Clear but missing some key examples
I went into the training and onboarding quite hopeful because the introduction to the software was fairly detailed. The step-by-step guidance on how to configure the database feature was easy to follow, and I appreciated the telephonic support during the initial sign-up phase. However, when it came to the dialing tools and the automatic updates, things weren’t explained with the same clarity. The dialer setup seemed simple in theory, but I found myself confused when trying it out across different calls during the week. The automatic update process, meanwhile, was mentioned but not described well enough to understand how it affects current workflows. Also, the training didn’t clearly cover how the invoicing or payment process interacts with the software — I had to explore that part on my own to make sense of it. Overall, the onboarding was solid in parts but left gaps in a few areas that I think could be improved with more detailed demonstrations and examples. I’d say it hit decent points but missed some important ones.