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:
QuoteAnywhere Accounting Integration & ERP Export
Tuesday, May 19th 1-2PM EST
NOW IN QUOTEANYWHERE! Enhance sales accuracy and streamline workflows with integrated accounting and ERP solutions. Join the WeSuite team for a System Administrator focused webinar covering the setup, configuration, and management of QuoteAnywhere accounting integrations and exports. Whether implementing integrations for the first time or refining an existing process, this session will provide practical guidance to help improve efficiency, data accuracy, and visibility across sales and accounting operations.
After this webinar, you’ll be able to:
- Configuring integration settings
- Understanding ERP data read/write functionality
- Mapping WeSuite and accounting system information
- Exporting completed sales from QuoteAnywhere into your accounting system
- Best practices for maintaining clean and accurate data flow.
Upcoming Sales User Training:
NEW in QuoteAnywhere 6.12: Workflow & SelenaAI
Wednesday, May 27th 1-2PM EST
Join the WeSuite team for a comprehensive look at the latest features in QuoteAnywhere version 6.12 and the NEW SelenaAI. This session is designed for users looking to better manage opportunities, build polished proposals faster, and move deals efficiently from initial lead to closed contract. Learn how QuoteAnywhere and SelenaAI work together to streamline sales workflows, improve communication, and provide greater visibility into sales activity and performance.
After this webinar, you’ll be able to:
- Navigate the lead-to-close workflow in QuoteAnywhere
- Manage opportunities and move deals efficiently through the sales pipeline
- Create estimates and proposals for approval and eSignature
- Utilize SelenaAI to enhance your sales workflow by:
- Taking and recording notes
- Writing cover letters and scopes of work
- Analyzing sales reporting and activity
Watch Recordings of Past Webinars:
System Administrators
Sales Users
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