Planning Large-Scale Salesforce Implementations - Onttu Lindeman,  Members 1st Federal Credit Union  (#28)

Planning Large-Scale Salesforce Implementations - Onttu Lindeman, Members 1st Federal Credit Union (#28)

Description 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 strategy, licensing, governance, adoption, and avoiding common implementation pitfalls. Learn how organizations can align their Salesforce investment with business goals and build a CRM platform that supports long-term growth. About Our Guest Onttu Lindeman is a Salesforce leader focu...

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Avsnitt(52)

Customer Loyalty in Restaurants - Jeff Wilshire, Mooyah Burgers (#44)

Customer Loyalty in Restaurants - Jeff Wilshire, Mooyah Burgers (#44)

What does it take to build customer loyalty in the restaurant industry? In this episode, Jeff Wilshire shares insights on restaurant loyalty programs, customer experience, digital engagement, marketin...

11 Aug 49min

Thriving in an M&A Environment - Emily Malanos (#43)

Thriving in an M&A Environment - Emily Malanos (#43)

How do you keep technology, CRM, and Revenue Operations moving forward during a merger or acquisition? In this episode, Emily Malanos shares insights on thriving in an M&A environment, harmonizing com...

28 Juli 57min

Building Products in the AI Era - Rich Walker, Quik! (#42)

Building Products in the AI Era - Rich Walker, Quik! (#42)

What does it take to build successful products in the AI era? In this episode, Rich Walker explores how AI is changing product development, workflow automation, customer experience, and the way busine...

14 Juli 52min

The Power of Community - Tiffany Spencer, The Giving Kitchen (#41)

The Power of Community - Tiffany Spencer, The Giving Kitchen (#41)

How can community and technology create meaningful change in the Salesforce ecosystem? In this episode, Tiffany Spencer explores the power of community, digital transformation, mentorship, and technol...

30 Juni 57min

The CRM Success Show - Season 5 Recap

The CRM Success Show - Season 5 Recap

In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 5, what they enjoyed and what is to follow for Season 6. Talking with the people who own the largest and most complex CRM sy...

16 Juni 8min

Salesforce in Fortune 500 - Arman Piric, Rockwell Automation (#40)

Salesforce in Fortune 500 - Arman Piric, Rockwell Automation (#40)

What does it take to scale Salesforce across a Fortune 500 enterprise? In this episode, Arman Piric shares insights from managing a large-scale Salesforce ecosystem, balancing enterprise strategy with...

2 Juni 1h 3min

Salesforce in Aviation - Hector Carballosa, inav (#39)

Salesforce in Aviation - Hector Carballosa, inav (#39)

How can Salesforce and Revenue Operations help aviation companies improve efficiency and scale? In this episode, Hector Carballosa explores the role of Salesforce, enterprise technology, CRM, ERP, and...

19 Maj 1h 3min

 The Power of Intentional Design - Peter Schweiss, Hope Ignites (#38)

The Power of Intentional Design - Peter Schweiss, Hope Ignites (#38)

What does intentional design look like when building technology solutions that people actually use? In this episode, Peter Schweiss explores how thoughtful technology design, process automation, and S...

5 Maj 1h

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