How McKesson’s Velu Palani Leads Saleforce Transformation with AI, Frameworks & Strategic Vision
In this episode of The Heartbeat Podcast, host Mike Sommer sits down with Velu Palani, Vice President and Salesforce IT Service Leader at McKesson, one of the largest healthcare companies in the world.
Velu shares hard-won insights from leading enterprise CRM transformations, implementing Salesforce at scale, and integrating AI-driven frameworks to deliver customer-centric outcomes. From lessons learned in the trenches to building scalable foundations for AI, this episode is packed with strategic advice for CIOs, IT directors, and digital transformation leaders.
We also explore Velu’s passion for mentoring, community learning, and the evolving role of technology leadership in the enterprise.
🎧 Whether you're rethinking your CRM stack or exploring AI in Salesforce, this is a must-watch for modern tech leaders.
🔹 Timestamps: 00:00 – Introduction to the Heartbeat Podcast
00:12 – Meet Velu Palani: A Leader in CRM Strategy
01:13 – The Journey of Writing a Book
02:10 – Velu's Path to IT Leadership
04:02 – The Importance of Frameworks in CRM
06:16 – Lessons from the Trenches
12:31 – Foundational Elements for AI in Salesforce
15:34 – Defining CRM Success
17:37 – Fostering Innovation and Best Practices
21:12 – Advice to the Younger Self
22:14 – Continuous Learning and Giving Back
23:20 – Conclusion and Final Thoughts
✅ Don’t forget to like, subscribe, and hit the bell to stay updated on future episodes featuring today’s top technology leaders.
#CRMStrategy #SalesforceLeadership #DigitalTransformation #AIinCRM #TechLeadership #MidMarketCIO #VeluPalani #McKesson #HeartbeatPodcast
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