Ask a teammate to build a small, real workflow during trial—import contacts, trigger follow‑ups, and generate a report. Measure clicks, confusion, and completion time. Tutorials should feel helpful, not mandatory. If confidence rises in an hour, adoption later often follows smoothly.
Study pricing pages beyond headlines. Record limits, run quotas, attachment caps, and concurrency rules shape real costs. Simulate your busiest day and see whether throttling or overages would bite. Choose tools that tolerate spikes and explain boundaries without hidden surprises.
Check two‑factor authentication, audit logs, encryption, and data residency options. Ask about backups, export formats, and vendor lock‑in. Read status pages and incident histories. Prefer companies that communicate clearly under pressure and provide realistic support times that match your business hours and stakes.
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