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WFHI review

Sales process needs clearer guidance

3 out of 53 of 5Verified purchaseSales and pre-purchase

Sales process needs clearer guidance

The sales team was responsive but honestly I felt I had to figure most things out myself. They gave some documents and videos but the specifics about setting up the call dialer weren’t covered well. The signup and payment process went fine, no issues there, and the invoicing was clear. However, the database feature required a lot of trial and error from my side to understand how to sync it with my existing workflow software. Support was helpful when contacted but I wished there was more upfront clarity during the pre-purchase stages. Automatic updates seemed to work well though, no complaints there. So, basically, if you are okay with some self-learning, it’s usable, but I would have preferred a more guided introduction especially around the calling tools and the dashboard.

Sunil PillaiHimachal Pradesh, IndiaExperience: Published:
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Verified purchase

The reviewer's payment for a named WFHI plan was matched to a WFHI record.

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