Mixed feelings on onboarding, some steps seemed out of order
When I went through the training and onboarding, I had this feeling that something was off about how things were laid out. The sign-up and invoicing were straightforward enough, so I got started quickly. But as I moved through the training modules, it felt like the software dialer and the database feature were introduced a bit too late in the process — which made me wonder why they didn’t come earlier when they are actually key for most workflows. Also, the automatic updates rolled out during a session which was a little distracting, though I appreciated they happened without me having to do anything. The telephonic support overall was decent but I found myself repeating questions because sometimes the answers weren’t immediately clear. I guess the onboarding was not a total mess and I got through it okay, but I wish the order of delivery was slightly more logical. I keep going back to that point because it would have made my experience smoother if the important workflow tools had been prioritized early on. Still, it works and I’m not totally down on it.