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:

WeEstimate: How to create Inspection Sales

Tuesday, October 18th, 1:00 PM – 2:00 PM EST

Register Now!

In our next webinar…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

Upcoming System
Admin 
Training:

WeSuite: Sales Reporting to Support Company Goals

Tuesday, October 11th, 1:00 PM – 2:00 PM EST

Register Now!

In our next webinar…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

Sales User
Training Schedule 2022

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

 

System Admin
Training Schedule 2022

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

Register Now!

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

Register Now!

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

Register Now!

Watch Recordings of Past Webinars:

 

2022 Free Education Tools! & Support Best Practices

WeEstimate: Region & Office Level  Settings

WeEstimate: Groups, Group Rights, & Grid Rights Refresher

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

Let’s US TAKE YOU THERE
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