Episodios

  • #36 Pam Hannett - Liberty Bank: Behind the Build, Salesforce in Banking
    Apr 7 2026

    Pamela Hannett, VP of Salesforce Strategy and Execution at Liberty Bank - CT

    With over 25 years of experience driving innovation and transformation in financial services, a trusted advisor to institutions navigating complex change.

    Her expertise spans marketing technology, customer relationship management, core banking, business applications, product management, and sales operations - empowering organizations to modernize, compete, and grow in a digital-first economy.

    She leads with a philosophy centered on collaboration, adaptability, and continuous learning - building high-performing teams that embrace change and deliver measurable impact. A big believer in leadership is about inspiring others to innovate, fostering a culture of trust, and aligning technology with human-centered design to create lasting value.

    Her approach integrates digital technologies, AI-driven insights, advanced analytics, and process automation to reimagine customer engagement, personalize experiences, and unlock new revenue streams.

    From strategy to execution, Pam helps financial institutions harness the power of data, emerging technologies, and intelligent automation to thrive in a rapidly evolving, highly regulated industry.

    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 y 3 m
  • #35 Suzie Campbell - Start Early : Data for Good a Non Profit's Journey
    Mar 24 2026

    Suzie Campbell is the creator or 24/7 Suzie, Secretary of Dreamin’ in Data and Assistant Director, Salesforce at Start Early, leading data architecture strategy across a complex multi-cloud environment.

    After 10 years in higher education, she transitioned to Salesforce administration six years ago. She's presented at Dreamforce, DevOps Dreamin', Datablazer Mastery On-Site, and multiple nonprofit user groups on data strategy, governance, and migration.

    She believes perfect systems don't exist, but progress does.

    She's committed to building community where data professionals support each other through complex technical challenges and where nonprofits feel seen and heard.

    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/

    Más Menos
    1 h y 3 m
  • #34 Christy Grow - Beacon Pointe: Salesforce & Agile in Wealth Management
    Mar 10 2026

    Episode: #34

    Christy Grow is a Sr Salesforce Program Manager at Beacon Pointe who excels at bridging the gap between business stakeholders and engineering teams. She has 7+ years of experience managing enterprise Salesforce orgs and 15+ years of experience in healthcare and financial services.

    Highlights from her 7+ years in financial services include managing diverse teams, bringing Salesforce orgs up to enterprise level compliance standards, and implementing complex workflows to improve efficiency and drive growth.

    Highlights from her 9+ years in healthcare include data analytics/reporting, system administration/implementation of data management software (700+ users), and supervising 20+ direct reports.

    Christy is passionate about building intuitive, user-friendly systems to allow people to work more effectively.

    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/

    Más Menos
    1 h y 1 m
  • #33 Brent Downey - Pushpay: The Human Touch and Agentforce
    Feb 24 2026

    Featured: Brent Downey, Sr. Director of Revenue Technology of Pushpay

    Brent Downey a Salesforce MVP and the creator of AdminHero.com. Since 2012, He has empowered Salesforce Administrators to become workplace heroes through practical advice, best practices, and thought leadership in the Salesforce community.

    As a multi-certified Salesforce professional with over 15 years of experience, Brent combines deep technical expertise with real-world business acumen. He has managed complex global Salesforce implementations across multiple countries and languages, led Salesforce user groups, transformed teams, and spoken at various events including Dreamforce.

    But his greatest accomplishment is in his role as a husband and father to four kids—and one very vocal miniature schnauzer!

    Brent is currently the Senior Director of Revenue Technology at Pushpay which builds technology to help non-profit and faith-based communities build lasting connections.

    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 y 7 m
  • Bonus Episode #2: Interviewing your Host: Khero Witey
    Feb 10 2026

    Khero Witey has spent over a decade supporting execs across North America & Europe execute on their hiring initiatives, placing over 1000+ resources at 200+ clients, ranging from Start-Ups to Fortune 500.

    He also holds 4x Salesforce Certs to his name and is organizer of the largest Salesforce user group meet in Texas, "Salesforce of North Dallas" with over 2k members and is known for bringing execs together over roundtable dinners.

    Khero is originally from a small fishing town in the North of England, Grimsby, with Middle Eastern roots on his father's side + currently resides in Frisco, TX with his wife Amani and their pet beta fish Ophelia.

    He is a die-hard Man United fan (nobody is perfect!)


    https://www.linkedin.com/in/kherothetxrecruiter/

    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/

    Más Menos
    1 h y 9 m
  • Bonus Episode #1: Interviewing your Host: Dave Masri ('Maz')
    Jan 27 2026

    David "Maz" Masri is a veteran Data Architect and Project Manager with 20+ years of well-rounded IT experience working in various industries and IT verticals. Dave founded Gluon Digital in 2020 with the goal of promoting data migration and integration best practices to the Salesforce Ohana. And more recently Co-founded High Meadow a digital transformation agency End-to-End CRM solution tailored for Financial Services, Real Estate, Technology and more.

    Prior to founding Gluon Digital, Dave has spent years working with data and with Salesforce. He has been involved in dozens of Salesforce data migration and integration projects and has used that experience to run numerous training programs for aspiring integration/migration specialists, and then ultimately authored his book (Developing Data Migrations and Integrations with Salesforce) on the subject.

    David is a lifelong New Yorker, born and raised in Brooklyn NY, where he currently lives with his loving wife Nancy and their kids Joey, Adam, Ally and Lilly.

    https://www.linkedin.com/in/davidmasri/

    https://gluon.digital/

    https://www.highmeadowsolutions.com/

    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/

    Más Menos
    1 h y 9 m
  • The CRM Success Show - Season 4 Recap
    Jan 13 2026

    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 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/

    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/

    Más Menos
    11 m
  • #32 Ankur Gupta - Ciena: Observability & AI
    Dec 30 2025

    Featured Ankur Gupta

    Ankur is a senior technology executive with 20+ years leading global software engineering, GTM systems, and AI-first enterprise transformations.

    A 16x Salesforce Platform Architect and AWS-certified leader, he has scaled teams 2.5x, managed multimillion-dollar programs, and delivered revenue-driving solutions across Sales, Service, Data, and Revenue Clouds.

    With MIT AI Strategy credentials, he combines deep technical expertise and executive leadership to drive innovation, operational excellence, and measurable business outcomes across industries.

    Ankur's career has taken him from the likes of Wipro, Oracle, IBM and PwC.

    He is currently Director of Software Engineering at Ciena who are global leader in high-speed connectivity. They build adaptive networks to support exponential growth in bandwidth demand - empowering our customers, partners, and communities to thrive in the AI era.

    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 m