WeSuite Newsletter
Growth and renewal are at the heart of what we do at WeSuite. Since inception we have continued to enhance and innovate our sales platform. That spirit is in full bloom with the launch of QuoteAnywhere and its lead-to-close features bringing you the best of WeSuite in one cloud-based platform. We’ve got other news to share, too – including the details for our User Workshop in August, what we’re doing with AI, and a personal milestone I’m honored to share with all of you.
Wishing you renewed growth and lots of new sales,
QuoteAnywhere
- Lead creation and management to build pipelines
- Centralized customer, site & billng information
- Real-time pricing, labor, costs, and margin calculations
- Automation of pre- and post-sale approval workflows
- Easy proposal and contract generation with electronic signing
- Real-time sales reporting
Presentation Mode
Non-Presentation Mode
Quote Like a Savage & Present Like a Pro with QA’s New Dual Modes!
When you’re in the trenches you’ve got to estimate competitively, accurately, and profitably. Not all parts of estimates are meant for the customer’s eyes. That’s where QuoteAnywhere’s Non-Presentation Mode comes in.
Use the power of detailed sales estimating functionality behind the scenes. Add parts, packages, labor, and other costs. Change profit margin by manufacturer, line item, or play with the total sell price or total margin. Get quotes set for customers’ eyes before meeting.
Then, with one click, QA gives you a ‘sell’ view of your estimates perfect for collaboration with customers in person or on-screen shares. It automatically hides internal details like cost breakdowns, margin information, and notes meant for internal use only.
Sell with confidence. Quote with control. That’s the QuoteAnywhere way!
Successful sales projects start with capturing accurate information! That’s why WeSuite’s newest module, Sales Forms is so valuable. Replace disjointed organizational forms by creating and using them in WeSuite. The Sales Forms Module enables you to create customized digital sales forms that go far beyond quote details, further uniting the sales process while eliminating multiple tools and the paper pile-up. Gather everything you need to deliver exceptional customer experiences from the start, like:
- Specific Sales Requests
- Booking Information
- Customer Referrals
- Site Information
- Zone Lists
- You Name It!
Tracy Larson Inducted into the SSI Industry Hall of Fame
WeSuite’s own Tracy Larson has been honored with one of the industry’s most prestigious awards: induction into the Security Sales & Integration Industry Hall of Fame. The Hall of Fame celebrates individuals whose achievements have made a lasting impact on the security field. During a ceremony at ISC West, she was recognized for her visionary entrepreneurship, business acumen, volunteer work, leadership, and mentorship – all of which have played a vital role in advancing the industry.
I am very proud of our industry and the people in it who have helped me during my journey. I encourage all of you to say ‘yes’ to new opportunities, even when it feels uncomfortable. That is the space you will learn the most and gain the best in personal ‘ROI’.
Congratulations, Tracy! We’re so proud of you.
How are you using AI in your business?
At WeSuite this question is being asked and answered daily, as we explore new and innovative ways to utilize AI! From using tools that improve our business efficiency and accuracy, to creative application ideas our development team has started work on, we are rising to the challenge. Here’s a glimpse at what’s happening:
- Client Support: Our support team uses AI-powered chat to help you get the information you need faster. Whether you’re looking for a Knowledge Base article or have a quick support question, chat is your first stop for fast answers.
- Marketing and Sales: In marketing, AI is helping us enhance website content and the user experience. In sales, we’re beginning to use AI for prospecting and lead generation – opening new doors to better serve our customers.
- Product Development: Our development team is using AI to streamline coding processes and is hard at work on exciting new product ideas designed to help with the sales process. Stay tuned for new feature and module launches coming later this year.
This is a very exciting time for us, and we’re sure it is for you too. We’d love to know how you are using AI in your business too.
This trusted seal of approval means that an independent auditor has confirmed that WeSuite meets the highest standards for:
- Keeping data safe from breaches
- Making sure our systems stay up and running
- Handling information accurately and responsibly
- Safeguarding sensitive details
- Respecting privacy
QuoteAnywhere hosting is via AWS Landing Zone, which is SOC 2 compliant. WeSuite is well on its way to completion of SOC 2 certification in 2025. For you, this means fewer questions from your IT team and greater peace of mind. Achieving SOC 2 compliance is another way that WeSuite demonstrates our commitment to helping security companies protect what matters – starting with the integrity of sales operations.
Welcome Aboard!
The WeSuite family continues to grow. We’re thrilled to welcome the following companies to our community and look forward to sharing in their success:
- Advanced Security
- Eagle Fire and Security
- Security Systems of America
- Z Beta
We are excited to welcome our newest WeSuite team members!
Justin Slotnick
Account Executive
Justin’s can-do attitude and terrific energy motivate all who work with him. He is here to help you identify the best WeSuite solution to support your sales workflows and increase efficiency, profitability, and growth.
Melissa Tavel
Client Success
We love to proactively reach out to our clients to ensure that we are doing our best to support them. Be it changes they may be making in their businesses and workflows, using our application to their fullest, or gaining insight into our next release. Melissa is here for client success.
Janina Amores
Marketing Lead
You may not interact directly with Janina as much as some of our other new team members, but you’ll experience her impact frequently – including while you enjoy this newsletter, visit our website, or follow us on social media. She’s a real marketing pro!
Ingrid Buitrago
Client Support Specialist
Ingrid joins are Client Support team as a technical resource with the knowledge, experience, and skills needed to take on complicated issues that need detective work to resolve. When you work with her, it’s easy to understand that she loves what she does, and we do too!
EJ Lacsamana
Client Support Specialist
EJ possesses the technical skillsets, coupled with his friendly solution-oriented mindset that easily fits right into our Client Support team’s ‘DNA’. If you’re fortunate to work with EJ, you’ll find him to be 100% about helping you as efficiently and effectively as possible. Thanks, EJ!
