WhiteRock Home
Salesforce Partner
Lessons in Sales, Leadership, and Purpose: A Conversation with Michael Griego

Lessons in Sales, Leadership, and Purpose: A Conversation with Michael Griego

In a recent episode of the Trailside Talk podcast, Michael Griego, the founder and president of MXL Partners, discusses his journey from humble beginnings to founding a highly sought-after sales consultancy. The conversation was an enlightening exploration of sales strategy, resilience, faith, and the importance of meaningful partnerships.

Michael’s unique career trajectory—from selling books door-to-door in his youth to founding MXL Partners —serves as an inspiring example of perseverance, innovation, and intentionality. His story is one of balancing professional success with personal growth, and it offers valuable lessons for anyone seeking to excel in business and life.

From Humble Beginnings to Sales Mastery

Michael’s career in sales started during his college years with a summer job selling books door-to-door. While grueling, this experience taught him invaluable lessons in mental toughness, resilience, and the art of building genuine connections. These qualities would become the cornerstone of his approach to sales and leadership.

Over the years, Michael climbed the corporate ladder, taking on leadership roles that allowed him to refine his understanding of what makes sales teams and organizations successful. In the early 2000s, amidst the uncertainty of the dot-com bust, Michael took a leap of faith and launched MXL Partners, a California-based sales effectiveness consulting and training firm.

“I coach, counsel, and clarify sales process and messaging, build playbooks, and coach teams how to be more effective in their structure and go-to-market plans,” Michael explained. His work has impacted businesses ranging from high-tech organizations to those in the industrial space. It has elevated him as a trusted advisor to private equity firms seeking to optimize sales processes within their portfolio companies.

Innovative Collaboration: The Mike and Mike Show

A key segment of the episode highlighted Michael’s collaboration with WhiteRock and WhiteRock’s founder and CEO, Mike McGibbony. Together, they’ve developed a dynamic partnership that integrates strategic sales playbooks with cutting-edge CRM systems like Salesforce.

Dubbed “The Mike and Mike Show,” their collaboration is an innovative blend of human expertise and technical solutions. “WhiteRock has different ways to work with people at any level,” Michael shared.

The partnership’s success lies in its iterative approach. While Michael focuses on clarifying and executing sales processes and methodologies, WhiteRock implements these strategies within the client’s CRM environment, ensuring seamless integration and scalability. This dual focus on human and technological challenges has proven transformative for many high-growth companies, particularly those backed by private equity.

Faith as a Guiding Principle

Beyond his professional achievements, Michael’s personal life is deeply rooted in his faith. As the founder of Biblical Viewpoint, a blog and podcast dedicated to exploring faith and leadership, Michael has reached thousands with his reflections on how spiritual principles can guide decision-making in both personal and professional contexts.

“In a sense, I feel I’ve been gifted to be a coach and a teacher on the business side and the sales side, as well as on things I think of big consequence around faith and understanding of how the world works,” Michael said. He spoke passionately about the importance of mentorship, recounting how his faith influences his approach to coaching and developing the next generation of leaders.

Michael also shared how he balances the demands of running a business with his commitment to family and community. From writing impactful weekly blog posts to coaching his grandchildren’s sports teams, his life reflects a commitment to living with purpose and intentionality.

Advice for Aspiring Sales Leaders

For listeners seeking to grow in their sales careers, Michael offered practical advice grounded in decades of experience. He emphasized the importance of internships, real-world experience, and a strong foundation in sales fundamentals. “Sales is not a personality thing,” he noted, “ it’s about being smart about the problems, asking questions, and talking to people, engaging and guiding conversations to uncover issues.”

Michael also drew from his books, 42 Rules to Increase Sales Effectiveness and No Excuses: A Better Way to Sell, which provide actionable insights into mastering sales processes and cultivating a winning mindset. He also recommended several classic resources that have shaped his own career, including:

“I’ve been reading books like these all my life now and it really makes a difference in getting your head right, motivated, and grounded,” Michael said.

Celebrating Accomplishments and Looking Ahead

As the conversation drew to a close, Michael reflected on his biggest accomplishments over the past year. From expanding his consulting business to celebrating personal milestones, his reflections painted a picture of a life well-lived.

Among his achievements, Michael expressed gratitude for the opportunity to mentor young professionals, including his two sons, who are thriving in their own sales careers. 

Final Thoughts

Michael Griego’s journey is a testament to the power of discipline, intentionality, and faith. Whether you’re an aspiring sales professional, a business leader, or someone seeking inspiration for living a more purposeful life, his story offers a wealth of wisdom and practical advice.

To learn more about Michael’s work, visit mxlpartners.com or contact him at mike@mxlpartners.com. For insights into integrating sales strategies with CRM solutions, explore WhiteRock’s services.

Tune in to this episode of Trailside Talk to hear the full conversation and discover how Michael’s approach to sales, leadership, and faith can inspire you to reach new heights.

WhiteRock’s Trailside Talk podcast program shines a light on organizations that are leveraging Salesforce in powerful ways to better serve their customers.

Advancing a Salesforce Career: Ramon Vingochea’s Journey at WhiteRock

Advancing a Salesforce Career: Ramon Vingochea’s Journey at WhiteRock

The latest episode of Trailside Talk features Ramon Vingochea, a Salesforce Software Engineer at WhiteRock. Ramon shared his unique journey from a sales role to a software engineering position at WhiteRock, offering valuable insights into career growth, the power of Salesforce, and the importance of tenacity.

A Journey Begins: From Internship to Full-Time Role

Ramon’s journey at WhiteRock started two years ago when he joined the company as an intern while studying at the University of Central Arkansas (UCA). During his internship, Ramon was exposed to the sales process and gained hands-on experience with Salesforce. This initial exposure laid the foundation for his eventual transition into a full-time sales role at WhiteRock.

As a Business Development Representative (BDR), Ramon delved deeper into the CRM world, gaining a comprehensive understanding of Salesforce’s capabilities. However, his passion for technology and a desire for a more technical role led him to consider a career shift. Ramon’s decision to transition from sales to software engineering was not taken lightly, as it required him to step out of his comfort zone and embrace a new set of challenges.

Embracing Change: The Shift to Software Engineering

When Ramon realized he wanted to move away from the business development and sales side of the business, he initiated a candid conversation with his team. This decision, driven by his long-standing interest in Salesforce, marked the beginning of his journey as a Salesforce Software Engineer. Ramon credits his love for learning and the supportive environment at WhiteRock for making this transition possible.

“I deeply valued the relationships I had with the team and didn’t take it lightly to just walk away from that,” Ramon explained. “But I realized I wanted to do something more than the BDR role and I wanted to do something that fit my future career path.”

His passion for Salesforce, combined with the encouragement of his colleagues, allowed Ramon to thrive in his new role. He quickly adapted to the technical demands of the position, immersing himself in the complexities of Salesforce and the broader tech ecosystem.

The Role of Tenacity: Lessons from Baseball

Ramon attributes much of his success to the lessons he learned on the baseball field. A former baseball player at UCA, Ramon believes the mental toughness and tenacity required in sports have translated well into his professional life.

“Baseball and tenacity go hand in hand,” Ramon noted. “Being able to handle pressure, regardless of the situation, and welcome it… I think that’s a good mindset to have for your career as well as in life.”

He shared an analogy that has guided his approach to work and life: when faced with a storm, cows run away from it, prolonging their time in the storm. In contrast, bulls charge through the storm, facing it head-on and emerging on the other side more quickly. This mindset of confronting challenges directly has been pivotal in Ramon’s journey, helping him navigate the ups and downs of his career.

The Power of Salesforce: Transforming Businesses

As a Salesforce Software Engineer, Ramon spends much of his time working with Salesforce, a powerful cloud-based tool that helps businesses manage customer relationships, sales, marketing, and service operations. He has seen firsthand how Salesforce can transform organizations by streamlining operations, improving customer interactions, and enabling businesses to adapt to changing environments.

Ramon is particularly excited about some of Salesforce’s latest features, including Social Studio, which allows businesses to track and analyze social media interactions in real time. This tool, along with others like Salesforce Einstein AI, is helping companies provide more personalized customer experiences and make data-driven decisions.

Continuous Learning: A Key to Success

One of the recurring themes in Ramon’s story is the importance of continuous learning. As he has transitioned into a more technical role, Ramon emphasizes that learning never stops. Whether it’s mastering new Salesforce features or improving project management skills, Ramon is committed to growing both personally and professionally.

He recommends resources like Salesforce Trailhead and Salesforce Ben as valuable tools for anyone looking to deepen their knowledge of the platform. These resources provide a wealth of information and practical exercises that can help users stay ahead in the ever-changing CRM landscape.

The WhiteRock Difference: Innovation and Adaptability

When asked what sets WhiteRock apart from other Salesforce partners, Ramon pointed to the company’s innovative approach and adaptability. WhiteRock doesn’t just stick to the basics; instead, it creates unique tools and methodologies tailored to address specific business challenges across various industries.

“Our ability to truly understand our clients’ needs and tailor those solutions accordingly makes for some really successful Salesforce projects,” Ramon explained.

This client-centric approach, combined with a culture of continuous learning and innovation, has allowed WhiteRock to consistently deliver top-tier CRM solutions.

Final Thoughts: Advice for Aspiring Salesforce Engineers

As the conversation drew to a close, Ramon offered some advice for those looking to follow in his footsteps. For anyone aspiring to become a Salesforce Software Engineer, Ramon stressed the importance of building a strong foundation in the platform’s fundamentals. He recommended starting with Salesforce Trailhead to gain a solid understanding of the basics before diving into more advanced features and capabilities.

“Communication is always top of the list,” Ramon added. “Be able to clearly understand the business process that the customer’s asking for and what their needs are before diving into the technical solutions.”

Ramon’s journey from sales to software engineering at WhiteRock is a testament to the power of passion, tenacity, and continuous learning. His story serves as an inspiration to anyone looking to make a career change or deepen their expertise in Salesforce.

For more insights and stories like Ramon’s, be sure to tune in to Trailside Talk.

WhiteRock’s Trailside Talk podcast program shines a light on organizations that are leveraging Salesforce in powerful ways to better serve their customers.

Inside StenTech: Leadership, Growth, and Market Strategy

Inside StenTech: Leadership, Growth, and Market Strategy

In our latest podcast episode, we dive deep into the inner workings of StenTech with their Director of Finance, Ryan Hellmers, discussing leadership, growth, and market strategies. This conversation provided a wealth of insights into how StenTech has established itself as a market leader through strategic planning, innovation, and a strong operational framework.

Who is StenTech?

StenTech is the leading manufacturer of stencils, wave solder pallets, SMT carriers, and tooling supplies serving the SMT and EMS markets. With a strong emphasis on quality, innovation, and customer satisfaction, StenTech has earned a reputation for delivering high-performance solutions that meet the stringent demands of modern manufacturing processes. Their expertise in the field and commitment to technological advancements have positioned them as a key player in the industry.

Leadership & Communication Approach

Ryan outlined StenTech’s leadership approach, emphasizing the importance of a solid market presence and high-quality standards. He discussed how the company maintains a strong relationship with their private equity partner and works closely with the WhiteRock team as well. This collaborative leadership strategy ensures that StenTech remains at the forefront of the industry by continually innovating and adapting to market needs.

As a distributed team, StenTech team members go above and beyond to ensure that they stay connected and on the same page as colleagues regardless of location. Ryan shared that, “Collaborating and making sure that everyone’s voices are heard and that the overall goal and strategy is still aligned really is important for us.” By leveraging the right software tools and regularly scheduled meetings, StenTech’s team prioritizes their internal collaboration efforts.

Navigating Challenges

Ryan discussed one of StenTech’s biggest challenges: the miniaturization of electronics. As components become smaller and tolerances tighter, StenTech must continually innovate and lead with their product and design capabilities to meet the evolving needs of contract manufacturers and OEMs. Ryan highlights significant investments in stencil coding technology, frame technology, and process efficiency improvements to maintain quick turnaround times. This commitment to excellence and reliability no doubt contributes greatly to StenTech’s position as a market leader.

Role of Technology

Technology plays a crucial role in StenTech’s operations and growth. Ryan discussed how advancements in stencil coding and frame technology have enabled the company to meet the evolving demands of the electronics industry. By investing in cutting-edge technologies and optimizing internal processes, StenTech can offer innovative solutions. This focus on technological innovation is key to StenTech’s ability to lead the market and deliver exceptional value to their customers.

They have also focused on leveraging commercial technology platforms such as Salesforce, Microsoft Teams, and Power BI, which sit at the center of their operations. These systems have facilitated better collaboration and optimized business decisions by relying on data rather than intuition. Implementing these systems has helped StenTech manage change effectively. Ryan emphasized that these technologies provide confidence in decision-making and elevate their operational capabilities.

Partner Contribution

WhiteRock has had the privilege of contributing to StenTech’s growth and operational excellence. In regard to our partnership, Ryan shared, “WhiteRock has really taken the time to listen and think through our processes from a business lens and throughout the design of our CRM system and the implementation of our CRM system.” The partnership with WhiteRock has enabled StenTech to access valuable resources and insights, facilitating strategic decision-making and fostering innovation. 

Strategy and Vision for the Future

Ryan elaborated on StenTech’s market strategy, explaining how the company uses data-driven insights to make informed decisions, ensuring they remain agile and responsive to changing market dynamics. This proactive approach has enabled StenTech to identify and capitalize on new opportunities, driving sustained growth.

When looking to the future, the StenTech team is very excited about several opportunities in particular, including their new coding, StenTech BluePrint, which allows manufacturers to run many more prints with their stencils with increased efficiency. This eliminates the need for frequent replacement of stencils and extends the lifespan of the stencil. This will decrease the need for maintenance and replacement costs while dramatically enhancing overall performance. StenTech BluePrint will be rolling out over the course of this year. 

Some of StenTech’s Accomplishments

Throughout the discussion, Ryan highlights several of StenTech’s key accomplishments that demonstrate the organization’s strength and innovation. In July 2023, StenTech successfully acquired Photo Etch, showcasing their robust operational capabilities. The launch of their new BluePrint coding product, a market differentiator, was another significant milestone. Internally, improvements in operational visibility through Salesforce and Power BI have provided greater insights and reassurance to both the team and their private equity partners.

Future-Ready & Positioned for Success

StenTech’s journey is a testament to the power of strategic leadership, innovation, and collaboration. Through the insights shared by Ryan Hellmers, it is clear that StenTech’s commitment to excellence, technological advancement, and market adaptability has solidified their position as a leader in the industry. Their proactive approach to navigating challenges, such as the miniaturization of electronics, and their strategic investments in technologies showcase their dedication to meeting and exceeding market demands.

StenTech is well-positioned for continued success and market leadership. Their focus on quality, reliability, and customer satisfaction ensures that they will remain a key player in the industry, driving innovation and setting new standards for performance and efficiency.

WhiteRock’s Trailside Talk podcast program shines a light on organizations that are leveraging Salesforce in powerful ways to better serve their customers.

Innovative Approaches to Banking Technology with Smiley Technologies

Innovative Approaches to Banking Technology with Smiley Technologies

In a recent episode of the Trailside Talk podcast, Ben France, Director of Business Development at Smiley Technologies, shared valuable insights into the world of banking technology and Smiley’s unique approach to serving community banks. France’s discussion highlighted Smiley’s commitment to a relationship-first approach, the challenges of the rapidly evolving fintech landscape, and their vision for the future of banking technology.

Prioritizing People, Processes, & Technology

France emphasized Smiley’s strategic IT objectives, which focus on prioritizing people, processes, and technology to empower their customers. This triad forms the backbone of Smiley’s operations and their mission to help community banks thrive in a competitive market. Smiley is a privately held organization that places a strong emphasis on understanding and addressing the unique needs of their clients. They go against the grain as the industry pushes the people element out of the equation, value the process of “getting into the weeds and helping banks with issues they may be having”, and pride themselves in handling the technological needs of bank in order to allow bankers to be bankers. 

Navigating Fintech Noise

One of the significant challenges that Smiley faces is deciphering the constant noise in the fintech industry. With new technologies and trends emerging at a rapid pace, it can be difficult for community banks to determine which innovations will truly benefit them. France explained, “there are some really good fintechs out there, it’s just that there’s a lot of noise and bankers get a lot of different requests. We just want to be a partner to help figure out what’s best with the bank.” This role as a trusted advisor is crucial for community banks that may lack the resources to navigate the complexities of the fintech world on their own.

Vision for 2024 & Beyond

Looking ahead to 2024 and beyond, Smiley has an ambitious vision for future-proofing banking technology. France outlined several innovative initiatives, including enhancing API middleware, exploring real-time payments, and investigating opportunities with artificial intelligence. These initiatives are designed to help community banks stay ahead of the curve and continue to offer seamless, efficient services to their customers.

France highlighted the potential of AI to revolutionize various aspects of banking, from automation to personalized customer service. “AI is is a game changer and we’re taking a methodical approach to it,” he noted, emphasizing the importance of staying ahead in this rapidly evolving field.

Patience, Positivity, & Celebrate the Little Wins

France also shared valuable advice on maintaining patience and positivity in the face of challenges, emphasizing the importance of celebrating small victories along the way. This perspective is crucial when navigating a long sales cycle within an industry that is constantly evolving, where staying focused and maintaining a positive outlook can make a significant difference. Also key to keeping motivated and acknowledging progress, “celebrate those little wins,” France suggested, highlighting the importance of recognizing and appreciating incremental progress as part of a larger journey towards success.

WhiteRock’s Contribution

Smiley Technologies has also benefited from the support and expertise of WhiteRock. WhiteRock has been instrumental in helping Smiley implement and leverage Salesforce for their business. France shared his appreciation for the big picture view that WhiteRock brings to the table, saying, “they’re very good at looking at us not just a couple of months from now, but years in advance of what we should be doing on the CRM standpoint. I think adding that timely support is great but also bringing that big picture holistic view to to our company.” This collaboration has enabled Smiley to stay ahead of industry trends and deliver cutting-edge solutions to their clients.

A New Reporting Tool for CDFI MDI Banks

A notable accomplishment for Smiley Technologies has been the introduction of a new product through their reporting tool for Community Development Financial Institutions (CDFI) and Minority Depository Institutions (MDI) banks. This tool is specifically designed to meet the unique reporting needs of these institutions, helping them comply with regulatory requirements and better serve their communities. France discussed how this product has positively impacted the banks they serve, stating, “We came up with a solution to help automate that process for the banks. I go back to let’s let the bankers be bankers and let us provide help with technology and create more efficiencies for them.” This innovation underscores Smiley’s ability to identify and address niche market needs, further solidifying their role as a versatile and forward-thinking partner.

A Forward-Thinking Partner

Overall, the podcast provided a comprehensive overview of Smiley Technologies’ approach to empowering community banks through innovative, people-centric solutions. France’s insights underscored the importance of a balanced approach that prioritizes people, processes, and technology, while also navigating the complexities of the fintech landscape. As Smiley looks to the future, their commitment to their customers positions them as a partner for community banks seeking to thrive in an ever-changing industry.

By maintaining a clear focus on customer needs and staying ahead of technological trends, Smiley Technologies continues to play a pivotal role in the evolution of community banking. Their relationship-first approach, combined with strategic technological initiatives, ensures that they remain a trusted advisor and valuable partner to their clients. As the banking industry continues to evolve, Smiley’s dedication to innovation and customer-centric solutions will undoubtedly drive their success and the success of the community banks they serve.

WhiteRock’s Trailside Talk podcast program shines a light on organizations that are leveraging Salesforce in powerful ways to better serve their customers.

Navigating Technological Transformation: Lessons in Innovation from SEAM Group

Navigating Technological Transformation: Lessons in Innovation from SEAM Group

It’s no secret that technology has become a cornerstone of innovation across industries. One such industry experiencing a significant transformation is facility management, where companies like SEAM Group are leveraging cutting-edge solutions to drive efficiency, reliability, and safety. In a recent podcast episode, I sat down with Igor Bondarenko, the Chief Technology Officer at SEAM Group, who shared invaluable insights into the company’s transformative journey and the key principles guiding their success.

The Role of Technology in Facility Management

SEAM Group is a global leader in energized asset performance, seamlessly blending safety, maintenance, and reliability initiatives. With a focus on the commercial industrial sector, SEAM Group serves clients in manufacturing, logistics, distribution, hospitality, and beyond. Their core mission revolves around helping their clients protect their people and assets while ensuring operational uptime.

At the heart of SEAM Group’s mission lies a commitment to using technology to differentiate their services and contribute to building a safer and more reliable world. Bondarenko emphasizes the pivotal role technology plays in addressing the challenges faced by facility management customers. From overwhelming complexity to reliance on outdated solutions, customers are in dire need of these innovative technology-driven approaches to navigate their businesses effectively.

Never Underestimate the Complexity of Standardizing Technology

Bondarenko shared valuable insight into the inherent challenges of standardizing technology across a business landscape. He emphasizes the importance of never underestimating the complexity involved in this process. From integrating disparate systems to ensuring alignment with overarching business objectives, standardizing technology requires time, patience, and a deep understanding of the intricacies involved. The success of this endeavor also hinges on a well-structured approach encompassing people, processes, and technology.

Sticking to the People, Process, and Technology Triad

Central to Bondarenko’s approach is this concept of the “people-process-technology triad.”  He pointed out that technology alone cannot achieve success, saying, “Technology is a great enabler and a great differentiator. Strategically, for us, it’s been transformative but technology only succeeds when people know what’s expected. They understand their goals, they understand their mission, they’re empowered to succeed, and processes are clearly understood and committed to.” This alignment ensures that technology can effectively deliver on its promises and drive meaningful transformation within the organization.

The “One SEAM” Vision: A Unified Strategy

One of SEAM Group’s key strategies is their “One SEAM” vision. Bondarenko spoke to this, saying, “For us, one of the biggest priorities to take SEAM Group to the next level from its inception was the alignment of our different service offerings that we put in front of our customers into one unified strategy.” This approach not only simplifies how SEAM Group presents itself to customers but also positions them as a strategic, trusted advisor for all reliability and maintenance needs. Through this cohesive strategy, SEAM Group aims to provide unparalleled value to their customers and drive long-term success.

ViewPoint System: The Digital Crown Jewel

Central to SEAM Group’s offerings is their ViewPoint system, heralded as their “digital crown jewel.” This system offers customers a comprehensive, real-time view of their assets across all sites worldwide. With ViewPoint, customers gain invaluable insights that inform decision-making, and improve efficiency. SEAM Group gave their customers a voice in the development of ViewPoint and the response to it has been extremely positive, “we hear loud and clear from our customers, from our field engineers, and from our sales folks that it really makes a difference.”

Think Big and Work Incrementally

Another key piece of advice from Bondarenko was to “think big and work small. Have a big vision, have a BHAG but deliver it in small steps.” He encourages organizations to envision ambitious goals but to implement changes incrementally to avoid the pitfalls of big bang changes. This approach not only mitigates the risks associated with large-scale changes but also helps in managing the inherent challenges of change management. Recognizing that change is both hard and exciting, this strategy ensures a smoother transition for both customers and employees.

Balancing Growth and Strategic Alignment

SEAM Group acknowledges that rapid growth brings its own set of challenges, particularly in prioritizing initiatives and aligning technology strategy with business objectives. Bondarenko underscores the importance of staying true to the company’s mission and prioritizing initiatives based on their potential to deliver customer value.

The Power of Partnerships: Collaboration with WhiteRock

In navigating these challenges, SEAM Group has found a valuable ally in WhiteRock. The partnership between the two companies exemplifies the power of collaboration in driving innovation and success. WhiteRock serves as a trusted advisor, providing expertise in CRM solutions and helping SEAM Group navigate complex technology challenges. Together, they are pioneering transformative solutions that are reshaping the facility management landscape.

Future Vision: Commitment to Innovation and Customer Value

As SEAM Group looks to the future, they remain committed to driving innovation and delivering value to their customers. With ambitious plans for further investment in technology and strategic partnerships, they are poised to continue making waves in the industry and revolutionizing facility management as we know it.

In conclusion, SEAM Group’s journey is a testament to the transformative power of technology and strategic partnerships in driving innovation and success. By leveraging cutting-edge solutions, sticking to the people, process, and technology triad, and prioritizing customer value, they are paving the way for a safer, more reliable world. With their forward-thinking approach and collaborative spirit, SEAM Group is set to continue leading the charge in revolutionizing the facility management industry.

WhiteRock’s Trailside Talk podcast program shines a light on organizations that are leveraging Salesforce in powerful ways to better serve their customers.

Fostering Sales Team Success with Pete Todd, President of Veltiosi Advisors

Fostering Sales Team Success with Pete Todd, President of Veltiosi Advisors

Fostering success requires a unique blend of expertise, adaptability, and strategic collaboration. In a recent episode of Trailside Talk, Pete Todd, President of Veltiosi Advisors, shared about his remarkable career journey from starting out in engineering to gaining deep knowledge and insights in sales leadership.

Pete Todd’s journey began with a foundation in biomedical engineering, a field that initially sparked his interest. However, as Pete immersed himself in the world of engineering, he discovered a newfound passion for sales. 

“A funny thing happened when I started working in engineering”, Pete shared, “ I realized I enjoyed talking about my engineering work more than actually going back to my cube and doing it. So I went back to USC got my MBA and went into technical marketing for Toshiba Semiconductor and it was a great job because I loved working with engineers and I also enjoyed meeting customers. I saw marketing and sales at that time as just an opportunity to problem solve. To me, I wasn’t really a sales guy, I was more of an engineer just problem-solving in a sales environment. But then when a role opened up Toshiba for me to really join the sales team, I jumped at it and then started my career in sales.”

Founding Veltiosi Advisors: A Vision for Growth and Improvement

The genesis of Veltiosi Advisors, Pete’s consulting firm, stemmed from a desire for autonomy and a passion for helping companies thrive. Drawing on his Greek heritage, Pete chose the name “Veltiosi,” derived from the Greek word for improvement. Veltiosi Advisors is dedicated to helping companies refine and enhance their sales operations, fostering sustainable growth and development.

Strategic Partnerships: Collaborating for Success

Central to Pete’s success story are his strategic partnerships with ACP (Align Capital Partners) and WhiteRock. Through networking and forging meaningful connections, Pete leveraged these partnerships to drive significant growth for the companies he advises. ACP’s reputation for excellence and integrity, coupled with WhiteRock’s expertise in CRM systems, proved instrumental in enhancing sales effectiveness and fostering organizational success.

One of Pete’s keys to success in conjunction with his partnership with ACP involves implementing a sales playbook. “The Playbook gets into the proper org structure, personnel, what skills are needed, what roles they should have, how to set goals, how to put an opportunity pipeline together that would accurately capture the stage of any opportunity in the sales process, and in many cases, it means putting a formal sales process together. That leads to forecasting, territory planning, account planning, and along the way a ton of one-on-one coaching.”

Key Insights and Strategies for Success

Throughout the Trailside Talk episode, Pete shared a wealth of insights and strategies drawn from his extensive career in sales leadership. One of the key themes was the importance of understanding and adapting company culture. Pete stressed that recognizing where a company currently stands and having a clear vision for where it needs to go is crucial for fostering success.

He also highlighted the role of effective sales processes. Drawing from his experience and methodologies like MEDDPICC, Pete explained how a structured approach to sales—focusing on early-stage discovery and qualification—can significantly enhance a team’s ability to identify and capitalize on genuine opportunities.

Another critical aspect Pete discussed was managing change within organizations. He likened it to preparing for a marathon: gradual, consistent effort is required to build the necessary capabilities and mindset for success. Change can be challenging, and sometimes it can even result in turnover within the team for those not up to that challenge, but ultimately it leads to stronger, more committed personnel aligned with the company’s goals.

The Impact of Processes and People on Success

In regard to Pete’s process from company to company, he shared, “When there are problems my experience has taught me it’s usually a people or a process issue. Maybe the person isn’t trained right. Maybe there’s just a lack of a process or the process that is in place just won’t meet the business requirements that are outlined. Conversely, when things are going great, it’s usually because the company’s got great motivated people and really well timed out process.”

Pete also shared that, “a real successful process is one that doesn’t rush into offering a price but uses the early stage of the process to really understand what’s happening with the customer.”

Another key to success is having systems in place for your sales team. “One of the big things that I’ve now learned is that of course a sales leader can be challenged, gifted, and working with their sales teams, but if they don’t have the data and the systems at their fingertips, business moves too quickly not to be able to have that information. WhiteRock has been very key in putting systems together to allow not only sales leadership to see the activity and to see the progress in the status of the business, but also to enable our salespeople to be able to do their job better and more effectively mainly in more effective use of our CRM tool.”

Looking Ahead: A Vision for Continued Impact

As Pete Todd’s journey demonstrates, success in sales leadership requires a multifaceted approach grounded in expertise, adaptability, and strategic collaboration. With a commitment to continuous improvement and a focus on building strong partnerships, Pete’s vision for Veltiosi Advisors is poised for impact in the ever-evolving landscape of sales leadership consultancy.

In an era marked by rapid technological advancements and evolving consumer preferences, navigating success in sales leadership demands a forward-thinking approach and a commitment to excellence. Through his inspiring journey and invaluable insights, Pete Todd offers a roadmap for aspiring sales leaders and business professionals seeking to thrive in today’s competitive landscape. As organizations embrace innovation and collaboration, Pete’s story serves as a testament to the transformative power of strategic partnerships and a steadfast dedication to growth and improvement.

WhiteRock’s Trailside Talk podcast program shines a light on organizations that are leveraging Salesforce in powerful ways to better serve their customers.