

SBI, The Growth Advisory
SBI, The Growth Advisory
Welcome to the SBI Podcast Channel. SBI is the go-to-market (GTM) growth advisory with proven experience in helping innovative companies achieve real results in sales and marketing. This channel features podcasts with insightful discussions between top sales and marketing leaders, sharing insights, best practices, and proven strategies to create incremental value and drive revenue growth for your organization. Subscribe today to keep up with the latest episodes for impactful sales and marketing growth strategies.
Episodes
Mentioned books

Nov 16, 2023 • 34min
Reinventing Organizational Structure for Improved Sales
This week on the SBI Sales and Marketing podcast, we spoke with Samir Joglekar, EVP of sales at Renaissance Learning, about how to lay out a new organizational structure for a company.
In our first segment, Samir shares the first things you should evaluate when looking at your organizational design in order to reconstruct the way your departments are currently set up.
Next, Samir offers guidance on how to incorporate a new channel to a long standing enterprise in order to gain a deeper connection and build better relationships with customers.
In our last segment, Samir sends us off with some tips on how to ensure you’ve supplied your team with the right resources for them to execute and maintain a newly implemented organization structure.

Nov 16, 2023 • 33min
5 Ways New CEOs Can Build Strong Corporate Strategy
This week on the SBI Sales and Marketing podcast, we spoke with Joel Trammell, CEO of Khorus, about his corporate strategy approach detailed in his book, “The CEO Tightrope,” which describes how to keep your product, marketing and sales teams aligned.
In our first segment, Joel discusses what inspired him to write his book and lays out the five core responsibilities of a CEO required to build a corporate level strategy, including owning the vision, providing proper resources, building culture, making decisions and recruiting the right talent.
Next, Joel talks with us about his perspective as a board member after serving as a CEO and how to hire the right CEO for the job.
In our last segment, Joel walks us through the SCARF theory and how it relates to business strategy. He finishes by telling us how his company’s software product helps organizations maintain their strategic alignment from the top to bottom of a company.

Nov 16, 2023 • 33min
How New CEOs Can Build a Scalable Corporate Strategy
This week on the SBI Sales and Marketing podcast, we spoke with Dave Rennyson, EVP and GM of the Cloud division at Genesys, about how to scale a SaaS company using corporate strategy.
In our first segment, Dave discusses how he and his team successfully moved their average deal size from $10,000 to $80,000 with sales management, product focus and strong network security.
In our second segment, we talk with Dave about how strategic alignment across all departments is necessary to help grow your company from a small- or mid-sized business to an enterprise, something many SaaS companies want to do but are unable to.
In our final segment, Dave shares with us how he was able to move from sales leader to president of his company as well as make the shift from functional management to general management.

Nov 16, 2023 • 37min
The 4 Pillars of Sales Operations Strategy
This week on the SBI Sales and Marketing podcast, we speak with Lee Wood, SVP of sales operations, planning and strategy at Thomson Reuters, about building a successful sales operations strategy. In our first segment, Lee covers the basic structure of a sales operations department, the number of people needed, what roles they perform and how they are structured.
Next, we walk through how to identify, design and create a set of reports that consistently satisfy the needs of the executive leadership team and how to continue running your quarterly and annual strategic planning process. This includes sales training and why Thomson Reuters chooses to keep a sales enablement function as a part of their sales operations strategy.
In our last segment, Lee shares with us the reasoning behind his personal decision to make the leap from sales management to sales operations.

Nov 16, 2023 • 35min
Strategic Planning: Your Ticket To Meeting Revenue Goals
This week on the SBI Sales and Marketing podcast, we speak with Jim Tedesco, SVP of North American sales at Veeam Software, about strategic planning for sales in the enterprise software industry.
In our first segment, we discuss the planning process Jim and his team use to define a revenue goal for the upcoming year and the unpredictability that comes with introducing new software to companies.
In our second segment, Jim shares what data is required to drive a revenue growth strategy and your best resource to acquire it from.
In our final segment, we look at determining a budget to make your projected quota, how to allocate it and how to secure it from your company.

Nov 16, 2023 • 24min
A CFO’s Perspective on Sales and Marketing
We recently caught up with Ed Puisis, who is the CFO of Intelligrated. Intelligrated is a $700 million industrial automation company growing 20% per year and is forecasted to hit $1 billion in just a few short years.
We asked Ed to share with us his views on Sales and Marketing, from the perspective of the CFO. The Chief Financial Officer is a key player in the development of the sales and marketing strategy but is one that is often overlooked in its development. This podcast is meant to offer insight into how finance, sales, and marketing can work together. You can listen to the podcast here.
By listening to this interview you will learn how to:
- Build KPIs correctly
- Connect sales/marketing KPIs to corporate KPIs
- Measure process effectiveness
- Move beyond activity metrics and get to causation
If you are a Sales or Marketing Leader and need a better relationship with the CFO, you might find this helpful.

Nov 16, 2023 • 25min
How to Migrate from Product Marketing to Customer Marketing
Mark Synek of SBI talks to Rich Doggett, a twenty-year marketing veteran, and the VP of Field Marketing at Sysco Corporation. They discuss direct marketing, and how to apply corporate marketing strategies to field marketing. Also discussed is the importance of balancing internal and external customer needs. Follow along with Mark and Rich to find out how important buyer potential is, and why you should be getting away from product marketing and getting involved with customer marketing.
We recently interviewed Rich Doggett, Vice President of Product and Field Marketing at Sysco. Sysco is the largest food distributor, does $45 billion in annual revenues, has 50,000 employees, and over 400,000 customers.
By listening to this podcast, you will learn:
- How product marketing can partner with the field sales team.
- An approach to think through which products should be sold through which channel.
- Examples of how to grow wallet share from key accounts.

Nov 16, 2023 • 21min
Best-in-Class Sales Operations Leadership in the Software Industry
We caught up with two bright Sales Ops Leaders from the software industry. Evan Randall is the Vice President of Sales Ops at software company Tableau Software. The work that Evan is doing contributed to amazing sales results during the last quarter.
Check these numbers out:
- Revenue growth of 71% and on run rate of $420 million.
- License growth of 66%.
- Added 2,500 new customers.
- Big deals (>$100k) up 68%.
Jerad Lally is the Director of Sales Ops at Paylease. The work that Jerad is doing contributed to the company tripling in size and getting acquired by top tier private equity firm Francisco Partners.
By listening to this podcast, you will:
1. Hear why staffing sales enablement with former sales reps produces great results.
2. Understand the difference between a strategic and tactical Sales Ops Leader.
3. How to ramp new sales reps to revenue quickly through certification.
If you are a CEO, or Head of Sales, at a software company, ask yourself: “Are you getting maximum value from the Sales Ops function?”. Hopefully, Evan and Jerad are two calibration points to help you answer this question.

Nov 16, 2023 • 29min
The #1 Ranked Sales Team of 2014
Matt Sharrers interviews Heartland's Chief Sales Officer about sales growth, how to acquire quality members, how to keep a good atmosphere in the workplace, and some key goals and struggles he faces planning for 2015.
Here is what you will learn by listening to this podcast:
1. How Tony, 34 years of age, became the youngest Chief Sales Officer in the Fortune 1000.
2. Why they have not changed the sales comp plan since 1994.
3. What the “Sales Rep Bill of Rights" is.
4. The difference between the goose and the eggs.

Nov 16, 2023 • 23min
A New Approach to Time Management for Sales Managers
Josh Horstmann, Principal at SBI, is joined by Mike Walz to discuss sales management cadence. Mike is the VP of Sales and Marketing at Ramsey Industries with over 25 years of experience in the Industrial Sales Marketplace. Josh and Mike discuss how buyer behavior is changing, and how sales managers must adapt their strategies. Hear how Mike manages his team, and aligns their reps and buyers resulting in increased sales.