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: Tips & Tricks and Open Forum!

Tuesday, Oct 19th 1:00 PM – 2:00 PM EST

In our next webinar… Join the WeSuite experts for a Tips, Tricks, and a Q & A Open forum users like you to to ask questions and share ideas!

During this webinar we will: 

  • Review some of our favorite Tips & Tricks in:
    • WeOpportunity
    • WeEstimate
    • QuoteAnywhere
  • Have an open forum to open the floor to Questions from the audience!

Upcoming System
Admin Training:

WeSuite: QuoteAnywhere & the Site Survey Configuration Overview

Tuesday, Nov 9th 1:00 PM – 2:00 PM EST

In our next webinar…It in easy to add QuoteAnywhere to your system! Join us for a session that covers all QuoteAnywhere & Site Survey configuration requirements and default settings.

During this webinar we will:

  • Create User and Company Favorites
  • Create Packages
  • Map Part Icons/Symbols for use in Site Survey
  • Set Default Proposal Document Checkboxes
  • Create Document Templates
  • Understand IT Requirements

SALES USER WEBINAR

WeSuite Tips & Tricks and Open Forum
Tuesday, October 19th
1:00 PM – 2:00 PM EST

WeSuite: Tips & Tricks and Open Forum

Tuesday, Oct 19th 1:00 PM – 2:00 PM EST
Register now

Sales User
Training Schedule

1:00 PM – 1:45 PM EST

Knowing & Loving the WeSuite Reporting Engine URG!

Register Now!

1:00 PM – 1:45 PM EST

WeOpp: Set your 2022 Prospecting Plan!

Webinar Schedule 2022 Coming Soon!

 

Watch Recordings of Past Webinars

 

eSignature Integrations with eOriginal & DocuSign

WeEstimate Creating Standout Proposals

WeOpportunity 201: Advanced CRM features

WeEstimate 201: Advanced Estimating Features

WeEstimate 101: The Basics of creating Estimates

Mobile QuoteAnywhere & the Site Survey

Fill the Pipeline & Close Leads Fast!

Set Prospecting & Sales Goals 2021!

SYSTEM ADMINISTRATOR WEBINAR

QuoteAnywhere & the Site Survey Configuration Overview
Tuesday, November 9th
1:00 PM – 2:00 PM EST

QuoteAnywhere & the Site Survey Configuration Overview

Tuesday, Nov 9th 1:00 PM – 2:00 PM EST
Register now

System Administrator
Training Schedule

1:00 PM – 1:45 PM EST

WeEstimate: Commission Overview

Webinar Schedule 2022 Coming Soon!

Watch Recordings of Past Webinars:

 

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

WeOpportunity: Advanced Settings & Features

Best Practices Onboarding & Offboarding Users

Region & Office Configuration Settings

WeEstimate: Group and Group Right Refresher

WeSuite SedonaOffice Integration Review

Proposal Editor & Presentation Review

WeEstimate Program Options Tips & Tricks

Sales Reporting to Support Company Goals

WeEstimate: Automated Calculation Config

Automated Approvals Module Review

Let’s US TAKE YOU THERE
© WeSuite, All rights reserved 2021
Close Bitnami banner
Bitnami