The CRM Success Show
Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.
For the executive, admin, architect, and RevOp leader running Salesforce orgs at scale. Every other week, we interview the people who actually own the system, prior guests include leaders at Walmart, Rockwell, Gusto, credit unions, and nonprofits, and every industry in between. Talking about data migrations, development, change management, partner selection, AI rollouts, Agentforce, team building, and the decisions that went sideways.
Website: https://www.crmsuccess.show/
Your Hosts on LinkedIn (Reach Out!):
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/
Episodes
58 episodes
Mergers and Acquisitions - Stefan Ludlow, Cerity Partners (#7)
What happens to technology, CRM systems, and business operations when companies go through a merger or acquisition? In this episode, Stefan Ludlow shares insights into the technology challenges and opportunities that come with mergers and acqui...
Transitioning into a Leadership Role - Carrlos Boyd, One Share Health (#6)
What does it take to transition from a Senior Salesforce Administrator into a leadership role? In this episode, Carrlos Boyd reflects on his journey from Salesforce administration to becoming a Director, sharing lessons on leadership, career gr...
Scaling with Salesforce - Ethan Waller, Goosehead Insurance Agency (#5)
What does it take to scale Salesforce successfully as an organization grows? In this episode, Ethan Waller shares insights into Salesforce strategy, team leadership, and building scalable CRM solutions that align with business needs. Discover h...
Establishing a Salesforce CoE (Centre of Excellence) - Todd Stalter, IHG (#4)
What does it take to build a successful Salesforce Centre of Excellence (CoE), and how can organizations get more ROI from their Salesforce investment? In this episode, Todd Stalter shares practical insights on establishing a Salesforce CoE, im...
SugarCRM or Salesforce - Rebecca Meyer, Kelly-Moore Paints (#3)
SugarCRM or Salesforce which CRM platform is the right fit for your business? In this episode, Rebecca Meyer shares insights into choosing and optimizing CRM technology to improve customer relationships, streamline business processes, and suppo...
Salesforce in Education - David Stott, Bellevue University (#2)
What can organizations learn from managing some of the world’s most complex CRM systems? In this episode, David Stott explores the role of Salesforce in education and how CRM technology can support better customer engagement, digital transforma...
nCino & Salesforce - Chris Barba, Bank of Oklahoma (#1)
How are banks using Salesforce and nCino to transform lending, modernize technology, and deliver better software solutions? In this episode, Chris shares the real-world challenges and lessons behind implementing nCino on the Salesforce platform...
