Planning Large-Scale Salesforce Implementations - Onttu Lindeman, Members 1st Federal Credit Union (#28)
What does it take to plan a large-scale Salesforce implementation without increasing costs or creating unnecessary complexity? In this episode, Onttu Lindeman shares practical insights on Salesforce s...
4 Nov 20251h 5min
AI & Service Cloud Voice - Rob Lajeunesse, Einstein - Angi (#27)
How is AI transforming customer service, and what happens when it’s combined with Salesforce Service Cloud Voice? In this episode, Rob Lajeunesse explores how AI, CRM, and customer service technology ...
21 Okt 20251h 7min
How to Rebuild Team Morale After Burnout - Pranav Lal, Gusto (#26)
How do you rebuild team morale after burnout and create a high-performing team again? In this episode, Pranav Lal shares leadership insights on recovering from burnout, rebuilding trust and engagement...
7 Okt 20251h 7min
Partner Selection & Lean Six Sigma - Jon Beller, First United Bank (#25)
How do you choose the right technology partner, and how can Lean Six Sigma principles improve enterprise transformation? In this episode, Jon Beller shares insights on partner selection, operational e...
23 Sep 20251h 8min
The CRM Success Show - Season 3 Recap
In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 3, what they enjoyed and what is to follow for Season 4. Talking with the people who own the largest and most complex CRM sy...
9 Sep 20257min
Productizing Rev Ops - Ethan Lippman, Alkami Technology (#24)
What does it mean to “productize” Revenue Operations, and how can RevOps become a scalable business function? In this episode, Ethan Lippman explores how organizations can build repeatable RevOps proc...
26 Aug 20251h 4min
Rev Ops at Walmart - Maxwell Mozes, Walmart (#23)
What does it take to build and scale a high-performing Revenue Operations (RevOps) organization? In this episode, Maxwell Mozes shares insights on RevOps strategy, sales operations, GTM planning, cust...
12 Aug 20251h 11min
Salesforce in B2B & B2C Environment - Jason Belote, Vari (#22)
What changes when Salesforce is used across B2B and B2C environments? In this episode, Jason Belote explores the different challenges, strategies, and opportunities involved in using Salesforce to sup...
29 Jul 202559min
