WeSuite Newsletter

A NOTE FROM TRACY LARSON

Q4 is here! It is the most important Quarter of the most important year – what are you doing to finish 2025 stronger than ever? 

The answer to this question lies on the efforts we have exerted to date and how we think and act differently now and well into Q4. I have diabetes. For 20 years I have maintained my medication and dosage. The results I’ve achieved come down to consistency, discipline, and mindset. The choices I make today- what I eat, how I move- impact not just my present, but my future.

At WeSuite, that same mindset drives us. We’re committed to continually innovating to deliver sales tools that make the sales process more efficient, accurate, and profitable for salespeople. Our latest innovation – an AI driven sales tool – will be unveiled Q1 of 2026. Coupling it with QuoteAnywhere will make your salespeople and sales team more productive, efficient, accurate – and happier! As we close out the year, remember: small, consistent actions compound into big results. The habits and decisions you make today will define your Q4 success and set the stage for an even stronger 2026.  

Can’t wait to share more!

Happy Selling!

AK Technologies Show How Scalable Growth Starts with WeSuite

As PSA’s 2024 Small Integrator of the Year and one of the Austin Business Journal’s Fast 50, AK Technologies has been doing plenty right. “We’re very proud of our success in the past few years, but we’re ready to shed the ‘small’ label,” says company founder and president, Matt Sturdivant. “Thinking you’re too small for a sales platform is an obstacle to growth. With WeSuite, we’re no longer messing around trying to figure out how to be more efficient. The software makes everything easier.”

Hard data tells the story. The company grew an average of 35% annually for the last three years. This year, with help from WeSuite, sales are up 50%. Revenue has doubled, from around $2M to $4.5M in just two years.

Sturdivant’s advice to other companies trying to emulate his success?

“Companies without an efficient way to manage quoting will stay small forever.”

Guard Your Margins from the Margin Monster!

Margins can disappear faster than candy on Halloween night. WeSuite helps you keep them intact. Set default profit margins for parts, labor, and total estimates, to give sales teams a clear benchmark – and an early warning when profits start to slip. Managers also enjoy the flexibility to set individual user thresholds and automated approvals based on gross profit margin. Stop underpriced quotes before they reach the client!

WeSuite clients understand the value of this important feature better than anyone. Here’s what they say:

“WeEstimate makes it easy for our salespeople to quote the right parts and packages at the right price. I can make price changes in the system and remain confident that every salesperson is quoting at a rate we need to make money.”
Taylor Sears, COO, Silent Guard

“With QuoteAnywhere, I can design a system with correct margins already built in.”
Vince Shumka, Owner, Get-Security

Keep the Margin Monster off your doorstep, this Halloween and throughout the year. With WeSuite, your profit margins stay protected and your sales stay strong!

Scope Smarter with Selena!

Let’s be honest – writing a solid Scope of Work isn’t exactly a salesperson’s favorite part of the job. It can be a time-consuming chore that feels like a creative writing exercise you didn’t sign up for. But get it wrong, and you’ll pay for it later in confusion, change orders, and lost margin.

That’s where Selena, WeSuite’s new virtual sales assistant, steps in. She takes what you’ve already built in QuoteAnywhere or WeEstimate – the parts, the labor, and the system details – and turns it into a clear professional first draft Scope of Work. No more copying from old templates or staring at a blank page. Selena writes it for you, in plain language your customer will understand.

She’ll also include common assumptions and exclusions, because what’s not included in your deliverables is just as important as what is! All you have to do is give Selena’s work a quick review and add any specifics or notes, and your Scope of Work is done. With Selena on your side, your Scopes of Work practically write themselves!

Reach out to our WeSuite team to learn how to get Selena working for you. She can’t wait to get started!

Expand Your Sales Outreach Exponentially with Edie AI!

Sales teams lose valuable time chasing leads and following up. Edie AI from WeSuite automates every step — helping you reach more customers, faster.

Join WeSuite at These Exciting Industry Events!

We’re hitting the road next 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:

AIN Group Live and Learn
January 21-24, 2026
Grand Hyatt Baha Mar
Nassau, Bahamas

 

Reach Out

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