From Disconnected to Streamlined: Lightspeed DMS Scales Smarter with Salesforce + Certinia

Lightspeed DMS is a leading cloud-based Dealer Management System provider with nearly 40 years of experience serving the Powersports, Marine, RV, Trailer, Outdoor Power Equipment, and Golf Car industries. Supporting over 4,000 dealerships across North America, Lightspeed delivers integrated solutions for sales, service, parts, rental, accounting, and CRM—helping dealerships automate operations, improve accuracy, and drive profitability through real-time data and automation.

As Lightspeed DMS scaled its operations, the company faced challenges caused by disconnected sales and ERP systems. Manual processes and siloed data were creating inefficiencies and limiting visibility into sales performance. SaltClick partnered with Lightspeed to implement a customized Salesforce Sales Cloud solution fully integrated with Certinia (formerly FinancialForce) ERP. This engagement streamlined workflows, improved pipeline visibility, aligned sales and finance operations, and positioned Lightspeed for scalable, data-driven growth.

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Challenge

Despite its strong market position, Lightspeed encountered several critical issues within its sales and operational infrastructure:

• Lack of Integration Between Sales and ERP Systems: Sales teams struggled with disconnected workflows and manual data entry, preventing efficient collaboration with financial operations in Certinia.
• Limited Visibility into Sales Performance: Without a unified system, leadership lacked timely insights into pipeline status, revenue forecasts, and sales activity.
• Operational Inefficiencies: Managing opportunities across separate platforms led to time-consuming processes, inconsistent reporting, and duplicated effort.

Lightspeed needed a scalable Salesforce solution that would unify customer relationship management with financial operations and enable real-time insights across departments.

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Solution

SaltClick delivered a customized Salesforce Sales Cloud implementation, fully integrated with Certinia ERP, to eliminate manual processes and unify sales and financial operations. The solution focused on automation, visibility, and scalability—empowering Lightspeed to operate more efficiently and make faster, data-driven decisions.

• Implemented Salesforce Sales Cloud with tailored lead, account, and opportunity management
• Built real-time, bidirectional integration with Certinia ERP
• Automated lead conversion and opportunity tracking workflows
• Developed dashboards for pipeline visibility and sales forecasting
• Provided user training to drive adoption across sales and finance teams

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Results at a Glance

By implementing Salesforce Sales Cloud and integrating it with Certinia ERP, Lightspeed DMS gained immediate improvements in efficiency, visibility, and scalability. The organization eliminated manual processes, improved cross-functional alignment, and empowered its teams with real-time data and reporting—creating a strong foundation for continued growth.

• 30% Increase in Sales Efficiency
  
• Unified Sales and Financial Workflows
  
• Faster Sales Cycles and Improved Forecasting
  
• Better Executive Insights
  
• Scalable Infrastructure
  

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Transform Your Sales & ERP Operations with SaltClick

Is your organization looking to connect Salesforce with ERP systems for seamless sales and financial operations?

SaltClick’s expertise in Salesforce and Certinia integrations ensures that your team works smarter, sells faster, and operates with complete visibility

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Let’s start the conversation today! 

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