The sales steps worked fine overall
When I went through the sales and pre-purchase phases, the ordering of the steps was logical and handled the job it was meant to do. First, there were clear descriptions of the software features and training approach that helped me understand what to expect. Then the sign-up process followed smoothly with invoices and payment instructions presented clearly. The responses from the team during pre-purchase were adequate and they maintained communication as promised. I found the onboarding process easy enough to follow, letting me start using the calling tools and database without confusion. Automatic software updates were seamless, so I didn’t need to worry about disruptions. Telephonic support was available and generally helpful in clarifying questions whenever I called. There was no confusion or jumping around between unrelated steps, which I appreciated. Overall, the framework for sales and pre-purchase worked well and I felt well prepared to get going as soon as payment was done.