GenAI ERS Tool

An AI tool for assisting inside sales representatives in equipment selection and understanding project processes for various industries and project types.

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The project goal

To design an AI-powered tool that supports inside sales representatives in selecting the right tools and equipment from the Sunbelt catalog for customer projects, streamlining the sales process, improving decision-making, and increasing overall customer satisfaction.

Role

Lead Visual Designer

What I did

UI/UX
System design
QA of implementation

Platforms

Web

The problem

Given the vast catalog of products and the specificity of each project, sales reps had difficulty determining the ideal solutions, leading to:

  • Increased decision-making time: Sales reps had to manually sift through product catalogs, technical specs, or spend time reaching out to a colleague more informed on the project specs.

  • High training demands: New sales representatives faced a steep learning curve in understanding product nuances and how to apply them to real-world customer projects.

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Solution overview

We developed an AI-powered recommendation and project plan system that integrated with RentalMan (equipment rental software). The tool aimed to do two things:

  • Equipment selection: Using AI to analyze the customer’s project requirements and recommend the most suitable tools from the company’s catalog.

  • “Project Plan” generation: Once the right tools were recommended, the AI would automatically generate a Project Plan, outlining key project phases, timelines, and equipment utilization strategies based on the customer’s needs and industry best practices.

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Design process

The design process followed a user-centered methodology, with a focus on understanding the needs of inside sales representatives and delivering a solution that integrates smoothly into their daily workflow.

Key insights:

  • Sales reps needed a tool that would offer relevant suggestions based on specific project details (e.g., job type, size, equipment specifications).

  • The solution had to be fast and easy to use, as reps often worked under time pressure and needed quick recommendations.

  • Reps frequently needed to access detailed technical specs and comparisons between tools.

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Defining the features

  1. Project input form: Sales reps could input key project details, such as the tool type, the task or project the customer would like to accomplish, and environmental factors, etc.

  2. AI recommendation engine: The tool would process the inputs and match them against the internal database of products, providing a ranked list of the most suitable tools and machinery.

  3. Discussion Guide or Project Plan: Once the equipment was selected, the tool generated an automatic project plan that could include phases of implementation, timelines & scheduling, or resource optimization.

  4. Add or remove to cart: In order to keep track of the equipment selection, the sales rep has the ability to “add to cart”, where from there they can copy the cat-class number and start an order via Wynne (RentalMan).

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The results

Although still in beta, some of the efficiency gains hoped for the tool are:

  • Reduced times to propose solutions, and an improved workflow for the sales reps.

  • Increased accuracy of equipment selection with actionable project plans that improved customer confidence regarding planning and implementation of the Sunbelt equipment.

  • Increase in conversion rates, as customers were more confident in proceeding with projects that felt well-organized.