Onboarding process took quite long, order of steps could improve
I found the onboarding and training process to be somewhat drawn out, largely because the sequence of steps did not feel very intuitive. Initially, I expected to be guided through the core software features in a linear fashion, but instead, some of the introductory content seemed scattered with more advanced modules introduced early on. This fragmentation made it harder to grasp the tool’s workflow effectively. The dialer and database integration parts of the training were useful and relevant, but their placement in the learning sequence sometimes caused confusion about when to implement which tool. I appreciated the telephonic support that was available during the training phase; however, the response times were not always as prompt as I had hoped, which extended the total time I needed to fully get comfortable with the system. The invoicing and payment procedures were straightforward and as expected, though I feel these administrative facets might have been better addressed earlier to reduce procedural uncertainty. Automatic updates were set up efficiently and did not disrupt my ongoing tasks. Overall, while the training did provide me some valuable insights and did cover necessary tools, the step order could have been more thoughtfully organized to speed up the onboarding timeline and reduce initial frustration.