WeSuite Newsletter

A NOTE FROM TRACY LARSON

Big things are happening at WeSuite and I’m excited to share what’s new.

Our latest web-based QuoteAnywhere release introduces AI-driven intelligence inside the platform, giving sales teams clearer insight, better guidance, and greater confidence from quote to close. This is a major step in our mission to help you get sales right—every time.

We’ve also reached an important milestone with SOC 2 compliance, reinforcing our commitment to security, reliability, and trust.

If you’re heading to ISC West, we’d love to see you there. Come see QuoteAnywhere and meet Selena AI in person!  We will be at Booth #26077. Let’s connect and explore what’s next for smarter, more profitable sales.

Thank you for being on this journey with us!

See QuoteAnywhere in Action at ISC West

Quoting shouldn’t be the bottleneck that stalls momentum. Yet for many sales teams, manual workflows, disconnected systems, and approval delays continue to slow deals and cost valuable opportunities. Web-based QuoteAnywhere demonstrates how modern intelligent sales software streamlines the entire sales journey from lead creation and management to signed contacts.

With QuoteAnywhere, sales teams can:

  • Build professional, branded proposals in minutes

  • Ensure pricing and configurations are accurate and approved

  • Support complex, multi-system and multi-location projects

  • Work from anywhere without losing control or visibility

See It in Action

At ISC West, you’ll get a firsthand look at how QuoteAnywhere eliminates quoting friction and replaces guesswork with clarity. Designed specifically for security integrators and alarm companies, QuoteAnywhere brings structure and consistency to the sales process—without slowing your team down.

Whether you’re focused on increasing close rates, protecting margins, or scaling your sales operation, QuoteAnywhere helps you sell with confidence.

If You Can’t Repeat It, You Can’t Scale It!

What’s the secret to making the most out of a sales call? Clearly defined, repeatable sales processes that you KNOW will work. Without a playbook to follow, each member of  your sales team has to figure out a system to:

 
The fastest growing companies know that the only way to lock in proven sales processes is with dedicated sales management software. Once in place, results quickly follow! Want proof? 

Results matter, but they’re only half the story. The driver of growth and profitability is process – and without a clearly defined sales process, achieving success is difficult to achieve, harder to repeat, and almost impossible to scale.

This happens all the time: a company has a strong year, breaks sales records, and celebrates. But ask them how they did it and they’re not quite sure – which means they don’t know how to do it again. What steps did they take? What worked? What didn’t? They may have relied heavily on a few star performers, each doing things their own way. That is NOT a growth strategy!

Sales teams need defined, repeatable processes – a playbook that everyone can follow so they’re not reinventing the wheel on every deal. Executives tasked with codifying those processes understand that every year they fail to do so means another year of leaving success to chance. That’s where dedicated sales management software is a game changer.

Taylor Sears, COO of Kentucky’s Silent Guard, understands the fundamental importance of establishing formal sales processes as quickly as possible. When he came onboard in 2018, he describes his first assignment as “studying how other successful security business operate, learn from them, and identify what we could do better. It was clear that the first thing we needed to do was improve our sales process to keep up with leads, book jobs, and operate more profitably.” Getting his company operating on WeSuite’s platform helped him achieve all of it. Equally important, it increased the company’s close rate, dollars-per-job, and RMR. In other words, establishing processes drove results.

Stephanie Olson, Business Analyst at Washington Alarm, experienced first-hand how sales management software revolutionized how her company’s sales team operates. Since deploying WeSuite, she describes the company as running more smoothly. “WeSuite encourages us to follow a systematic approach to our entire sales process. This makes us more organized and there’s more accuracy in our quoting. Plus, because it integrates cleanly with our financial platform, everything runs much more efficiently.”

Matt Sturdivant, Founder & President of AK Technologies, has sales data that validates the correlation between processes and growth. “Companies without an efficient way to manage quoting will stay small forever,” he says. Since his company started using WeSuite two years ago, revenue has more than doubled.

Process is what makes growth repeatable. That’s why it’s no surprise that nearly 40% of SDM 100 Dealers choose WeSuite software to manage and standardize their sales process!

To grow your business in 2026, start by requesting a demo of QuoteAnywhere software. Take that first step and reach out today!

Selena Helps Your Team Think Like Your Best Salesperson

Every sales team has that one standout rep, the one who asks the right questions, builds clean quotes, anticipates objections, and consistently closes strong deals. The challenge? That level of performance usually lives in one person’s head.

Selena changes that.

Selena is designed to help every rep think and sell like your best salesperson, bringing structure, insight, and consistency to every opportunity.

Takes and Organizes Notes Automatically

Sales conversations are full of critical details, but too often they end up scattered across notebooks, CRMs, and follow-up emails. Selena captures and organizes notes in a clear, structured way, so nothing gets lost. Key customer needs, site details, and decision drivers are easy to find and easy to act on—long after the meeting ends.

Suggests the Right Bill of Materials

Knowing what to quote—and how much—is where experience really shows. Selena helps bridge that gap by suggesting accurate Bills of Materials based on the opportunity, scope, and customer requirements. This reduces guesswork, speeds up quoting, and helps ensure proposals are complete, consistent, and aligned with best practices.

Writes Clear, Professional Scopes of Work

Scopes of work shouldn’t be vague or inconsistent. Selena helps sales reps generate clear, professional scopes that reflect what was discussed, what’s included, and what’s not. The result? Fewer misunderstandings, stronger customer confidence, and smoother handoffs to operations and installation teams.

Delivers Actionable Sales Insights

Selena doesn’t just capture information—it turns it into insight. By analyzing opportunities, patterns, and sales activity, Selena provides actionable guidance that helps reps prioritize the right deals, spot risks early, and improve decision-making. Sales leaders gain better visibility, and reps gain confidence in how they move deals forward.

More Consistency. Less Guesswork. Better Results.

With Selena, best practices aren’t optional—and they aren’t limited to your top performers. Every rep gets the support they need to sell smarter, faster, and more confidently.

Selena doesn’t replace your sales team’s expertise—it amplifies it. By helping every rep think like your best salesperson, Selena turns individual excellence into team-wide performance.

Join WeSuite at These Exciting Industry Events!

We’re hitting the road this year to connect with security professionals, share insights, and showcase how WeSuite can transform your quoting, sales, and business management processes. Mark your calendars and come see us at these major events:

BOLD Group Ascend 2026
February 11-13, 2026
Mission Bay Resort
San Diego, California

ISC West
March 23-27, 2026
The Venetion Expo, Las Vegas
Booth: 26077

Fun booth activities, live demos, and a chance to meet Selena at ISC West

Welcome to the Team!

Audrey’s knowledge and experience in the Security industry is well known. Her consultative, results-driven approach is key in helping design the WeSuite sales solution for your business. Audrey builds strong and lasting relationships by listening, discussing your vision, and working with you to support current and future goals.

See how Audrey and WeSuite can help you sell smarter, more efficiently, and accurately for easier project delivery and improved profitability.

Kayla brings deep expertise in delivering seamless, high-value solutions to clients in the Security industry. She ensures every project is executed efficiently, on time, and on scope – helping businesses get the most out of their WeSuite implementation.

Looking to optimize your sales workflows and deliver projects flawlessly? Connect with Kayla and the WeSuite team today.

Reach Out

We’re always happy to talk about your sales process.