WeSuite 5.0 Sales Management Software

This new version provides a site survey module and more for technology product and service providers

WeSuite, a sales management software solution, is purpose built for technology product and service providers. Designed for sales teams of two to two thousand, it streamlines workflow; simplifies the creation of estimates, proposals, and contracts; enhances communications; improves reporting accuracy; and helps users make smarter and more profitable business decisions.sales management

WeSuite Version 5.0 includes enhancements to the company’s flagship products, WeOpportunity and WeEstimate. The WeSuite sales management platform encompasses a suite of software solutions along with a wide range of tightly integrated add-on modules capable of automating all sales functions from “contact to contract.” In addition, it offers third-party integrations with leading applications for financial ERP, document signing and storage, parts database and pricing, marketing, and calendar/contact sync. The Version 5.0 update offers features and tools to further automate, streamline, and simplify the sales management workflow of security, IT, electrical and AV technology integrators and contractors.

WeSuite Version 5.0 enhancements include:

Account Level Tasks: The ability to assign tasks at the account level within WeOpportunity to further facilitate team-wide and cross-departmental collaboration on target, new, and existing accounts.

New Site Survey Module: The WeEstimate Site Survey Module allows users to load digital images of floorplans and properties or sketch on the fly, search the parts database, locate parts, and add notes directly onto the digital canvas. The corresponding Bill of Material is automatically generated and ready for use in estimates. Site surveys can be imported directly to WeEstimate for completion of the estimate, proposal, and sale.

New Security Parts Icon Library: An expansive library of security icons can be assigned to part numbers within the user’s product database. As parts are utilized with the Site Survey Module, graphical representations of devices are shown on plans providing customers and operations greater perspective. Icons may also be programmed to enhance proposal documents.

Subscription Sales: The WeSuite Test & Inspection Module has been enhanced to allow customization of the module, column, and field names to correspond with clients’ workflow for recurring subscription and test and inspection sales.

Weighted Forecast: The WeEstimate forecast has been enhanced to enable weighted forecasting in addition to straight forecasting. Clients may customize percentage to close selections and corresponding meanings. Forecast calculations are automated within estimates and to reporting, providing for more accurate forecasting from projected outright and RMR sales.

Enhanced Digital Signing Capabilities: Tighter integration with DocuSign and eOriginal offer more flexibility in the routing of contract and sale documents, enabling custom workflows and simplifying the experience for customers, sales managers, and administrators.

“The release of WeSuite Version 5.0 represents a major upgrade in the features and functionality that we know are highly valued by technology integrators,” said Tracy Larson, WeSuite’s President. “Tools like our new Site Survey module and free library of security icons are examples of why security sales teams choose our platform, which is custom built to simplify their jobs in a way that generic sales management software is not.”

WeSuite Version 5. 0 will be on display and ISC East, Booth 372 and Honeywell Connect.