Order of steps was ok but onboarding clarity was inconsistent
Reflecting back on my experience with the sales and pre-purchase flow, I found the sequence of steps mostly logical but not entirely smooth. The sign-up and payment section was handled efficiently and was quite straightforward, which was a definite positive. However, the onboarding steps after that could have been better organized or explained to reduce confusion. For example, I found the way the training sessions fit in with the software setup was unclear at times. It felt like I was jumping between modules without a clear connection to the calling tools or how the database was supposed to integrate with my workflow. On the other hand, automatic updates installed without fail and telephonic support was accessible when needed, so those parts worked well. In sum, the payment process was a highlight, but the training and onboarding sequence lacked cohesion.