AI Tools That Make Sales Teams More Productive
episode
Entry & Exit - Inside the Security & Fire Industry
15 min
2 speakers
8 chapters
transcribed 1 month ago
Transcript
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Transcript generated automatically by AI and may contain errors.
What AI tools do Stephen and Collin use to automate quoting and proposal creation?
What can you do to like take stuff off of your salespeople or sales team's plate so you can get them to be more efficient. We built this tool using a tool called uh Hermes Agent E H E R M E S, I think that's the Greek god of of something. I don't know. Something awesome. Yeah. Yeah, something sick. You can build a custom GPT and ChatGPT or you can build a Cloud project and you can basically do this yourself. That is an AI tool we use today and it can save you a tremendous amount of time.
You can take that same idea and apply it to different little needs and areas that your self-team might have.
And I think Cloud is a great first tool for that.
Welcome to Entry and Exit. My name is Steven Ullman and I have Colin Trimble with me, who is my co-host and my business partner at Alarm Masters, which is a security and fire business that we run based out of Houston, Texas. We bought it three years ago and we've been scaling it ever since. And today we're talking about AI tools that can help your sales team do more with less.
I I gotta tell you, I am impressed that you did that in one take. It's that was That was good. Listeners, I don't think you understand. How hard that no ums? Just dialed. No filler words. No. Just dialed. My guy has dialed for a podcast. Yeah. Absolutely. Let him cook. You know what I'm saying? Let him cook.
How can you build a custom GPT or Claude project to generate bills of material from price books?
Anyway, all right, we're done. We're done with that. All right. So we've talked a lot about different AI tools. Uh, we talk a lot about sales. So we're gonna converge these two things together and how are we gonna do more with less? So um We're we're gonna spend time not talking about customer engagement tools for finding leads, but we're gonna spend time on what can you do to like take stuff off of your salespeople or sales team's plate so you can get them to be more efficient and allow them to do the thing they do best. I'm always looking at things through the lens of how do I get my sales team to do to be the most efficient possible. Yeah. There are a lot of ways you can do this. I I think one really big one in our industry is
Quoting. And uh and and I would say quoting is an all-encapsulating word for estimating and designing, doing takeoffs. Um Quoting it out, putting the proposal together. That whole cycle is um Takes time. And so we have an uh an awesome employee, shout out Felix, who does all of our quoting and design for us. And he but he's just one guy. And we've got three field sales reps and we are doing 10 coffee drops a week. So there's a lot of pipe generation that's happening. And so there's a lot on his plate. And so for us this this whole Uh This whole process looks like this. Like in an ideal world doesn't happen like this over time. You get a drawing set or a um you know, like an evac plan, like a plan that shows the building.
And then the salesperson could mark that up with various devices. That's a door, we're gonna put a reader and a lock on.
What is the Hermes Agent tool and how does it streamline quoting for security installations?
That's where a camera's gonna go. That's where a motion sensor's gonna go. That's a fire pole station, whatever. And that's at takeoff, right? So that doesn't define what type of camera. That doesn't define the technology or the cabling required. It just says camera goes here. And ideally they're going to define some head end area where all this stuff is going to be run to, right? And so you do that design. And that really can't That is harder to have AI like interact on. There is a way you can do it. Uh there are tools out there where you can actually if you have to scale drawing, like scale drawings, you can upload an architectural plan and it will actually put symbols on there based on fire code. Those are highly specialized.
Um we don't use them today just simply 'cause we're not Doing the scale on that where we're doing so much upgrade and retrofit where it doesn't and we're using existing plans that it just doesn't necessitate that for us. But we do. Do that a lot for security jobs. So a lot of times what we'll do is we'll take those plans that are pictures generally or digital and we'll upload those into an agent. And that agent can say, Okay, it looks like you've got fourteen cameras, three readers, and one place you want to put a head in.
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Chapters
8 chapters
1
What AI tools do Stephen and Collin use to automate quoting and proposal creation?
0:00–1:37
2
How can you build a custom GPT or Claude project to generate bills of material from price books?
1:37–3:23
3
What is the Hermes Agent tool and how does it streamline quoting for security installations?
3:23–5:15
4
How does Otter.ai record meetings and automatically add action items to your CRM?
5:15–7:38
5
How can Notion AI be used to create a searchable sales playbook for field reps?
7:38–9:33
6
What real‑time coaching features does Dialpad provide during sales calls?
9:33–11:10
7
How does the AI‑powered CRM hub let salespeople update deals without leaving the chat?
11:10–13:15
8
What are the key takeaways and next steps for implementing AI in a sales team?
13:15–15:41
Speakers
2 identifiedMore from Entry & Exit - Inside the Security & Fire Industry
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Your Service Department Is Your Best Salesperson
The Leadership Hires That Actually Scale a Service Business