Back to the directory
RevOps Consulting

SBI (Sales Benchmark Index) review

Stop Drowning in Data. Start Growing With Intelligence.

4.8 10 reviews on G2Custom pricing
Visit SBI (Sales Benchmark Index)

SBI, The Growth Advisory (formerly Sales Benchmark Index) is a go-to-market growth advisory that helps B2B companies accelerate revenue, margin, and enterprise value through data-driven strategy, RevOps, AI-powered analytics, and enablement services.

Independently researched by the SalesHive team. Ratings are from public review platforms; this page is not sponsored by or affiliated with SBI (Sales Benchmark Index). Research last updated December 2025.

Pricing
Custom pricing
Founded
2006
Employees
1001-5000
Headquarters
Dallas, Texas, United States
Platforms
Web
Overview

What is SBI (Sales Benchmark Index)?

SBI, The Growth Advisory (originally Sales Benchmark Index) is a management consulting and growth advisory firm focused exclusively on helping B2B organizations grow revenue, margin, and enterprise value. Founded in 2006 and headquartered in Dallas, Texas, SBI combines consulting, proprietary benchmark data, technology, and training to align sales, marketing, customer success, and product around a unified go-to-market strategy.

Over nearly two decades, SBI has evolved from a benchmarking-focused sales consultancy into a full-funnel growth advisory with offerings that span growth strategy, GTM operating model design, RevOps-as-a-Service, commercial productivity, and GTM talent development. Its GTM Diamond and Return on Go-to-Market (RoGTM) frameworks connect four dependencies, strategy, operations, talent, and data & insights, so leadership teams can see where to grow, how to execute, and when to pivot. SBI’s work is highly data-driven, leveraging one of the market’s most comprehensive sets of go-to-market benchmarks and research alongside practitioner-led engagements.

SBI has also built a growing portfolio of technology-enabled offerings. Wayforge™, its AI-powered Growth Intelligence Platform, ingests CRM, finance, and HR data and benchmarks it against peers to generate RoGTM scorecards, heatmaps, and prioritized growth actions. The firm’s acquisition of Daydream’s AI BI platform (renamed ACE) further embeds AI into its go-to-market consulting, connecting siloed sales, marketing, and customer-success data to surface root causes of commercial underperformance. Subscription-based services such as SBI Pro and the Growth Accelerator™ provide ongoing access to experts, tools, and research, giving clients a persistent "on tap" advisory layer rather than one-off projects.

Backed by private equity investor CIP Capital and other capital partners, SBI has expanded aggressively through acquisitions, adding Smart Selling Tools (sales technology advisory), Global Sales Operations Association (SOPSA), Sales Readiness Group (sales training), Carabiner Group (RevOps-as-a-Service), Price Intelligently from Paddle (pricing analytics), Growth Molecules’ customer-success training assets, and Daydream’s AI platform. This gives SBI end-to-end capabilities from growth strategy and pricing to RevOps integration, commercial training, and AI-driven GTM analytics. SBI serves software, technology, healthcare, media & telecom, logistics, business services, industrial, and private-equity-backed companies, and has been repeatedly recognized on Forbes’ America’s Best Management Consulting Firms list.

Capabilities

SBI (Sales Benchmark Index) key features

Teams typically use it for designing and executing an integrated go-to-market growth strategy, building and scaling a unified revenue operations (RevOps) function, improving sales productivity, pipeline health, and win rates, and more.

  • Go-to-market strategy consulting. design growth strategy, commercial model, and GTM plays across segments, products, and regions.
  • GTM operating model design. align roles, territories, coverage, processes, and governance across sales, marketing, and customer success.
  • Revenue operations (RevOps-as-a-Service). on-demand RevOps resources and managed services that support 150+ GTM tech-stack components, from Salesforce and HubSpot to NetSuite and SAP.
  • SBI Wayforge™ Growth Intelligence Platform. AI-powered system that connects strategy, operations, talent, and data to deliver RoGTM scorecards, GTM health diagnostics, and prioritized execution plans.
  • ACE AI business intelligence engine. AI-powered BI platform (from the Daydream acquisition) that connects siloed sales, marketing, and customer-success data, adds context, and generates highly actionable GTM insights.
  • SBI Pro subscription. GTM subscription service providing unlimited access to SBI experts, proprietary methodologies, benchmark data, tools, and research for growth leaders.
  • Growth Accelerator™ subscription. "on tap" advisory service that combines benchmarks, data, and expert support to give clients continuity beyond one-off consulting projects.
  • RevOps-as-a-Service® via Carabiner Group. fractional RevOps model delivering data strategy, CRM architecture, system integration, and GTM tech optimization under a technology-agnostic framework.
  • Sales training and enablement. skills-based sales and sales-management training programs (via Sales Readiness Group) including value selling, negotiation, prospecting, and coaching, delivered virtually, in person, and digitally.
  • Customer success training and playbooks. customer-success training assets (via Growth Molecules) integrated into SBI's commercial productivity practice to improve retention, expansion, and advocacy.
  • Pricing and packaging strategy. data-driven pricing advisory strengthened by the acquisition of Price Intelligently to help companies optimize monetization and margins.
  • GTM data & insights and benchmarking. access to extensive GTM benchmark data, research, and diagnostic tools to compare performance and identify growth levers.
  • Private equity value-creation support. growth advisory for PE sponsors and portfolio companies, including due diligence, value-creation planning, and post-close execution support.
  • Industry-specific GTM playbooks. tailored approaches for software, technology, healthcare, media, logistics, industrial/OEM, business services, and private equity-backed firms.
Integrations
SalesforceHubSpotNetSuiteSAPChurnZeroMarketoIntercomBoostUpDoolyPostalCaliberMind6senseCatalystQuotaPathFreshdeskSalesloftEbstaNue+14 more
The honest take

What reviewers love, and what to watch

A balanced view of SBI (Sales Benchmark Index), drawn from public reviews and product research.

Pros

  • High-quality, practical sales and customer-success training content that is tailored to each client’s business and roles, driving behavior change rather than one-off events.
  • Engagements are led by experienced practitioners who have run GTM, sales, and marketing functions at growth companies, bringing real-world credibility to recommendations.
  • Flexible delivery models across consulting, subscriptions (SBI Pro, Growth Accelerator), virtual and in-person workshops, and digital blended learning make it easier to fit different organizations’ needs.
  • Strong use of data, benchmarks, and diagnostics, including AI-powered platforms like Wayforge and ACE, to quantify GTM performance and prioritize the initiatives with the highest RoGTM.
  • Breadth of capabilities, from strategy and RevOps-as-a-Service to sales and customer-success training, allows clients to work with one partner across the growth lifecycle instead of stitching together multiple vendors.

Cons

  • Employee reviews describe an intense, high-performance culture that is not a fit for everyone, with significant expectations and pressure.
  • Some internal feedback points to under-resourcing of digital and product-development functions relative to the firm’s ambitious strategic bets, meaning internal tools and platforms can lag demand.
  • Recent leadership changes and multiple rounds of layoffs mentioned in reviews have created a perception of instability and job insecurity for some staff, which can affect continuity on long-running engagements.
Pricing

SBI (Sales Benchmark Index) pricing

Published pricing at the time of research. Always confirm current rates with the vendor.

Pricing Custom pricingModel CustomFree plan No

Not applicable; SBI’s offerings are paid consulting, subscription, and platform services.

Where it fits

Who SBI (Sales Benchmark Index) is for

A strong fit for

Mid-market and enterprise B2B organizations, especially software, technology, and private-equity-backed companies, that need an end-to-end partner to design, instrument, and execute growth strategies across sales, marketing, and customer success.

Mid-marketEnterpriseCEOsCROsCMOsChief Customer OfficersRevenue Operations LeadersHeads of SalesHeads of MarketingHeads of Customer Success

Probably not for

Very small businesses, transactional sales teams, or organizations looking only for a low-cost point tool or self-serve software rather than a strategic advisory and execution partner.

Compare your options

How SBI (Sales Benchmark Index) compares

Compared with large generalist consulting firms such as McKinsey, Bain, or Deloitte, SBI is far more specialized in the go-to-market and revenue-growth domain. Its practitioners are almost exclusively commercial leaders and operators, and its offerings are purpose-built around GTM strategy, RevOps, pricing, and commercial productivity rather than broader corporate or operational transformations. For buyers whose primary mandate is to fix or scale revenue engines, this specialization and focus on RoGTM can deliver faster, more directly measurable impact.

Relative to other sales and marketing consultancies or RevOps agencies, SBI differentiates through the breadth of its integrated platform. Many competitors offer either strategy and design, or RevOps implementation, or training; SBI combines all three, reinforced by proprietary benchmarks, subscription models (SBI Pro, Growth Accelerator), and AI platforms (Wayforge, ACE). This makes SBI particularly attractive for PE firms and growth-stage enterprises that want a single partner from diagnosis through execution, though the depth and cost of engagements may be overkill for smaller or more transactional organizations.

SBI (Sales Benchmark Index) alternatives
ZS AssociatesDeloitteBain & CompanyMcKinsey & Company
What reviewers say across the web
G2
4.8 / 5

Tool research is the easy part. Someone still has to build the lists, write the copy, make the calls, and book the meetings.

Questions, answered

Frequently asked about SBI (Sales Benchmark Index)

The short version is on the surface. Open any question to go deeper.

SBI (Sales Benchmark Index), now branded as SBI, The Growth Advisory, is a go-to-market growth advisory firm that helps B2B organizations increase revenue, margin, and enterprise value. Founded in 2006 and headquartered in Dallas, Texas, SBI combines strategy consulting, revenue operations (RevOps), benchmark data, AI-powered analytics platforms, and sales and customer-success training to build end-to-end growth systems for mid-market and enterprise companies.
SBI does not publish standardized pricing for its consulting engagements, subscriptions, or platforms. Costs are typically scoped based on the size of your organization, the complexity of your go-to-market model, and whether you engage SBI for strategy work, RevOps-as-a-Service, training, AI diagnostics (Wayforge/ACE), or a combination of these. Most mid-market and enterprise clients engage SBI on custom projects or ongoing advisory retainers, so pricing is best obtained directly from their sales team.
SBI's core capabilities include GTM growth strategy design, GTM operating model and coverage design, RevOps-as-a-Service supporting 150+ sales and marketing technologies, AI-powered GTM diagnostics and RoGTM measurement via Wayforge and ACE, data- and benchmark-driven performance assessments, pricing and packaging advisory, and extensive training offerings through Sales Readiness Group and Growth Molecules. These capabilities are delivered through a mix of consulting projects, subscriptions like SBI Pro and Growth Accelerator, and technology-enabled services.
SBI competes with both large management consultancies and specialized sales and marketing firms. On the generalist side, common alternatives include ZS Associates, Deloitte, Bain & Company, and McKinsey & Company, all of which have commercial excellence or revenue-growth practices. On the specialist side, SBI also competes with niche GTM and RevOps agencies and sales training providers, though its integrated mix of strategy, RevOps, AI platforms, and training is broader than many point-solution competitors.
SBI is primarily designed for mid-market and enterprise B2B organizations, particularly those in software, technology, healthcare, industrials, and private-equity portfolios. Smaller businesses with simple sales motions or limited budgets may find SBI's engagements too comprehensive and costly relative to their needs and may be better served by lighter-weight sales-training vendors or self-serve SaaS tools. However, growth-stage companies with ambitious targets, external investors, or complex GTM models can benefit from SBI's depth even if they are not yet very large.

One platform instead of a stack.

SalesHive is the platform plus the people: dialer, email, B2B data, inbox, and AI agents in one system, with 100% US-based SDRs who can run the whole motion for you. Worth a look before you sign another contract.

Explore the platform