WeSuite

Overview:

WeSuite is intuitive software for your small and medium-sized businesses' sales management. WeSuite offers lead management, quote and proposal creation, real-time reporting, in-the-field quoting and surveying, and much more. This application allows you to centralize your company's sales data, which eliminates duplication and misunderstanding. WeSuite CRM also offers connectivity to HubSpot and other website lead forms and assists you and the sales team in the collection of leads from marketing efforts. It delivers sales projections and insights into the state of the sales funnel. WeSuite offers tools for creating professional and personalized proposals and contracts. By having built-in estimation calculations, tiresome number crunching can be easily avoided. You can easily create several pertinent dashboards with in-depth sales graphics with the help of WeSuite. Sales information from the lead database, the pipeline, the estimations, the forecast, the won jobs, and the recorded sales amounts It offers reporting and analysis of numerous useful metrics. Date range, sale or RMR value, job status, market type, job type, regions, offices, and job owners are some of the filters from which users can choose their criteria. WeSuite meets the efficiencies of contact and lead management software and integrates with your accounting software, allowing for easy monitoring and maintenance of your on-the-ground and remote sales staff.

About us:

WeSuite is a leading sales software for security integrators that is developed to assist your clients in establishing solid and long-lasting operational processes across their entire business. In addition to more than 10 software modules aimed at business improvement, WeSuite offers lead management, quote and proposal generation, real-time reporting, in-the-field quoting, and surveying. The best training and ongoing support are offered by WeSuite Solutions, which, as a result, offers a quick return on investment and ongoing savings while ensuring the highest level of satisfaction. It is the best sales management tool for security, IT, and AV integrators. WeSuite is basically a sales platform designed by professional system integrators for system integrators. It offers flexible lead management, thorough estimating, mobile quoting, automated proposal and contract generation, e-signature, and real-time detailed sales reporting. This application is a renowned producer of sales management software created exclusively for technology system integrators and their customers. WeSuite software streamlines estimation creation, automates the creation of proposal and contract documents, and also enhances reporting precision.

This application has a "CRM" plus feature product, WeOpportunity WeSuite Go. They are simple to use and designed to assist your team in managing sales efforts to find new prospects and customers, develop and manage leads, and update important account data. It helps you track the new opportunities, processes, and sales phases that lead to estimation, quoting, and closing deals. With important features and components like the WeSuite GO!, the salespeople can drastically cut down on all data input time, easily update sales information, and stay on track for unequaled sales performance with the help of its application, which smoothly runs on both iOS and Android phones. For sales teams of a few to hundreds, weSuite's WeEstimate feature is a highly adaptable and scalable estimating, proposal, and contract automation tool! It not only boosts productivity but also provides priceless time savings. Estimates of any complexity with the help of this application can be handled with ease. Single data entry increases output and minimizes mistakes. Pricing and sales processes are regulated and standardized. From a single system, you can easily copy estimates, make adjustments, and issue change orders. You can use brand logos, photographs, tables, and graphics to make your presentations stand out while keeping the company brand consistent. Its DocuSign and eOriginal features both offer integrated e-sign services. The gap between the finance, operations, and support teams is filled by its real-time reporting and integration with ERP solutions. WeSuite provides you with the robust estimation tool that your company requires. With WeSuite Add-on Modules like QuoteAnywhere, Site Survey, Sales Intelligence, and more, you can easily customize your solution without any hustle!

Company’s Services:

WeSuite offers you cutting-edge advanced solutions to counter your sales and business problems, it includes configurated tools and features also; 

• WeOpportunity CRM+ Software/ WeSuite Go

1. Make prospecting strategies.
2. Opportunities can be noted and shared with just one data entry.
3. You can upload lead and contact lists.
4. Give leads to different members of your sales team.
5. Monitor the development of the sales opportunity, you can use time-saving tools to easily keep track of your progress.
6. Account management: This feature enables you to oversee sales based on precise and thorough reporting.

• QuoteAnywhere and the Site Survey

You can create fresh estimates, including change orders, and make proposals and contracts with just a few clicks using your iPad, tablet, or workstation. This tool for bi-directional surveys enables you to insert devices using your database on a digital canvas with their locations indicated, and estimates are also generated automatically. Your potential clients and customers, with the help of this application tool, can register and sign on the spot. 

1. It allows you to sell locally, remotely, or online.
2. It estimates construction on the digital canvas for the site survey.
3. It provides live databases for parts, labor, and services!
4. You can easily collaborate with potential customers.

• WeEstimate

1. Create thorough estimates.
2. Provide a quote for the following: parts, labor, chargeable items, and recurring services.
3. Calculate commissions and automate approval processes.
4. Create contract and proposal documents automatically with brand names.
5. Provides you with In-depth sales reporting.

• WeSuite Integrations

To further improve and automate your sales process, WeSuite offers several integrations. Using platforms like Microsoft Dynamics, SAP Business By Design, and Infor ISM, this application is also skilled at creating bespoke integrations that connect the sales process with the rest of the business workflow, bridging gaps and reducing costs and time.

Pros

WeSuite CRM offers you features and tools that you can use to customize your solution and can also use it to manage all your tasks effectively;

1. WeSuite/We Opportunity provides you with highly detailed information on your upcoming appointments and funnel activity. Moreover, it will also allow you to control the pricing that can be imposed on the market and to enforce approvals with predetermined thresholds, which was previously a labor-intensive manual procedure.

1. WeSuites' staff is excellent and guides you from the start. This application comes with significant software integration, the conversion has been challenging and time-consuming, but the staff's outstanding patience is tremendous and they will also make the process easy and subtle for you.

Cons

Without a doubt, WeSuite is the perfect CRM solution for all your business and sales problems. However, it does have some cons along with the pros;

1. The application is quite difficult to learn, occasionally burdensome, and occasionally not user-friendly. Also, customer service is not constantly available to you. 

1. WeSuite’s current method for generating closing ratios per sales representative is quite invasive, Interdepartmental communication is lacking, and promotions are extremely difficult to obtain with this application.

Conclusion:

The weSuite CRM application can help you with simple or sophisticated sales. Its WeEstimate and special-feature modules make it simple to customize for national accounts, contract pricing, numerous catalogs, various tax codes, advanced reporting, and the numerous other sales issues larger, multi-site firms face. With robust solutions tailored according to your needs and budget, WeSuite supports the growth of both small and medium-sized businesses, enterprises, and organizations. By streamlining and automating the quote-to-close process, its sales management software and mobile solutions let your team work more productively, present themselves more impeccably, and sell more successfully. Collaboration and planning have never been simpler. Team members are always on the same page and focused on the same objectives, as it provides real-time, centralized data about your clients and customers. Based on its transparent pipelines and thorough sales information, you can easily make more informed and appropriate business decisions. It also guides you to expand your business while boosting sales profits.  WeSuite offers training via documentation—written materials, in-person classes, live online classes, and webinars. Pricing for it begins at $69.95 per month.