Onboarding training webinar 1 Introduction to Readysell

Aim:

To outline how to move around the Readysell menu and use common features and buttons. This session is not intended just to get you to the point where you can move around the system sufficiently to plan your project and review data. We are not trying to train you on how to process transactions or perform business processes. Just to the point where you can navigate around the system.

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Readysell Lite sites please watch this video before starting the first webinar!

Both Full Readysell and Readysell Lite sites should watch one of the videos below BEFORE attending webinar 1 if possible. Be sure to pick the video that suits Full Readysell or Readysell Lite, depending on which system you are implementing in your business.

If you do miss watching the video before webinar 1, don't skip the video entirely. Please make sure you watch the video below as soon as possible AFTER webinar 1 if you missed it before the session..


For instructions on how to play the videos below, see How To Play Videos

Introduction to Readysell Lite Webinar video:

Introduction to Full Readysell Lite Webinar video:


Content:

Outline of the Readysell onboarding project webinars

  • Onboarding training webinar 1: Introduction to Readysell

  • Onboarding training webinar 2: Understanding the project planning documentation

  • Onboarding training webinar 3: Project planning workshop

  • Onboarding training webinar 4: Understanding the data review documentation

  • Onboarding training webinar 5: Data review workshop

  • Onboarding training webinar 6: Understanding the training documentation

  • Onboarding training webinar 7: Training review workshop

  • Onboarding training webinar  8: Go live decision workshop

  • Onboarding training webinar  9: Post go live questions and answers

Onboarding program participation requirements

Full Readysell sites must complete all the onboarding webinars for your group or watch the related video and sign off each of the checklists. Readysell Lite sites can make their own choices about which webinars they want to attend and don't have to complete any of the checklists apart from the final go live decision checklist.


What are the benefits to my business?


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During the session. I will be asking you all to let me know how each feature displayed might deliver some of the benefits below for your business. The biggest benefit is first rate integration to Office Brands IT resources such as OneX, catalogues, flyers, Product images, business intelligence, Salesforce for CRM and Max for automated marketing. But there is a lot more benefits, see for example Readysell success stories.

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Key business benefits






Delivered by
Simplification of business processesAutomatic product and image syncronisation with ONEX catalogues, flyers automatic import of web orders  and optionally extended isle
Improve compliance and controlScan stock in and out for rock solid stock control
Enhance flexiblitiyNo upfront costs (for Readysell Lite only), regular free training webinars, learn from other dealers using Readysell
Reduce costsLess time updating product prices, no updates to computers, no backup procedures (cloud backup for Full Readysell)
Improve business agilityIntegration to MAX for automated marketing
Improve efficiencyAutomatic two way integration to Salesforce, scan any product or document without being on the right screen. Readysell puts the product on the right sale screen, shows the product, credits the invoice etc.
Provide continuous improvements.You automatically nightly bug fixes and you also get Readysell's software feature updates that come out around every six weeks. 
Automation (for full Readysell)Automation including automated warehousing, automated supplier payments, purchase runs, email batches, mobile app warehousing/delivery etc.

For a more complete list of Readysell benefits see Readysell can help you meet your key business objectives

Working with Readysell

If you don't have Readysell installed yet, you can still complete this session by downloading the Readysell and Readysell Lite demo application from this address Try Readysell

Start doing practical training exercises right away:

Some of the key skills you will need to know are listed below:

Accessing the Readysell Help Window (Click Readysell 8 Help to see Readysell 8 help or Readysell Lite User Guide to see the Readysell lite user guide)

How To Play Videos (Click Readysell Youtube channel to see our Youtube channel)

The Ribbon Menu

Using The Navigation Panel

Overview of common buttons

Working with Lists

Working With Detail Views

Keyboard Shortcuts

Filters

Readysell training quick start guide

Readysell Lite training quick start guide 

What's Next?

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Before the next webinar:

Enter some test transactions

Make sure you have actually entered a few transactions into your Readysell system before the next webinar session. 


Think about a go live weekend and a internal project manager

Start thinking about which team member in your business will be project manager and think about a go live date no less than four and no more than eight weeks from now.


Additional Reading

Readysell Overview Training Guide

Readysell training quick start guide

Readysell Lite training quick start guide

Readysell can help you meet your key business objectives