Start selling
If you want to start selling your products with the Cleverbridge platform, do the following:
Step 1: Set up your product and plans
Set up the products, plans, and pricing options that you will offer via the Cleverbridge platform. For more information, see Add a product.
When creating your products, you can also do the following:
- Set up promotional offers for customers. For more information, see Implement item level promotions and Implement cart promotions.
- Set up recommended products for customers, depending on the original purchase. For more information, see Create recommendations.
- Package multiple products in bundles. For more information, see Offer and manage bundles.
- Offer special deals for bulk purchases. For more information, see Volume pricing method.
- Offer customers a free trial period. For more information, see Set up free trials.
- Offer customers different versions of the same product (Basic, Professional, Enterprise). For more information, see Set up different product versions.
Step 2: Integrate our shopping cart into your front-end
Integrate the Cleverbridge-hosted checkout pages (shopping cart) into your front-end using the links generated by either Commerce Assistant or our APIs. For more information, see URL generation tools.
You can integrate the pages into your checkout flow in a variety of ways, including pop-ups, store pages, and in-app configurations. You can also optimize the online experience for your customers in the following ways:
- Use real-time price information on your own product pages. For more information, see Integrate the Pricing API.
- Use the Cleverbridge product catalog instead of your product pages. For more information, see Display your product line with catalogs.
- Implement analytics and integration (optional). For more information, see Set up revenue tracking and Track customer behavior.
Step 3: Integrate our APIs and notifications (webhooks) with your back-end
Integrate our APIs and notifications (webhooks) with your back-end systems, including your entitlement management system and your CRM. Here are some of the options at your disposal:
- Integrate license management into your checkout flow. For more information, see License Key Generators.
- Leverage the Cleverbridge platform to implement a subscription pricing model. For more information, see Implementing a pricing model.
- Create an API user and automate the process of managing subscriptions via our APIs. For more information, see Subscription Management 1.0 and 2.0 and API reference.
- Implement the Cleverbridge Quote-to-Cart functionality into your sales infrastructure. For more information, see Quote-to-Cart in Salesforce.
Step 4: Run test orders before going live
Run test orders to ensure that everything is running smoothly. You can run test orders using the test credit card, which is generated in the User portal of Commerce Assistant under General > Test credit card number. For more information, see What and how to test.