The CRM Success Show

Hiring Hero Khero & Data "Maz" Dave

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.  For the executive, admin, architect, and RevOp leader running Salesforce orgs at scale. Every other week, we interview the people who actually own the system, prior guests include leaders at Walmart, Rockwell, Gusto, credit unions, and nonprofits, and every industry in between. Talking about data migrations, development, change management, partner selection, AI rollouts, Agentforce, team building, and the decisions that went sideways.  Website: https://www.crmsuccess.show/ Your Hosts on LinkedIn (Reach Out!):Maz: https://www.linkedin.com/in/davidmasri/Khero: https://www.linkedin.com/in/kherothetxrecruiter/

  1. 5d ago

    Disruptive Change Management - Richard Kadeg (#46)

    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/

    Disruptive Change Management - Richard Kadeg (#46)
  2. Aug 25

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

    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/

    Building a Community of Practice - Paul Kobs, Graco (#45)
  3. Aug 11

    Customer Loyalty in Restaurants - Jeff Wilshire, Mooyah Burgers (#44)

    What does it take to build customer loyalty in the restaurant industry? In this episode, Jeff Wilshire shares insights on restaurant loyalty programs, customer experience, digital engagement, marketing technology, and using customer data to create stronger relationships and drive business growth. Discover how restaurants can use digital ecosystems, analytics, and personalized experiences to turn customers into loyal advocates. About Our Guest  Jeff Wilshere brings 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, Jeff has helped technology companies and restaurant organizations strengthen their market presence, embrace digital transformation, and improve customer experiences. He continues to advise organizations on digital ecosystems, marketing technology, websites, loyalty programs, marketplaces, customer data platforms, analytics, and digital engagement strategies. Jeff currently supports La Madeleine Restaurants on select marketing initiatives while enjoying semi-retirement, travel, and adventure. 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/

    Customer Loyalty in Restaurants - Jeff Wilshire, Mooyah Burgers (#44)
  4. Jul 28

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

    How do you keep technology, CRM, and Revenue Operations moving forward during a merger or acquisition? In this episode, Emily Malanos shares insights on thriving in an M&A environment, harmonizing complex CRM ecosystems, integrating applications, and aligning sales, service, and marketing processes. Discover how strong CRM strategy and Revenue Operations can help organizations navigate change while maintaining efficiency and business growth. About Our Guest Emily Malanos is Director of Enterprise Technology & Revenue Operations at Northwest Bank, with a proven track record leading digital transformations and Revenue Operations initiatives. She specializes in CRM strategy, strategic oversight, process harmonization, and developing sales, service, and marketing processes across complex CRM ecosystems and integrated applications. Her career has taken her from Conduent to Gallagher through multiple acquisitions, giving her valuable experience navigating organizational and technology change. Emily currently resides in the Greater Pittsburgh region and brings a strong focus on Salesforce, enterprise technology, and Revenue Operations. 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/

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

Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce.  For the executive, admin, architect, and RevOp leader running Salesforce orgs at scale. Every other week, we interview the people who actually own the system, prior guests include leaders at Walmart, Rockwell, Gusto, credit unions, and nonprofits, and every industry in between. Talking about data migrations, development, change management, partner selection, AI rollouts, Agentforce, team building, and the decisions that went sideways.  Website: https://www.crmsuccess.show/ Your Hosts on LinkedIn (Reach Out!):Maz: https://www.linkedin.com/in/davidmasri/Khero: https://www.linkedin.com/in/kherothetxrecruiter/