

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 • 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.

Nov 16, 2023 • 27min
How Agility Logistics Transformed Their Sales Force
Andrew Urteaga, a Principal at SBI, is joined by Paul Mullins, the SVP of Business Development for Agility Logistics. Agility Logistics is one of the worlds’ leading providers of integrated logistics with five hundred companies across 100 countries. These two discuss sales adoption, and how to get sales initiatives to stick inside an organization. They talk about what signs denote a need for change, why a company should push for a change, and items of note to help with adoption. When trying to push new sales strategies, a key item to focus on is making sure key stake holders are on board from the beginning.

Nov 16, 2023 • 28min
How Guidance Software Uses Data to Drive Their Marketing Efforts
John Staples, a Partner at SBI, is joined by Alex Andrianopoulos, the Head of Marketing at Guidance Software. Alex has an engineering background, which gives him a different perspective on marketing. His technical expertise has helped him understand the needs of his customers and how to help them most effectively. They discuss the many priorities marketing executives should be considering, including instilling a data driven culture. They discuss relying on objective data and benchmarking to determine where to focus marketing’s efforts and resources.

Nov 16, 2023 • 26min
The UPS Capital Story: Sales Training’s Contribution to Making the Number
The UPS Capital Story: Sales Training’s Contribution to Making the Number. George de los Reyes, a Principal at SBI, is joined by Curt Redden, Director of Sales Training for UPS Capital. Curt is a certified professional in learning and performance and has 20 years of experience in sales training and coaching. They discuss how learning development is becoming a competitive advantage in the marketplace. Listen to this podcast to gain insight on talent development to learn how to get the right people on board and invest in your people to maximize output.

Nov 16, 2023 • 30min
Heidrick & Struggles Outlines What CEOs Look for When Hiring a Head of Sales
Greg Alexander, the CEO of SBI is joined by George Norton, the head of the chief sales officer practice at Heidrick & Struggles. If you are not familiar with Heidrick & Struggles, they are the world’s top executive search firm. As a Partner in the firm, George gets hired by CEOs to fill the role of head of sales. If you are a CEO, and are wondering if you need a new sales leader, listen to this. It might help you think through this.
If you are a head of sales, and are looking for the next adventure, listen to this. It might help you increase your marketability.

Nov 16, 2023 • 26min
A Sales Reorg with 99% Customer Retention & 5% Rep Turnover
A Sales Reorg with 99% Customer Retention & 5% Rep Turnover. Dan Perry, of SBI, is joined by Matt Boice, VP of Sales Operations for The Enthusiast Network. Matt’s organization was recently restructured and he is here to share his best practices. He will discuss the reasons for restructuring, the difficulties associated with it, and most importantly the benefits.
Listen to this podcast to gain insight from your peer who was able to thrive during his company’s reorganization.


