Transcending CRM Podcast

In this episode of the "Transcending CRM" podcast, Elliot Spence and JP Owens from Coastal interview Priscilla Ellis, Director of Financial Services at Coastal, about her journey in the financial services industry and her integration into the Salesforce ecosystem. Priscilla shares her background, starting in insurance and moving into banking and lending, which led her to a pivotal role i...

In Episode 36 of the "Transcending CRM Podcast," hosts Elliott Spence and JP Owens are joined by Evan Kormos, Salesforce Engineering Manager at Coinbase. Evan discusses his transition from traditional financial institutions to the cutting-edge tech environment at Coinbase. He shares insights on the challenges of integrating Salesforce in large-scale operations and the importance of scala...

In this episode of the "Transcending CRM" podcast, hosts JP Owens and Elliot Spence engage with guest Adam Bell, Chief Marketing Officer at Arbor Realty Trust, to explore his extensive experience with Salesforce in enhancing customer experiences and data management in financial services. Adam shares his journey of implementing Salesforce tools like Pardot and OmniStudio to streamline ope...

Expanding Horizons: Own's Evolution in Salesforce Data Protection and Recovery In this episode of Transcending CRM, hosts Elliott Spence and JP Owens, alongside guest Matthew Kennedy from Own, discuss the evolution of Own from a backup solution to a comprehensive data protection platform. They delve into new features like Recover, Sandbox Seeding, and security tools. Matthew shares insights fr...

There are a lot of words in McKenzie Paulsen’s professional vocabulary, but as the Salesforce Product Owner at GreenState Credit Union, “plan” isn’t one of them. “We are agile development, so things change, and we pivot very quickly.” This week, Paulsen joins Elliott and JP to talk about her duties of product scoping, scheduling, assessing risk and impact, and creating alignment for a $11 billion...

MDM, data warehouse, data lake, data lakehouse — the terminology around data management evolves almost as fast as the software itself. Paul Seo, SVP of Technology and Data at Republic Finance, joins JP to make sense of it all and talk about how experience with credit infrastructure can provide a unique insight into the shared challenges that risk and analytical teams face, including decision engin...

For good reason, middle-managers tend to be the most resistant to transformation. Not only do they usually have little to no input into purchase decisions, but their roles are often designed specifically to protect existing processes. This week, Digital Transformation Executive Coach at nCino Greg Thompson joins JP for an episode dedicated to one of our favorite recurring topics: creating the cond...

Our guests this week have over 30 combined years of Dreamforce experience, and today, we’re chatting about the best ways to plan out, learn from, and enjoy the sprawling San Francisco conference. Jill Harrison, Capital Markets & Asset Management Managing Director at Silverline, and Danielle Laffey, Salesforce MVP and Insurance Principal Consultant at Silverline, discuss this year’s overarching...

Following the 100+ industry expert-attended Silverline & Salesforce Summit at Wrigley Field in Chicago, Senior Director at Salesforce Jim Collins joins us to look back on the most insightful discussions of the conference and to chat about must-know trends impacting all of banking and lending. We talk about building a plan of attack for Dreamforce, midyear vs. standard planning cycles, the CFO&...

“When I first started in Salesforce, Person Accounts was like a dirty word. You didn’t want to touch that capability.” And how times have changed! In this week’s super-sized episode, we’re joined by Michael Shirrell, Distinguished Enterprise Architect at Salesforce, for a discussion about the advantages of using Financial Services Cloud over Sales and Service Clouds, treasury practices, duplicate...

Going to Dreamforce this year? Make sure to check out Elliott’s Dreamforce presentation debut! He’ll be covering best practices for running and perfecting demos as part of the Admin series. In the meantime, Solutions Architect and Specialty Manager of Marketing Automation at Silverline Tanner Mueller joins us again, this time to chat with first-time guest and Salesforce Administrator at Five Star...

“It’s not what Salesforce can do,” points out Chief Customer Officer at Monit, Ryan Johnson. “It’s what we can do.” This week, Johnson gets into the nitty-gritty of why it’s more important to frame conversations with leaders about Salesforce around sales effectiveness and sales enablement rather than the platform itself. Then, the gang discusses the importance of establishing KPIs and integrating...

“We bought the Ferrari, now we’ve got to figure out how to drive it.” When 20-year marketing, communication, and digital media veteran Richard Dedor joined Premier America Credit Union as Marketing VP last year, the organization was still in the process of making sense of its recent CRM investment. This week, Dedor joins former colleagues Elliott and JP to talk about how Salesforce FSC and Marketi...

Talk about a transformation. When Lead Solution Engineer at Salesforce and Golden Hoodie recipient Mark Tossell began his CRM journey, he had just left a 20-year career in church ministry and hadn't studied coding since learning Fortran. In this week's episode, Mark breaks down the important differences between CRMA vs. traditional reports and dashboards, why "grit" is one of his...

The gang's all here! JP is back in the studio this week, and he brought a new nSight 2023 buddy with him. Vice President of Salesforce Delivery at Farm Credit Services of America Brett Rutter talks about pounding the pavement at learning opportunities like Dreamforce, his experience inheriting nCino a year ago, and the challenges and benefits of implementing multiple tools at the same time. ⁠E...

Hot pants, cool shades, half-day Fridays — summer is here, and with it comes the Salesforce Summer ’23 Salesforce Release! Evan Eichert, Enterprise Architect at CSC Leasing, joins Elliott to share his insights into the exciting additions and surprising omissions (still no auto-refreshing dashboards?!) in the latest Salesforce release. Plus: how ChatGPT will be a boon for smaller organizations. ⁠El...

Silverline’s Specialty Manager for Marketing Automation and showstopper mixologist Tanner Miller calls in from Iowa for a wide-ranging chat about the importance of transparency, lessons learned from both front and back-end processes, and the unique data challenges faced by marketers. Plus: Expectations for Connections 2023. ⁠Elliott Spence⁠  is a Principal Consultant at Silverline with eight years...

Talent Stacker Founder Brad Rice is an absolute geyser of valuable insights for organizations trying to hire top Salesforce talent in a fiercely competitive labor market. In today's episode, Brad talks about his passion for enabling motivated career transitioners to start a new path on the right footing, and points out the mistakes companies make that limit themselves from hiring the talent th...

Despite the fact that women-owned businesses are growing at twice the national average, the women entrepreneurs at their helm only receive 16% of conventional loan funding. Proposed CEO of Fortuna Bank Ilaria Rawlins is looking to change that by increasing womens’ access to financial education, mentorships, networking, and capital. In today’s chat, Rawlins discusses the unique opportunity inherent...

For more than 17 years at Peoples Bank, Julie Bonnema has overseen the evolution of digital banking, from its online infancy in the 2000s to today's ubiquitous mobile services. This week, she shares what she's learned as VP, Digital Transformation Manager, with Elliott and JP. Plus: Julie's snowplowing, T-stopping, hip-whipping experience as a roller derby athlete! Julie Bonnema is the...

We like to think of OwnBackup as Tylenol for CRMs. Why? Because it saves us from headaches. Recipient of 2021 & 2022 "Top Commercial Team" and 2021 & 2022 "Top Commercial Segment RVP" awards Kevin Tiernan calls in from New Jersey to chat about why data security is a never-ending assignment, the importance of humility in sales life, and his best advice for account executives in and out of t...

Not unlike Frodo stumbling upon the One Ring or Tim Allen becoming the big man in The Santa Clause , sometimes you don't choose to become a Salesforce administrator — sometimes, it chooses you. SVP Technical Product Owner of Salesforce and Document Management Solutions at Associated Bank, Candice Ollila calls in from Green Bay to share advice for new admins, discuss the challenge of "tech debt," a...

The Beatles or Elvis? Tea or coffee? Salesforce core or Marketing Cloud? Allie Vaughan, Senior Solution Architect at Kelley Austin, joins us to talk about the advantages of familiarizing yourself with both products, even if it's only possible to really master one of them. She talks all things FlowFest, the different approaches industry admins and consultants take to problem solving, '22 DreamForce...

This week, we've brewed some herbal tea and cleared our schedules to read aloud all 595 pages of the Salesforce Spring ’23 Release. Sike! We're absolutely not doing that—instead, we're joined by Silverline’s Gina Rotenberg, Salesforce Principal Consultant and Certified Application Architect, to break down the most significant changes and optional settings in less than half an hour. More personaliz...

Right now, banks and financial institutions are working overtime to accomplish two things: justifying marketing ROI at the highest level, and forging stronger sales and marketing relationships. This week’s guest has experience doing both. Financial Services Product Marketing Director for Demandbase and avid traveler Tara Barkett Quehl calls in after reporting for jury duty to talk about the past a...