Webinars
WeTeach! YouLearn!
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 WeSite 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 Sales User Training:
WeSuite: 2022 Free Education Tools & Support Best Practices
Tuesday, Aug 16th, 1:00 PM – 2:00 PM EST
In our next webinar…Joint User and System Admin Webinar all about the WeSuite educational tools that makes onboarding new users and brushing up on the many features WeSuite offers easy – and its free! This session will also focus’ on where to location help articles and how to reach support and track support tickets.
After this webinar, you will be able to:
- Identify and locate the variety of tools available for WeSuite Users
- Utilize the WeSuite Academy Training for both Users and Admins
- Navigate the WeSuite Client Support Library
- Find and Review the latest release notes
- Create and track Support Tickets on the WeSuite website
Upcoming System
Admin Training:
WeSuite: 2022 Free Education Tools & Support Best Practices
Tuesday, August 16th, 1:00 PM – 2:00 PM EST
In our next webinar…Joint User and System Admin Webinar all about the WeSuite educational tools that makes onboarding new users and brushing up on the many features WeSuite offers easy – and its free! This session will also focus’ on where to location help articles and how to reach support and track support tickets.
During this webinar we will:
- Identify and locate the variety of tools available for WeSuite Users
- Utilize the WeSuite Academy Training for both Users and Admins
- Navigate the WeSuite Client Support Library
- Find and Review the latest release notes
- Create and track Support Tickets on the WeSuite website
Sales User
Training Schedule 2022
Joint User and System Admin Webinar all about the WeSuite educational tools that makes onboarding new users and brushing up on the many features WeSuite offers easy – and its free! This session will also focus’ on where to location help articles and how to reach support and track support tickets.
After this webinar, you will be able to:
- Identify and locate the variety of tools available to WeSuite Users
- Utilize the WeSuite Academy
- Navigate the WeSuite Client Support Library
- Create and track Support Tickets on the WeSuite website
Utilize the WeSuite Site Survey to locate required devices, make notes and automate estimate creation. Learn how Site Survey works seamlessly with QuoteAnywhere & WeEstimate to help you work with customers to build their perfect systems.
After this webinar, you will be able to:
- Create new estimates in QuoteAnywhere & WeEstimate
- Easily load project plans/images to the digital canvas
- Draw plans and utilize the WeSuite Objects Library
- Add notes at devices and on the canvas
- Print device plans & material lists
Utilizing the WeSuite Test & Inspection Module? Did you know its not only for Fire? This webinar will review the use of the Inspection Module and how to quote and present inspection sales in a variety of ways.
After this webinar, you will be able to:
- Create an Inspection Sale
- Sell inspection as an outright or as recurring
- How to display inspection on your Proposal or Contract Documents
- How to associate inspection with your equipment
The WeSuite Universal Report Grids in WeOpportunity & WeEstmiate offer real time sales reporting at your fingertips. This session provides a full review of the powerful URGs. New and experienced users will appreciate this great session!
After this webinar, you will be able to:
- Locate the available data fields for each URG
- Turn data fields on / off
- Create custom report views
- Improve reporting by updating data from the URG!
- Utilize filters for meaningful results
- Generate & export reports
Let’s do this! Review 2022 results to build solid prospecting and quota plans focused on 2023 success.
After this webinar, you will be able to:
- Easily review 2022 YTD Reporting
- Identify Opportunities & Estimates ready to close in 2023
- Leverage 2022 results to set 2023 Sales and RMR Goals
- Review sales & commission results
• Create Prospecting Activities & Monthly Goals - Fill your Prospecting Pipeline & Dashboard
Watch Recordings of Past Webinars
Using electronic signature with Docusign & eOriginal
WeSuite Sales User Training: Creating Standout Proposals
WeOpportunity 201: Advanced CRM Features
WeEstimate 201: Advanced Estimating Features
WeEstimate 101: Estimating Basics
QuoteAnywhere & the Site Survey: The One Stop Close!
WeOpportunity & WeSuite Go!
WeOpportunity: 2022 Prospecting & Sales Goals!
WeSuite: Knowing and Loving the URG
WeSuite: Tips & Tricks! + Open Forum!
Site Survey: Design and Automate Estimates!
eSignature Integrations with eOriginal & DocuSign
System Admin
Training Schedule 2022
Joint User and System Admin Webinar all about the WeSuite educational tools that makes onboarding new users and brushing up on the many features WeSuite offers easy – and its free! This session will also focus’ on where to location help articles and how to reach support and track support tickets.
After this webinar, you will be able to:
- Identify and locate the variety of tools available to WeSuite Users
- Utilize the WeSuite Academy
- Navigate the WeSuite Client Support Library
- Create and track Support Tickets on the WeSuite website
A must join refresher for System Administrators. Increase efficiency and system value using these Program Options tips and tricks.
After this webinar, you will be able to:
- Review & edit Appearances drop down lists
- Configure custom Data Items
- Edit Forecast Settings
Take advantage of report features available in WeSuite. Build customized report views to help track sales status’, markets, sales team and individual success, and define future objectives.
After this webinar, you will be able to:
- Review & select available URG data fields
- Customize and save report views Utilize report filters and organize data
- Run sales reports by: Company, Region, Office, User
- View & use pre-defined Sales Reports
Join us for a session that covers all QuoteAnywhere & Site Survey settings.
After this webinar you will be able to:
- Create Packages
- Map Site Survey Part Icons
- Set Default Proposal Document Checkboxes
- Understand IT requirements
Join us for a review of this popular and powerful Add-On Module. Whether you already use it, or thinking about it, this session provides a great feature & configuration review.
After this webinar, you will be able to:
- Understand the use of the Approval Module for pre and post Approval
- Create an Approval System
- Define Approval Rules and Approvers
- Assign Approval Plans to Users
Watch Recordings of Past Webinars:
WeOpportunity Advanced Settings & Features
Best Practices On/Off-boarding Users
WeEstimate: Region & Office Level Settings
WeEstimate: Groups, Group Rights, & Grid Rights Refresher
SedonaOffice Integration Review
WeEstimate: Proposal Editor and Checkbox Presentation Review
WeOpportunity: System Configuration Overview Group Rights and Data Lists
Admin Training: WeEstimate: Commission Management Module Overview
Admin Training: QuoteAnywhere & the Site Survey Configuration Overview
Admin Training: WeSuite: Sales Reporting to Support Company Goals
Admin Training: WeEstimate: Program Options Tips & Tricks
WeSuite Training: 2021 Free Education Tools & Support Best Practices
Let’s US TAKE YOU THERE
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