Some steps felt logical, some didn’t quite line up
I entered the sales and pre-purchase process expecting a fairly linear path because the initial information made it seem like everything would be laid out clearly and in order. The sign-up came first as anticipated, and that was easy to manage. Then the training and onboarding seemed to jump around a bit, with some modules on the calling tools coming sooner than expected, while the database setup was covered much later. It felt a bit disjointed at times. The automatic updates were explained in the middle of everything which broke my flow a little because I wasn’t sure if those updates would change how I was supposed to use the software or not. Support was accessible throughout, but I had to wait a bit on some responses which didn’t help crafting a smooth process. Overall, the order was not horrible but I think it could be improved for better clarity. I was looking for a more step-by-step rollout rather than the parallel info streams I received, so I had to improvise what came when to get things done.