The CRM Success Show

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce. https://www.crmsuccess.show/


For the executive, admin, architect, and RevOp leader running Salesforce orgs at scale. Every other week, a we interview the people who actually own the system, prior guest include leaders at Walmart, Rockwell, Gusto, credit unions, and nonprofits, and every industry in between. Talking about data migrations, development, change management, partner selection, AI rollouts, Agentforce, team building, and the decisions that went sideways.


Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/

Denne podkasten er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(52)

#17 Dave Swidan: Veracyte - Comparing SAP Projects to Salesforce Projects

#17 Dave Swidan: Veracyte - Comparing SAP Projects to Salesforce Projects

Featured: Dave Swidan Dave is Senior Director, of Salesforce Engineering at Veracyte, Inc. A Senior Information Technology Leader with a demonstrated history of working in the high tech and Healthca...

20 Mai 202557min

The CRM Success Show - Season 2 Recap

The CRM Success Show - Season 2 Recap

In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 1, what they enjoyed in Season2 and what is to follow for Season 3 and beyond. Talking with the people who own the largest a...

6 Mai 20256min

#16 Andy Wirtner: PlainsCapital Bank - Service Cloud Voice\AWS Contact Center

#16 Andy Wirtner: PlainsCapital Bank - Service Cloud Voice\AWS Contact Center

Featured: Andy Wirtner, SVP Director, Banking Solutions PlainsCapital Bank. Andy is SVP Director, Banking Solutions at PlainsCapital Bank & has spent almost 14 years with the bank working his way up...

22 Apr 202559min

#15 Melanie Dixon: Ochsner Health - Implementing Salesforce Health Cloud

#15 Melanie Dixon: Ochsner Health - Implementing Salesforce Health Cloud

Featured: Melanie Holmes Dixon Melanie is currently Director, Enterprise Applications, Salesforce and RPA Sutter Health. Prior, she was Director, Technology Platforms & Automation for Ochsner Healt...

8 Apr 20251h 2min

#14 Phil Ryan: Flexo Concepts - All in on Salesforce and Continuous Improvement

#14 Phil Ryan: Flexo Concepts - All in on Salesforce and Continuous Improvement

Featured - Phil Ryan Phil is VP of Operations and Technology for Flexo Concepts, innovators of TruPoint Polymer Doctor Blades for printing, coating, & surface cleaning applications. Phil has the uni...

25 Mar 20251h 3min

#13 Nilam Patel & Andy Vays : Rent.com - Service Cloud and Case Management

#13 Nilam Patel & Andy Vays : Rent.com - Service Cloud and Case Management

Featured - Nilam Patel & Andy Vays Nilam Patel For the past 12 years, Nilam has been fully immersed in the Salesforce ecosystem, embracing its capabilities to drive transformation and innovation. ...

11 Mar 20251h 2min

#12 Abi Claus:  Camping World - Getting the Requirements Right

#12 Abi Claus: Camping World - Getting the Requirements Right

Episode: #12 Get to know your Guest. Featured - Abi Claus Abi Claus is a passionate Salesforce leader and tech enthusiast who thrives on transforming complex challenges into streamlined, efficient...

25 Feb 202557min

#11 Chris Trivers: Valley Strong Credit Union - Inheriting an inflight implementation

#11 Chris Trivers: Valley Strong Credit Union - Inheriting an inflight implementation

Featured Chris Trivers Chris has spent over 16 years in the Salesforce ecosystem with extensive industry experience within the Banking, Credit Union & Financial Services arena. Chris is currently V...

11 Feb 20251h 7min

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