All in on Salesforce and Continuous Improvement - Phil Ryan, Flexo Concepts (#14)
What happens when a company goes all in on Salesforce and makes continuous improvement part of its technology strategy? In this episode, Phil Ryan shares how Salesforce apps, automation, and Salesforc...
25 Mars 20251h 3min
Service Cloud and Case Management - Nilam Patel & Andy Vays, Rent.com (#13)
How can Salesforce Service Cloud and case management help organizations deliver better customer service and more efficient operations? In this episode, Nilam Patel and Andy Vays share insights on Sale...
11 Mars 20251h 2min
Getting the Requirements Right - Abi Claus, Camping World (#12)
Why is getting the requirements right one of the most important steps in a successful Salesforce implementation? In this episode, Abi Claus shares insights on translating complex business challenges i...
25 Feb 202557min
Inheriting an inflight implementation - Chris Trivers, Valley Strong Credit Union (#11)
What should you do when you inherit a Salesforce implementation that is already in progress? In this episode, Chris Trivers shares practical insights on taking ownership of an existing Salesforce impl...
11 Feb 20251h 7min
RevOps 101 Do's and Don'ts of RevOps - Imani Chopin, Brinks Home (#10)
What are the biggest mistakes companies make when building a Revenue Operations (RevOps) strategy? In this episode, Imani Chopin breaks down the essential do’s and don’ts of RevOps, sharing insights o...
28 Jan 202542min
Salesforce in Startups, Mid-Size and Enterprise environments - Nadina Lisbon, NetApp (#9)
What changes when you scale Salesforce from a startup or mid-size business into a complex enterprise environment? In this episode, Nadina Lisbon explores the challenges of designing and scaling Salesf...
14 Jan 202555min
The CRM Success Show - Season 1 Recap
In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 1, what they enjoyed and what is to follow for Season 2. Talking with the people who own the largest and most complex CRM sy...
31 Dec 202415min
Modernizing a Salesforce Org - Christen Sisler, Sequoia (#8)
Is your Salesforce org struggling to keep up with business growth? In this episode, Christen Sisler shares insights on modernizing a Salesforce org, building scalable platforms, improving architecture...
17 Dec 20241h
