WeSuite, a software manufacturer of award-winning sales management tools for security sales and service providers, announces the imminent launch of a powerful ‘Sales Intelligence’ reporting module as part of its comprehensive sales management platform. Designed to work in conjunction the company’s seamless WeOpportunity and WeEstimate contact-to-contract solution, the new Sales Intelligence module brings pipeline and sales data analysis to a new level, providing perceptive insights and actionable intelligence to guide smarter business decision-making. It will be sold as a licensed, add-on module to the WeOpportunity CRM software. The Sales Intelligence module will be on display at ISC West, WeSuite booth 23131 and available to customers this Spring, 2020. Tactical decision-making Sales Intelligence tells the sales story. WeSuite has designed a series of relevant dashboards each with detailed sales graphics. Sales data from across a company’s lead database, pipeline, estimates, forecast, won jobs and recorded sales values, provide reporting and analysis of a wide range of valuable metrics. Colourful diagrams indicate close ratios along with the most-to-least prevalent markets Users may select parameters from a number of filters, including date range, Sale or RMR value, job status, market type, job type, regions, offices and job owners. Sales Intelligence auto-generates a variety of easy to digest charts and graphs that not only report findings, but display them in ways that clearly identify trends, areas of success and sectors that are underperforming. Colourful diagrams indicate close ratios along with the most-to-least prevalent markets, job types and sales types, providing management with critical insights to drive strategic and tactical decision-making and resource allocation. Guiding business growth strategies Sales Intelligence charts and graphical data can be easily exported to pdf or PowerPoint, or shared via a weblink for viewing within the software. The clean, intuitive interface is easy to use. Report filters and parameters are simply selected from drop-down menus and data results change in real time. Users can also easily create and save views, setting defaults to the reporting most important to them. Tracy Larson, WeSuite’s President, explains, “One of WeSuite’s primary missions is to help security businesses accelerate their growth. With just a few clicks, our new Sales Intelligence module empowers stakeholders with a depth of knowledge that’s previously been unavailable to them, and – even better – the intelligence is always based upon the most up-to-the-minute data. It’s hard to imagine a more valuable tool for guiding business growth strategies.” Visitors to the ISC West event in Las Vegas, March 18-20, are encouraged to stop by WeSuite’s booth 23131 to personally test drive the new Sales Intelligence module.
WeSuite, a software manufacturer of industry-leading sales management tools for technology sales and service providers, announced today the release of the WeSuite Site Survey, a powerful project documentation tool that ties in automatically with WeEstimate. The Site Survey Module allows users to create simple to highly detailed site surveys on their iPads, tablets or laptops. Users represent a job site on the Site Survey canvas by uploading images of floorplans, maps, photos, or by sketching layouts and then drag-and-drop real parts and part packages into place. Parts are displayed as photo images or icons on the canvas, making them easy to identify. These may be images of the user’s choice or selected from a of library of security icons included free within Site Survey. Auto generation of materials bill Out-of-the-box integration with the PSA Security Catalogue and accounting platforms make it simple to select from the company’s actual material offerings. Within each survey, users may include notes at the part and project level for use by sales, accounting and operations teams responsible for follow-up. As each site survey is created, WeSuite’s software adds all specified parts to the corresponding project folder along with pricing. When the user is ready to generate an estimate or proposal, a bill of materials is automatically created based upon all parts indicated on the canvas. The Site Survey Module is an add-on module for users of WeSuite’s WeEstimate software The site drawing may be included within the proposal scope of work and serve as a useful supporting document for each sale, to share with customers and operations teams for reference during installation. The Site Survey Module is an add-on module for users of WeSuite’s WeEstimate software. Easy creation of detailed surveys “For security and technology integrators, creating meticulous site documentation is vitally important for calculating accurate estimates and ensuring a smooth workflow throughout the installation process. It’s also something that many salespeople dread. “The Site Survey Module makes it easy for sales people to create detailed surveys, collaborate with their customers if they’d like, while simultaneously streamlining and automating much of the quoting process,” explains Tracy Larson, President of WeSuite. WeSuite’s Site Survey be on display at ISC West, booth 33040.
WeSuite, a software manufacturer of industry-leading sales management tools for technology sales and service providers, announced the release of WeSuite Version 5.0, which includes enhancements to its flagship products, WeOpportunity and WeEstimate. The WeSuite sales management platform encompasses a suite of software solutions along with a wide range of tightly integrated add-on modules capable of automating all sales functions from ‘contact to contract’. In addition, it offers third-party integrations with leading applications for financial ERP, document signing and storage, parts database and pricing, marketing and calendar/contact sync. The Version 5.0 update offers features and tools to further automate, streamline and simplify the sales management workflow of security, IT, electrical and AV technology integrators and contractors. Enhancements include: Auto bill generation The WeEstimate Site Survey Module allows users to load digital images of floorplans, properties or sketch on the flyAccount Level Tasks: The ability to assign tasks at the account level within WeOpportunity to further facilitate team-wide and cross-departmental collaboration on target, new and existing accounts. New Site Survey Module: The WeEstimate Site Survey Module allows users to load digital images of floorplans, properties or sketch on the fly, search the parts database, locate parts and add notes directly onto the digital canvas. The corresponding bill of material is automatically generated and ready for use in estimates. Site surveys can be imported directly to WeEstimate for completion of the estimate, proposal and sale. New Security Parts Icon Library: An expansive library of security icons can be assigned to part numbers within the user’s product database. As parts are utilised with the Site Survey Module, graphical representations of devices are shown on plans providing customers and operations greater perspective. Icons may also be programmed to enhance proposal documents. WeEstimate for accurate forecasting Subscription Sales: The WeSuite Test & Inspection Module has been enhanced to allow customisation of the module, column and field names to correspond with clients’ workflow for recurring subscription and test and inspection sales. The WeEstimate forecast has been enhanced to enable weighted forecasting in addition to straight forecastingWeighted Forecast: The WeEstimate forecast has been enhanced to enable weighted forecasting in addition to straight forecasting. Clients may customise percentage to close selections and corresponding meanings. Forecast calculations are automated within estimates and to reporting, providing for more accurate forecasting from projected outright and RMR sales. Enhanced Digital Signing Capabilities: Tighter integration with DocuSign and eOriginal offer more flexibility in the routing of contract and sale documents, enabling custom workflows and simplifying the experience for customers, sales managers and administrators. Simplifying jobs of security sales team “The release of WeSuite Version 5.0 represents a major upgrade in the features and functionality that we know are highly valued by technology integrators,” said Tracy Larson, WeSuite’s President. “Tools like our new Site Survey module and free library of security icons are examples of why security sales teams choose our platform, which is custom built to simplify their jobs in a way that generic sales management software is not.” WeSuite Version 5. 0 will be on display at ISC East, Booth 372 and Honeywell Connect.
WeSuite, a software manufacturer of sales management tools for technology sales and service providers, announces that its corporate-wide implementation of DevOps best practices has positioned the company at the forefront of software developers prepared to meet market demand for more agile and responsive solutions. The transformation of WeSuite’s entire business model to drive its organisational performance puts it at a distinct advantage in its ability to deliver a premium user experience and value to its customers in the Security, IT, AV and electrical contracting and service industries. Benefits include faster and more frequent feature updates to its software, more reliable performance with fewer errors, and the ability to respond more quickly and directly to customer feedback. Sales management platform A 2018 survey reported by website statista.com reports that only 17% of software companies, worldwide, have fully embraced DevOps. At the same time, Forrester Research reports that 64% of companies are dissatisfied with how long it takes them to release new features to customers, and only 23% of enterprises are issuing new releases at least once a month. In addition, it offers third-party integrations with applications for financial ERP, document signing and storage, parts database and pricing The WeSuite sales management platform encompasses a suite of software solutions along with a wide range of tightly integrated add-on modules capable of automating all sales functions from ‘contact to contract’. In addition, it offers third-party integrations with applications for financial ERP, document signing and storage, parts database and pricing, lead automation and calendar/contact sync. DevOps Empowers WeSuite DevOps empowers WeSuite to update its code with confidence that changes made in one area of its software will not have unintended consequences elsewhere. This is possible through the implementation of coding standards that partition all software components into self-contained units and rigorous, automated testing procedures for all code modifications prior to release. Based on initial deployment of DevOps methodologies, the company has seen a 25% increase in the quality of its code with more improvement to come, along with a 50% decrease in the time required to release new code. Customers can now anticipate new releases as frequently as every 90 days. WeSuite will closely monitor its customers’ appetite for the cadence of releases and will increase or scale back velocity accordingly. “WeSuite’s customers know that the best way to maximise their technology sales is to employ the right sales technology. With our full embrace of DevOps best practices, we are positioned to provide sales management software that can quickly grow and evolve with our customers’ needs. The tools they invest in now will remain equally fresh and relevant years from now,” said Tracy Larson, WeSuite’s President.