Shows
The CRM Success Show#29 Ian Hopper - Royal College of Pathologists: Why The Public Sector Requires More Skin in the GameFeatured: Ian HopperIan 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 high-performing teams and strategic partnerships, he thrives in roles requiring both strategic oversight and hands-on leadership to drive impact.Having spent 9yrs at PwC, Ian went on to work for British Red Cross, ...
2025-11-181h 08
The CRM Success Show#28 Onttu Lindeman - Members 1st Federal Credit Union: Planning Large-Scale Salesforce ImplementationsFeatured: Onttu LindemanAs 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 him work across: Aviation, Motor Vehicle Manufacturing, Real Estate and Credit Unions. His career also includes a 3.5-year stint at the mothership, Salesforce, as Senior Business Architect. Outside o...
2025-11-041h 05
The CRM Success Show#27 Rob Lajeunesse - Angi: Einstein, AI & Service Cloud VoiceFeatured: Rob LajeunesseAs 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 innovations.His team has successfully executed four major Salesforce migrations, impacting over 1500 users, and implemented workforce management (Playvox) and customer engagement (Medallia) tools, achieving 25% CSAT improvements and 45% cost reductions in p...
2025-10-211h 07
The CRM Success Show#26 Pranav Lal - Gusto: How to Rebuild Team Morale After BurnoutFeatured: Pranav LalPranav 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, and align with business goals. He has a proven track record in leading cross-functional teams, implementing cutting-edge technology solutions, and delivering transformative projects across GTM functions (Sales, Customer Success, Marketing and CX). Pranav has...
2025-10-071h 07
The CRM Success Show#25 Jon Beller: First United Bank - Partner Selection & Lean Six SigmaFeatured: Jon BellerJon 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 & Experience Transformation• Journey Ownership & Evolution• Design Thinking, Agile, Digital, Automation• Cross Functional Leadership & Influence• Salesforce FSC, nCino, Mulesoft, CI/CD, DevOps• Enterprise Workflow & Data Strategy• Effective Change Agent & Change Manager• Operational Excell...
2025-09-231h 08
The CRM Success ShowThe CRM Success Show - Season 3 RecapIn 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 complex CRM systems.https://www.crmsuccess.show/Your Host on LinkedIn:Maz: https://www.linkedin.com/i...
2025-09-0907 min
The CRM Success Show#24 Ethan Lippman : Alkami Technology - Productizing Rev OpsFeatured: 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, product marketing, competitive intelligence, and operations, Ethan brings a holistic business lens to scaling operations and driving measurable growth. He's also a sought-after speaker, having participated in events like the Revenue Operations Summit in Austin...
2025-08-261h 04
The CRM Success Show#23 Maxwell Mozes : Walmart - Rev Ops at WalmartFeatured: Maxwell MozesMaxwell 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, BI, & SystemsAt Amazon, Max ran global sales operations for Amazon Business, the B2B arm of Amazon.com, growing it from inception in 2014 to $35 billion...
2025-08-121h 11
The CRM Success Show#22 Jason Belote: Vari - Salesforce in B2B & B2C EnvironmentGet to know your Guest. Featured: Jason BeloteJason 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 technology teams, initially in the Seibel CRM space before switching to Salesforce in 2006, joining the mothership itself and working on over 30 Service + Sales Cloud projects. He is passionate about b...
2025-07-2959 min
The CRM Success Show#21 Chris Pearson: Jostens - Hiring and developing Talent in the Salesforce EcosystemFeatured: Chris PearsonChris 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 collaboratively to ensure the platform meets the needs of multiple divisions within Jostens. He also drives the technical debt retirement process and the expansion of international application support.Chris is...
2025-07-151h 11
The CRM Success Show#20 Hans Tiefenthaler: Access TeleCare - Moving In house - First 90 daysFeatured: Hans TiefenthalerHans is the Director of Salesforce & CRM Platforms Access TeleCareHans 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 solution design and planning, stakeholder engagement and alignment, agile methodologies and development team management, as well as change management and product strategy. Hans has strong healthcare understanding, RCM and scheduling, working as Sa...
2025-07-011h 01
The CRM Success Show#19 Niraj Jain: Mercedes Benz - Implementing Salesforce on an Enterprise LevelFeatured: Niraj JainNiraj 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 transform, improving business processes, and mentoring others. Niraj has extensive Financial Services and Banking industry experience. His career has taken him from Accenture to Salesforce with roles at JP Mo...
2025-06-171h 09
The CRM Success Show#18 Chris Neudecker: BHG Financial - Lending in Healthcare and decommissioning Business units from SalesforceFeatured: Chris NeudeckerChris is Sr. Director of Engineering at BHG FinancialWith 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), Finance (Banking & Wealth Management), and Mortgages.Talking with the people who own the largest and most complex CRM systems.https://www.crmsuccess.show/Your Host on Lin...
2025-06-0359 min
The CRM Success Show#17 Dave Swidan: Veracyte - Comparing SAP Projects to Salesforce ProjectsFeatured: Dave SwidanDave 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 with experience in flow, process builder and integration on Sales, Service and Field Service Lightning. Based on the West Coast, Dave enjoys the outdoors and water and studied marine biology.Talking with the p...
2025-05-2057 minThe CRM Success ShowThe CRM Success Show - Season 2 RecapIn 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/
2025-05-0606 min
The CRM Success Show#16 Andy Wirtner: PlainsCapital Bank - Service Cloud Voice\AWS Contact CenterFeatured: 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:
2025-04-2259 min
The CRM Success Show#15 Melanie Dixon: Ochsner Health - Implementing Salesforce Health CloudFeatured: Melanie Holmes DixonMelanie 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 c...
2025-04-081h 02
The CRM Success Show#14 Phil Ryan: Flexo Concepts - All in on Salesforce and Continuous ImprovementFeatured - Phil RyanPhil 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....
2025-03-251h 03
The CRM Success Show#13 Nilam Patel & Andy Vays : Rent.com - Service Cloud and Case ManagementFeatured - Nilam Patel & Andy VaysNilam 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 le...
2025-03-111h 02
The CRM Success Show#12 Abi Claus: Camping World - Getting the Requirements RightEpisode: #12Get to know your Guest. Featured - Abi ClausAbi 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 tr...
2025-02-2557 min
The CRM Success Show#11 Chris Trivers: Valley Strong Credit Union - Inheriting an inflight implementationFeatured Chris TriversChris 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 Fin...
2025-02-111h 07
The CRM Success Show#10 Imani Chopin: Brinks Home - RevOps 101 Do's and Don'ts of RevOpsFeatured Imani ChopinImani 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 CR...
2025-01-2842 min
The CRM Success Show#9 Nadina Lisbon: NetApp - Salesforce in Startups, Mid-Size and Enterprise environmentsFeatured - Nadina D. LisbonNadina, 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 Sal...
2025-01-1455 minThe CRM Success ShowThe CRM Success Show - Season 1 RecapIn 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/
2024-12-3115 min
The CRM Success Show#8 Christen Sisler: Sequoia - Modernizing a Salesforce OrgFeatured: Christen SislerEpisode: #8Christen 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 an...
2024-12-171h 00
The CRM Success Show#7 Stefan Ludlow : Cerity Partners - Mergers and AcquisitionsFeatured: Stefan LudlowEpisode: #7Stefan 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/
2024-12-031h 10
The CRM Success Show#6 Carrlos Boyd: One Share Health - Transitioning into a Leadership RoleFeatured: Carrlos BoydEpisode: #6Carrlos 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 Ment...
2024-11-191h 02
The CRM Success Show#5 Ethan Waller: Goosehead Insurance Agency - Scaling with SalesforceEpisode: #5 - Ethan E. WallerEthan 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/e...
2024-11-051h 01
The CRM Success Show#4: Todd Stalter: IHG - Establishing a Salesforce CoE (Centre of Excellence)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/
2024-10-221h 01
The CRM Success Show#3 Rebecca Meyer : Kelly-Moore Paints - SugarCRM or SalesforceEpisode: #3 - Rebecca Meyer20 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/...
2024-10-0859 min
The CRM Success Show#2 David Stott : Bellevue University - Salesforce in EducationEpisode: #2 David Stott: Bellevue University - Salesforce in EducationDavid 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. He has worked for the likes of: Republic Finance, Salesforce, Ameritas & Bellevue University.LinkedIn: https://www.linkedin.com/in/david-stott-mba-b2704a59/Talking with the people who own the la...
2024-09-241h 02
The Group ChatISIS Survivor in Studio, Taylor endorses Kamala & Apple Tax TroubleGavan and Zara talk with Shireen Khero, an ISIS survivor, who discusses how she was taken from her home and the 10 year anniversary of the genocide of the Yazidi people in Syria.Team Taylor is Team Kamala; the international popstar has endorsed the presidential nominee after the first debate.And the Apple Tax Windfall; what will the tax ruling by the EU mean for the upcoming elections? Hosted on Acast. See acast.com/privacy for more information.
2024-09-1245 min
The CRM Success Show#1 Chris Barba: Bank of Oklahoma – nCino & SalesforceEpisode: #1 Chris Barba: Bank of Oklahoma – nCino & Salesforce20+ 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 Salesforce platform with a program budget ~30M, which has seen $6+ billion loan portfolio onto the nCino platform. Outside of work, he is an avid runner and enjoys reading about how to improve sof...
2024-09-101h 01The CRM Success ShowIntroducing your HostsIntroducing 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 Host on LinkedIn:Maz: https://www.linkedin.com/in/davidmasri/Khero: https://www.linkedin.com/in/kherothetxrecruiter/
2024-08-3008 min
Jerry-Rigged Business Marketing PodcastBehind The Scenes | Salesforce Recruiters | ep 5Looking for a new role in the Salesforce ecosystem?The Jerry-Rigged Podcast dives in to the Salesforce recruiter world with our guest today: Khero Witey from Third RepublicLinkedIn: https://www.linkedin.com/in/kherothetxrecruiter/We put Dallas based, Salesforce recruiter Khero through the paces so you can learn how to navigate the job market with recruiters helping your job search.A bit about Third Republichttps://www.thirdrepublic.com/Like and Subscribe to get real-world, no-nonsense advice ...
2024-01-2851 min
Admins of TomorrowEvolving Your Career: Personal Growth in SalesforceEmbark on an exploration of Salesforce careers with our latest episode featuring Salesforce recruiter Khero Witey. He joins the podcast to share his journey from the UK to leading a Salesforce Meetup in Dallas TX. We delve into not just the evolution of Salesforce as a platform but how it serves as a springboard for personal growth and assisting new admins in forging their path.Join us as we tackle the universal jitters of embarking on new ventures and reveal strategies that turn nervous energy into career-defining moments. We offer insights into leveraging your unique background to...
2023-12-2749 min