The CRM Success Show

Featured: Chris Pearson Chris is Director of Salesforce Development at Jostens , responsible for delivering innovative and scalable solutions for 2k worldwide users across Sales, Service, Marketing and Revenue Clouds. He has over 15 years of experience in business application development, management, and integration, with a focus on CRM and QTC systems. Currently leads a team of Salesforce profess...

Featured: Hans Tiefenthaler Hans is the Director of Salesforce & CRM Platforms Access TeleCare Hans has over 15 years of hands-on experience within the Salesforce ecosystem and a proven track record of delivering transformative business solutions, serving as project lead for over 250 implementations and solution architect for over 50 tech stack and business process overhauls.   His expertise i...

Featured: Niraj Jain Niraj has over 2 decades of experience working with global teams to deliver client success stories has given Niraj a unique perspective on the interlock between technology and business strategies.  He is proud of his ability to transcend between strategy and execution, as they go hand in hand.  Career accomplishments include leading & delivering large-scale, global project...

Featured: Chris Neudecker Chris is Sr. Director of Engineering at BHG Financial With over 15 years in the Salesforce ecosystem Chris is known for his experience across enterprise system management and enterprise architecture.    He has led multi-million dollar budget management and product/project delivery.   Chris has built Salesforce applications for industries across: Legal, Insurance (P+C), Fi...

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 Healthcare industry successfully managing large and small Projects/Programs supporting supply chain, sales, pricing, marketing, PLM, service and field service. Highly skilled Salesforce.com Administrator and Ar...

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 and most complex CRM systems, with a strong focus on Salesforce. https://www.crmsuccess.show/ Your Host on LinkedIn: Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/ Khero Witey...

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 from Credit Analyst back in 2011. Andy’s team of 4 supports a Salesforce org of around 775 users, spanning Sales, Service, and some Marketing Cloud. The team is turning the Salesforce platform i...

Featured: Melanie Holmes Dixon Melanie is currently Director, Enterprise Applications, Salesforce and RPA Sutter Health . Prior, she was Director, Technology Platforms & Automation for Ochsner Health managing a seven-figure budget and a portfolio of strategic technology projects including: Salesforce, ServiceNow, SharePoint, and UiPath. A notable highlight from Melanie 's career includes:...

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 unique privilege and pleasure of working closely with every member of the team to design, build, test and deploy over 75 apps and interfaces tailored to the needs of our business, and to have worked o...

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. As Sr. Manager, Engineering and tech enthusiast, she specializes in turning complex challenges into streamlined, process-driven solutions. With a proven track record of delivering large-scale, cross-f...

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 solutions. With a proven history of delivering large, multi-discipline technical solutions from initiation through implementation, her journey in the Salesforce ecosystem has been about more than just im...

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 Vice President and Enterprise Salesforce Leader for Valley Strong Credit Union , a $4 billion credit union that offers a full line of services for its members including personal, business and wealth p...

Featured Imani Chopin Imani is currently a Revenue Operations and Enablement Leader at a private equity-backed home security company, Brinks Home . She is overseeing customer acquisition strategy execution, pipeline analytics, process architecture, GTM systems, and transformational business initiatives.  With over 10 years of experience, she has managed revenue operations, lead generation, partner...

Featured -  Nadina D. Lisbon Nadina, is a CRM Enterprise Architect at NetApp. She is a Salesforce Certified Technical Architect, holds a Master's degree, and is actively involved in the Salesforce community. She has over 10 years of experience in the Salesforce ecosystem. A DF23 Golden Hoodie Recipient.  She is passionate about solving complex enterprise problems and mentoring others. Nadina...

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 systems, with a strong focus on Salesforce. https://www.crmsuccess.show/ Your Host on LinkedIn: Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/ Khero Witey: https://www.linkedin...

Featured: Christen Sisler Episode: #8 Christen Sisler is a seasoned technology leader with over a decade of Salesforce experience and currently serves as Senior Director, Salesforce at Sequoia .  She has extensive experience managing both small scale tech teams and enterprise teams consisting of hundreds of engineers.  With prior roles including the Head of Architecture , Engineering, and Platform...

Featured: Stefan Ludlow Episode: #7 Stefan is an experienced Technology leader with a demonstrated history of leading IT departments and teams in the financial services industry. His expertise include: cybersecurity, software development, and Salesforce CRM. Skilled in architecting and integrating platforms for wealth management, including CRM and portfolio reporting systems. His career has seen h...

Featured: Carrlos Boyd Episode: #6 Carrlos is an experienced Salesforce platform executive with a history of working in the healthcare, banking, and online marketing and advertising industries. He has completed several “from scratch” Salesforce implementations over the years. He is a USMC Veteran, Desert Storm Veteran and outside of work he enjoys fulfilling his passion as a Scuba Diving Instructo...

Episode: #5 - Ethan E. Waller Ethan has spent almost 20 yrs in the CRM space, gaining his first taste of Salesforce in the Non Profit world with Susan G. Komen before moving on to support another Non Profit with @Mothers Against Drunk Driving (MADD). Currently, Ethan is Director of Salesforce Solutions at Goosehead Insurance Agency , driving the strategic development and execution of Salesforce. ...

Episode: #4 - Todd Stalter 11X Certified Senior Salesforce Technology leader, focusing on new or failed Salesforce implementations; who has helped Salesforce customers deliver ROI on their Salesforce licensing spend. Todd's expertise include building and establishing Salesforce Centre of Excellences (CoE) and both technical and solution architecture. Todd has supported organizations within a...

Episode: #3 - Rebecca Meyer 20 years of experience in customer and operations, proven track record of leading organizations through operational modernization and transformational journeys, delivering value, efficiency, and innovation. Extensive knowledge and skills in various platforms and tools, such as SAP, JDE/Oracle, AS400, MS365 Suite, QuickBooks, Salesforce CRM, and more. Her mission is to e...

Episode: #2 David Stott : Bellevue University - Salesforce in Education David is a CRM Program executive with over 20 years’ experience encompassing financial services, healthcare, education, and non-profit organizations. A Salesforce evangelist who has worked on all the major Clouds (Sales, Service, Marketing, and Pardot) and continues to be an advocate for the power that Salesforce can bring to...

Episode: #1 Chris Barba : Bank of Oklahoma – nCino & Salesforce 20+ year career (from software developer to manager). Chris enjoys building and leading high-performing teams to deliver software solutions using modern practices and ways of working. Chris has spent the last six years with Bank of Oklahoma - leading multiple IT teams (45 members) in an Agile/DevOps project, implementing nCino on...

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.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/ Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforc...