Outcome was reasonable though expectations differed
I went into the sales process expecting that the setup would mostly be a one-off effort, where I’d complete training and software installation upfront and then move forward without needing much ongoing input. In reality, I found that while the initial onboarding was fairly quick and clear, there was more ongoing setup and adjustments involved than I expected. For example, updating my database frequently and managing calling lists took continual attention and time beyond the initial phase. This was not entirely negative since it allowed more customization, but it did mean the work was less set-and-forget than I thought. The training materials did cover ongoing tasks but I wish that had been highlighted more during sales discussions. Overall, the result was reasonable since the system worked well for me, just not quite in the way I anticipated when it came to ongoing commitment.