CRM for Your Ecommerce World

Getting Started with ReadyCloud

ReadyCloud is an ecommerce suite that’s packed with Growth Marketing tools, reporting, task and team management, cross-channel data and order views and even shipping and returns. To start using ReadyCloud, you’ll need to get your account setup, connect your sales channels and import all your data.

But first things first. Let’s get you well on your path to getting started with ReadyCloud. Here’s what you need to know.

Creating Your Profile

To start using ReadyCloud Suite, you’re going to need to create your account and your profile. This is easily done by visiting our site and clicking on “Try for Free” button in the upper righthand corner. Once you click that, you will be prompted to enter some details such as your name and email address to create your account. Follow the steps when prompted and then click “next” to go to the next page.

Inviting Team Members

At the next page, you can choose to add any team members. Most users skip this page as you can easily add new team members from within the ReadyCloud interface at any time. If you do need to add team members, simply fill out the required fields and follow the prompts to do so. For more information on this, please refer to our related article: How to Invite Team Members in ReadyCloud Suite.

Connecting Your Sales Channels

Finally, you’ll reach a screen where you can add your sales channels and connect your marketplace accounts. Simply click on the applicable sales channels and follow the prompts to successfully connect all your accounts. Once you have connected your accounts, ReadyCloud will begin to import all your ecommerce order activity and will create beautifully rendered individual customer profiles that are updated in real-time. For more information on this step, please refer to our related article: How to Connect Your Sales Channels in ReadyCloud Ecommerce CRM.

Need Even More Tips?

Need some more help? We’re here to answer your questions and assist you with getting started. Don’t hesitate to reach out to us via email at: [email protected]. Or you can contact us tollfree at: 877-818-7447. You’ll also find a wealth of videos and how-to guides in our Demos section.

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