Training setup needed more ongoing details
The onboarding process involved some initial one-off tasks like account creation and database configuration which went smoothly as expected. However, I found that a large portion of the training focused on these set up steps and less on ongoing use scenarios. While the initial training sessions covered various features of the software and calling tools, they didn’t address much about long-term updates or workflow adjustments beyond the start. This left me wondering how certain features would evolve or how to handle changes that might arise after a few weeks of use. The telephonic support was available when asked, but it felt reactive rather than proactive in guiding me through continuous improvements. I believe more emphasis on ongoing training or refresher modules would improve user confidence. The payment and invoicing experience was clear enough at sign-up, with no major issues there, but that’s only part of the overall experience. Given the setup was somewhat front-loaded, I felt that missing the ongoing engagement shaped my mixed impression of the entire onboarding journey.