We’re excited to spotlight our long-time partner, WeSuite, whose leading sales estimating software integrates with Bold Group’s business management platforms, SedonaOffice and Managely. WeSuite’s software solutions empower security sales teams by simplifying and automating the quote-to-close process.
Recently, we connected with the WeSuite team to learn more about how they’ve incorporated their deep security industry expertise into their software solutions, plus innovations that bring even more value to Bold Group customers.
Give us an overview of your company and your solution.
At WeSuite, we empower security integrators and technology service providers with a sales platform that streamlines the entire sales lifecycle, from lead to quote to close, purpose-built for the industry. We started WeSuite after building a highly successful security integration company.
We were missing one very critical element – sales estimating software. Like many, we operated with our ‘locked down’ Excel spreadsheet, allowing the entire team access for estimating. Everyone created proposals of every flavor in Word. We were losing thousands and thousands of dollars in mistakes, our brand presentation was inconsistent, and changes were made to our terms and conditions, exposing us even further.
When you work with WeSuite, we are well versed in the industry and understand how to get the most from your sales process. Our suite of software solutions helps sales professionals to record and manage leads, build pipelines, quote faster, more accurately, and profitably with greater consistency.
We provide extensive reporting data in real-time, enabling salespeople and management to gain visibility into opportunities, deals, pipeline, forecast, and performance. Our sales, deployment, and support teams are consultative in their approach and share knowledge and experience to provide our clients with the utmost in service and support. As a result, companies that use WeSuite benefit from greater efficiencies, fewer errors, higher employee and customer satisfaction, boosted profitability and easier, faster growth.
How has WeSuite benefited from its partnership with Bold Group?
The benefits of this partnership are most strongly experienced by our clients. Together WeSuite and Bold Group allow our clients to leverage the security industry’s best-of-breed sales software integrated real-time with Bold Group’s ERP solutions. The resulting unified end-to-end solution offers many more capabilities, better results, and a far superior client experience than all-in-one platforms.
WeSuite is added value that provides immediate ‘ROI’. We like to ask prospects, “Would you trust your family doctor to conduct heart surgery and treat a brain injury, or would you prefer to work with specialists who are experts in their fields?” Sales and accounting and operations are your mission critical business functions. To keep them performing optimally, they deserve specialists! Thanks to our partnership with Bold Group, we offer that value to WeSuite users.
How does WeSuite’s integration with SedonaOffice and Managely benefit customers and the security industry?
WeSuite’s seamless integrations with SedonaOffice and Managely streamline the entire project lifecycle. If an opportunity will not become a sale, WeSuite maintains the history. Winning sales deals are exported to SedonaOffice or Managely for job creation. Sales feeds accurate information to finance, purchasing, job management, and final delivery.
The integration enables real-time ‘read’ of information from SedonaOffice and Managely, such as existing customer, site and billing locations, contacts, parts, part level labor, chargeable items, and recurring services, saving salespeople time and lowering risk.
WeSuite provides specific features that enhance the use of existing system data, such as associating multiple labor categories in WeSuite with parts read from Bold Group, the ability to obtain latest pricing from accounting with a single click, export of winning job data to SedonaOffice and Managely for automated work order creation, and much more. The unified system lowers risk, enhances accuracy, promotes team collaboration, closes organizational gaps, speeds up service delivery, and improves profitability. That is significant ‘ROI’!
What is most exciting about serving the security industry right now?
The security industry is experiencing an exciting period of growth driven by rapid advancements in AI technology. From predictive analytics to enhanced automation, AI is making systems and businesses smarter, more efficient, and more proactive.
At WeSuite, we’re excited to be leveraging AI within our own operations from marketing and sales to development and support, enhancing the ways we service our clients.
The most exciting are AI projects we are working on to build even more powerful tools for salespeople. We think big and then amplify that. It’s thrilling to be part of an industry that’s embracing such transformative technology, and we’re excited to contribute to this wave of innovation. Stay tuned!
Are there any new features or developments in your solution that you’re excited to share?
Yes! We’ve recently introduced a completely reimagined QuoteAnywhere, our web-based platform. It is now a full-featured, stand-alone solution ideal for any sales team, and can support quoting projects of any size and level of complexity.
It streamlines lead creation, assignment, management, detailed estimating, proposal and contract automation, and change orders in a single, user-friendly, and efficient web-based platform. Plus, the powerful, favorite features that were once only available in WeOpportunity and WeEstimate are now available in QuoteAnywhere too.
We also introduced our Sales Forms Module which enables design and configuration of digital forms for use in WeSuite at the customer and sale levels to capture additional information during the sales process, replacing paper and disjointed digital forms.
Think of recording sight survey information, additional booking information, and more, automatically associated to each sale. This results in greater efficiencies and data immediately available to the team members who need it. With our API, sales form data is easily exportable to third-party applications. It’s a win-win-win!
We are also excited to announce that WeSuite is completing SOC 2 compliance, demonstrating our commitment to meeting the highest standards for operational integrity and security,
What’s ahead for WeSuite?
Exciting times in 2025! We continue to expand our investment in our QuoteAnywhere solution feature sets and plan to introduce AI into the platform this year to further assist sales teams in driving efficiency and new sales.
Visit our website to see current release notes – which always include the latest application enhancements, videos, and upcoming webinars.
We are also growing our support, sales, and development teams – adding AI developers and creating internal AI challenges to promote build and release of new solutions for our clients.
In addition, we continually focus on driving innovation and growing our ecosystem. These efforts include strengthening integrations, enhancing the user experience, maintaining a pulse on the evolving needs of the security industry, and investing in new products and features that keep us ahead of the curve. We look forward to talking with you soon!