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Скачать или смотреть DealersCircle & Lightspeed Integration Webinar

  • Lightspeed DMS
  • 2025-03-31
  • 31
DealersCircle & Lightspeed Integration Webinar
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Описание к видео DealersCircle & Lightspeed Integration Webinar

The DealersCircle + Lightspeed integration is designed to streamline operations, improve data accuracy, and eliminate redundant data entry. This integration allows dealers to:
• Easily import and update units between DealersCircle and Lightspeed, reducing double entry.
• Import units with their options data derived directly from the OEM.
• Easily complete Deal Delivery between the systems.
• Access a richer, more comprehensive parts price book, improving accuracy and inventory management.
• Utilize HIN decoding for faster and more accurate unit identification.
• Stay informed with manufacturer service bulletins directly in the system.

Why should I, the Dealer, attend?
• Learn how this integration can save time and reduce errors in your daily workflow.
• See how Lightspeed and DealersCircle work together to improve inventory, parts, and deal management.
• The integration is free to use through 2025, giving you the opportunity to try it hassle-free.
• Get a live demonstration and the opportunity to ask questions & improve the feature with feedback directly.

https://www.lightspeeddms.com/industr...
https://www.lightspeeddms.com/third-p...
https://dealerscircle.com/

Recorded on March 26, 2025
Transcript Summary:
This session introduced the new integration between Lightspeed and DealersCircle, showcasing how the two systems work together to streamline dealership operations—especially unit inventory management and sales processes.

Why It Matters
Dealers participating in early testing report:

“No more duplicate data entry”
“Cuts processing time in half”
“Boosts efficiency with automated updates”

Key Integration Features
1. Unit Imports from DealersCircle to Lightspeed
Easily import unit builds (specs, options, pricing) from DealersCircle to Lightspeed.
Replaces manual double entry across systems.
Imports are triggered from the LS button in DealersCircle or automatically when a unit is ordered.

2. Pending Imports
Lightspeed flags potential duplicates (based on HIN, stock #, make/model).
Users can merge with an existing unit, import as new, or skip for further review.

3. Auto Updates
Changes made in DealersCircle (e.g., pricing or configuration) automatically reflect in Lightspeed.
Reduces errors and duplicate work across platforms.

4. Edit Imported Units
Lightspeed provides direct access (via punch-out buttons) to edit a unit in DealersCircle.
Updates sync back to Lightspeed automatically.
Full edit functionality already works—access button launching in April.

5. Deal Punch-Out
From within a Lightspeed sales deal or quote, users can launch the DealersCircle product editor to build a unit.
Customer info is passed from Lightspeed to DealersCircle.
Duplicate customer detection allows merging or proceeding without merging.

6. Deal Delivery Integration
Lightspeed’s deal screen now links to the DealersCircle Deal Delivery Wizard.
Completing delivery updates status in Lightspeed.
System prompts users if they attempt to finalize a deal before completing delivery steps.

Additional Integration Benefits
Parts Price Book Updates: More accurate and timely pricing direct from OEMs.

Hint Code Functionality: Quickly populates key unit details in Lightspeed.

Service Bulletins & Warranty Dates: Synced data for service and support teams.

OEM Participation
Most OEMs are supported. Some offer limited functionality depending on their DealersCircle setup.

Integration is free through 2025. Starting in 2026, OEMs may assume cost responsibility.

Visit dealerscircle.com/clients for the full OEM list.

Getting Started
Go to System - Lightspeed Subscriptions in Lightspeed.

Sign in, confirm your subscription, and activate the integration.

Coming Soon (Mid-April)
Edit Unit Punch-Out Button (already functional, just adding ease-of-access)

Deal Delivery Finalization Workflow (added prompt ensures delivery steps aren’t skipped)

Q&A Highlights
Only One OEM Listed? Reach out to your other OEMs and ask them to join DealersCircle.

Cobalt Boats: Currently supports parts, not full unit ordering. DealersCircle now meets compliance standards (e.g., SOC 2) that may help expand OEM partnerships like Cobalt.

Want Time Savings? Integration saves significant time by syncing unit build sheets, options, and pricing—avoiding rekeying data across systems.

Lightspeed and DealersCircle teams are available for further demos or team training.

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