The CRM Success Show

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.


For the executive, admin, architect, and RevOp leader running Salesforce orgs at scale. Every other week, we interview the people who actually own the system, prior guests 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.


Website: https://www.crmsuccess.show/


Your Hosts on LinkedIn (Reach Out!):
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(56)

Mergers and Acquisitions - Stefan Ludlow, Cerity Partners  (#7)

Mergers and Acquisitions - Stefan Ludlow, Cerity Partners (#7)

What happens to technology, CRM systems, and business operations when companies go through a merger or acquisition? In this episode, Stefan Ludlow shares insights into the technology challenges and op...

3 Des 20241h 10min

Transitioning into a Leadership Role - Carrlos Boyd, One Share Health (#6)

Transitioning into a Leadership Role - Carrlos Boyd, One Share Health (#6)

What does it take to transition from a Senior Salesforce Administrator into a leadership role? In this episode, Carrlos Boyd reflects on his journey from Salesforce administration to becoming a Direct...

19 Nov 20241h 2min

Scaling with Salesforce - Ethan Waller, Goosehead Insurance Agency (#5)

Scaling with Salesforce - Ethan Waller, Goosehead Insurance Agency (#5)

What does it take to scale Salesforce successfully as an organization grows? In this episode, Ethan Waller shares insights into Salesforce strategy, team leadership, and building scalable CRM solution...

5 Nov 20241h 1min

Establishing a Salesforce CoE (Centre of Excellence) -  Todd Stalter, IHG  (#4)

Establishing a Salesforce CoE (Centre of Excellence) - Todd Stalter, IHG (#4)

What does it take to build a successful Salesforce Centre of Excellence (CoE), and how can organizations get more ROI from their Salesforce investment? In this episode, Todd Stalter shares practical i...

22 Okt 20241h 1min

SugarCRM or Salesforce - Rebecca Meyer, Kelly-Moore Paints  (#3)

SugarCRM or Salesforce - Rebecca Meyer, Kelly-Moore Paints (#3)

SugarCRM or Salesforce which CRM platform is the right fit for your business? In this episode, Rebecca Meyer shares insights into choosing and optimizing CRM technology to improve customer relationshi...

8 Okt 202459min

Salesforce in Education - David Stott, Bellevue University (#2)

Salesforce in Education - David Stott, Bellevue University (#2)

What can organizations learn from managing some of the world’s most complex CRM systems? In this episode, David Stott explores the role of Salesforce in education and how CRM technology can support be...

24 Sep 20241h 2min

nCino & Salesforce - Chris Barba,  Bank of Oklahoma (#1)

nCino & Salesforce - Chris Barba, Bank of Oklahoma (#1)

How are banks using Salesforce and nCino to transform lending, modernize technology, and deliver better software solutions? In this episode, Chris shares the real-world challenges and lessons behind i...

10 Sep 20241h 1min

Introducing your Hosts

Introducing your Hosts

Introducing your Hosts: Dave Masri, aka "Data Dave", aka "Maz", and Khero Witey aka Khero the Hiring hero talking about why they started the show. Find them on LinkedIn : Maz: https://www.linkedin...

30 Aug 20248min

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