Order of steps lacked smoothness at points
The overall sequence of steps during the sales and pre-purchase process had some sensible aspects but also notable issues. Early on, the sign-up and initial software demonstration moved logically. However, after that, the training modules did not always follow a coherent order. Some features were introduced before their prerequisites were fully explained, which caused confusion. The database setup instructions came too late in the process when I already needed that feature to practice the calling workflow. On the positive side, telephonic support was available to clarify these clashes and guide me appropriately. Invoicing and payment followed the training modules as expected and were clear to understand. My main complaint remains the sequence of training and onboarding content, which did not flow smoothly and could have benefitted from a better structured curriculum to avoid such backtracking. Despite this frustration, the overall experience remained useful after some persistence and patience. This particular sequencing issue was the one element that slowed down my progress and could well be improved to streamline the customer journey.