Surprised by the order but largely smooth
My experience with the sales and pre-purchase phases surprised me in terms of how the steps were ordered. Initially, I expected the onboarding and training to precede any detailed exploration of the database or dialer features, but it turned out that quite a bit of set-up came before deep training content was provided. This sequence took some adjusting to, as I wasn’t sure what to focus on first. However, once through the initial set-up and invoice payment, the training modules helped shape my understanding effectively. The sign-up process was straightforward and the invoicing was transparent, which I appreciated. Automatic updates ran seamlessly during my usage, ensuring the software stayed current without disrupting workflow. The calling tools integrated well with the contact database, raising efficiency once the learning curve was over. Despite my initial surprise at the step order, the overall progression made sense after some experience, balancing early access with foundational knowledge. The only reservation I have is that those new to remote workflow software might feel a bit lost until training kicks in. Nonetheless, the platform functioned as expected, and support was available when needed.