The CRM Success Show

Latest Episodes:

Salesforce in Aviation - Hector Carballosa, inav (#39) May 19, 2026

Show notes

How can Salesforce and Revenue Operations help aviation companies improve efficiency and scale? In this episode, Hector Carballosa explores the role of Salesforce, enterprise technology, CRM, ERP, and RevOps in the aviation aftermarket. He shares insights on aligning technology with business strategy, improving processes, building scalable operations, and turning complex technology challenges into measurable business outcomes.
About Our Guest
Hector Carballosa is Director – CRM, ERP & RevOps at inav, with a career spanning enterprise technology consulting, revenue operations, and the aviation aftermarket. His expertise combines Salesforce and enterprise software architecture with business strategy and operational leadership.
Hector focuses on understanding organizations from both the operational and executive perspectives, then translating those insights into practical technology strategies. His experience includes designing processes, architecting solutions, building teams, mentoring talent, and creating the operational foundations businesses need to scale.

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/
Your Hosts on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

The Power of Intentional Design - Peter Schweiss, Hope Ignites (#38) May 05, 2026

Show notes

What does intentional design look like when building technology solutions that people actually use? In this episode, Peter Schweiss explores how thoughtful technology design, process automation, and Salesforce can help organizations build more effective and scalable systems. He shares insights on aligning technology with organizational goals, improving processes, and designing solutions that create meaningful impact.
About Our Guest
Peter Schweiss is Director of Technology Services at Hope Ignites, an international nonprofit organization empowering young people in need. He leads the design and implementation of technology solutions that support the organization’s mission and goals.
With more than 10 years of experience in technology consulting and services, Peter has worked with clients across industries including hospitality and education. His expertise includes process automation, Salesforce administration, network engineering, cybersecurity, and project management.
Peter is also an active member of SFXD, the Salesforce Discord Exchange, where he shares best practices with Salesforce professionals. Passionate about innovation and education, he also coaches and mentors others to help them reach their potential.

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/
Your Hosts on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

Building Engineering Teams in 2026 - Eric Nelson, Sunshine Behavioral Health (#37) Apr 21, 2026

Show notes

What does it take to build high-performing engineering teams in 2026? In this episode, Eric Nelson explores how technology leaders can build strong teams, align stakeholders, and create environments where top talent can thrive. He shares insights on Salesforce engineering, enterprise architecture, technical strategy, vendor management, and reducing costs while delivering scalable solutions that work in the real world.
About Our Guest
Eric Nelson is a technology leader and builder focused on high-performing teams, complex Salesforce architectures, and scalable business solutions. His unique combination of organizational psychology and deep technical expertise allows him to lead across disciplines while empowering teams rather than micromanaging.
Eric has a strong track record of architecting enterprise systems, improving efficiency, and reducing costs at scale, including delivering multimillion-dollar savings through smarter technical and vendor strategies. He specializes in bringing people and systems together, aligning stakeholders, and creating cohesive teams that deliver meaningful business results.

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/
Your Hosts on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

Behind the Build, Salesforce in Banking - Pam Hannett, Liberty Bank (#36) Apr 07, 2026

Show notes

What goes on behind the build when a bank transforms its customer experience with Salesforce? In this episode, Pam Hannett explores the strategy and execution behind Salesforce in banking, including digital transformation, AI-driven insights, advanced analytics, process automation, and customer engagement. Discover how financial institutions can modernize technology, personalize experiences, and create new opportunities while navigating a highly regulated industry.
About Our Guest
Pamela Hannett is VP of Salesforce Strategy and Execution at Liberty Bank and has more than 25 years of experience driving innovation and transformation in financial services. Her expertise spans marketing technology, CRM, core banking, business applications, product management, and sales operations.
Pam leads with a focus on collaboration, adaptability, continuous learning, and human-centered design. She helps financial institutions use data, emerging technologies, intelligent automation, and AI to improve customer experiences, drive operational efficiency, and deliver measurable business impact.

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/
Your Hosts on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

Data for Good a Non Profit's Journey - Suzie Campbell, Start Early (#35) Mar 24, 2026

Show notes

How can nonprofits build a strong data strategy while navigating complex Salesforce environments and limited resources? In this episode, Suzie Campbell explores the role of data architecture, governance, and migration in helping nonprofits use technology more effectively. Discover how thoughtful data strategy can support better decision-making, improve operations, and create meaningful impact through Salesforce.
About Our Guest
Suzie Campbell is the creator of 24/7 Suzie, Secretary of Dreamin’ in Data, and Assistant Director, Salesforce at Start Early, where she leads data architecture strategy across a complex multi-cloud environment.
After 10 years in higher education, Suzie transitioned into Salesforce administration and now has six years of experience in the ecosystem. She has presented at Dreamforce, DevOps Dreamin’, Datablazer Mastery On-Site, and nonprofit user groups on data strategy, governance, and migration.
Suzie is passionate about building supportive communities for data professionals and ensuring nonprofits have a voice in the technology space.

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/
Your Hosts on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

Salesforce & Agile in Wealth Management - Christy Grow, Beacon Pointe (#34) Mar 10, 2026

Show notes

How can wealth management organizations use Salesforce and Agile practices to build more efficient, scalable, and user-friendly systems? In this episode, Christy Grow shares insights on managing enterprise Salesforce environments, improving workflows, meeting compliance requirements, and bridging the gap between business and engineering teams. Discover how Agile approaches and Salesforce can help financial services organizations improve efficiency, support growth, and create better user experiences.
About Our Guest
Christy Grow is a Senior Salesforce Program Manager at Beacon Pointe, specializing in connecting business stakeholders with engineering teams. She has more than 7 years of experience managing enterprise Salesforce organizations and more than 15 years of experience across healthcare and financial services.
In financial services, Christy has managed diverse teams, brought Salesforce organizations up to enterprise compliance standards, and implemented complex workflows to improve efficiency and drive growth. Her healthcare experience includes data analytics and reporting, data management system administration and implementation for more than 700 users, and managing teams of more than 20 direct reports.
Christy is passionate about building intuitive, user-friendly systems that help people work more effectively.

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/
Your Hosts on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

The Human Touch and Agentforce - Brent Downey, Pushpay (#33) Feb 24, 2026

Show notes

Featured: Brent Downey, Sr. Director of Revenue Technology of Pushpay
Brent Downey a Salesforce MVP and the creator of AdminHero.com. Since 2012, He has empowered Salesforce Administrators to become workplace heroes through practical advice, best practices, and thought leadership in the Salesforce community.
As a multi-certified Salesforce professional with over 15 years of experience, Brent combines deep technical expertise with real-world business acumen. He has managed complex global Salesforce implementations across multiple countries and languages, led Salesforce user groups, transformed teams, and spoken at various events including Dreamforce.
But his greatest accomplishment is in his role as a husband and father to four kids—and one very vocal miniature schnauzer!
Brent is currently the Senior Director of Revenue Technology at Pushpay which builds technology to help non-profit and faith-based communities build lasting connections.

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/
Your Hosts on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

Bonus Episode #2: Interviewing your Host: Khero Witey Feb 10, 2026

Show notes

Khero Witey has spent over a decade supporting execs across North America & Europe execute on their hiring initiatives, placing over 1000+ resources at 200+ clients, ranging from Start-Ups to Fortune 500.

He also holds 4x Salesforce Certs to his name and is organizer of the largest Salesforce user group meet in Texas, "Salesforce of North Dallas" with over 2k members and is known for bringing execs together over roundtable dinners.

Khero is originally from a small fishing town in the North of England, Grimsby, with Middle Eastern roots on his father's side + currently resides in Frisco, TX with his wife Amani and their pet beta fish Ophelia.

He is a die-hard Man United fan (nobody is perfect!)

https://www.linkedin.com/in/kherothetxrecruiter/

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/
Your Hosts on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

Bonus Episode #1: Interviewing your Host: Dave Masri ('Maz') Jan 27, 2026

Show notes

David "Maz" Masri is a veteran Data Architect and Project Manager with 20+ years of well-rounded IT experience working in various industries and IT verticals. Dave founded Gluon Digital in 2020 with the goal of promoting data migration and integration best practices to the Salesforce Ohana. And more recently Co-founded High Meadow a digital transformation agency End-to-End CRM solution tailored for Financial Services, Real Estate, Technology and more.

Prior to founding Gluon Digital, Dave has spent years working with data and with Salesforce. He has been involved in dozens of Salesforce data migration and integration projects and has used that experience to run numerous training programs for aspiring integration/migration specialists, and then ultimately authored his book (Developing Data Migrations and Integrations with Salesforce) on the subject.

David is a lifelong New Yorker, born and raised in Brooklyn NY, where he currently lives with his loving wife Nancy and their kids Joey, Adam, Ally and Lilly.

https://www.linkedin.com/in/davidmasri/

https://gluon.digital/

https://www.highmeadowsolutions.com/

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/
Your Hosts on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/