The CRM Success Show
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/
Episodes
Featured: Jon Beller
Jon is a big-picture strategist, down-to-earth, with a track record of guiding teams from vision to impact through bold collaboration and relentless curiosity. His approach empowers individuals and teams to solve complex problems, bridge strategy to execution and grow through diverse perspectives, tailored tools and adaptive approaches.
Jon's expertise covers:
• Business & ...
In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 3, what they enjoyed and what is to follow for Season 4.
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/
Talking with the people who own the largest and most...
Featured: Ethan Lippman 🤖
Ethan Lippman leads Revenue Operations at Alkami Technology, a fast-growing cloud platform powering digital banking for financial institutions across the U.S. In this critical role, he oversees the alignment of Rev, Ops, Sales, Product, and Marketing—ensuring cohesiveness between go-to-market strategy and operational execution.
With a wide-ranging background including account management...
Featured: Maxwell Mozes
Maxwell has expertise is in building and growing large-scale B2B organizations from inception to 9, 10, and 11 digits in revenue.
At Walmart Business, the B2B division of Walmart, he is the Director and Head of Revenue Operations.
In this role he owns: 1) Customer Success & Onboarding, 2) Sales Operations, 3) GTM Strategy, Planning & Enablement, and 4) Sales Performance, ...
Get to know your Guest.
Featured: Jason Belote
Jason is Vice President of Technology at Vari, a rapidly growing office furniture and workspace innovation firm serving 98% of Fortune 500 companies. Toolkit includes leading platforms such as Salesforce, SAP S/4HANA, Boomi, Microsoft Data and Business Intelligence tools, etc.
He has over 20 years of experience in building and leading high-performing technol...
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 professionals who work co...
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 includes s...
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 projects that t...
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), Fin...
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 Architect...
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.
https://www.crmsuccess.show/
Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/
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-t...
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 on over 300 automat...
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-functio...
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 implement...
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.
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 ...
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 ha...
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/
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