{"id":66876,"date":"2025-10-31T00:24:46","date_gmt":"2025-10-31T07:24:46","guid":{"rendered":"http:\/\/www.enxmag.com\/twii\/?p=66876"},"modified":"2025-10-31T00:31:07","modified_gmt":"2025-10-31T07:31:07","slug":"coachable-and-poachable-top-down-training-cultivates-a-winning-approach","status":"publish","type":"post","link":"https:\/\/www.enxmag.com\/twii\/state-of-the-industry\/2025\/10\/coachable-and-poachable-top-down-training-cultivates-a-winning-approach\/","title":{"rendered":"Coachable and Poachable: Top-Down Training Cultivates a Winning Approach"},"content":{"rendered":"\n<p>There are ample variables a job candidate must weigh before deciding between two or more potential employers: financial compensation, benefits, opportunities for advancement, proximity to home and remote work possibilities, among others. But perhaps one area that tends to fly under the radar\u2014and both companies and job seekers are sometimes guilty of neglecting the subject\u2014is the need for a quality and comprehensive training program.<\/p>\n\n\n\n<p>Let\u2019s be clear. We\u2019re not talking about the basic \u201cwelcome aboard\u201d learning packet that accompanies the logoed keychain and bottle coozie handed out on the first day. Nor is it the links to company videos that explain the roles of each department and how they contribute to the organization\u2019s overall success. And it\u2019s not a ride-along with a seasoned sales rep to help rookies learn how your organization approaches and handles existing and prospective clients.<\/p>\n\n\n\n<p>One of the most often-repeated phrases uttered by office tech dealer leadership is the notion that they want their employees to be trained and coached so well, so thoroughly, that other companies will want to poach them. Those same dealers tend to have branded training programs, engage trainers and consultants on a continuing basis, and require new hires to read books and hear audio recordings of motivational speakers whose values align with the companies.<\/p>\n\n\n\n<p>In fact, the best training\/teaching\/coaching curriculums are unfinished symphonies, so to speak. They\u2019re ceaseless, constantly updated and modified, and incorporate attaining certifications from third-party organizations (industry manufacturers, CompTIA, etc.). Every element and all thought that\u2019s put into these learning tools is a reflection of the dealer, its core values and how it regards clients, employees and partners alike. It\u2019s the dealer\u2019s fingerprint, and the objective is to cultivate like-minded team members.<\/p>\n\n\n\n<p>This month\u2019s State of the Industry report on training and coaching profiles seven nationally renowned dealers who agreed to share what makes their programs special and, most of all, effective. Whether it\u2019s an AP\/AR candidate who formerly did bookkeeping for a local auto parts store or a sales candidate who majored in philosophy or French literature in college, dealers seek to mold motivated, pliable individuals into shining examples of their corporate culture, people enviable enough to warrant poaching.<\/p>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>Sales Approach<\/strong><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large\"><img loading=\"lazy\" width=\"150\" height=\"200\" src=\"http:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2024\/08\/Tom-Hemmelgarn-Prosource.jpg\" alt=\"\" class=\"wp-image-61511\"\/><figcaption>Tom Hemmelgarn,<br>Prosource<\/figcaption><\/figure><\/div>\n\n\n\n<p>In the Cincinnati suburb of Blue Ash, Ohio, Prosource crafted a training program that\u2019s designed to bolster sales effectiveness and client development. The appropriately named \u201cProsource Way\u201d centers on a foundation of tailored content, interactive role-playing and real-world scenarios that facilitate targeted account engagement, notes Tom Hemmelgarn, senior vice president of sales. The full-fledged program provides a thorough overview of product knowledge, sales techniques, customer\/vertical market research and modern prospecting methods.<\/p>\n\n\n\n<p>The overarching thrust is the notion that in creating a true learning organization, Prosource empowers its team members to adapt, align and grow. The net result, Hemmelgarn noted, is a culture of sustained professional excellence.<\/p>\n\n\n\n<p>\u201cWe continuously focus on key areas such as effective questioning, objection handling, value-based positioning and role-play sessions,\u201d he said. \u201cFor new associates, the initial training course is a focused 100-day program. Following this acclimation period, leaders work with associates to create personalized coaching and action plans, ensuring a continuous path for learning and growth.\u201d<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\"><p>We continue to reinforce the use of specific talk tracks, customized emails and tailored talking points across all departments to ensure a cohesive and effective approach.<\/p><cite>\u2013 Tom Hemmelgarn, Prosource<\/cite><\/blockquote>\n\n\n\n<p>As Prosource has evolved, it\u2019s moved away from focusing primarily on office equipment in favor of cross-selling. The approach breaks down each solution, demonstrating how it can yield new opportunities. It also stresses a top-to-bottom sales process\u2014all built on a structured, repeatable methodology.<\/p>\n\n\n\n<p>To that end, the dealer has introduced more group role-playing, shared learning sessions across its divisions and third-party trainers and manufacturers that specialize in specific verticals. \u201cWe use a variety of tools to support and measure this training, including pre- and post-assessments, prospect planning worksheets, deal diagnostics, an AI customer research portal and a CRM integrated with our customer billing system,\u201d Hemmelgarn remarked. \u201cThe effectiveness of this training is measured through concrete results such as prospecting accountability, success within vertical markets, activity statistics, customer and associate surveys, and regular feedback sessions. This ensures our training isn\u2019t just a process but a key driver of measurable success.\u201d<\/p>\n\n\n\n<p>One of the greatest obstacles Prosource has encountered is how to approach sales and marketing with AI quickly evolving and customers doing research so thorough that it\u2019s often completed by the time the dealer is engaged. The best counteractive remedy, Hemmelgarn noted, lies in strengthening the alliance between Prosource\u2019s office equipment, marketing, technical (Vitis Technologies) and business process automation teams.<\/p>\n\n\n\n<p>\u201cThis collaboration drives targeted engagement, delivery and growth,\u201d he said. \u201cWe continue to reinforce the use of specific talk tracks, customized emails and tailored talking points across all departments to ensure a cohesive and effective approach.\u201d<\/p>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>Top-Down Approach<\/strong><\/p>\n\n\n\n<p>When Rhyme University was launched more than 20 years ago, the goal was to offer extended training to employees of the Wisconsin-based dealership. The company also wanted to formalize its onboarding plans and continued education for sales (professional selling skills and product knowledge) and service (ongoing hardware proficiency).<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large\"><img loading=\"lazy\" width=\"150\" height=\"200\" src=\"http:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Kendall-Steinhoff-Rhyme.jpg\" alt=\"\" class=\"wp-image-66879\" srcset=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Kendall-Steinhoff-Rhyme.jpg 150w, https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Kendall-Steinhoff-Rhyme-75x100.jpg 75w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><figcaption>Kendall Steinhoff,<br>Rhyme<\/figcaption><\/figure><\/div>\n\n\n\n<p>According to Kendall Steinhoff, director of sales and marketing for Rhyme, having management take part in the training and assessments yields areas for them to focus on improving as they monitor employee training progress. That top-down training approach has proven most effective.<\/p>\n\n\n\n<p>Rhyme leveraged COVID-induced down time to beef up its training regimen at a time when third-party programs were being dialed back, Steinhoff said. One of the initiatives that arose was its service training model.<\/p>\n\n\n\n<p>\u201cWe became 3T Certified (Train the Trainer Model) and brought all manufacturer training in house for our field technicians,\u201d she said. \u201cWe measure effectiveness of our training initiatives through detailed grading rubrics on the sales side and NEXERA performance for field service. Feedback from participants is always incorporated into future sessions. The training is built to be effective and valuable; if something missed the mark, we modify where needed and move forward.\u201d<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\"><p>The training is built to be effective and valuable; if something missed the mark, we modify where needed and move forward.<\/p><cite>\u2013 Kendall Steinhoff, Rhyme<\/cite><\/blockquote>\n\n\n\n<p>New product\/technology launches can often be challenging, Steinhoff noted. When Rhyme expands its product offerings, that prioritizes getting engineers and pre-sales support staff trained quickly for optimal client-facing interactions. Although manufacturers can perform high-level overviews or showroom demos, they\u2019re often delayed and take time to schedule.<\/p>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>Effective Pacing<\/strong><\/p>\n\n\n\n<p>When an organization is as large as DEX Imaging, with more than 2,000 employees and dozens of facilities, a thoughtful and measured approach to education and training is paramount. The Tampa, Florida-based megadealer is constantly in hiring mode and benefits from a training program that addresses technical certifications, soft skills and networking\/software training courses for customer-facing personnel.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large\"><img loading=\"lazy\" width=\"150\" height=\"200\" src=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Chris-Kanehl-DEX-Imaging.jpg\" alt=\"\" class=\"wp-image-66880\" srcset=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Chris-Kanehl-DEX-Imaging.jpg 150w, https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Chris-Kanehl-DEX-Imaging-75x100.jpg 75w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><figcaption>Chris Kanehl,<br>DEX Imaging<\/figcaption><\/figure><\/div>\n\n\n\n<p>Chris Kanehl, DEX Imaging\u2019s service training director, notes that team members complete foundational OEM certifications across all A3, wide-format and production platforms with access to a dealer repository of more than 60 classes to choose from. Through its DEX Academies, employees can take on topics including service excellence and customer care, problem-solving, ADV troubleshooting and first-time fix improvement sessions.<\/p>\n\n\n\n<p>\u201cWhat makes it effective is the balance of technical training paired with people skills and networking support readiness to ensure employees are fully prepared to support customers,\u201d he said.<\/p>\n\n\n\n<p> Kanehl pointed out that refinements to DEX Imaging\u2019s training platform are governed by feedback from internal technician and service manager surveys. The upshot has been measurable improvements in first-time fix rates and accelerated training cycles. The dealer is also quick to adapt to service trends or changes to its business needs.<\/p>\n\n\n\n<p>\u201cWe\u2019ve also expanded our virtual training footprint, developed interactive courses in Microsoft Teams, and integrated analytics and training paths into our LMS to guide employees toward the next course that strengthens their core competencies,\u201d he added.<\/p>\n\n\n\n<p>One of the dangers in fast-tracking technician education is overwhelming them, considering the complexity of A3, wide-format and production systems. For rookie techs, Kanehl feels the information overload can be a \u201cheavy lift.\u201d To skirt the issue, DEX relies on virtual foundation courses, layering in OEM certifications while reinforcing hands-on troubleshooting workshops.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\"><p>We\u2019ve also expanded our virtual training footprint, developed interactive courses in Microsoft Teams, and integrated analytics and training paths into our LMS to guide employees toward the next course that strengthens their core competencies.<\/p><cite>\u2013 Chris Kanehl, DEX Imaging<\/cite><\/blockquote>\n\n\n\n<p>\u201cPairing these with customer-facing soft skills training helps technicians balance technical expertise with effective customer communication skillsets,\u201d he added.<\/p>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>Internal and External Programs<\/strong><\/p>\n\n\n\n<p>Ideally, the best training\/education platforms are gleaned from multiple sources. While many dealers have common DNA, so to speak, there are intricacies that can govern the platform\u2019s design from a branding or core values point of view. For United Business Technologies (UBT) of Gaithersburg, Maryland, its programs cover technical, sales, administrative and client-facing aspects\u2014all built on a blend of OEM-certified frameworks, industry best practices and customized content tailored to UBT\u2019s business model.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large\"><img loading=\"lazy\" width=\"150\" height=\"200\" src=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Laura-Poletti-UBT.jpg\" alt=\"\" class=\"wp-image-66881\" srcset=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Laura-Poletti-UBT.jpg 150w, https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Laura-Poletti-UBT-75x100.jpg 75w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><figcaption>Laura Poletti,<br>United Business <br>Technologies<\/figcaption><\/figure><\/div>\n\n\n\n<p>Laura Poletti, the director of marketing and senior project manager for UBT, notes the company\u2019s curriculum for both clients and internal team members. On the client end, UBT has videos and short-cut guides that touch on areas including Canon uniFLOW features, basic device operation and PrintFleet\/SmartPrint usage. Product shows and demos offer hands-on sessions that address new technologies and workflows, while UBT-hosted or Teams-based training offer flexible formats tailored toward client preferences.<\/p>\n\n\n\n<p>Internally, UBT provides technical, sales and administrative training. The technical side covers equipment from Canon, HP and Toshiba, along with Fiery certifications. Salespeople are schooled on tools including ZoomInfo, LinkedIn Navigator and SalesChain in addition to managed print and product training. On the administrative end, team members can avail themselves of quarterly lunch-and-learn sessions that address e-Automate, Copilot AI and Excel. YouTube is also beneficial for on-demand Excel and Copilot primers.<\/p>\n\n\n\n<p>One of the more significant changes to UBT\u2019s training platform is its broadening to be hybrid with both live and self-paced options. The learning paths are more role-specific, and the dealer makes feedback-driven updates to content and delivery, according to Poletti.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\"><p>We collect feedback via surveys and quarterly reviews, which directly inform future program design.<\/p><cite>\u2013 Laura Poletti, United Business Technologies<\/cite><\/blockquote>\n\n\n\n<p>\u201cWe measure the effectiveness of our programs through certification rates and performance improvements,\u201d she said. \u201cIt\u2019s also reflected by reduced support tickets and client satisfaction. We collect feedback via surveys and quarterly reviews, which directly inform future program design.\u201d<\/p>\n\n\n\n<p>According to Poletti, staying current with emerging technologies can make internal sales training a challenge. But UBT has equipped its reps to meet that challenge head-on through partner-led training, hands-on experience and expert mentorship. With a strong grasp of the latest features and equipment, the sales team is well-prepared to deliver smart, tailored solutions that truly meet customer needs.<\/p>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>Intruder Alert<\/strong><\/p>\n\n\n\n<p>When it comes to IT and security, identifying the many pitfalls introduced by intruders with devious intentions is an aspect that merits constant revisiting. At Pulse Technology, monthly internal security awareness training (SAT) can shine a light on individuals who are in danger of falling victim to bad actors. The dealer sends out fake phishing emails not intending to shame or embarrass those who take the bait. But for those who are guilty of clicking a suspicious link, the Schaumburg, Illinois-based dealer remedies the issue by enrolling them in SAT.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large\"><img loading=\"lazy\" width=\"150\" height=\"200\" src=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Vince-Miceli-Pulse-Technology.jpg\" alt=\"\" class=\"wp-image-66882\" srcset=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Vince-Miceli-Pulse-Technology.jpg 150w, https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Vince-Miceli-Pulse-Technology-75x100.jpg 75w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><figcaption>Vince Miceli,<br>Pulse Technology<\/figcaption><\/figure><\/div>\n\n\n\n<p>Vince Miceli, vice president of technology, notes that only the click offenders are required to complete the module. The ill-advised click launches a 30-minute SAT course right on the employees\u2019 computer screen. Pulse Technology has developed similar training programs for its external IT clients and their team members. The dealer trains clients on detection in person, by phone or through Zoom\/Teams.<\/p>\n\n\n\n<p>\u201cWe do offer lunch-and-learns and other programs for the general public to boost awareness of the dangers of clicking on dangerous links,\u201d Miceli said. \u201cOne statistic that always surprises people when they hear it the first time is that 90% of breaches into a company\u2019s infrastructure are the result of human error.\u201d<\/p>\n\n\n\n<p>In terms of new hires across the dealer\u2019s service areas (copiers\/printers, IT, AV, etc.), onboard training is now more geared toward the employees as opposed to product offerings. \u201cWe spend the first day on orientation\u2014more about the company and why the new employees are important to our future plans, why their job matters and why we hired them,\u201d Miceli added. \u201cFrom there we tailor our training to what each employee needs to know in order to do his\/her job effectively. For example, our telemarketers don\u2019t need to know every intricate detail on how a multifunction printer works, as opposed to our technicians, who obviously do.\u201d<\/p>\n\n\n\n<p>Miceli has found hands-on training to be more fruitful than online instruction. Pulse Technology partners with Sharp on tech training, while IT personnel pursue certifications via external programs. The dealer maintains a training matrix for the entire staff, and individuals list the courses they prefer. The company sponsors all employee training.<\/p>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>Tech vs. Sales<\/strong><\/p>\n\n\n\n<p>Doing Better Business (DBB), based in Altoona, Pennsylvania, relies on a multifaceted approach toward internal tech\/sales training and client instructional programs. DBB has four techs certified to train staff in-house, which enables the dealer to craft its own scheduling without needing to align with that of the manufacturer. With new salespeople, DBB assesses their baseline of knowledge, followed by instruction from manufacturer reps. From that point, it becomes an ongoing process with one-on-one training and assessment that covers DBB\u2019s offerings, processes and best practices, and internal technologies and processes that help ensure success.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large\"><img loading=\"lazy\" width=\"150\" height=\"200\" src=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Debra-Dellaposta-Doing-Better-Business.jpg\" alt=\"\" class=\"wp-image-66883\" srcset=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Debra-Dellaposta-Doing-Better-Business.jpg 150w, https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Debra-Dellaposta-Doing-Better-Business-75x100.jpg 75w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><figcaption>Debra Dellaposta,<br>Doing Better Business<\/figcaption><\/figure><\/div>\n\n\n\n<p>President Debra Dellaposta points out that DBB subscribes to self-paced web training courtesy of Skillsets Online that\u2019s available to all team members. The platform covers a wide-ranging curriculum that includes IT, leadership\/management, communication, customer service, sales and marketing, privacy and cybersecurity, Microsoft, project management, compliance, HR\u00a0and personal improvement.<\/p>\n\n\n\n<p>\u201cWith technology always changing within our industry, it\u2019s critical to keep updated with the advances and changes in security, hardware, software, AI integration, compliances, conference room as a service, A\/V and the many cloud-based solutions, such as enterprise content management, CloudFax and UCaaS, to name a few,\u201d she noted.<\/p>\n\n\n\n<p>Client training is critical to keep them in step with changing technologies. Dellaposta has seen many examples of new clients who were clearly not educated on product capabilities by their previous vendor. Too often, the client will request a certain capability for a product upgrade that it already possessed in its incumbent unit. That puts the onus on DBB to show the new account what the previous vendor neglected to demonstrate.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\"><p>Proper initial consultation should lead to a proper solution that will help the client satisfy their unique needs and resolve pain points.<\/p><cite>\u2013 Debra Dellaposta, Doing Better Business<\/cite><\/blockquote>\n\n\n\n<p>\u201cProper initial consultation should lead to a proper solution that will help the client satisfy their unique needs and resolve pain points,\u201d she said. \u201cA dealership\u2019s success is directly proportional to the success of the client base, which in turn should lead to greater success of both. Here\u2019s where we find it best with in-person training and assessment.\u201d<\/p>\n\n\n\n<p>While the tech training side has remained fairly static through the years, DBB has modified its sales instructional program to focus on various elements. With a burgeoning product roster to leverage, Dellaposta notes that employee and client feedback greatly dictates its training. New products tend to throw the most curveballs to account reps, but hands-on instruction often alleviates the issue. She\u2019s also mindful of training overload and aims to provide a tolerable learning pace.<\/p>\n\n\n\n<p>\u201cFor technical training, electrical problems provide the biggest frustration,\u201d Dellaposta said. \u201cWe make sure they have access to the resources they need to troubleshoot and resolve those issues.\u201d<\/p>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color\"><strong>Structured Strength<\/strong><\/p>\n\n\n\n<p>A methodical training structure is employed by Fraser Advanced Information Systems of West Reading, Pennsylvania. There\u2019s a 90-day program that covers all employees, with industry- and role-specific modules plus weekly feedback and key person interviews. Every role has a playbook to ensure consistency and efficiency. Managers receive structural behavioral skills (SBS), attitude-skills-knowledge (ASK) and Microsoft Teams training.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\"><p>We use playbooks across all roles to ensure consistency, with regular reviews to update content as processes or technologies change.<\/p><cite>\u2013 Lauren Christman, Fraser Advanced Information Sytems<\/cite><\/blockquote>\n\n\n\n<p>On the service end, new hires follow a structured 100-day plan that offers a mixture of manufacturer, company and industry training along with real-world problem solving. Monthly in-person coaching sessions focus on building skills, addressing benchmarks and reinforcing the ASK model. These interactions drive continuous improvement and strengthen trust and rapport between managers and employees.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large\"><img loading=\"lazy\" width=\"150\" height=\"200\" src=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Lauren-Christman-Fraser-Advanced-Information-Sytems.jpg\" alt=\"\" class=\"wp-image-66885\" srcset=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Lauren-Christman-Fraser-Advanced-Information-Sytems.jpg 150w, https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Lauren-Christman-Fraser-Advanced-Information-Sytems-75x100.jpg 75w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><figcaption>Lauren Christman,<br>Fraser Advanced <br>Information Sytems<\/figcaption><\/figure><\/div>\n\n\n\n<p>Account representatives also undergo a 100-day onboarding program supported by comprehensive manuals for reps and managers, timelines and measurable milestones. Fraser taps outside trainers who coach up the newcomers in appointment generation and the dealer\u2019s sales process. Following the onboarding, subsequent training blends small-group external programs with weekly internal sessions geared toward new and high-performing reps.<\/p>\n\n\n\n<p>According to HR Director Lauren Christman, the dealer\u2019s training platform has increasingly emphasized weekly feedback loops and structured onboarding plans. \u201cWe use playbooks across all roles to ensure consistency, with regular reviews to update content as processes or technologies change,\u201d she said. \u201cEffectiveness is measured through employee performance and feedback, which helps managers quickly identify gaps and refine programs. Continuous input from staff has been critical to keeping our training relevant and practical.\u201d<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large\"><img loading=\"lazy\" width=\"150\" height=\"200\" src=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Blake-Bossler-Fraser-Advanced-Information-Sytems.jpg\" alt=\"\" class=\"wp-image-66887\" srcset=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Blake-Bossler-Fraser-Advanced-Information-Sytems.jpg 150w, https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Blake-Bossler-Fraser-Advanced-Information-Sytems-75x100.jpg 75w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><figcaption>Blake Bossler,<br>Fraser Advanced <br>Information Sytems<\/figcaption><\/figure><\/div>\n\n\n\n<p>On the service side, training now follows a clear certification path that begins with A3 mid-range and A4 units before expanding into wide-format and production devices. Blake Bossler, vice president of service for Fraser, notes the dealer leans on the Johnson Model for measuring effectiveness, reinforced via course evaluations, manager reviews and technician feedback.<\/p>\n\n\n\n<p>\u201cWe also launched a 10-week TEAM development program combining in-person and Teams sessions to deepen both technical and cultural knowledge,\u201d Bossler said. \u201cWhile virtual sessions add flexibility, in-person meetings remain most effective for building trust and engagement.\u201d<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\"><p>While virtual sessions add flexibility, in-person meetings remain most effective for building trust and engagement.<\/p><cite>\u2013 Blake Bossler, Fraser Advanced Information Sytems<\/cite><\/blockquote>\n\n\n\n<p>One of the areas of greatest concern, according to Bossler, is many OEMs are conducting virtual-only training, which isn\u2019t conducive to hands-on instruction. \u201cTo bridge the gap, our two in-house 3T trainers provide classroom sessions that all technicians attend after completing online courses,\u201d he added. \u201cThis blended approach ensures consistency and practical application beyond what virtual training alone can deliver.\u201d<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignleft size-large\"><img loading=\"lazy\" width=\"150\" height=\"200\" src=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Michael-Macri-Fraser-Advanced-Information-Sytems.jpg\" alt=\"\" class=\"wp-image-66886\" srcset=\"https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Michael-Macri-Fraser-Advanced-Information-Sytems.jpg 150w, https:\/\/www.enxmag.com\/twii\/wp-content\/uploads\/2025\/10\/Michael-Macri-Fraser-Advanced-Information-Sytems-75x100.jpg 75w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/><figcaption>Michael Macri,<br>Fraser Advanced <br>Information Sytems<\/figcaption><\/figure><\/div>\n\n\n\n<p>Michael Macri, Fraser\u2019s vice president of sales, points out that sales metrics such as revenue growth, appointments set and pipeline development have been augmented by Smartsheet\u2019s AI-driven work management tool. It captures structured feedback, allowing managers and trainers to pinpoint areas for improvement.<\/p>\n\n\n\n<p>\u201cWeekly training sessions, both internally led and supported by external contractors, keep skills sharp and performance on track,\u201d Macri noted. \u201cThese changes have helped us address deficiencies sooner and maintain consistent sales development across the team.\u201d<\/p>\n\n\n\n<p>With five different locations, ensuring the consistency of training across the network is important. By developing standardized training tracks in collaboration with sales management, Macri believes it will help eliminate unwanted variability.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\"><p>Weekly training sessions, both internally led and supported by external contractors, keep skills sharp and performance on track.<\/p><cite>\u2013 Michael Macri, Fraser Advanced Information Sytems<\/cite><\/blockquote>\n\n\n\n<p>\u201cWe\u2019re also exploring AI tools to capture and distribute training sessions, making it easier to ensure consistency and access regardless of location,\u201d he added. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are ample variables a job candidate must weigh before deciding between two or more potential employers: financial compensation, benefits, opportunities for advancement, proximity to home and remote work possibilities, among others. But perhaps one area that tends to fly under the radar\u2014and both companies and job seekers are sometimes guilty of neglecting the subject\u2014is the need for a quality and comprehensive training program. Let\u2019s be clear. We\u2019re not talking about the basic \u201cwelcome aboard\u201d learning packet that accompanies the logoed keychain and bottle coozie handed out on the first day. Nor is it the links to company videos that explain the roles of each department and how they contribute to the organization\u2019s overall success. And it\u2019s not a ride-along with a seasoned sales rep to help rookies learn how your organization approaches and handles existing and prospective clients. One of the most often-repeated phrases uttered by office tech dealer leadership is the notion that they want their employees to be trained and coached so well, so thoroughly, that other companies will want to poach them. Those same dealers tend to have branded training programs, engage trainers and consultants on a continuing basis, and require new hires to read books and hear audio recordings of motivational speakers whose values align with the companies. In fact, the best training\/teaching\/coaching curriculums are unfinished symphonies, so to speak. They\u2019re ceaseless, constantly updated and modified, and incorporate attaining certifications from third-party organizations (industry manufacturers, CompTIA, etc.). Every element and all thought that\u2019s put into these learning tools is a reflection of the dealer, its core values and how it regards clients, employees and partners alike. It\u2019s the dealer\u2019s fingerprint, and the objective is to cultivate like-minded team members. This month\u2019s State of the Industry report on training and coaching profiles seven nationally renowned dealers who agreed to share what makes their programs special and, most of all, effective. Whether it\u2019s an AP\/AR candidate who formerly did bookkeeping for a local auto parts store or a sales candidate who majored in philosophy or French literature in college, dealers seek to mold motivated, pliable individuals into shining examples of their corporate culture, people enviable enough to warrant poaching. Sales Approach In the Cincinnati suburb of Blue Ash, Ohio, Prosource crafted a training program that\u2019s designed to bolster sales effectiveness and client development. The appropriately named \u201cProsource Way\u201d centers on a foundation of tailored content, interactive role-playing and real-world scenarios that facilitate targeted account engagement, notes Tom Hemmelgarn, senior vice president of sales. The full-fledged program provides a thorough overview of product knowledge, sales techniques, customer\/vertical market research and modern prospecting methods. The overarching thrust is the notion that in creating a true learning organization, Prosource empowers its team members to adapt, align and grow. The net result, Hemmelgarn noted, is a culture of sustained professional excellence. \u201cWe continuously focus on key areas such as effective questioning, objection handling, value-based positioning and role-play sessions,\u201d he said. \u201cFor new associates, the initial training course is a focused 100-day program. Following this acclimation period, leaders work with associates to create personalized coaching and action plans, ensuring a continuous path for learning and growth.\u201d We continue to reinforce the use of specific talk tracks, customized emails and tailored talking points across all departments to ensure a cohesive and effective approach. \u2013 Tom Hemmelgarn, Prosource As Prosource has evolved, it\u2019s moved away from focusing primarily on office equipment in favor of cross-selling. The approach breaks down each solution, demonstrating how it can yield new opportunities. It also stresses a top-to-bottom sales process\u2014all built on a structured, repeatable methodology. To that end, the dealer has introduced more group role-playing, shared learning sessions across its divisions and third-party trainers and manufacturers that specialize in specific verticals. \u201cWe use a variety of tools to support and measure this training, including pre- and post-assessments, prospect planning worksheets, deal diagnostics, an AI customer research portal and a CRM integrated with our customer billing system,\u201d Hemmelgarn remarked. \u201cThe effectiveness of this training is measured through concrete results such as prospecting accountability, success within vertical markets, activity statistics, customer and associate surveys, and regular feedback sessions. This ensures our training isn\u2019t just a process but a key driver of measurable success.\u201d One of the greatest obstacles Prosource has encountered is how to approach sales and marketing with AI quickly evolving and customers doing research so thorough that it\u2019s often completed by the time the dealer is engaged. The best counteractive remedy, Hemmelgarn noted, lies in strengthening the alliance between Prosource\u2019s office equipment, marketing, technical (Vitis Technologies) and business process automation teams. \u201cThis collaboration drives targeted engagement, delivery and growth,\u201d he said. \u201cWe continue to reinforce the use of specific talk tracks, customized emails and tailored talking points across all departments to ensure a cohesive and effective approach.\u201d Top-Down Approach When Rhyme University was launched more than 20 years ago, the goal was to offer extended training to employees of the Wisconsin-based dealership. The company also wanted to formalize its onboarding plans and continued education for sales (professional selling skills and product knowledge) and service (ongoing hardware proficiency). According to Kendall Steinhoff, director of sales and marketing for Rhyme, having management take part in the training and assessments yields areas for them to focus on improving as they monitor employee training progress. That top-down training approach has proven most effective. Rhyme leveraged COVID-induced down time to beef up its training regimen at a time when third-party programs were being dialed back, Steinhoff said. One of the initiatives that arose was its service training model. \u201cWe became 3T Certified (Train the Trainer Model) and brought all manufacturer training in house for our field technicians,\u201d she said. \u201cWe measure effectiveness of our training initiatives through detailed grading rubrics on the sales side and NEXERA performance for field service. Feedback from participants is always incorporated into future sessions. The training is built to be effective and valuable; if something missed the mark, we modify where needed and move forward.\u201d The training is [&hellip;]<\/p>\n","protected":false},"author":166,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1641],"tags":[],"_links":{"self":[{"href":"https:\/\/www.enxmag.com\/twii\/wp-json\/wp\/v2\/posts\/66876"}],"collection":[{"href":"https:\/\/www.enxmag.com\/twii\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.enxmag.com\/twii\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.enxmag.com\/twii\/wp-json\/wp\/v2\/users\/166"}],"replies":[{"embeddable":true,"href":"https:\/\/www.enxmag.com\/twii\/wp-json\/wp\/v2\/comments?post=66876"}],"version-history":[{"count":5,"href":"https:\/\/www.enxmag.com\/twii\/wp-json\/wp\/v2\/posts\/66876\/revisions"}],"predecessor-version":[{"id":66891,"href":"https:\/\/www.enxmag.com\/twii\/wp-json\/wp\/v2\/posts\/66876\/revisions\/66891"}],"wp:attachment":[{"href":"https:\/\/www.enxmag.com\/twii\/wp-json\/wp\/v2\/media?parent=66876"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.enxmag.com\/twii\/wp-json\/wp\/v2\/categories?post=66876"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.enxmag.com\/twii\/wp-json\/wp\/v2\/tags?post=66876"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}