Took much longer than I expected
When I first signed up for the sales and pre-purchase tools, my hope was to get everything set up quickly so I could test the workflow features without delay. However, it took quite a bit longer than I anticipated to complete the onboarding process. While some parts of the software were straightforward, like getting access to the dialer and database features, other steps in the setup felt unnecessarily complicated or out of sequence. The documentation helped in parts but sometimes added to the confusion, especially regarding the integration of calling tools with the database. On the positive side, the automatic updates arrived regularly and made some functions more stable, which was a relief. The telephonic support was courteous and tried to assist, but there were moments when waiting for a response felt longer than expected, which didn’t help when I was stuck in the middle of configuring certain elements. Overall, by the end of the process, I felt more confident in using the software, but I think the initial time investment was higher than it should have been. If the onboarding were streamlined, it would make the whole experience smoother and more encouraging for new users like me.