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Transcending CRM PodcastEpisodes
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In Episode 36 of the "Transcending CRM Podcast," hosts Elliott Spence and JP Owens are joined by Evan Kormos, Salesforce Engineering Manager at Coinbase. Evan discusses his transition from traditional financial institutions to the cutting-edge
In this episode of the "Transcending CRM" podcast, hosts JP Owens and Elliot Spence engage with guest Adam Bell, Chief Marketing Officer at Arbor Realty Trust, to explore his extensive experience with Salesforce in enhancing customer experience
Expanding Horizons: Own's Evolution in Salesforce Data Protection and RecoveryIn this episode of Transcending CRM, hosts Elliott Spence and JP Owens, alongside guest Matthew Kennedy from Own, discuss the evolution of Own from a backup solution
There are a lot of words in McKenzie Paulsen’s professional vocabulary, but as the Salesforce Product Owner at GreenState Credit Union, “plan” isn’t one of them. “We are agile development, so things change, and we pivot very quickly.” This week
MDM, data warehouse, data lake, data lakehouse — the terminology around data management evolves almost as fast as the software itself. Paul Seo, SVP of Technology and Data at Republic Finance, joins JP to make sense of it all and talk about how
For good reason, middle-managers tend to be the most resistant to transformation. Not only do they usually have little to no input into purchase decisions, but their roles are often designed specifically to protect existing processes. This week
Our guests this week have over 30 combined years of Dreamforce experience, and today, we’re chatting about the best ways to plan out, learn from, and enjoy the sprawling San Francisco conference. Jill Harrison, Capital Markets & Asset Managemen
Following the 100+ industry expert-attended Silverline & Salesforce Summit at Wrigley Field in Chicago, Senior Director at Salesforce Jim Collins joins us to look back on the most insightful discussions of the conference and to chat about must-
“When I first started in Salesforce, Person Accounts was like a dirty word. You didn’t want to touch that capability.” And how times have changed! In this week’s super-sized episode, we’re joined by Michael Shirrell, Distinguished Enterprise Ar
Going to Dreamforce this year? Make sure to check out Elliott’s Dreamforce presentation debut! He’ll be covering best practices for running and perfecting demos as part of the Admin series. In the meantime, Solutions Architect and Specialty Man
“It’s not what Salesforce can do,” points out Chief Customer Officer at Monit, Ryan Johnson. “It’s what we can do.” This week, Johnson gets into the nitty-gritty of why it’s more important to frame conversations with leaders about Salesforce ar
“We bought the Ferrari, now we’ve got to figure out how to drive it.” When 20-year marketing, communication, and digital media veteran Richard Dedor joined Premier America Credit Union as Marketing VP last year, the organization was still in th
Talk about a transformation. When Lead Solution Engineer at Salesforce and Golden Hoodie recipient Mark Tossell began his CRM journey, he had just left a 20-year career in church ministry and hadn't studied coding since learning Fortran. In thi
The gang's all here! JP is back in the studio this week, and he brought a new nSight 2023 buddy with him. Vice President of Salesforce Delivery at Farm Credit Services of America Brett Rutter talks about pounding the pavement at learning opport
Hot pants, cool shades, half-day Fridays — summer is here, and with it comes the Salesforce Summer ’23 Salesforce Release! Evan Eichert, Enterprise Architect at CSC Leasing, joins Elliott to share his insights into the exciting additions and su
Silverline’s Specialty Manager for Marketing Automation and showstopper mixologist Tanner Miller calls in from Iowa for a wide-ranging chat about the importance of transparency, lessons learned from both front and back-end processes, and the un
Talent Stacker Founder Brad Rice is an absolute geyser of valuable insights for organizations trying to hire top Salesforce talent in a fiercely competitive labor market. In today's episode, Brad talks about his passion for enabling motivated c
Despite the fact that women-owned businesses are growing at twice the national average, the women entrepreneurs at their helm only receive 16% of conventional loan funding. Proposed CEO of Fortuna Bank Ilaria Rawlins is looking to change that b
For more than 17 years at Peoples Bank, Julie Bonnema has overseen the evolution of digital banking, from its online infancy in the 2000s to today's ubiquitous mobile services. This week, she shares what she's learned as VP, Digital Transformat
We like to think of OwnBackup as Tylenol for CRMs. Why? Because it saves us from headaches. Recipient of 2021 & 2022 "Top Commercial Team" and 2021 & 2022 "Top Commercial Segment RVP" awards Kevin Tiernan calls in from New Jersey to chat about
Not unlike Frodo stumbling upon the One Ring or Tim Allen becoming the big man in The Santa Clause, sometimes you don't choose to become a Salesforce administrator — sometimes, it chooses you. SVP Technical Product Owner of Salesforce and Docum
The Beatles or Elvis? Tea or coffee? Salesforce core or Marketing Cloud? Allie Vaughan, Senior Solution Architect at Kelley Austin, joins us to talk about the advantages of familiarizing yourself with both products, even if it's only possible t
This week, we've brewed some herbal tea and cleared our schedules to read aloud all 595 pages of the Salesforce Spring ’23 Release. Sike! We're absolutely not doing that—instead, we're joined by Silverline’s Gina Rotenberg, Salesforce Principal
Right now, banks and financial institutions are working overtime to accomplish two things: justifying marketing ROI at the highest level, and forging stronger sales and marketing relationships. This week’s guest has experience doing both. Finan
New to the Salesforce ecosystem? Head straight to PwC senior Salesforce consultant Frank Gillen's Cloud Qualified YouTube channel for informative, easily digestible 5-7 minute tutorials covering topics from Basics to Field Service Lightning to
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