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/

Den här podcasten är hämtad från ett öppet RSS-flöde och publiceras inte av Podme. Den kan innehålla reklam.

Avsnitt(52)

Comparing SAP Projects to Salesforce Projects - Dave Swidan, Veracyte  (#17)

Comparing SAP Projects to Salesforce Projects - Dave Swidan, Veracyte (#17)

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 Maj 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 Maj 20256min

Service Cloud Voice\AWS Contact Center - Andy Wirtner,  PlainsCapital Bank (#16)

Service Cloud Voice\AWS Contact Center - Andy Wirtner, PlainsCapital Bank (#16)

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

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

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

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

All in on Salesforce and Continuous Improvement - Phil Ryan, Flexo Concepts (#14)

All in on Salesforce and Continuous Improvement - Phil Ryan, Flexo Concepts (#14)

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 Mars 20251h 3min

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

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

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 Mars 20251h 2min

Getting the Requirements Right - Abi Claus,  Camping World  (#12)

Getting the Requirements Right - Abi Claus, Camping World (#12)

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

Inheriting an inflight implementation - Chris Trivers, Valley Strong Credit Union (#11)

Inheriting an inflight implementation - Chris Trivers, Valley Strong Credit Union (#11)

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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