Reflecting on sales process: mostly straightforward but some guessing involved
Going through the sales and pre-purchase process, I found myself thinking a lot about what exactly I was signing up for and how the software would fit my needs. The initial information provided was clear about the features, but I definitely had to work out some things on my own, like the exact workflow integration and usage of the dialer tool over a full week. The invoicing and payment steps were easy to understand, though the automatic updates mentioned made me wonder about possible changes I might have to adapt to later. While there was sufficient guidance in training, I felt the sales documentation could have been more upfront about the onboarding flow and support availability. It's a great fit if you have some tech-savvy and patience to figure things out as you go, but might be challenging otherwise. I would say this product suits someone prepared to explore and put in initial effort but might not be ideal if you expect hand-holding through every step.