The CRM Success Show

Latest Episodes:

Scaling with Salesforce - Ethan Waller, Goosehead Insurance Agency (#5) Nov 05, 2024

Show notes

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 how organizations can use Salesforce to support growth, improve operations, and create a strong foundation for long-term success.

About Our Guest
Ethan Waller has nearly 20 years of experience in the CRM space, beginning his Salesforce journey in the nonprofit sector with Susan G. Komen and later supporting Mothers Against Drunk Driving (MADD).

Ethan is currently Director of Salesforce Solutions at Goosehead Insurance Agency, where he leads the strategic development and execution of Salesforce. He oversees a team of more than 40 analysts, administrators, and developers responsible for designing, implementing, and maintaining Salesforce solutions that support the organization’s business needs.

Connect with Ethan Waller
LinkedIn: https://www.linkedin.com/in/ethanwaller/

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/

Establishing a Salesforce CoE (Centre of Excellence) - Todd Stalter, IHG (#4) Oct 22, 2024

Show notes

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, improving Salesforce implementations, and aligning technical and solution architecture with business goals. Whether you’re launching Salesforce for the first time or trying to fix an implementation that isn’t delivering results, this episode offers valuable strategies for maximizing your Salesforce investment.

About Our Guest
Todd Stalter is an 11X Certified Senior Salesforce Technology Leader specializing in new and failed Salesforce implementations. He has helped Salesforce customers improve the value and ROI of their Salesforce licensing investments, with expertise in building and establishing Salesforce Centres of Excellence (CoE), as well as technical and solution architecture.

Todd has supported organizations across a variety of industries, including hospitality, consumer goods, healthcare, and nonprofit organizations.

Connect with Todd Stalter
LinkedIn: https://www.linkedin.com/in/tmstalter1/

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/

SugarCRM or Salesforce - Rebecca Meyer, Kelly-Moore Paints (#3) Oct 08, 2024

Show notes

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 support growth. She explores the challenges of technology modernization and how organizations can use the right tools to drive efficiency, innovation, and profitability.
About Our Guest
Rebecca Meyer is a VP of Technology with 20 years of experience in customer operations, technology modernization, and business transformation. She has a proven track record of leading organizations through transformational journeys while delivering greater value, efficiency, and innovation.
Her technology expertise includes SAP, JDE/Oracle, AS400, Microsoft 365, QuickBooks, Salesforce CRM, and other business platforms. Rebecca’s mission is to optimize technology and business processes, enhance customer relationships, and drive growth and profitability. She currently supports Kelly-Moore Paints as VP of Technology.
Connect with Rebecca Meyer
LinkedIn: https://www.linkedin.com/in/meyer1/

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 in Education - David Stott, Bellevue University (#2) Sep 24, 2024

Show notes

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 transformation, and organizational growth. He shares practical perspectives on using Salesforce to help organizations build stronger and more effective CRM strategies.
About Our Guest
David Stott is a CRM Program executive with over 20 years of experience across financial services, healthcare, education, and nonprofit organizations. A Salesforce evangelist and advocate for the power of CRM technology, he has worked across Salesforce’s major Clouds, including Sales, Service, Marketing, and Pardot. His career includes roles with Republic Finance, Salesforce, Ameritas, and Bellevue University.
Connect with David Stott
LinkedIn: https://www.linkedin.com/in/david-stott-mba-b2704a59/

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/

nCino & Salesforce - Chris Barba, Bank of Oklahoma (#1) Sep 10, 2024

Show notes

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, leading Agile and DevOps teams, and moving a $6+ billion loan portfolio onto the platform.
If you’re interested in banking technology, Salesforce, nCino, digital transformation, Agile, DevOps, or technology leadership, this episode offers valuable insights from someone who has led the transformation firsthand.
About Our Guest:
Chris has more than 20 years of technology experience, progressing from software developer to IT leader. For the past six years, he has led multiple IT teams of up to 45 members in an Agile/DevOps environment, implementing nCino on the Salesforce platform with a program budget of approximately $30 million.
Outside of work, Chris is an avid runner and enjoys reading about software delivery and leadership. He believes that learning is the solution to both and that growing others multiplies the impact.
Connect with Chris Barba
LinkedIn: https://www.linkedin.com/in/chrisbarba/

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/

Introducing your Hosts Aug 30, 2024

Show notes

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, 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/

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