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:
Tuesday, May 24th, 1:00 PM – 2:00 PM EST
In our next webinar…Join the WeSuite experts to optimize use of WeOpportunity to help you manage and grow your piepline and get the most out of your CRM. After this webinar, you will be able to:
During this webinar we will:
Upcoming System
Admin Training:
Tuesday, May 17th, 1:00 PM – 2:00 PM EST
In our next webinar…This session reviews system configuration settings at the Region and Offices level within your system. Full review of settings that enable specific default cost settings and provide flexibility needed in setting labor categories and rates, difficult factor, recurring services, and others.
During this webinar we will:
Sales User
Training Schedule 2022
Join the WeSuite experts to optimize use of WeOpportunity to help you manage and grow your piepline and get the most out of your CRM. After this webinar, you will be able to:
After this webinar, you will be able to:
Want an easy way to stand out from your competitors? Use the WeSuite proposal document editor to easily add flare to your proposal documents.
After this webinar, you will be able to:
Join us for a comprehensive review of WeSuite integration with eOriginal and DocuSign for proposal and contract signing in QuoteAnywhere G2.0 and WeEstimate.
After this webinar, you will be able to:
WeSuite educational tools makes onboarding new users and brushing up on the many features WeSuite offers easy – and its free! This session focus’ on WeSuite User educational tools and materials.
After this webinar, you will be able to:
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:
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:
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:
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:
Watch Recordings of Past Webinars
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
WeEstimate Creating Standout Proposals
WeOpportunity 201: Advanced CRM features
WeEstimate 201: Advanced Estimating Features
System Admin
Training Schedule 2022
This session reviews system configuration settings at the Region and Offices level within your system. Full review of settings that enable specific default cost settings and provide flexibility needed in setting labor categories and rates, difficult factor, recurring services, and others.
After this webinar, you will be able to:
Don’t miss this jam-packed webinar reviewing best practices for onboarding and offboarding users in WeOpportunity & WeEstimate.
After this webinar, you will be able to:
You use weopp, to create leads and push to quotes but did you know that WeOpportunity has this under the hood? Join us for a jam packed session where we review the bells and whistles of WeOpportunity to make tracking and managing your pipeline even easier.
After this webinar, you will be able to:
Do you know all WeSuite offers for Client education and User Support? This session focus’ on WeSuite Client Support tools and materials.
After this webinar, you will be able to:
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:
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:
Join us for a session that covers all QuoteAnywhere & Site Survey settings.
After this webinar you will be able to:
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:
Watch Recordings of Past Webinars:
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
WeOpportunity: Advanced Settings & Features
Best Practices Onboarding & Offboarding Users
Region & Office Configuration Settings
WeEstimate: Group and Group Right Refresher
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