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: 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/
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 Oper...
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 specializ...
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, photograp...
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...
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 ...
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 eff...
Episode: #2 David Stott: Bellevue University - Salesforce in Education
David is a CRM Program executive with over 20 years’ experience encompassing financial services, healthcare, education, and non-profit organizations.
A Salesforce evangelist who has worked on all the major Clouds (Sales, Service, Marketing, and Pardot) and continues to be an advocate for the power that Salesforce can bring to an organization. ...
Episode: #1 Chris Barba: Bank of Oklahoma – nCino & Salesforce
20+ year career (from software developer to manager).
Chris enjoys building and leading high-performing teams to deliver software solutions using modern practices and ways of working.
Chris has spent the last six years with Bank of Oklahoma - leading multiple IT teams (45 members) in an Agile/DevOps project, implementing nCino on the Sal...
Introducing your Hosts: Dave Masri, aka "Data Dave", aka "Maz", and Khero Witey aka Khero the Hiring hero talking about why they started the show.
Find them 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 complex CRM systems.
https://www.crmsuccess.show/
Your Hos...
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