Keystone Dealership Management

Keystone Dealership Management, developed by Dealer Information Systems Corporation (DIS), is an all-in-one management solution designed specifically for construction equipment dealerships. According to the vendor, this software offers a range of features and functionalities aimed at streamlining operations, enhancing efficiency, and driving profitability. Targeting construction and heavy equipment dealerships, Keystone Dealership Management caters to professionals and industries involved in the dealership of construction equipment, serving as a tool for managing sales, finances, customer relationships, service operations, parts and inventory, and rental management.

Key Features

Management: According to the vendor, this feature provides visibility into various aspects of the dealership, allowing for efficient and profitable operations. It includes comprehensive insights and analytics to support informed decision-making, as well as real-time tracking and management of dealership performance.

Sales Management: The vendor claims that this feature empowers sales teams with complete unit information, lead engagement, quote distribution, and deal closure through a CRM system accessible from any device. It facilitates efficient management of the entire sales cycle, from lead generation to customer acquisition, and provides a centralized platform for managing sales activities, customer interactions, and sales performance tracking.

Financial Management: The vendor states that this feature automates accounting processes, such as point of sale, inventory, and costing transactions, to save time and reduce errors. It offers complete visibility into financial data, enabling accurate financial reporting and analysis. Financial workflows are streamlined, ensuring compliance with accounting standards, and it allows for efficient management of accounts receivable, accounts payable, and general ledger.

Customer Relationship Management: According to the vendor, this feature provides a comprehensive view of customer details, including purchases, payments, owned units, service and rental history, parts on order, and more. It enables personalized customer interactions and improves customer service. Additionally, it facilitates cross-departmental collaboration and communication to enhance customer satisfaction, aiming to build strong customer relationships and loyalty.

Service Management: The vendor claims that this feature allows for the scheduling of service, creation of work orders, and tracking of the status of every job, unit, and technician in one central location. It empowers field technicians with access to work orders, customer details, parts inventory, and other vital information on the go. The vendor suggests that it boosts field technician productivity and efficiency, while also helping to streamline service operations and improve customer satisfaction.

Parts and Inventory Management: According to the vendor, this feature provides easy access to parts inventory and allows for automatic ordering of the right parts at the right time. It supports integration with over 250 manufacturers for seamless part list and price updates. The vendor states that it helps optimize inventory levels and reduce stockouts, improving parts management efficiency and accuracy.

Rental Management: The vendor claims that this feature provides visibility into the status of each rental unit at any location. It enables accurate calculation of rental rates based on actual time or engine hours and automates billing for open contracts and damage waivers. According to the vendor, it helps maximize rental revenue and improve rental operations.

Integrations: According to the vendor, this feature allows for seamless integration with top manufacturers, suppliers, and software providers, streamlining dealership processes. It reduces data entry and saves time by integrating with external systems, facilitating faster parts location and ordering. The vendor suggests that it enhances overall operational efficiency through seamless data exchange.