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  • #21 Chris Pearson: Jostens - Hiring and developing Talent in the Salesforce Ecosystem
    2025/07/15

    Featured: Chris Pearson

    Chris 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 based in Houston & regularly shares insights on the intersection of AI and Salesforce, discussing topics like ethical AI, scalable platform solutions, and leadership in digital transformation.

    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 時間 12 分
  • #20 Hans Tiefenthaler: Access TeleCare - Moving In house - First 90 days
    2025/07/01

    Featured: Hans Tiefenthaler

    Hans is the Director of Salesforce & CRM Platforms Access TeleCare

    Hans 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 Salesforce lead at Athena and having done over 15 Field Service implementations including complex routing and scheduling use cases.

    In this role, Hans will lead the efficient and stable operation of our Salesforce infrastructure which is now crucial in maintaining the high availability and performance for our solution and services. He will serve as both thought leader and technical architect, leading enterprise adoption of optimization and innovation initiatives that will transform the clinical and operational provision of care via telemedicine.

    On a personal note, Hans lives in Massachusetts where he is an avid athlete, outdoor enthusiast, family chef and handyman. He also volunteers his time to Greenbelt, Save the Harbor Save the Bay, Chebacco Lake Watershed Association, and other conservation efforts.

    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 時間 1 分
  • #19 Niraj Jain: Mercedes Benz - Implementing Salesforce on an Enterprise Level
    2025/06/17

    Featured: Niraj Jain

    Niraj 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 Morgan and Credit Suisse.

    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 時間 10 分
  • #18 Chris Neudecker: BHG Financial - Lending in Healthcare and decommissioning Business units from Salesforce
    2025/06/03

    Featured: Chris Neudecker

    Chris is Sr. Director of Engineering at BHG Financial

    With 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 LinkedIn:
    Maz: https://www.linkedin.com/in/davidmasri/
    Khero: https://www.linkedin.com/in/kherothetxrecruiter/

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    59 分
  • #17 Dave Swidan: Veracyte - Comparing SAP Projects to Salesforce Projects
    2025/05/20

    Featured: Dave Swidan

    Dave 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 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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    58 分
  • The CRM Success Show - Season 2 Recap
    2025/05/06

    In 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/

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    6 分
  • #16 Andy Wirtner: PlainsCapital Bank - Service Cloud Voice\AWS Contact Center
    2025/04/22

    Featured: 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:
    Maz: https://www.linkedin.com/in/davidmasri/
    Khero: https://www.linkedin.com/in/kherothetxrecruiter/

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    59 分
  • #15 Melanie Dixon: Ochsner Health - Implementing Salesforce Health Cloud
    2025/04/08

    Featured: Melanie Holmes Dixon

    Melanie 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 can find Melanie channeling her creativity into making costumes and headpieces for family and friends for seasonal events in New Orleans. 🎭

    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 時間 2 分