WeTeach! YouLearn!
Attend a WeSuite Webinar.
Whether you’re a WeSuite system admin, sales manager, or salesperson, we’ve got webinars galore! Brush up on your software skills and master new ones. Our live webinars, taught by resident WeSuite experts, will help you get the most from your sales management solution. Can’t make it live? Past webinars are available on demand. All content is free to WeSuite clients.
Upcoming System Admin Training:
Accounting Integration Highlights: Configuration, Mappings, Job Import, & More!
Tuesday, May12th 1-2PM EST
Enhance sales accuracy and streamline workflows through integrated accounting and ERP solutions. This webinar will cover key topics including configuring system integrations, understanding read and write data, mapping WeSuite and accounting information, and exporting completed sales jobs to your accounting system.
After this webinar, you’ll be able to:
- Verify and adjust integration configuration settings in WeSuite
- Set and manage default system settings
- Understand how ‘read’ and ‘write’ data flows between systems
- Export ‘won’ sales jobs to your accounting system efficiently
Upcoming Sales User Training:
QuoteAnywhere and SelenaAI – Lead-to-Close Walkthrough
Tuesday, May 19th 1-2PM EST
This session is designed for users who want a comprehensive demonstration of the latest QuoteAnywhere version 6.12. Participants will learn how to efficiently manage opportunities, build proposals, and move deals through the pipeline from initial lead to closed contract. We will also exhibit the NEW SelenaAI! This webinar ensures users understand the full workflow and can leverage QuoteAnywhere to maximize sales efficiency.
After this webinar, you’ll be able to:
- Navigate the lead-to-close workflow in QuoteAnywhere
- Create Estimates and Proposal and submit for approval and eSignature
- Utilize SelenaAI to optimize your sales workflow for:
- Taking & recording Notes
- Writing Cover Letters and Scope of Work
- Analyze Sales Reporting
Watch Recordings of Past Webinars:
System Administrators
Sales Users
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