The CRM Success Show podcast

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Konten disediakan oleh Hiring Hero Khero & Data "Maz" Dave, Hiring Hero Khero, and Data "Maz" Dave. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Hiring Hero Khero & Data "Maz" Dave, Hiring Hero Khero, and Data "Maz" Dave atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Action Academy | Replace The Job You Hate With A Life You Love

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How To Replace A $100,000+ Salary Within 6 MONTHS Through Buying A Small Business w/ Alex Kamenca & Carley Mitus 57:50

52 weeks yang lalu57:50

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57:50

Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Want to know which investment strategy is best for you? Take our Free Asset-Selection Quiz Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…

The CRM Success Show

Beranda serial•Feed

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:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/

18 episode

#Tech #MBA #Business #Podcasting Education #Hiring Hero Khero & Data "Maz" Dave #Data "Maz" Dave #Hiring Hero Khero #CRM #Succession #Data #Salesforce #Technology #Digital

The CRM Success Show

updated 5 hari yang lalu

Beranda serial•Feed

18 episode

#Tech #MBA #Business #Podcasting Education #Hiring Hero Khero & Data "Maz" Dave #Data "Maz" Dave #Hiring Hero Khero #CRM #Succession #Data #Salesforce #Technology #Digital

Semua episode

The CRM Success Show

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#16 Andy Wirtner: PlainsCapital Bank - Service Cloud Voice\AWS Contact Center 59:27

5 hari yang lalu59:27

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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 into the bank’s go-to system for digital transformation. Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#15 Melanie Dixon: Ochsner Health - Implementing Salesforce Health Cloud 1:02:21

19 hari yang lalu1:02:21

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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: Developing growth strategy for Salesforce, ServiceNow, SharePoint, and UiPath development teams (10+ developers/admins), growing application utilization from 20+ employees to 600+ employees. Before Salesforce and IT, Melanie was a Project Manager for The National WWII Museum . Outside of Salesforce, you can find Melanie channeling her creativity into making costumes and headpieces for family and friends for seasonal events in New Orleans. 🎭 Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#14 Phil Ryan: Flexo Concepts - All in on Salesforce and Continues Improvement 1:03:51

5 weeks yang lalu1:03:51

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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 on over 300 automations that are responsible for maintaining data integrity, reducing clicks, transforming and uplifting the experience of our employees and customers across over half a million touchpoints every month. Phil is a self proclaimed Salesforce Flow Junkie and has featured as a 2x Dreamforce Speaker. Outside of Salesforce and Technology, Phil has a passion for woodworking, ranging from small projects such as jewelry boxes to large ones like furniture and built-in bookcases. Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#13 Nilam Patel & Andy Vays : Rent.com - Service Cloud and Case Management 1:02:54

7 weeks yang lalu1:02:54

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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-functional technical solutions from inception to implementation, thriving on driving meaningful change—whether through technology or broader strategic initiatives. Nilam believe that success is best measured by the data we collect throughout implementation, enabling continuous improvement and leveraging key performance indicators to measure impact. True success comes from the synergy of people, process, and technology. Andy Vays Andy Vays is the maestro behind enterprise applications at Rent.com , where he leads high-performing teams in orchestrating Salesforce, Zuora, and a cloud tech stack that keeps revenue flowing and operations seamless. As Director of Enterprise Applications, he doesn’t just optimize the lead-to-cash process—he ensures the right people, systems, and strategies are in place to make it happen. From aligning technology with business goals to championing automation and analytics, Andy keeps Rent’s enterprise systems running smoothly. Before Rent, Andy led engineering and managed services at Plative, where he built powerhouse teams and guided businesses through large-scale Salesforce and Netsuite transformations. When he’s not in strategy mode, he’s busy managing his most dynamic (and unpredictable) stakeholder—his daughter, Charlie—who has yet to acknowledge his authority on anything. Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#12 Abi Claus: Camping World - Getting the Requirements Right 57:03

9 weeks yang lalu57:03

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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 implementing technology—it's been about empowering teams, optimizing processes, and driving meaningful change in organizations. At the heart of her work is a commitment to innovation and a belief in the potential of technology to transform businesses. Abi is a 2x Harvard Guest Lecturer, was recently featured in the Top 50 Women Leaders in Dallas '23 and is currently Director of Salesforce at Camping World . Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#11 Chris Trivers: Valley Strong Credit Union - Inheriting an inflight implementation 1:07:32

11 weeks yang lalu1:07:32

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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 products. Chris is responsible for the product ownership of the credit union’s Salesforce platform and management of the business side of the Salesforce Center of Excellence (COE). He is leading the Salesforce practice which includes Financial Services Cloud, Marketing Cloud, Tableau and MuleSoft. Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#10 Imani Chopin: Brinks Home - RevOps 101 Do's and Don'ts of RevOps 42:26

13 weeks yang lalu42:26

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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 marketing, sales and partner enablement, and GTM systems across both B2B and B2C organizations. Her ongoing commitment is to drive operational excellence and create scalable growth solutions. Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#9 Nadina Lisbon: NetApp - Salesforce in Startups, Mid-Size and Enterprise environments 55:03

15 weeks yang lalu55:03

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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 has a proven track record of success in the Salesforce ecosystem. Nadina is also actively involved in the Salesforce community. She is a Salesforce MVP, MuleSoft Ambassador, conference speaker at numerous Salesforce conferences, including Dreamforce, TDX, and other Dreamin' conferences, SXSW Mentor, Ladies Be Architects Ambassador, Well-Architected Ambassador, Rad Coach, Salesforce User Group Leader, and is on the Advisory Board of ScaleUp Archs. Nadina is a valuable asset to any organization and a true leader in the Salesforce community. Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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The CRM Success Show - Season 1 Recap 15:37

17 weeks yang lalu15:37

15:37

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. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#8 Christen Sisler: Sequoia - Modernizing a Salesforce Org 1:00:40

19 weeks yang lalu1:00:40

1:00:40

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 Operations for DXC Technology's Platform X and Director of Product Development at Axiom, she bring deep expertise in building scalable platforms, building teams and driving delivery. Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#7 Stefan Ludlow : Cerity Partners - Mergers and Acquisitions 1:10:21

21 weeks yang lalu1:10:21

1:10:21

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 him specialize in driving operational efficiency and enhancing the internal user experience. Stefan is currently CTO of Cerity Partners . Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#6 Carrlos Boyd: One Share Health - Transitioning into a Leadership Role 1:02:24

23 weeks yang lalu1:02:24

1:02:24

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 Instructor, photography and training for marathons. Carrlos is currently Director, CX Technologies Paycor - executing a holistic strategy for Salesforce.com , Gainsight, Observe Al, Genesys, Gong, Calendly, and other related technologies. Links Mentioned: https://www.salesforce.com/company/power-of-us/ https://veterans.my.site.com/s/ Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#5 Ethan Waller: Goosehead Insurance Agency - Scaling with Salesforce 1:01:44

25 weeks yang lalu1:01:44

1:01:44

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. He leads a 40+ team of analysts, administrators, and developers, overseeing the design, implementation, and maintenance of Salesforce solutions to meet the business needs. LinkedIn: https://www.linkedin.com/in/ethanwaller/ Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#4: Todd Stalter: IHG - Establishing a Salesforce CoE (Centre of Excellence) 1:01:23

27 weeks yang lalu1:01:23

1:01:23

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 variety of industries including: Hospitality, Consumer Goods, Healthcare and Non Profit. LinkedIn : https://www.linkedin.com/in/tmstalter1/ Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

The CRM Success Show

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#3 Rebecca Meyer : Kelly-Moore Paints - SugarCRM or Salesforce 59:56

29 weeks yang lalu59:56

59:56

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 efficiently alter technology to optimize business processes, enhance customer relations, and drive growth and profitability. Rebecca is currently supporting Kelly-Moore Paints as VP of Technology. LinkedIn: https://www.linkedin.com/in/meyer1/ Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/…

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