WeSuite

A sales platform for security integrators

WeSuite is sales software built for technology integrators, alarm firms and managed service providers, with a particular focus on the security industry. The software tracks a sale between first contact and the signed contract. The company's slogan for the mobile side is quoting anywhere: quotes can be prepared from the office, on a customer site or while traveling, on any device.

From lead to proposal

The platform handles lead management, quote and proposal generation, and surveys in the field, with real-time reporting on top. Centralized data keeps salespeople working from the same numbers, and pipeline reporting shows how the sales picture looks, including how accurate quotes were against margins. The vendor says the result is less time spent on spreadsheets and more spent selling.

WeEstimate and larger organizations

For more complex sales there is WeEstimate. Together with special-feature modules, it supports national accounts, contract pricing, multiple catalogs, different tax codes and sophisticated reporting, which are the problems that larger, multi-site organizations face. The company says it scales from three to three thousand salespeople.

Selena, the virtual assistant

Selena AI is an integrated virtual sales assistant. The assistant takes notes during sales work and summarizes them, composes scopes of work and writes cover letters for proposals, and the vendor says it learns from the company's own sales data the more it is used. The vendor describes WeSuite as the only sales platform with such an assistant.

Modules and aims

More than ten add-on modules aim to improve how a company operates, by supporting approval processes, price standardization and real-time price updates. The company's stated goal is to help clients build lasting operating methods. It describes the platform as award-winning, which is its own claim, and says return on investment starts immediately. It also says clients range from offices of about five users to organizations with hundreds of users across the country.