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How To Go From CRM to DMS

Bring all of your dealership’s departments under one roof.

In today’s RV world, managing just customer relationships isn’t enough; your dealership needs a system that brings everything together, making your business run like a well-oiled machine. While CRMs (customer relationship management tools) are great for tracking leads and keeping up with customer conversations, they don’t cover all the bases as your dealership grows. That’s where a dealer management solution (DMS) comes in, as it can be a more connected solution to help your dealership thrive.

What Does a CRM Do?

CRMs are designed to help you stay on top of customer interactions and keep everyone happy. They organize data, track leads and keep your team connected with customers to improve relationships and boost sales. However, CRMs often fall short when it comes to other parts of running a dealership, like inventory tracking, accounting and service. This is when a DMS is needed.

What’s a DMS & Why Do Dealerships Need It?

Think of a DMS as a tool that brings every part of your dealership into one place. It doesn’t just handle customer relationships — it connects departments like inventory, accounting, parts and service into one system that helps everyone stay on the same page and work more efficiently.

Key Benefits of a DMS

  1. Complete Business Integration — A DMS pulls the whole dealership together, linking sales, inventory, service and accounting. When your departments use the same up-to-date information, decision-making gets faster and more accurate. For instance, your service team can check inventory instantly, and your sales team can quickly access customer histories, creating smoother operations.
  2. Smart Inventory Management — Managing inventory is essential, but a CRM won’t cover all the bases. A DMS lets you monitor new and used RVs, parts and accessories in real time, making it easy to keep stock levels where they need to be. It’s like having a super-organized inventory assistant that helps keep sales humming along.
  3. Easy Finance & Insurance (F&I) Handling — F&I can be complicated, but a DMS brings it all together in one place. Credit checks, loan applications and insurance offers can all be handled within the DMS, helping close deals faster and offering customers an easier, smoother experience.
  4. Better Service & Parts Coordination — For RV dealerships, service and parts are big players. A DMS makes it simple to manage both by integrating service scheduling, technician assignments and parts inventory in one spot. Technicians get instant access to vehicle histories, and the parts team can stay on top of stock levels, leading to faster repairs and fewer delays.
  5. Powerful Reporting & Insights — A DMS goes beyond CRM reports, providing insights across all parts of your dealership. Whether it’s sales trends, inventory needs or service performance, a DMS shows you what’s working (and what’s not) so you can make smarter decisions.
  6. Boosted Customer Experience — A CRM is great for managing leads, but a DMS covers the whole customer journey. By making customer info accessible to everyone, a DMS ensures every team member — from service to sales — has the latest information. The result is a more personalized, streamlined experience for customers.

Ready To Evolve?

Moving from a CRM to a DMS can be the upgrade that takes your dealership to the next level, helping you manage everything under one roof. By bringing departments together, a DMS helps dealerships run smoother, work smarter and keep customers coming back for more. For long-term success, evolving to a DMS is a smart step forward.

Lightspeed

Lightspeed is a leading dealer management solution provider. For more information, visit www.lightspeeddms.com.

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