Website and CRM Integration Planning Discussion

You need from a content perspective, he'll provide you either access or provide it to you directly. Okay, cool. I'll do a quick virtual introduction. I'll send over an email.

And I figure you could work directly with him so I don't have to be a go -between.

That'd be perfect, yeah.

And do you need anything else? Because you're heading out tomorrow, right?

Yeah, I fly out tomorrow. Okay.

All right, well, let's see you and I connect when you're back on the startup stuff.

Okay.

All right, brother.

Did the text message... Oh, go ahead.

No, because Jeremy says we're here at some point today, so I'll talk to him as well.

Yeah. So, here's where we're at with the website, by the way. Jamie and I have been doing a lot of work over this weekend. And it's coming together really nice. You guys are going to really like it. I'm at the point where I would start to integrate pulling in the CRM APIs, which is Lightspeed for you guys.

I can do that. But if the comments that Jeremy was making are real about, you know, Lightspeed's probably just doing an okay job, then it's probably a waste of time for me to loop in Lightspeed and potentially look at just building you guys a custom CRM, which I can completely do, and give you all of the automation that we were talking about.

So, Jeremy was mentioning that the other company provided a bunch of automated SMS and things like that. We absolutely can do that. And the good thing about it being custom is we get to control whatever we want automations to be.

So, we won't be stuck with whatever the new CRM canned automations might be. We can get as creative as we'd like on how it fits within the sales process at Ugly John's and when we reach out to customers and still kind of control that relationship feel.

So, I'll hold off on connecting. The

other

thing I

wanted to lose sight of, though,

also, is

the whole

App1 integration. Yeah. Because I think that's where the bit

of the Easter Acon journey happens, right? You have finance inside that's disconnected, relevant to what's Lightspeed, CRM. I just want to make sure that we kind of continue to keep our eye on that ball a little bit. Oh, absolutely.

Absolutely.

Because there's no feed from App1 into Lightspeed. Everything's independent. Yeah. And they use this, what they call the 700 Credit. And I still haven't figured out exactly what they do.

What, 700 Credit's another third -party company?

Yeah.

Okay.

I think, quite honestly, they may be directing the Furo API traffic.

What's the App1 integration look like today?

As far as what?

So, say they've got a customer ready to buy a boat and they need to do some financing. Is it just the sales associates going into a dashboard and doing it all manually? Or are they sending the customer somewhere?

What's happening there?

Yeah. They send it to me.

So, let's see.

And then I go into App1 portal leveraging Lightspeed to bring into the detail that we have from the boat the customers on. You know, i .e. the collateral items.

So, and today the way it works, well, today the way it works, they're fucking texting me and giving me shit all over the place. And then I have to take what they provide me via text, go over to Lightspeed, make sure all the appropriate details are listed in there so I can enter in, you know, all the application credit, pull the bureaus to find out what lender I'm going to use.

And then I drive that towards, you know, depending on what the credit looks like, I'll drive that towards a specific lender that's going to meet me with less stipulations

typically.

And then I get the approval back, I'll get the stipulations back, and then I work with them to work with the customer's side. But there's none of that. Everything's manually then brought back into Lightspeed on the funding side.

Yeah.

So.

We can absolutely look into App 1 .2. Do you know if they allow API integration?

Like I said, I'm going to find out. Okay. I'll talk to them and

find out.

Yeah.

Because where I'm amiss here is on the whole 700 credit. What is that all about?

Hmm.

Where do they play in this space? Because I don't have visibility to them.

Yeah. And

I think there's some type of connection with them. Now I'm going to learn a little bit on the back end side because I'm going to learn a little bit more about the process via, we're going to start offering back end solutions for customers, gap insurance, extended warranties, that type of stuff.

Yep.

So I just need to figure that piece out.

What's the website for App 1? Just so I make sure I'm looking at the right one.

Mine says gateway .app1 .net. Okay. Then there's forward slash dealer, forward slash dealer, forward slash home.

Yep. I found them.

Yes.

I didn't go to the gateway, but I just went to app1 .net and I found them. And then do you have a website for that 700 credit?

That's what I was looking for. Hold on.

See here? No.

I found one that's 700credit .com.

Yeah, I'm trying to look. I'm trying to find out where it's at.

It does say it's for marine dealers.

It says quick scan

700credit to find out more contacts. What? I've never used this, so I don't know what the hell it is.

Yeah, I'm getting it.

I just

know

it just

says. He said he's making the option. I'm going to sign up for 700credit to quick scan. Click here to enable your 700credit quick scan

account in App 1. So I'm assuming that's probably given us the ability to pull bureaus.

Wouldn't that already be happening through App 1?

No, not automatically. I know the information that I request what bureau I want. I want all three or just whatever. And then I think that it goes once I submit it to Lender. I think they're pulling another bureau.

Yeah. I'd imagine they are. We have partnered with

700credit to provide you an ID verification tool.

Quickscape from 700credit is a powerful mobile document scanner that provides the dealership's real -time confirmation of the legitimacy of a customer's driver's license and identity. So I guess that's one thing they're doing is using it for validation from a patronatic

perspective. Yeah.

So, but again, I don't know how their integration works. I'll find out. I can find all that out, though. Yeah.

There's a tech support number I'll call and say, how does this all work?

Yeah.

I got total, but my, I surmise it's, it's the front -end integration that we leverage for pulling credit and then terrifying red flags, i .e. OFAC, ID, red flag alert, synthetic IDs, that kind of stuff.

Yeah. Credit holds.

Yeah. Yeah. Yeah. So.

Okay.

Awesome, man.

All right, man. I'll get, I'll send an email out here in a few moments. Okay. Just do the control reduction. He said he'll get you whatever you need.

Yeah. Connor, would he have the, the, like the logo assets and things like that? I'm assuming.

Yeah.

Okay.

He said Connor. Who's Connor?

Did I mix up his name?

Blake.

Blake. I don't know where I got Connor from.

This is Chris. He just, he just walked by.

Okay, cool. All right. Well, I'll, I'll copy you on the note I sent to him. Awesome.

And then, he's like you said, he was very supportive. Whatever you need. He said, I'll get to you.

Cool.

And then let's, you and I get together on whenever you're back from your, from the work trip.

Sounds good. For

my friends at FD.

Tell him my

friends at FD. I said hello.

Anyone specifically?

No, don't, don't say anything.

Okay. Well,

I probably, I probably was on their, their last nerve by the time I left.

That's not hard to do.

No.

Yeah. Awesome. Eric.

Thank you, brother.

Yep. Reach out if you need anything.

All right. Bye. Bye.

Bye. Bye. Bye. Thank you.