The CRM Success Show

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/

The CRM Success Show is a technology podcast hosted by Unknown Host, with 55 episodes on record and a Required Pod Score of 80.

Unknown Host hosts The CRM Success Show, a technology show with 55 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #7

  Greenfield Implementations in Bio-Tech - Charles Van Fleet, Standard BioTools (#47)

  Sep 22, 202654 minS6

  What does it take to successfully consolidate two Salesforce orgs after a merger? In this episode, Charles Van Fleet, Senior Director of Enterprise Applications at Standard BioTools, shares how his team approached a complex Salesforce greenfield implementation following the merger of SomaLogic and Standard BioTools. He explains how they evaluated Salesforce against Microsoft Dynamics 365, HubSpot, and Oracle, standardized business processes, consolidated two CRM environments, and built a scalable Salesforce operating model. About Our Guest Charles is a Senior Director of Enterprise Applications & Business Systems with 25+ years translating business strategy into enterprise application portfolios that scale. He has a track record of building and governing CRM (Salesforce, Microsoft Dynamics), ERP (Microsoft Dynamics, NetSuite, SAP), data platforms and integrations across Healthcare/Life Sciences, Home Services, and Insurance. Rationalized legacy ecosystems, integrated M&A, and enabled business units to grow without proportional technology spend. Known for connecting board-level mandates (AI, digital transformation, regulatory compliance) to governed, production-ready delivery. Experienced managing $10M+ budgets, leading global teams, and presenting application strategy at executive and board levels. 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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  Episode #6

  Disruptive Change Management - Richard Kadeg (#46)

  Sep 8, 202650 minS6

  Why is change management still treated as optional when poor adoption can derail even the best technology implementation? In this episode, we explore why transformation projects fail, how to measure change management separately from project delivery, who should actually own change across an organization, and why executive alignment matters so much. We also discuss resistance, shadow systems, post-go-live adoption, how much budget should be allocated to change management, and the practical framework behind his book Disruptive Change Management: The 10 Pillars. About Our Guest Richard is a global technology executive with more than 25 years of experience leading enterprise transformation across 40 countries and eight industries. Throughout his career, he's helped some of the world's largest organizations modernize complex technology landscapes, leading large-scale Oracle Cloud, SAP and Workday transformations while developing enterprise data strategies and AI governance frameworks that enable businesses to innovate with confidence. Long before AI became today's biggest boardroom topic, his team was designing and deploying award-winning AI solutions within the Oracle ecosystem, laying the foundations for the agentic AI capabilities many organizations are now beginning to explore. Known for his hands-on leadership style, he works closely with executive teams to turn complex technology and data challenges into practical business outcomes, combining rapid prototyping, architecture leadership and real-world execution rather than relying solely on strategy presentations. He's also the author of Disruptive Change Management: The 10 Pillars, a practical guide to leading organizational transformation through resistance, drawing on military doctrine and more than two decades of experience delivering complex global change initiatives. 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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  Episode #5

  Building a Community of Practice - Paul Kobs, Graco (#45)

  Aug 25, 202656 minS6

  How can a Salesforce Community of Practice improve governance, collaboration, and operational efficiency across a large organization? In this episode, Paul Kobs shares insights on building and scaling enterprise Salesforce teams, creating effective operating models, balancing internal talent with partners, and connecting CRM investments to measurable business outcomes. Learn how a strong Community of Practice can help Salesforce organizations share knowledge, improve governance, and scale more effectively. About Our Guest Paul Kobs is a seasoned CRM and Salesforce product leader with 10+ years of experience building and scaling enterprise CRM strategies, teams and operating models across organizations including Cargill, 3M and ProVation Medical. His experience includes leading Salesforce strategy for 13,000+ users at Cargill, managing a $25M portfolio and 25-person global team, optimizing vendor partnerships, and establishing a Community of Practice that significantly improved operational efficiency. He's also led major CRM transformation and M&A initiatives at 3M, alongside large-scale platform, integration and deployment programs throughout his career. Paul brings a particularly interesting perspective on how large organizations structure Salesforce teams, balance internal talent with partners, improve governance and ultimately connect CRM investment back to business outcomes. 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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  Episode #4

  #44 Jeff Wilshire - Mooyah Burgers : Customer Loyalty in the Restaurant Industry

  Aug 11, 202650 minS6

  Episode: #44 Get to know your Guest. Featured Jeff Wilshire After nearly four decades in marketing leadership (including 19 years with IBM ) in global marketing roles and recently serving as Senior Director of Marketing at MOOYAH Burgers Fries and Shakes , Jeff found time for to sit down with us to record while enjoying semi-retirement. Throughout his career, he's helped global technology companies and restaurant organizations strengthen their market presence, embrace digital transformation, and create better customer experiences that drive business growth. Today, he continues to selectively advise organizations on their digital ecosystems, including marketing technology, websites, loyalty programs, marketplaces, customer data platforms, analytics, and digital engagement strategies. Currently he is working with @La Madeleine Restaurants on select marketing initiatives while making more time for travel and adventure. Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce. https://www.crmsuccess.show/ Your Host on LinkedIn: Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/ Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

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  Episode #3

  #43 Emily Malanos - Thriving in an M&A Environment

  Jul 28, 202658 minS6

  Featured Emily Malanos Emily has a proven track-record of leading Digital Transformations and Revenue Operations with deep expertise on CRM Strategy specializing in strategic oversight, harmonization and development of key sales, servicing and marketing processes utilizing CRM’s with complex ecosystems and integrated applications. Her career has taken her from Conduent to Gallagher (via acquisitions) and is currently Director of Enterprise Technology & Revenue Operations at Northwest Bank and currently resides in the Greater Pittsburgh Region. Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce. https://www.crmsuccess.show/ Your Host on LinkedIn: Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/ Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

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