(Yes -- the image above was generated by AI 🙂)

We’ve been hearing a lot of buzz in the moving industry about using artificial intelligence (AI), especially sales "copilots" that can boost performance.

AI for sales isn't new—amazing AI-powered tools have been used across industries for years. However, with advancements from OpenAI and ChatGPT, these tools are becoming better, faster, and cheaper.

If you're a moving company interested in AI, there's good news: some of the best AI sales tools are already built into leading VoIP (voice over Internet Protocol) software. These can be easily integrated into your processes at a low cost without needing separate voice and AI tools.

At Chariot, we’re dedicated to helping movers become more profitable with less busywork, so we wanted to provide an overview of these AI sales tools and the best options available today!

Ways AI Can Help Moving Companies Be More Effective on Sales Calls

• Call Transcription and Analysis: AI can record calls with prospects and provide high-quality transcripts, summaries, feedback, and next steps. This information can be used to coach salespeople, improve performance, and enhance note-taking with less effort.

• Real-Time Coaching: AI tools can monitor calls in real-time and prompt salespeople with reminders and coaching based on sales playbooks. This helps train salespeople faster and maximizes their chances of booking new leads.

• Insights: AI tools for moving company sales can provide owners with valuable insights about how well their salespeople are doing and opportunities for improvement. For example: some text
  • Talk ratios: How much is a moving sales person talking vs. the customer? 
  • Key Topics: What are the most common topics on sales calls (e.g., pricing, storage, packing questions)
  • ‍Customer Sentiment Analysis: Identify calls where customers were frustrated to find ways to handle these situations better.

AI sales assistants are often referred to as copilots, acting as right-hand assistants to your sales team, helping them improve and work more effectively.

What's the best way for a moving company to start using an AI copilot for sales? 

Every moving company needs an effective phone system. To leverage AI sales tools and copilots, we recommend using the AI capabilities built into many leading Voice over Internet Protocol (VoIP) software.

These companies offer top-notch AI solutions for calls and additional features like advanced reporting, recording, text auto-responses, voicemails/visual voicemails, call routing/forwarding, hold music, and other voice management tools. They also have a established track record in call reliability, stability, and security to protect sensitive information exchanged on calls.

Their solutions are also cost-effective and flexible, especially when considering the value of their full product suite.

Side Note: VoIP software can be used from a computer or mobile device and can often integrate with traditional phone systems!

Top VoIP AI Copilot (Sales) Software Options for Moving Companies

RingCentral

Background: RingCentral started ~25 years ago, and is widely used across businesses of all sizes, including small and medium-sized businesses like most moving companies. 

‍Key AI features for movers

• Real-time note-taking / transcripts during calls 
• Ability to search for information (customer, inventory item, address, referral source) across all calls 
• Post call summaries and automatically generated next steps 
• Reporting / analysis: automatically tracks talk time / ratio, customer sentiment, filler words 
• Google integration: make calls directly in google chrome, google calendar, and gmail; merge contacts between RingCentral and Gmail

Pricing: Starts at $20 per user per month including access to basic AI features. 

Dialpad

Background: Dialpad was started in 2011 by the former co-founder of Google Voice. The last several years, they've positioned their voice/ phone products to be fully focused on AI-powered tools for businesses.

Key AI features for movers

• AI playbooks – give Dialpad your best sales scripts, and it can provide automated guidance to salespeople on your team 
• Auto-grades your salespeople based on how closely they follow your sales playbooks 
• Real-time objection handling and assistance/ reminders for salespeople during calls 
• Automatic tagging of keywords on calls – searchable later 
• Surfaces answers to customer questions to your sales people / support staff in real-time
• Transcripts, notes, summaries, and action items 
• Dialpad also has a video meeting platform – so you can start a video call with your customer with a couple clicks (for example, to initiate a virtual estimate / survey) 

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Pricing: Starts at $15 per user per month including access to basic AI features. 

CallRail

Background: CallRail was started in 2011 – like RingCentral and Dialpad, they provide a wide variety of voice and conversation intelligence tools, with a slight bend towards marketing use cases. It’s widely used by marketing agencies and businesses small and large, including moving companies. 

Key AI features for movers

• Call transcripts, summaries, and sentiment analysis 
• Automatic keyword spotting and search (for example, to identify key lead/ referral sources that customers are mentioning)
• Notifications/ reporting on which calls may need attention from the owner/ sales manager
• Fully automated lead categorization (pricing request, move date change, inventory change, etc.) 
• Automatic lead scoring / grading
• Automatically attribute calls to ad campaigns your moving company is running

Pricing: Starts at $90 / month for 5 users/numbers for their AI conversation intelligence tracking

Nextiva

Background: Nextiva was started in 2006 and offers a communications system that can include voice, video, messaging, and collaboration tools. Their voice software is designed both for small and large businesses. 

Key AI features for movers

• AI voicemail transcription 
• AI call notes and summaries 
• AI voice bots and chatbots for customer support interactions

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Pricing: Starts at $22.95 per user per month for their Professional plan, which includes their AI features.

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OpenPhone

Background: OpenPhone is a more recent player in the voice / sales call AI field, founded in 2018. They specialize in providing a user-friendly phone communications service that integrates into modern tools like Slack and Zapier. It’s also priced to be flexible / affordable for small businesses and startups. 

Key AI features for movers

• AI call transcription, recording, and tagging
• AI-powered call summaries, including suggested next steps 
• Syncs with Google Contacts and can ping notifications to Slack and other tools via Zapier

‍Pricing: Starts at $23 per user per month for the Business plan, which includes OpenPhone AI 

JustCall

Background: JustCall is a cloud-based phone system founded in 2016, which also provides a wide range of communications services including calling, recording, routing, and analytics. It’s accessible from any device. It also introduced a service called “JustCall AI” that integrates AI into all its core features. 

Key AI features for moving companies

• AI note-taking, summaries, and transcriptions 
• AI-based sentiment analysis 
• Create custom “moments” (for example, discussions of addresses, inventory, dates, valuation), and their AI will automatically tag them within each call 
• AI-based scoring, based on playbooks/ standards set by your company – viewable by sales rep
• Real-time assistance for sales calls – create an AI-powered FAQ/ knowledge base, and JustCall generates suggestions in real time 
• Auto-generated checklists to guide your salespeople through conversations

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Pricing: Starts at $25 per month for the Team plan, which includes AI features.

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Summary -- and a word of support for human intelligence

When implemented effectively within your moving company’s voice / call tools, AI can help moving salespeople spend less time taking notes and searching through past calls, and give moving company owners better insights for call coaching and salesperson management. 

You already need a quality phone system for your moving business – so our advice is to invest in a quality VoIP system that integrates AI into a broad suite of communications tools you’ll be using every day. 

All that said – while AI copilot tools for moving company sales are exciting, we still believe that having great salespeople is most important. AI has limitations, and moving projects are complex. AI can streamline tasks and offer insights, but its effectiveness depends on the talent, drive, and coach-ability of your team. 

The best path: combining the human touch of a quality sales team / process with AI capabilities that empower them to focus less on admin tasks, and more on what they do best -- selling moves.

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‍Questions? Feedback? Did we miss an important AI Sales tool that you’re already using? Reach out to [email protected]