Surprised at how much of the process was self-directed
I was a bit surprised by how much of the sales and pre-purchase experience required me to figure things out on my own. From the initial sign-up to receiving the invoice, the process was fairly clear and straightforward, which set a positive foundation. However, when it came to actually setting up the software and understanding the training materials, I noticed that while there were resources provided, a lot of the detailed figuring out was on me. The training was informative, but often I had to experiment with the database feature and calling tools independently rather than relying on extensive guided sessions. Automatic updates happened smoothly without much input needed from my side, which was great. Telephonic support was available and polite, though sometimes I felt that the answers were a bit generic or not fully tailored to my specific questions. That said, the invoicing and payment process was transparent, easy, and kept me confident throughout. I think this product suits people who are quite self-motivated and can navigate software tools with some independence. My only small reservation is that those seeking comprehensive hand-holding during onboarding might find this approach less helpful. Overall, though, the experience was positive and I appreciated the combination of clear sales steps and the opportunity to dive in and learn at my pace.