Needed clearer steps for sales setup
I signed up with the idea of using the sales and calling tools this time, and overall the experience was mixed. On the positive side, the sign-up and payment process went fairly smoothly, which set a good initial tone. The invoicing was clear and I didn't face any major issues there. However, I found the onboarding flow somewhat lacking for sales-specific needs. The training covered some basics, but I felt it didn't go deep enough into the sales dialer features I was expecting to use. The database feature worked fine, but integrating it into sales workflows felt awkward and not intuitive. The calling tools performed well for simple calls, but setting up complex sequences was confusing and not well explained. Also, automatic updates sometimes changed settings unexpectedly, requiring me to reconfigure. Support was friendly when I called, but I wasn't always able to get the priority assistance I thought I'd need. Considering all this, next time I might need help again just to get through those unclear parts. So, while some aspects worked okay, others didn't meet my expectations, which leaves me uncertain about fully relying on the platform for sales tasks without extra assistance.