WeSuite Newsletter – August 2026
A NOTE FROM TRACY LARSON
Happy Summer, everyone!
One of the professional highlights that kicks off my summer is the annual Women in Security Forum’s LeadHER conference. This year, I had the opportunity to participate in a panel called “Becoming a Transition Tactician,” in which several women – including me – shared how we have navigated change throughout our careers. It’s a great topic because it’s something we all share. Life doesn’t come with a playbook. You gather the information you have, make the best decisions you can, stay flexible, and keep moving forward. Every experience teaches you something – especially the ones that don’t go exactly as planned.
There’s no question that AI is revolutionizing the workplace and forcing all of us to navigate change. It’s exciting, but it can also feel a little uncertain. Many people fear that their jobs will be eliminated and their skills will no longer be marketable. Fortunately, sales has one huge advantage: it’s built on relationships. Customers will always prefer to work with people they know and trust. They want to connect with someone who listens, understands their challenges, and helps them strategize to solve problems – particularly when they’re complex. That isn’t going to change.
That’s why our goal with Selena is to help make salespeople even better at relationship-building and complex problem-solving. It’s also the reason we’ve built it into every QuoteAnywhere package we offer. By taking repetitive tasks off their plate, making information more organized and easier to use, streamlining complex processes, and helping move sales forward faster, Selena gives salespeople more time to focus on the conversations and relationships that really drive business.
We look forward to hearing how you and your team are using Selena with QuoteAnywhere.
Thank you for being on this journey with us!
Look, We Did It Again!
For the second year in a row, QuoteAnywhere has been selected by an independent team of industry experts as one of the most innovative products in the market … this time with its embedded AI agent, Selena.
Award-winning QuoteAnywhere with Selena AI was chosen as the business software most able to advance the security industry and provide meaningful growth opportunities for integrators, dealers, and monitoring professions. High five!
The Many Sides of Selena
Today’s Selena AI includes three specialized capabilities with two more coming very soon. Each is focused on a different aspect of the sales process. But as QuoteAnywhere evolves, so will Selena! Over time, we’ll continuously be giving her new skills, new intelligence, and new ways to help your sales team go further faster.
AVAILALBLE NOW:

ARTICULATE
Spend less time writing (or wondering how to write!) and more time selling. Selena generates proposal cover letters and scopes of work in seconds for your salespeople.

INTUITION
Never lose valuable sales knowledge again. Capture, summarize, and organize surveys, job notes, and interactions directly within QuoteAnywhere. Selena creates an intelligent base that starts to influence sales estimating, scopes of work, and more.

PULSE
Turn your WeSuite sales data into actionable sales intelligence. Selena helps analyze your sales data to identify trends, opportunities, pipeline risks, and coaching insights. She also helps managers make better decisions and salespeople win more business.
COMING SOON:

NAVIGATOR
Meet your intelligent sales copilot! Interact naturally with Selena throughout the sales cycle to ask questions, explore opportunities, refine proposals, understand customer history, and receive personalized guidance that helps you win more business.

ENGINEER
Engineering intelligence is built directly into your sales process. Analyze Bills of Material to identify incompatibilities, missing components, mismatched products, and optimize opportunities before proposals are delivered. Plus, future releases will automate device takeoffs from your site surveys. Amazing!
Use Your Data to Automate Workflows!
QuoteAnywhere Makes Sense of Your Selections!
Did you know that every choice you make in WeSuite can do more than capture information? It can automatically trigger actions throughout the sales process – reducing manual work, improving consistency, and helping every proposal and contract reflect your company’s best practices.
Depending on the selections you make during quoting, QuoteAnywhere can automatically:
- Include the right proposal pages based on the customer’s needs
- Display the appropriate images and messaging for commercial, residential, or other project types
- Insert the correct contract language for the products and services being sold
- Recommend financing, service plans, or other upsells that apply
- Pass complete, accurate information downstream for cleaner hand-offs
Stop expecting your salespeople to remember every detail. Let QuoteAnywhere put your sales process to work behind the scenes.
A WeSuite Success Story: CPSS Builds a Foundation for Next-Generation Growth
Jorgia Wooten, Owner and VP of Development at Crime Prevention Security Systems (CPSS), is thrilled to now have her team working with a platform designed for the “realities of her business.” Learn how WeSuite helped put CPSS into growth mode, and why investing in sales software was Jorgia’s top priority. Read now.
We'll Help You Remove the Training Wheels
With just a bit of practice, using Selena is as easy as riding a bike. But you have to start somewhere!
Our team is here to help you build confidence, master new capabilities, and get the most from your embedded AI assistant