B2B platform implementation training

Three hours on how to design and implement a wholesale sales platform: strategy, project stages, the sales rep panel, and case studies from implementations we ran. No market survey, no vendor decks.

We currently run private sessions only, for a single company’s team.

How we run training today

Private sessions only, for now

We have no open dates you can sign up for right now. The session runs for one company’s team, on a date agreed with you, and the balance of the programme follows where you already are: the conversation with a company still assembling arguments for the board is not the conversation with one that has picked a platform and is scoping phase one.

If you are interested, get in touch. We will come back with how the programme would look for your company, how long it would take, and who is worth having in the room.

Instead of signing up

The material is available now

The B2B Master Class webinar series moved to macopedia.com. Its episodes are on YouTube, Spotify and Apple Podcasts, with no registration and no date to wait for, and they cover the same ground as the training: platforms, pricing and margins, product data, and AI in sales. The recordings are in Polish.

Programme

Seven parts, one session

The programme was built for the open training and keeps the same order in the private version. What changes is the balance: whatever a company already has behind it shrinks to a recap.

  1. 01

    Part 1

    Introduction to digital transformation in B2B

    What has changed in B2B buying, and why a process built solely on a sales rep and a phone call is running out of room. The starting point for anyone who is still building the case internally.

  2. 02

    Part 2

    Core functions and benefits of a B2B platform

    What a wholesale sales platform is made of: catalogue and product data, price lists and individual commercial terms, cart, orders, the sales rep panel. Each function named by what it changes in a department’s day.

  3. 03

    Part 3

    First steps in planning an implementation

    Where to start so that you do not start with technology: a data inventory, the current order flow, and the roles and decisions that have to be settled on your side.

  4. 04

    Part 4

    Strategy and implementation planning

    How to scope a first phase that delivers sales rather than a full feature set. Platform selection criteria, and where PIM and ERP sit in that architecture.

  5. 05

    Part 5

    Implementation stages and key functionality

    The project from analysis to go-live, split into what the vendor does and what the company has to do itself. Where projects usually slip, and why.

  6. 06

    Part 6

    Examples of successful implementations

    Case studies from projects we ran: the problem they started from, the scope chosen for phase one, and what changed once sales went live.

  7. 07

    Part 7

    Q&A session

    The last part is open, and in a private session it is usually the longest one: the questions are about a specific catalogue, a specific ERP and a specific team.

Scope

What the session covers

Four things that stay with you after three hours. Knowledge is the first of them, not the only one.

Knowledge

Practical guidance, not a market survey

Implementation stages, the sales rep panel, and where product data sits in the wider architecture. We talk about solutions we have implemented, including the ones that did not work out.

Examples

Case studies from real projects

Actual implementations instead of a benefits deck: the starting point, the first-phase scope, the decisions that turned out expensive, and the result after go-live.

Proof

Named certificate of attendance

Every participant gets a personal certificate. For a private session we issue them for the whole attendance list.

Afterwards

One hour of consulting

An hour of conversation about one company’s own challenges follows the session. That is the place for the questions a shared session cannot take, because they involve numbers and contracts.

Participants

Who the training is for

It is for the people who will decide about the platform or work with it. Four perspectives, all of them needed in one project.

Sales

Sales director, commercial director

The people accountable for revenue, who need to know what a platform takes off the sales team and what it will never take off.

Marketing

Marketing director, e-commerce manager

For those who own product content and the sales channels, and need to know what data the platform has to receive before that content has anywhere to appear.

Board

CEO, board member for sales

The budget perspective: what actually drives implementation cost, what the schedule looks like, and how to tell early that a project is drifting.

IT

IT director, CDO, implementation lead

Architecture, ERP integrations, API requirements, and the split of responsibility between the platform vendor and the in-house team.

Trainer

Tomasz Grzemski

Co-founder and CEO of Macopedia, working on digital transformation projects in manufacturing and trading companies for over 15 years.

He also hosts B2B Master Class, a series of conversations about B2B sales with practitioners rather than marketing theorists. The training and the podcast come from the same place: the projects Macopedia has delivered since 2012, and the questions that come back on every one of them.

In technology he is not looking for innovation for its own sake, but for tools that genuinely raise operational efficiency and margin.

B2B Master Class

FAQ

Questions about B2B training

Are there open training dates?
Not at the moment. We run training privately only, for one company’s team, on a date agreed with you. If you are interested, get in touch and we will come back with how the programme would look for your company and how long it would take.
How long is the session and how is it delivered?
The base format is three hours online, with a Q&A at the end. For a private session we agree the balance between the parts beforehand, and the Q&A usually grows, because it concerns one catalogue and one set of systems.
How many people can attend?
We agree the number when the session is booked. It is worth inviting every department that will work with the platform: sales, marketing, IT, and a decision maker from the board. The more of them hear the same conclusions, the fewer corrections appear later in the project.
What does a private session cost?
The price depends on the scope and the number of participants, so we quote it after a conversation rather than as a range on a page. We invoice, with payment terms set in the order.
Does the training commit us to implementing with Macopedia?
No. Training is a separate service and it ends with the consulting hour. The knowledge, the materials and the conclusions stay with you, whoever runs the implementation and whether it happens at all.
Where can I find the B2B Master Class recordings?

On the B2B Master Class page. The webinar series moved to macopedia.com and the page links to YouTube, Spotify and Apple Podcasts, where every episode is available with no registration. The recordings themselves are in Polish.

Tell us where you are. We will shape the programme around it.

Book training

Ask about training for your team

Tell us how many people would attend, what you sell, and whether the platform is already chosen. We will come back with the programme, the length and the quote.