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WFHI review

Smooth onboarding thanks to clear dialer training

5 out of 55 of 5Verified purchaseTraining and onboarding

Smooth onboarding thanks to clear dialer training

I found the onboarding process quite smooth primarily because the training on using the dialer and related calling tools was very clear and practical. From the outset, the instructions guided me step-by-step in setting up the necessary connections to the database, which saved me a lot of confusion. I was able to complete the first week of calls without needing to contact support frequently. The automatic updates also ran quietly in the background and didn’t disrupt my workflow, which was nice. Of course, if I were to take on a different software workflow next time, I might still seek additional help since not everything was immediately intuitive. However, the initial onboarding and training coverage gave me enough confidence to proceed independently for most tasks. The invoicing and payment setup was also straightforward, with an easy sign-up process and prompt invoices. Overall, the hands-on dialer and database training was the highlight that made the process simple enough that I would expect to repeat it successfully in the future if needed.

Kedar JhaDelhi, IndiaExperience: Published:
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The reviewer's payment for a named WFHI plan was matched to a WFHI record.

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