Pre-purchase steps were poorly sequenced
I went through the sales and pre-purchase process with the expectation of a smooth and logical sequence of steps. Unfortunately, I found the order somewhat confusing. The sign-up phase came before completely understanding the specific workflow requirements, which led to some uncertainty. Additionally, the training offers and invitations to use the dialer and database features appeared before I had a chance to inquire about the software’s detailed capabilities. Invoicing and payment information was also communicated at stages that felt disjointed from the onboarding, making it hard to keep track of what was due when. This sequence interrupted my ability to focus on one phase at a time. While the support team was available on calls to clarify points, overall it seemed better preparation in outlining the process upfront would have helped. The automatic updates were not clearly explained during this time as well. In summary, I did not find the steps to be in a sensible order and would advise reconsideration of the flow to better align with customer readiness and clarity.