Took time but eventually handled the issue
The training and onboarding process overall did get my setup going, but not without a few snags. When I first started using the software, I encountered some problems with linking the dialer to the database which meant lost hours until I figured out the sequence required. It took some back-and-forth with telephonic support to troubleshoot, and they were practical and responsive without being rushed. The full resolution took more time than I had initially thought, partly because documentation was sometimes too general to directly help me in my specific situation. However, after a couple of days, the updates that automatically arrived helped clear up some of those issues by making the integration smoother. The invoice and payment process was uncomplicated and promptly communicated. What I appreciated was that the training acknowledged possible pitfalls and offered guidance on those, which made the eventual learning worthwhile. So while the whole thing was slower than I’d have liked, it did the job and I can now manage the remote workflow tools properly. My takeaway is that this could work well, provided you are patient with how the onboarding and problem handling unfold over time.