need to reach out again for more help next time I attempt changes in workflow. Knowing exactly what to expect would really reduce this.