2020 Session Descriptions & Schedule
Tuesday, August 11th
12:30 – 1:00 PM Welcome & Let’s Get Rolling!
Up your sales game by focusing on the essential actions, workflow and processes in WeSuite, that improve sales performance.
1:00 – 2:00 PM Sales Essentials: On the Ready for a Great Sales Day
Just as making your bed gets you off to a good start and comfy end each day, there are certain things sales teams need to do in WeSuite to ensure great sales days.  Envision WeSuite tools as your team’s day planner, sales organizer, virtual assistant, and sales estimating rock star. This session is all about helping users take action to stay on top of sales activities at various stages of the sales process, to help close deals faster and work efficiently.  After attending this session, you will be able to:
  • Introduce a “back to the basics” approach for capturing essential sales data
  • Help your team automate and prioritize their daily “to do” list
  • Define three things your team can do daily to improve their sales game
2:00 – 3:00 PM Reporting Tips Your Team Will Love
A common wish many companies express is for accurate sales reporting. Many WeSuite features make it easy to record important information, update sales data on the fly, and help salespeople to be prepared for next steps. A defined sales process sets internal expectations for maintaining data that enables salespeople, sales leaders and company executives to easily view their sales world.  After attending this session, you will be able to:
  • Identify key data points that produce excellent results and provide high sales visibility
  • Mentor your team to update sales information quickly and easily 
  • Create essential sales reports illustrating sales in every stage, sales type, revenue potential
3:00 – 3:15 PM Stretch & Refresh Fun Break
3:15 – 4:40 PM Round Table: The COVID-19 Diaries – Sales Lessons Learned During A Pandemic 
2020 has been a year unlike all others.  Businesses suddenly finding new ways to manage sales and operations remotely, testing and adjusting redundancy and IT plans, and everyone learning to navigate in a new world.  During this  discussion we will share survival stories, our sales, business and personal successes, and lessons learned during COVID-19.  After attending this session, you will be able to:
  • Consider new future planning steps for business continuity
  • Act on the biggest take-aways on helping customers & prospects
  • Identify what could be done differently in your process & what worked well
  • Spotlight actions your sales team took to drive and promote your value
4:40 – 5:00 PM It’s A Wrap - Day 1!
Wednesday, August 12th
12:30 – 1:00 PM Welcome & Let’s Get Rolling!
1:00 – 2:00 PM Everyone’s Favorite Topic: Including Tax Calculations in the Sales Process (Ugh!)
Sales tax calculations during the sales process are often viewed as high risk and a “headache” – by both salespeople and management.  Incorrect tax calculations can be costly to the organization.  This session reviews a variety of features available in WeEstimate to best help your team in quoting estimated taxes on sales correctly. We will cover uses of “simple” tax features and functionality included in WeEstimate, the Advanced Tax Module and the new Location Tax Module. After attending this session, you will:
  • Understand functionality of “simple” tax tab and calculations in WeEstimate
  • Identify examples that support the use of the Advanced Tax Module
  • Consider use cases for the Location Tax Module 
  • Connect the dots from tax calculations in estimates to inclusion of taxes on document output 
2:00 – 3:00 PM New & Exciting – What’s on the WeSuite Horizon
WeSuite will provide an update from the Development laboratory!  What we’re working on, process and procedures in place to continually improve quality output, and the WeSuite focus for the next 6-8 months.  After attending this session, you will be:
  • Aware of near term WeSuite development projects
  • Up to date on the WeSuite Quality Assurance & internal testing process
  • Understand best practices for new releases
3:00 – 3:15 PM Stretch & Refresh Fun Break
3:15 – 4:40 PM WeEstimate Tips & Tricks
This session is always a favorite!  WeSuite will highlight “tips & tricks” new and experienced users can use, with a focus on streamlining process and delivering for waiting prospects and customers.  These are advanced estimating tips that make you a sales pro!  After attending this session, you will be able to understand and use:
  • Various pricing and discount options
  • Ways to use Folders
  • Bill of Material and Part Options
  • Various RMR Pricing and Presentation Options
  • Data list
4:40 – 5:00 PM Day 2 – It’s Wrap!
Thursday, August 13th
12:45 – 1:00 PM Day 3 - Last Day Welcome!
1:00 – 2:00 PM Sales Lessons from the Trenches – What We Find Most Valuable Using WeSuite
Let’s hear from you!  WeSuite clients share key features and aspects of their use of WeSuite that have helped them realign and improve their sales process, change and grow their business. After attending this session, you will be able to:
  • Identify how others overcame process challenges
  • Better understand use of WeSuite from “contact to contract”
  • Validate feature use you may be considering in your process
2:00 – 3:00 PM 5 Tips to Make Your Proposals Better than the Competition!
Everyone is looking for ways to make their proposals tower over the competition.  We’ll share five tips we believe will help separate you and your team from the rest.  Using the WeSuite document editor, we’ll show you how to help your team look better than the competition. After attending this session, you will be able to:
  • Take advantage of WeSuite Document Editor features to enhance your scope of work
  • Understand and utilize the “Terms and Conditions” editor features to your advantage
  • Recommend a variety of pricing presentation options to your team
  • Help your team create Proposal Document templates that save them time!
3:00 – 3:15 PM Stretch & Refresh Fun Break
3:15 – 4:30 PM Round Table:  Best Practices for Running Great Sales Meetings!
There are people and organizations who know how to run good sales meetings and then, there are those who know how to organize and run great sales meetings. This round table discussion is all about sharing best practices – the “dos” and the “don’ts” for running productive, efficient and meaningful sales meetings with your team.  After attending this session, you will be able to:
  • Conduct agile style meetings
  • Target and share the most important sales metrics
  • Amp up participation through celebration & sharing
  • Set cadence for Pipeline true-up and deeper dives
4:30 – 5:00 PM 2020 Workshop Celebration & Wrap Up