AI Training for Trade and Distribution Companies
AI workshops for wholesalers and distributors — how to turn ERP sales data into faster decisions, better margins and smoother B2B customer service.
In distribution, whoever draws conclusions from data faster wins: which products rotate, which customers are profitable, where margin leaks. The data is in the ERP — but analysing it usually means hours in Excel. AI cuts that to minutes and lets you ask about the numbers in plain language.
In the workshop we show how sales reps and leadership can use AI to analyse sales and margins, segment customers, prepare quotes and automate repetitive correspondence — safely and on real data.
What your team will learn
- Analyse sales, margins and rotation from ERP data without waiting for IT
- Segment customers and surface upsell opportunities
- Speed up quoting and responses to B2B enquiries
- Automate repetitive correspondence and descriptions
- Use AI safely on the company's commercial data
Training day agenda
- 01
AI in B2B trade — where it makes money
Use-case map for distribution: analysis, quoting, customer service.
- 02
Sales and margin analysis from the ERP
Plain-language queries on commercial data, ready breakdowns in minutes.
- 03
Segmentation and upsell
How AI helps find profitable customers and cross-/up-sell chances.
- 04
Quoting and correspondence
Faster quotes, replies to enquiries, product descriptions.
- 05
Working safely with commercial data
Safe-use rules and a development plan after the workshop.
Our edge: AI on your ERP data
We build ERP integrations with BaseLinker, Allegro and accounting systems, so we know exactly what a wholesaler's sales data looks like. The training shows how AI reads that data and turns it into decisions — not just how to write a nice prompt.
A natural next step after the training is integrating sales channels or an AI assistant on ERP data — which we deliver as an implementation.
Example use cases in B2B trade
Which customers really make money
'Show the 20 highest-revenue customers with below-average margin' — AI shows where profitability leaks, before accounting spots it a quarter later.
A fast answer to a B2B enquiry
From a customer's email, AI prepares a draft quote based on the price list and order history; the rep just reviews and sends.
Segmentation for upsell
'Group customers who bought product X but never Y' — a ready cross-sell list, straight from ERP data.
Stock rotation analysis
'Which products have sat over 90 days and tie up capital?' — without manually digging through warehouse reports.
Who it's for
- B2B sales reps and managers
- Customer service and quoting teams
- Owners of wholesalers and distributors
What the training includes
- An agenda built around your company after a short pre-training call
- A live workshop with a hands-on trainer (on-site or online)
- A ready pack of prompts and templates to use after the training
- Materials and checklists for safe AI use in the company
- A certificate of completion for participants
- A short post-training follow-up answering the team's questions
Format and pricing
Closed training for your team, on-site or online. Typically one day, tailored to your catalogue and customers.
from PLN 2,000 net / training day
Funding via Poland's National Training Fund (KFS) is possible — up to 90% of the cost for eligible employers. We'll help prepare the training description for the application.
Frequently asked questions
Does it cover Allegro and BaseLinker?
Yes, if you use them — we show how AI supports analysing orders and offers from those channels and how it connects with ERP data.
Is it a sales or technical training?
Practical and business-focused. For sales and leadership, no technical prerequisites. It's about outcomes: faster decisions and quotes.
How many people and what price?
Closed training, priced per training day (not per person), from PLN 2,000 net. KFS funding is possible.