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Elevate your Wholesale team with quality custom training content.
for the Wholesale industry
Microlearning Modules
Bite-sized lessons that deliver focused knowledge quickly and efficiently.
Example:
Short modules walk inside sales teams through the rhythm of creating a clean quote. They teach writing a sentence that clearly states the customer’s need, checking availability with honest lead times and providing a price line that shows what is included so there is no confusion about freight or fees. The course annotates a before and after email showing how a rewritten quote can be approved quickly from a job site and it ends by showing exactly where to log the quote in the CRM or ERP so the warehouse sees it as soon as it becomes an order.
Engaging Scenarios
Interactive stories that let learners practice decision-making in realistic contexts.
Example:
An interactive scenario puts the learner in charge when a high demand item arrives in limited supply. They decide whether to fill the oldest backorders first, split the allocation among key accounts or reserve stock for a customer with a looming shutdown. Each choice affects margin, fill rate and relationships as well as the downstream impact on returns and credits if promises are unclear. The scenario also encourages practising how to explain the decision in plain language while respecting customers and company policy.
Tests and Assessments
Quizzes and evaluations that measure understanding and track progress.
Example:
Assessments display quick images from the warehouse floor—inner packs, cases and master cartons—and ask workers to identify the correct unit of measure, barcode and label placement that scans on the first try. Immediate feedback ties each answer to a photo of what good looks like, helping pickers and receivers develop a consistent eye for detail.
Personalized Learning Paths
Customized content sequences tailored to each learner’s goals and needs.
Example:
Personalized learning paths adapt the first 60 days of training to specific roles. Inside and outside sales teams learn consultative discovery and handoffs; receiving staff focus on damage checks and advance shipping notice variance notes; pickers practise taking photo proof and requesting replenishment calmly; drivers rehearse warm, professional curbside interactions and proof of delivery habits; purchasing staff drill clarity on estimated arrival times and honest substitutions; pricing specialists sharpen rules for volume breaks and discounts; and accounts receivable and credit teams practise polite, specific follow ups. Missed checks trigger short refreshers.
Performance Support Chatbots
On-demand digital assistants that provide just-in-time answers and guidance.
Example:
A performance support chatbot built into chat and the CRM answers process questions like “What is our substitution policy for this product line?” It provides the exact rule along with a ready to use sentence for the customer. If asked how to start a return merchandise authorisation, it lists the required fields, shows photo angles that answer most questions and links to the form, eliminating the need to search through shared drives.
Online Role-Plays
Simulated conversations or interactions that help learners build real-world skills.
Example:
An online role play pairs an account representative with a realistic buyer avatar who needs a lower price. The representative practises acknowledging constraints, offering options such as breaking a case, choosing an alternate brand or adjusting delivery timing and concluding with a next step both can agree on. Timed feedback highlights phrases that maintain trust and those that erode it.
Compliance Training
Structured programs that ensure employees meet regulatory and organizational standards.
Example:
Compliance training translates warehouse safety and privacy policies into daily habits. It covers where to place scanners so they do not block aisles, what information belongs in a public note versus a customer file and how to phrase updates without sharing another customer’s purchase history. Side by side photos show how small adjustments make the dock safer and the counter more welcoming.
Situational Simulations
Immersive activities that replicate real-life challenges in a risk-free environment.
Example:
A simulation recreates the end of a quarter when urgent purchase orders, late trucks and carrier capacity caps collide. Learners decide the order of staging, the timing of waves and which calls to make first. The simulation shows how their choices affect fill rate, on time in full metrics and team energy, demonstrating how a shift can end with fewer apologies.
Upskilling Modules
Targeted courses designed to expand knowledge and build new competencies.
Example:
An upskilling module teaches a three step pattern for cross selling without being pushy: confirm the customer’s task, recommend a complementary product that prevents a second trip and share a brief, honest example of how it saved someone time. Learners practise with multiple product categories so the approach feels natural on the phone and at the counter.
Problem-Solving Activities
Exercises that strengthen critical thinking and practical problem-solving skills.
Example:
Problem solving activities provide three weeks of anonymised return merchandise authorisations and pick photos. Teams write a blameless, three sentence narrative of what is happening and select a small change—such as label placement, tote size or adding a second scan point—to test in the next day’s first wave.
Collaborative Experiences
Group learning opportunities that encourage teamwork and knowledge sharing.
Example:
A collaborative session brings pricing, purchasing and sales teams together to agree on how promotions will be executed. They decide on the promotional price, acceptable proof for the discount, what substitute to use when stock runs low and produce a single photo of what good looks like that travels with the promotion. The aim is to reduce confusion about who decided what.
Games & Gamified Experiences
Play-based learning methods that motivate through competition, rewards, and fun.
Example:
A gamified exercise turns unit of measure conversions into a friendly competition. Teams convert mixed inner, case and master quantities and adjust label placements under a timer. Points reward accuracy and clear explanations a new hire could follow.
1
Skill Growth
Custom training builds real-world competencies step by step, giving learners the confidence and ability to perform effectively.
2
Employee Engagement
As learners see their skills improving, they become more invested and motivated, deepening participation in the training process.
3
Organizational Readiness
This combination of stronger skills and higher engagement ensures the workforce is prepared, compliant, and aligned with organizational goals.
in the Wholesale Industry
40%

Less Time Spent on Training
Online learning requires less than half of the time that would be needed for in-person training.
70%

Efficient Experience-Based Learning
Up to 70% of adult learning occurs through hands-on experiences. Online task simulators allow practicing and making mistakes in safe environments.
94%

Higher Learner Satisfaction
94% of adult learners prefer to study at their own pace and on their own schedule.
in Wholesale
AI-Powered Chatbots and Virtual Coaching
These are conversational agents (often built on advanced language models) that can interact with employees in natural language – answering questions, providing feedback, and even coaching in a human-like manner. L&D decision-makers are increasingly adopting these tools to offer on-demand assistance and personalized guidance.

24/7 Learning Assistants
AI chatbots serve as always-available tutors or helpdesk agents for learners. Employees can ask a training chatbot to clarify a concept, provide an example, or troubleshoot a problem at any time. Many companies have integrated such bots into their learning platforms or collaboration apps. According to industry research, virtual assistants and chatbots are now being deployed to handle routine learner queries and provide instant feedback on quizzes or exercises. This immediate support keeps learners from getting stuck and enables more self-directed learning. It also reduces the burden on human instructors or IT support for common questions.
Example:
An always on assistant retrieves concise answers from standard operating procedures and playbooks, including substitution rules, steps for processing return merchandise authorisations, standard credit wording, advance shipping notice variance notes and guidelines for pick photos. It does not offer technical fixes but points to processes and policies that employees apply.

Feedback and Coaching
Beyond Q&A, AI coaches can give real-time feedback on performance. Modern AI tutors use natural language understanding to evaluate free-form responses and deliver personalized coaching, just like a digital mentor. L&D leaders find these applications instrumental in achieving training goals; surveys show high ROI of using AI chatbots to offer real-time feedback and guidance during learning.
Example:
A feedback tool allows sales staff to paste a quote email and receive suggestions for a warmer introduction, identify missing information such as lead time or freight cost and propose a clearer closing request. The tone resembles advice from an experienced representative who cares about securing both the order and the relationship.

Scenario Practice and Role-Play
A cutting-edge use case of AI chatbots is powering immersive role-play simulations. AI characters can simulate realistic dialogues with learners. Users can practice a coaching conversation with an AI-driven avatar that responds dynamically. Many organizations have already implemented this type of learning interaction, enabling learners to practice difficult conversations in a safe, simulated environment and receive instant constructive feedback. The AI can adapt its responses based on what the learner says, creating a tailored scenario and coaching the learner on their choices. This moves training beyond scripted e-learning into interactive learning-by-doing.
Example:
A role play exercise helps account representatives rehearse a call with a buyer about whether to ship a partial order or wait for full availability. They practise presenting options, confirming the buyer’s priorities and recording the decision in neutral terms that will make sense in the CRM later.

coaching can help you improve training outcomes.
Automated Assessments and Intelligent Feedback
AI is transforming how companies assess learning and evaluate competencies. Traditional training assessments (quizzes, tests, assignments, etc.) can be labor-intensive to create and grade, and they often provide limited feedback to learners. AI is changing this by enabling more automated, intelligent assessment methods.
Auto-Generated Quizzes and Exams
Using generative AI, L&D teams can automatically create pools of quiz questions, knowledge checks, or even complex case-study exams. Given a training document or video, an AI tool can generate relevant questions to test comprehension. This not only speeds up assessment development but can also produce a wider variety of test items (reducing over-reliance on a few repeat questions). By automating quiz generation, trainers ensure assessments are always fresh and stay aligned with up-to-date content and learning goals.
Example:
When a receiving or returns procedure is revised, the system automatically generates scenario based quiz questions covering the practical aspects of the change. Subject matter experts can adjust and publish them quickly for the next shift.

Automated Grading and Evaluation
Your AI-powered training tool can grade many types of learner responses automatically, far beyond simple multiple-choice scoring. Natural language processing models are capable of evaluating open-ended text responses, short essays, or even code snippets by comparing against expected answers or rubrics. This is particularly useful for large companies that need to assess thousands of learners efficiently and do it in a way that offers personalized feedback and recommendations.
Example:
Automated evaluation assesses pack out photos for label visibility, overhang and proper void fill. A gallery of good and needs improvement examples teaches workers without singling them out and keeps scoring consistent across shifts.

AI-Assisted Feedback and Coaching
Beyond Q&A, AI coaches can give real-time feedback on performance. Modern AI tutors use natural language understanding to evaluate free-form responses and deliver personalized coaching, just like a digital mentor. L&D leaders find these applications instrumental in achieving training goals; surveys show high ROI of using AI chatbots to offer real-time feedback and guidance during learning.
Example:
For counter and phone interactions, employees can upload a short audio clip. The AI assistant identifies a phrase that may have sounded pushy, suggests a quicker way to confirm the customer’s needs and points out the moment when a brief story encouraged a reorder. Small adjustments lead to real improvement.

Fairness and Consistency
AI-based assessment can also improve consistency in scoring and reduce human bias in evaluations. Every learner is judged by the same criteria, and AI models (when properly trained and tested) apply the rubric objectively. And, of course, there's always an option to validate AI-produced scores with periodic human review, especially for high-stakes evaluations, to maintain trust and accuracy.
Example:
Shared evaluation criteria ensure consistent assessments across branches. If one location scores photo proof more harshly, the system suggests a brief calibration using paired examples to bring reviewers back into alignment.

assessments and intelligent feedback.
Predictive Analytics for Training Impact and ROI
Linking training efforts to business outcomes has long been a challenge for L&D. Today, AI-driven learning analytics are giving organizations new powers to measure and even predict the impact of training on performance metrics. By analyzing large datasets of learning activities and outcomes, AI can uncover patterns that help prove ROI and improve decision-making.
Advanced Learning Analytics
Traditional training metrics (completion rates, test scores, satisfaction surveys) only tell part of the story. AI allows far deeper analysis by correlating learning data with business data. Organizations are deploying predictive analytics that ingest data from Learning Management Systems, HR systems, and operational KPIs to evaluate how training moves the needle on business goals.
Example:
Advanced analytics connect training to operational metrics such as fill rate, on time in full performance, order cycle time, quote acceptance rate, margin mix and reasons for returns. Trend lines show whether clearer quotes and notes lead to faster deliveries and more satisfied customers.

Predicting Training Needs and Outcomes
AI can not only look backward but also predict future training needs and outcomes. AI-driven analytics can even predict which employees might benefit most from certain training, or who might be at risk of low performance without intervention. This predictive capability helps L&D teams prioritize and tailor their initiatives for maximum impact.
Example:
Before seasonal peaks, models identify branches where the number of copy edits is increasing or receiving cycles are slowing down and suggest targeted refreshers. These small interventions help prevent last minute scrambles and unexpected freight costs.

Real-Time Dashboards and Reporting
Modern L&D analytics platforms infused with AI provide real-time dashboards that track training effectiveness. These might include sentiment analysis of learner feedback comments, anomaly detection (e.g., identifying if a particular course consistently yields poor post-test results, indicating content issues), and even natural language generation to summarize insights for L&D managers. The goal is to move beyond basic reporting to actionable intelligence.
Example:
Real time dashboards present leaders with a single page overview of aging quotes, fill rates by picking wave, return trends and due customer follow ups in plain language. This provides the information needed before the morning huddle without navigating multiple tabs.

Demonstrating ROI
AI-powered analytics capabilities feed into the bigger mandate of proving the value of training. AI helps by directly linking learning metrics to performance metrics. Companies can now estimate the dollar impact of closing a skill gap or predict how improving a certain skill through training will affect key business outcomes. This elevates L&D’s credibility in the eyes of executives.
Example:
Periodic summaries show reductions in re edits, faster order cycles, more consistent on time in full performance, healthier margins and more positive customer reviews, providing evidence that both finance and frontline teams appreciate.

can drive your business outcomes.
Industrial Supply Wholesalers
- Raise quote hit rates with clearer options and honest ETAs.
- Reduce returns via photo-proof pick/pack habits.
- Link training to fill rate, OTIF, and margin mix.
Electrical/HVAC/Plumbing Distributors
- Standardize counter consults and respectful substitutions.
- Keep receiving notes and ASN variances crisp.
- Measure fewer re-picks and faster turns.
Foodservice & Non-Alcoholic Beverage Distributors
- Align substitutions and splits with policy-safe scripts.
- Practice wave timing and load order for peak days.
- Track fewer credits and steadier on-time windows.
Medical & Lab Supply Wholesalers
- Keep order notes neutral and privacy-respecting.
- Use photo-proof standards to reduce receiving disputes.
- Correlate training to fill rate and complaint trends.
Automotive Aftermarket Distribution
- Explain alternates and core returns in simple language.
- Speed will-call with pre-stage and photo-proof habits.
- Measure faster counters and fewer RMAs.
Jan/San & Office Products
- Turn features into time-saving benefits at the counter.
- Tighten pick paths and label placements that scan first time.
- Track OTIF and return reasons together.
Building Materials & Lumber Yards
- Standardize stage order and load checks for safety and speed.
- Practice clear, kind delivery windows and site notes.
- Link training to fewer re-deliveries and claims.
Beauty & Salon Wholesale
- Write product copy that’s kind, specific, and policy-safe.
- Keep samples, bundles, and returns straightforward.
- Measure better reorder cadence and fewer misunderstandings.
E-Commerce B2B Marketplaces
- Calibrate seller copy, photos, and ETAs to one standard.
- Use assistants for dispute wording and evidence requests.
- Track dispute rate and cycle time improvements.
Private Label & Import Programs
- Align purchasing, QC, and sales on sample to first PO handoffs.
- Practice neutral, clear variance notes at receiving.
- Correlate training to fewer credits and steadier margins.