AI TOOL PROFILE
WeSuite Security Sales Automation Software
- Sales
- Sales Enablement
- Technology integrators
- Alarm companies
- Managed service providers
- Fire protection services
- Security sales teams
Pricing
One-time configuration and deployment fees start at $1,595, with enterprise deployments around $10,000. The software is billed as a named-user subscription.
At a glance
- Best for
- Technology integrators, Alarm companies, Managed service providers, Fire protection services, Security sales teams
- Key use cases
- Bid Preparation, Field Quoting, Multi-Office Standardization, Lead to Contract Management
- Integrations
- ADI, DocuSign, QuickBooks, Microsoft Outlook, SAP Business by Design
- Official website
- Visit wesuite official website
How AI is used
WeSuite is a sales automation platform designed for the security and technology services sectors, including alarm companies and managed service providers. Its primary tool, QuoteAnywhere, is a mobile platform that supports the progression from lead entry to a closed contract.
The system includes Selena AI, a virtual assistant that can summarize sales notes and help generate project documentation. The software is designed to handle both small residential jobs and large integrated projects.
Buyers should confirm that the software requires a custom configuration period, typically lasting 45 to 90 days, before deployment. Due to this custom setup, there is no instant free trial available, although some documentation mentions a 30-day trial period.
For larger organizations, the platform supports cross-regional approvals and the management of multiple equipment catalogs to help maintain quoting consistency across different branches.
Key Features
QuoteAnywhere Mobile Platform
A mobile sales tool designed to manage the lead-to-quote-to-close process from the field or office.
Selena AI Assistant
A virtual assistant that summarizes sales notes, compiles estimates, and writes proposal cover letters.
Recurring Revenue Management
Tools to manage and track recurring revenue streams within the sales process.
Automated Approvals
Supports automated workflow approvals for sales documents to help ensure pricing accuracy.
Tax Calculations
Handles sales tax calculations based on site addresses for US and Canadian locations.
Commission Management
Provides tools to track and manage sales commissions.
Use Cases
Bid Preparation
Supporting the creation of estimates, scopes of work, and proposal cover letters for security projects.
Field Quoting
Using the mobile platform to generate quotes and conduct site surveys.
Multi-Office Standardization
Maintaining consistent branding, terms, and pricing across different regional offices.
Lead to Contract Management
Tracking a customer from the initial lead stage through to a signed electronic contract.
Integrations
- ADI
- DocuSign
- QuickBooks
- Microsoft Outlook
- SAP Business by Design
- FieldHub
- PSA Security Network
- System Surveyor
- Google Calendar
- Blackleaf Connect
- eOriginal
- BoldGroup
FAQ
Who is WeSuite designed for?
- It is designed for technology integrators, alarm companies, and managed service providers in the security and technology services sectors.
How long does it take to set up WeSuite?
- The typical deployment process averages between 45 and 90 days, as the system is customized to the company's specific sales process.
Is there a free trial for WeSuite?
- There is no instant free trial because the software requires custom configuration by a project manager prior to deployment.
What are the starting costs for WeSuite?
- One-time configuration and training fees start at $1,595, while enterprise deployments can cost around $10,000.
Source category: Sales
Source subcategory: Sales Enablement
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