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:
WeOpportunity 201: Advanced CRM Features
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:
- Utilize the different Dashboards including customizing your Classic and Account Dashboard
- Utilize the Global Calendar and track tasks/appts
- Utilize Questionnaires
- Design Reporting such as “My To Do list” open leads, closed leads, etc.
Upcoming System
Admin Training:
WeEstimate: Region & Office Configuration Refresher
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:
- Create Regions and Offices
- Assign users to Regions & Offices
- Add or Modify Regional default setting and configuration settings
- Add or Modify Office default settings and configuration settings
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:
- Utilize the Account Dashboard
- Utilize the Global Calendar
- Utilize Questionnaires
- Utilize Pipeline Reporting
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:
- Easily create Options & Alternates for presentation
- Personalize cover letters that set you apart
- Create beautiful, customized scopes of work
- Edit Terms and Conditions (User Rights)
- Save proposal page & pricing check box templates
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:
- Understand how eSign integration increases efficiency
- Identify the right eSign service for your team
- Know the eSign features available
- Understand document signing and retrieval process
- Consider the right solution for your team
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:
- Identify and locate the variety of tools available to WeSuite Users
- Utilize the WeSuite Academy for your team
- Set continuing education goals for your team
- Utilize the WeSuite Knowledge Base
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
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:
- Understand Region & Office Config Settings
- Configure default Region Calculations
- Modify Office level settings
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:
- Enable & disable Users
- Add new Users & Copy User Rights
- Set User Quotas
- Set People Management settings
- Assign Approval Systems & Commission Plans
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:
- Create and Set up the Account Dashboard
- Create Products and Services list of options
- Design Sales Questionnaires
- Use the Lead Import Utility
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:
- 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:
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
Let’s US TAKE YOU THERE
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