Business Solutions

WESUITE

Sales Management Software

From Contact to Contract

The leading Sales Software for Security Integrators created to help our Clients build strong and permanent operational methodologies throughout their company. WeSuite provides lead management, quote and proposal generation, real time reporting, in-the-field quoting and surveying, in addition to over ten software modules targeted for business improvement.

Fast Facts

Core Products: WeOpportunity, WeEstimate & QuoteAnywhere

Key Benefits
– workflow management
– data & pricing consistency (i.e. mftr MSRP)
– cross footprint brand uniformity (i.e Proposal Documents)
– detailed real-time sales reporting (Region/Office/Sales People)

Approximately 5,000 daily users producing nearly $2 billion in quotes annually

Serving sales teams from 3 – over 500

Integrations with 6 ERP solutions (connector API)

WeOpportunity

Lead and Prospect Management. Sales people create and manage prospecting plans, leads and opportunities. Includes detailed reporting. Outlook Calendar and Contact integration. Fully integrated with WeEstimate and QuoteAnywhere to manage the sales process from contact to contract.

WeEstimate

Extremely powerful and flexible sales estimating proposal and contract creation. Increase efficiency through designated work flow processes and automation. Real-time sales intelligence proactively provides sales, finance, operations and support teams information for increased customer support and satisfaction.

QuoteAnywhere

Sell on-the-go with QuoteAnywhere! Easily manage leads to new sales from an iPad, tablet or laptop. Ideal for high-volume residential and small commercial sales. Sell and close in front of customers. Pre-scheduled sales appointments are ready and waiting. QuoteAnywhere is fully integrated with WeOpportunity and WeEstimate for an end-to-end sales process.

I cannot overstate the value of WeSuite’s WeOpportunity module. It is a simple, yet very powerful approach on how to best manage our leads and optimize our time spent working them. We pressured the WeSuite team to help us overcome some unique challenges in our business model and lead workflow. This required a significant amount of configuration and quite a bit of hand-holding during the rollout phase. Due to the flexibility of WeOpportunity, we were able to customize virtually every aspect of the system. With the automatic emailing triggers and customizable lead flow, we have been able to increase our contact and make better quality contacts on each call. The integration with WeEstimate made it simple to continue the lead process from beginning to end. The system is flexible enough to cater to all of our different needs.- Lauren Fleetwood, Director of IT, ASG Security

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