Épisodes

  • #11 Chris Trivers: Valley Strong Credit Union - Inheriting an inflight implementation
    Feb 11 2025

    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.

    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 Financial Services Cloud, Marketing Cloud, Tableau and MuleSoft.

    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/

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    1 h et 8 min
  • #10 Imani Chopin: Brinks Home - RevOps 101 Do's and Don'ts of RevOps
    Jan 28 2025

    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 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 CRM systems.
    https://www.crmsuccess.show/

    Your Host on LinkedIn:
    Maz: https://www.linkedin.com/in/davidmasri/
    Khero: https://www.linkedin.com/in/kherothetxrecruiter/

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    42 min
  • #9 Nadina Lisbon: NetApp - Salesforce in Startups, Mid-Size and Enterprise environments
    Jan 14 2025

    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 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 Salesforce conferences, including Dreamforce, TDX, and other Dreamin' conferences, SXSW Mentor, Ladies Be Architects Ambassador, Well-Architected Ambassador, Rad Coach, Salesforce User Group Leader, and is on the Advisory Board of ScaleUp Archs.

    Nadina is a valuable asset to any organization and a true leader in the Salesforce community.

    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/

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    55 min
  • The CRM Success Show - Season 1 Recap
    Dec 31 2024

    Thoughts about this episode? Drop us a Text!

    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/

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    16 min
  • #8 Christen Sisler: Sequoia - Modernizing a Salesforce Org
    Dec 17 2024

    Thoughts about this episode? Drop us a Text!

    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 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 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/

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    1 h et 1 min
  • #7 Stefan Ludlow : Cerity Partners - Mergers and Acquisitions
    Dec 3 2024

    Thoughts about this episode? Drop us a Text!

    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 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/

    Your Host on LinkedIn:
    Maz: https://www.linkedin.com/in/davidmasri/
    Khero: https://www.linkedin.com/in/kherothetxrecruiter/

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    1 h et 10 min
  • #6 Carrlos Boyd: One Share Health - Transitioning into a Leadership Role
    Nov 19 2024

    Thoughts about this episode? Drop us a Text!

    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, 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 Mentioned:
    https://www.salesforce.com/company/power-of-us/
    https://veterans.my.site.com/s/


    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/

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    1 h et 2 min
  • #5 Ethan Waller: Goosehead Insurance Agency - Scaling with Salesforce
    Nov 5 2024

    Thoughts about this episode? Drop us a Text!

    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 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/ethanwaller/

    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/

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    1 h et 2 min