The CRM Success Show
Episodes
#35 Suzie Campbell - Start Early : Data for Good a Non Profit's Journey
24 Mar 2026
Contributed by Lukas
Suzie Campbell is the creator or 24/7 Suzie, Secretary of Dreamin’ in Data and Assistant Director, Salesforce at Start Early, leading data architect...
#34 Christy Grow - Beacon Pointe: Salesforce & Agile in Wealth Management
10 Mar 2026
Contributed by Lukas
Episode: #34Christy Grow is a Sr Salesforce Program Manager at Beacon Pointe who excels at bridging the gap between business stakeholders and engineer...
#33 Brent Downey - Pushpay: The Human Touch and Agentforce
24 Feb 2026
Contributed by Lukas
Featured: Brent Downey, Sr. Director of Revenue Technology of PushpayBrent Downey a Salesforce MVP and the creator of AdminHero.com. Since 2012, He h...
Bonus Episode #2: Interviewing your Host: Khero Witey
10 Feb 2026
Contributed by Lukas
Khero Witey has spent over a decade supporting execs across North America & Europe execute on their hiring initiatives, placing over 1000+ resourc...
Bonus Episode #1: Interviewing your Host: Dave Masri ('Maz')
27 Jan 2026
Contributed by Lukas
David "Maz" Masri is a veteran Data Architect and Project Manager with 20+ years of well-rounded IT experience working in various industries...
The CRM Success Show - Season 4 Recap
13 Jan 2026
Contributed by Lukas
In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 4, what they enjoyed and what is to follow for Season 5. Talking with ...
#32 Ankur Gupta - Ciena: Observability & AI
30 Dec 2025
Contributed by Lukas
Featured Ankur GuptaAnkur is a senior technology executive with 20+ years leading global software engineering, GTM systems, and AI-first enterprise tr...
#31 Hyung Lee - FloQast: Migrating to a New Salesforce Instance
16 Dec 2025
Contributed by Lukas
Featured Hyung LeeHyung Lee is a seasoned applications leader with deep roots in the Salesforce ecosystem. Over his career, Hyung has become an expert...
#30 Kevin Mossman - DUAL North America: Customer vs Partner vs Salesforce
02 Dec 2025
Contributed by Lukas
Featured Kevin MossmanKevin is an experienced Digital CRM Leader with a broad background in both Software Development and IT Operations. Recognized fo...
#29 Ian Hopper - Royal College of Pathologists: Why The Public Sector Requires More Skin in the Game
18 Nov 2025
Contributed by Lukas
Featured: Ian HopperIan is an Executive Director with 15 years’ experience in transformation, operations, and strategic growth across charities, NGO...
#28 Onttu Lindeman - Members 1st Federal Credit Union: Planning Large-Scale Salesforce Implementations
04 Nov 2025
Contributed by Lukas
Featured: Onttu LindemanAs a Salesforce leader, Onttu helps organizations avoid the most common pitfalls that drain value and increase costs. He is pa...
#27 Rob Lajeunesse - Angi: Einstein, AI & Service Cloud Voice
21 Oct 2025
Contributed by Lukas
Featured: Rob LajeunesseAs Senior Director of Product Management at Angi, Rob leads a team of Product Managers to deliver transformative technology so...
#26 Pranav Lal - Gusto: How to Rebuild Team Morale After Burnout
07 Oct 2025
Contributed by Lukas
Featured: Pranav LalPranav is an experienced technology leader with a passion for building world-class business technologies and high-performing teams...
#25 Jon Beller: First United Bank - Partner Selection & Lean Six Sigma
23 Sep 2025
Contributed by Lukas
Featured: Jon BellerJon is a big-picture strategist, down-to-earth, with a track record of guiding teams from vision to impact through bold collaborat...
The CRM Success Show - Season 3 Recap
09 Sep 2025
Contributed by Lukas
In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 3, what they enjoyed and what is to follow for Season 4. Talking with ...
#24 Ethan Lippman : Alkami Technology - Productizing Rev Ops
26 Aug 2025
Contributed by Lukas
Featured: Ethan Lippman 🤖 Ethan Lippman leads Revenue Operations at Alkami Technology, a fast-growing cloud platform powering digital banking for f...
#23 Maxwell Mozes : Walmart - Rev Ops at Walmart
12 Aug 2025
Contributed by Lukas
Featured: Maxwell MozesMaxwell has expertise is in building and growing large-scale B2B organizations from inception to 9, 10, and 11 digits in revenu...
#22 Jason Belote: Vari - Salesforce in B2B & B2C Environment
29 Jul 2025
Contributed by Lukas
Get to know your Guest. Featured: Jason BeloteJason is Vice President of Technology at Vari, a rapidly growing office furniture and workspace innovati...
#21 Chris Pearson: Jostens - Hiring and developing Talent in the Salesforce Ecosystem
15 Jul 2025
Contributed by Lukas
Featured: Chris PearsonChris is Director of Salesforce Development at Jostens, responsible for delivering innovative and scalable solutions for 2k wor...
#20 Hans Tiefenthaler: Access TeleCare - Moving In house - First 90 days
01 Jul 2025
Contributed by Lukas
Featured: Hans TiefenthalerHans is the Director of Salesforce & CRM Platforms Access TeleCareHans has over 15 years of hands-on experience within ...
#19 Niraj Jain: Mercedes Benz - Implementing Salesforce on an Enterprise Level
17 Jun 2025
Contributed by Lukas
Featured: Niraj JainNiraj has over 2 decades of experience working with global teams to deliver client success stories has given Niraj a unique perspe...
#18 Chris Neudecker: BHG Financial - Lending in Healthcare and decommissioning Business units from Salesforce
03 Jun 2025
Contributed by Lukas
Featured: Chris NeudeckerChris is Sr. Director of Engineering at BHG FinancialWith over 15 years in the Salesforce ecosystem Chris is known for his ex...
#17 Dave Swidan: Veracyte - Comparing SAP Projects to Salesforce Projects
20 May 2025
Contributed by Lukas
Featured: Dave SwidanDave is Senior Director, of Salesforce Engineering at Veracyte, Inc.A Senior Information Technology Leader with a demonstrated hi...
The CRM Success Show - Season 2 Recap
06 May 2025
Contributed by Lukas
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 ...
#16 Andy Wirtner: PlainsCapital Bank - Service Cloud Voice\AWS Contact Center
22 Apr 2025
Contributed by Lukas
Featured: Andy Wirtner, SVP Director, Banking Solutions PlainsCapital Bank. Andy is SVP Director, Banking Solutions at PlainsCapital Bank & has s...
#15 Melanie Dixon: Ochsner Health - Implementing Salesforce Health Cloud
08 Apr 2025
Contributed by Lukas
Featured: Melanie Holmes DixonMelanie is currently Director, Enterprise Applications, Salesforce and RPA Sutter Health. Prior, she was Director, Techn...
#14 Phil Ryan: Flexo Concepts - All in on Salesforce and Continuous Improvement
25 Mar 2025
Contributed by Lukas
Featured - Phil RyanPhil is VP of Operations and Technology for Flexo Concepts, innovators of TruPoint Polymer Doctor Blades for printing, coating, &a...
#13 Nilam Patel & Andy Vays : Rent.com - Service Cloud and Case Management
11 Mar 2025
Contributed by Lukas
Featured - Nilam Patel & Andy VaysNilam Patel For the past 12 years, Nilam has been fully immersed in the Salesforce ecosystem, embracing its capa...
#12 Abi Claus: Camping World - Getting the Requirements Right
25 Feb 2025
Contributed by Lukas
Episode: #12Get to know your Guest. Featured - Abi ClausAbi Claus is a passionate Salesforce leader and tech enthusiast who thrives on transforming co...
#11 Chris Trivers: Valley Strong Credit Union - Inheriting an inflight implementation
11 Feb 2025
Contributed by Lukas
Featured Chris TriversChris has spent over 16 years in the Salesforce ecosystem with extensive industry experience within the Banking, Credit Union &a...
#10 Imani Chopin: Brinks Home - RevOps 101 Do's and Don'ts of RevOps
28 Jan 2025
Contributed by Lukas
Featured Imani ChopinImani is currently a Revenue Operations and Enablement Leader at a private equity-backed home security company, Brinks Home. She ...
#9 Nadina Lisbon: NetApp - Salesforce in Startups, Mid-Size and Enterprise environments
14 Jan 2025
Contributed by Lukas
Featured - Nadina D. LisbonNadina, is a CRM Enterprise Architect at NetApp. She is a Salesforce Certified Technical Architect, holds a Master's...
The CRM Success Show - Season 1 Recap
31 Dec 2024
Contributed by Lukas
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 ...
#8 Christen Sisler: Sequoia - Modernizing a Salesforce Org
17 Dec 2024
Contributed by Lukas
Featured: Christen SislerEpisode: #8Christen Sisler is a seasoned technology leader with over a decade of Salesforce experience and currently serves a...
#7 Stefan Ludlow : Cerity Partners - Mergers and Acquisitions
03 Dec 2024
Contributed by Lukas
Featured: Stefan LudlowEpisode: #7Stefan is an experienced Technology leader with a demonstrated history of leading IT departments and teams in the fi...
#6 Carrlos Boyd: One Share Health - Transitioning into a Leadership Role
19 Nov 2024
Contributed by Lukas
Featured: Carrlos BoydEpisode: #6Carrlos is an experienced Salesforce platform executive with a history of working in the healthcare, banking, and onl...
#5 Ethan Waller: Goosehead Insurance Agency - Scaling with Salesforce
05 Nov 2024
Contributed by Lukas
Episode: #5 - Ethan E. WallerEthan has spent almost 20 yrs in the CRM space, gaining his first taste of Salesforce in the Non Profit world with Susan ...
#4: Todd Stalter: IHG - Establishing a Salesforce CoE (Centre of Excellence)
22 Oct 2024
Contributed by Lukas
Episode: #4 - Todd Stalter 11X Certified Senior Salesforce Technology leader, focusing on new or failed Salesforce implementations; who has helped Sa...
#3 Rebecca Meyer : Kelly-Moore Paints - SugarCRM or Salesforce
08 Oct 2024
Contributed by Lukas
Episode: #3 - Rebecca Meyer20 years of experience in customer and operations, proven track record of leading organizations through operational moderni...
#2 David Stott : Bellevue University - Salesforce in Education
24 Sep 2024
Contributed by Lukas
Episode: #2 David Stott: Bellevue University - Salesforce in EducationDavid is a CRM Program executive with over 20 years’ experience encompassing f...
#1 Chris Barba: Bank of Oklahoma – nCino & Salesforce
10 Sep 2024
Contributed by Lukas
Episode: #1 Chris Barba: Bank of Oklahoma – nCino & Salesforce20+ year career (from software developer to manager). Chris enjoys building and le...
Introducing your Hosts
30 Aug 2024
Contributed by Lukas
Introducing your Hosts: Dave Masri, aka "Data Dave", aka "Maz", and Khero Witey aka Khero the Hiring hero talking about why they...