Surprised by responsiveness in onboarding, yet expected more
I was quite surprised by how responsive the onboarding and training team was when I initially signed up for the software. From the start, my emails and calls received fast replies, and any questions about using the dialer and database features were answered in detail. This responsiveness was better than I had anticipated, and it made the early phase of setting up remote workflows more manageable. However, I did expect a bit more structured follow-up post-training to ensure I was fully confident in using the software independently. Some of the documentation was useful but occasionally lacked depth, which meant I still relied on telephonic support more than I had hoped. Automatic updates introduced new options quickly, but without clear guidance, I found it challenging to integrate them smoothly. Invoicing and payment steps were transparent and straightforward, leaving little room for confusion. Overall, the care taken was appreciated, but I believe an enhanced training structure or periodic check-ins would have made the onboarding experience more complete and less dependent on direct support calls.