With this add-on you can combine LightSpeed & Daylite to create the optimal retail and solutions sales system. In a retail sales environment, most customers walk in and buy products, but there are cases where the customer needs much more. Those needs typically require a longer sales cycle and in those situations Daylite & LightSpeed together are unbeatable.
Move contacts back and forth
Select contacts in Daylite and push them to LightSpeed or pull contacts from LightSpeed. Once a link is established, you can update the record in either direction. Eliminate double-entry and keep the two systems up to date.
Create Daylite estimates with LightSpeed products
A solutions salesperson can quickly create estimates by pulling products and pricing from LightSpeed. The opportunity is tracked in Daylite and when won, it can be pushed back to LightSpeed as an order. The order is then fulfilled using standard procedures in LightSpeed.
Create Daylite opportunities from LightSpeed quotes
Your retail sales person can make a LightSpeed quote and then realizing that this is a solution or a long cycle sale, he or she can pass it on to a solution salesperson who then uses an opportunity in Daylite to win the business. Once the business is won, the order is fulfilled using standard procedures in LightSpeed.
Implementation & System requirements
Daylite 3.7 includes help files that specify how to setup the LightSpeed connector. You can follow those steps or you can engage a Daylite partner to do it for you. The choice is yours. The connector interacts directly with the LightSpeed database as well as the LightSpeed application. Both must be running. Other requirements include: Daylite 3.7 or higher, LightSpeed 2.5 or higher & Mac OS X 10.4.9 or higher.
Try it for 21 days or buy it now!
