WeSuite Newsletter
If you’re like me, you are wondering where the heck Summer is going! The smell of August is already in the air. Hmmm, is there a way AI can give us back time? Well, maybe not the days of summer but, certainly in our daily lives and in ways that make life better. Gaining efficiency and accuracy, making tasks easier, and helping us to work smarter are some of our goals in the use of AI here at WeSuite. Here are some of the things we are doing…let us know what you think.
AI Customer Advisory Board Our 1st WeSuite AI Client Advisory Board meeting took place July 24th. We are excited and grateful to our enthusiastic clients and look forward to sharing ideas, validating new products, and sharing feedback. Our goal: make sales easier, more profitable, and dare I say…fun!
SELENA in QuoteAnywhere! We are very excited to introduce our new virtual sales assistant, SELENA. Salespeople will love the ways SELENA saves them time, provides enhanced intelligence, and helps them to close more and better deals. The big reveal of phase 1 is happening at the Workshop with much more to come! Find out more about SELENA and how she can help your team.
AI Everywhere! WeSuite AI Readiness Offer – Are you thinking about how to use AI in your business? Give us a call. We’ll provide a 15 minute consultation for free! Our AI experts are ready to help you understand your AI Readiness, map a plan for introducing AI, assist with implementation, and set goals to validate results. We use AI today in our Support department – WeSuite Walt is here to answer your ‘how do I’ questions to provide quick assistance and ensure our Support team is focused on deeper level support needs. We use AI in development – one tool is helping to identify and fix code issues before code is released! That is so exciting and game changing in saving Development time and bugs.
QuoteAnywhere Release 6.12 is here! Anyone using QuoteAnywhere today – get this update! There is so much in it. New feature highlight: non-presentation mode! A simple button enables salespeople to move from presentation mode to the flexibility of managing cost, sell, gross profit margin flexibility in building quotes. We’ve added another module added: Test & Inspection, the WeSuite Supporting Documents feature, and full configuration features.
Get out there and enjoy the rest of your summer!
QuoteAnywhere: Award-Winning Innovation
From packed sessions to a big product win, WeSuite brought the energy to this year’s Electronic Security Expo (ESX)!
Our Director of Sales, Samantha Perry, led a dynamic panel discussion on consultative selling and how to shift the sales conversation away from price and toward customer value. Tracy Larson moderated an equally motivating session on “Essential Strategies for Project Management Success,” in which panelists shared best practices for bridging the gap between sales and operations.
Adding to the excitement was a big win for WeSuite’s QuoteAnywhere – chosen for an Innovation Award in the category of Dealer Services. Winners were judged on six key areas: Features and functions, innovation, the end-user experience, revenue-generating potential, impact on efficiency, and regulatory compliance. WeSuite was also invited to compete in ESX’s TechVision Challenge, a Shark-Tank style pitch event for the Best in Show. QuoteAnywhere proudly placing in the top five.
Thanks to everyone who joined us. We’re inspired, invigorated, and already looking to raise the bar even higher!
Presentation Mode
Non-Presentation Mode
Product in Focus: QuoteAnywhere
Why is QuoteAnywhere an Innovation Award winner? It’s revolutionizing how security sales professionals sell, quote, and close deals.
This full-featured, standalone platform manages the entire sales process, from lead to close, anywhere, anytime. Build quotes in minutes with live pricing, product availability, customer data, and saved job packages.
With powerful tools for both internal and customer-facing work, sales teams can adjust pricing, margins, and project details, then switch to a polished presentation mode for clients. Customizable forms, automated approvals, branded templates, and built-in eSignatures speed up proposals, approvals, and contract signing—eliminating delays and boosting profitability.
Seamless API integrations connect QuoteAnywhere to ERPs, CRMs, and accounting systems, keeping data flowing smoothly from lead to installation.
And there’s more, QuoteAnywhere is packed with smart features to help sales teams sell faster, smarter, and more profitably.
From Field to Finish Line, Advanced Security Systems Uses QA to Streamline Selling
In 2004, Advanced Security Systems – a leading security provider serving Northern California and Southern Oregon, switched from Salesforce to QuoteAnywhere to in order to better support its growing, mobile sales team.
The platform has been remarkably easy to adopt – even for new hires with no prior security experience. “QuoteAnywhere gave our team the tools to be fully prepared and deliver customized solutions to our clients,” says Chuck Petrusha, CEO and President.”
Michele Blagrave, the company’s WeSuite Administrator and Marketing Director agrees. “For a company in the security space looking to modernize its sales process, this is the platform you want.”
Read the full case study to learn how QuoteAnywhere helps Advanced Security:
- Support the unique challenges of quoting security solutions
- Maximize productivity for salespeople in the field
- Experience a seamless lead-to-close solution, including electronic signing
Tracy wins 2025 Security Business Innovator from SecurityInfoWatch
Innovation in the security industry – especially the growing impact of artificial intelligence – means the conversation usually centers on technology solutions built by manufacturers, and cutting-edge applications designed by system integrators. However, innovation isn’t limited to what we install. The tools that integrators use to design, estimate, and sell those solutions are evolving, too, and Tracy Larson is leading the charge. Tracy is pushing the boundaries of what sales technology can do for the physical security industry. She’s built a platform that uniquely addresses the complexity of selling security systems, and now she’s embedding AI into that platform.
She has helped raise the profile of sales operations by highlighting its importance as a core business process that drives margin, growth, and customer satisfaction.
By providing sales management and estimating software that matches the sophistication of today’s security solutions, she is ensuring that innovative security systems reach their markets.
WeSuite’s User Workshop Is Coming!
From August 5–8, we’re bringing users together for hands-on learning, product deep dives, and peer discussions at our White Plains HQ. It’s the perfect setting to sharpen your skills, learn what’s new, and get inspired by how others are using WeSuite to grow.
7 Tips to Closing Security Sales Faster
Pushy, high-pressure sales tactics turn off buyers – we’ve all been there! Fortunately, you can increase your on-the-spot close ratio by being buyer and solution oriented with sales automation software like QuoteAnywhere from WeSuite to support your sales efforts.
Today’s security buyers are savvy. Chances are high that they’ve done their research before allowing a salesperson to walk through their door. Here’s how to demonstrate that you understand their needs and that they don’t have to look any further for a reliable security integrator, alarm and fire company to help solve their security challenges large and small. These seven tips will help you to close security sales faster, more efficiently, and accurately, and often in one sales call!
Meet WeSuite Walt!
He’s fast, he’s friendly, and he never takes a lunch break. Walt is WeSuite’s new AI assistant, here to help answer your support tickets 24/7.
Walt’s excited to be part of our team, and we’re excited for you to meet him. Sometimes, he’ll wow you with instant, spot-on answers. Other times…let’s just say Walt is still learning the ropes. If his reply misses the mark or leaves you scratching your head, no worries! In your response, simply ask to speak with a real-life support human and we’ll make sure that happens ASAP. We appreciate your patience as Walt learns from his mistakes and hones his super powers.
Contact Walt through: wesupport@wesuite.com
