The CRM Success Show

Featured Kevin Mossman

Kevin is an experienced Digital CRM Leader with a broad background in both Software Development and IT Operations.

Recognized for providing strategic and tactical executive direction for Customer Experience organizations, he is currently VP of Salesforce Development at DUAL North America, a leading Specialty Program Manager in Property, Casualty, and Financial Lines.

Kevin's j...

Featured: Ian Hopper

Ian is an Executive Director with 15 years’ experience in transformation, operations, and strategic growth across charities, NGOs, and the public sector.

He specialises in modernising operating models, embedding digital innovation, and ensuring financial sustainability. Ian has led complex transformations in workforce planning, governance, and digital strategy.

Known for building hig...

Featured: Onttu Lindeman

As a Salesforce leader, Onttu helps organizations avoid the most common pitfalls that drain value and increase costs. He is passionate about ensuring that strategy, licensing, governance, and adoption are aligned so Salesforce becomes a growth engine rather than a burden.

Currently, Onttu holds 13x Salesforce Certifications and Product Certifications.

Onttu's career has seen...

Featured: Rob Lajeunesse

As Senior Director of Product Management at Angi, Rob leads a team of Product Managers to deliver transformative technology solutions for Sales and Care, including Salesforce (Service Cloud, Sales Cloud), Medallia, Playvox, and SMS platforms. 

His focus is on driving user-centric products that enhance homeowner and pro experiences while optimizing operational efficiency through AI and CRM ...

Featured: Pranav Lal

Pranav is an experienced technology leader with a passion for building world-class business technologies and high-performing teams. Currently, Pranav is Head of Business Technology - Enterprise Systems at Gusto which serves more than 400,000 businesses nationwide.

Skilled in developing and executing scalable architecture strategies that accelerate revenue growth, enhance operational efficiency...

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...

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...