Transcending CRM Podcast

New to the Salesforce ecosystem? Head straight to PwC senior Salesforce consultant Frank Gillen's Cloud Qualified YouTube channel for informative, easily digestible 5-7 minute tutorials covering topics from Basics to Field Service Lightning to exam guides. On this week's episode, Frank and the hosts discuss expectations for Salesforce Genie, the endless relevance of CRM know-how, and which Philly...

Hard as it is to believe sometimes, there is life beyond the Salesforce ecosystem, and we're talking about it this week! To celebrate our last episode of 2022, we're taking a step back and looking at the bigger picture with super special guest Eric Wood, Buffalo Bills Radio Network color commentator, podcaster , and author of Tackle What's Next. Eric gets frank about the mindset it took to re-envi...

Will 2023 be the year Elliott adds a Pardot certification to his credentials? Maybe! In the meantime, Jacob Hayes, Marketing Cloud Personalization Practice Manager at Silverline, drops by the show to discuss how zoning in on a specialization bettered his career. He shares how the Salesforce personalization platform creates a single, comprehensive view of prospects and customers by combining in-dep...

Change management isn’t Field of Dreams, points out Senior Director of Banking Industry Solutions at Salesforce Greg Blausey. Just because you build it doesn’t mean they’ll come—sustained training and engagement is just as important to a platform’s success as building it out. This week, Elliott and JP join fellow Ohioan Greg to discuss why strong listening skills are a requisite up and down the ba...

There’s no shortage of a-ha moments in this week’s conversation with Trailblazer, podcaster, and award-winning entrepreneur Heather Black, founder and CEO of Supermums . Heather shares how she discovered that designing systems is a science upon itself through her and her team’s work of training over 200 parents a year in Salesforce administration, consultancy, and Marketing Cloud capabilities. Ell...

Can a career in the United States Air Force prepare someone for a life in Sales force? More than you might think! Senior Data Analysis Manager at Capital One and certified alligator wrestler (no joke) Tony Stegeman join JP and Elliott to chat all things Dreamsforce. Beyond the helpful breakout sessions and keynotes, Tony points out how beneficial it is go in with lesser-explored questions and an e...

Chief Digital Officer at Amerant Bank and salsa dancer-extraordinaire Mark Jaundoo chats with friends and old Silverline colleagues JP and Elliott about adoption, internal and external buy-in, and lessons he’s learned building out tools and processes throughout his banking career. As a strategy intern 10 years ago, Jaundoo went from manually entering reams of data in Excel to using Sales Cloud to...

Former guest Elliott Spence joins JP as cohost to kick off the new season of the Transcending CRM! The pair reminisces about the role that Salesforce has played throughout their careers. They share advice on working through objections when conducting Salesforce training and scenarios where they’ve leveraged Salesforce to solve complex problems in a short amount of time. JP and Elliott each reveal...

Silverline’s Angie Lingk discusses how to maximize the impact of the sales organization for customers, partners, and internal constituents through alignment of sales strategy with the broader organization and the design and implementation of the processes, people, and tools required to support it. Angie and JP dive into the changing dialogue around data usage, why we’ve only scratched the surface...

JP chats with Evan Eichert about his career path from a bank branch manager to a Solution Architect at Stitch Consulting. Evan and JP met when Evan was an end user for one of JP’s first major Salesforce initiatives. Evan quickly progressed into a management position leading a centralized sales team powered by Salesforce, to a Salesforce Admin, and eventually a Salesforce Solution Architect. Evan s...

Danielle Laffey’s career has evolved with Salesforce, from the early days of when CRM was an unknown term to how she now uses Salesforce as a marketing and insurance expert. She is a 2020 Marketing Champion and a Salesforce MVP. Danielle shares how marketing has shifted to the entire customer journey, the pros and cons of Salesforce Marketing Cloud and Pardot, her favorite features of Salesforce F...

In our first episode, JP Owens and Elliott Spence discuss how their Salesforce journey began when they worked together at First Financial Bank. Elliot breaks down the business process items that were implemented in First Financial’s Salesforce solution, including Next Best Action to give the right customer the right offers at the right time and implementing live chat with Salesforce Knowledge on t...