Cirrius Talk

Cirrius Solutions

Cirrius Talk is a practical, no-fluff podcast at the intersection of Salesforce, AI, and business value—built for leaders and consultants who want real outcomes, not buzzwords. Hosted by Greg Banks, Chad Anderson (CEO, Cirrius Solutions), and Tim Harting (COO, Cirrius Solutions), each episode breaks down what’s working in the ecosystem today: strategy, architecture, AI agents, implementation lessons, change management, and the human side of consulting. Expect candid conversations, news you can use, and field-tested playbooks you can apply immediately. Cirrius Talk also features Cirrius Talk: The Military Minute, a recurring series dedicated to empowering military-affiliated professionals—veterans, active service members, and military spouses—to discover and thrive in the Salesforce ecosystem through inspiring success stories, mentor spotlights, and actionable resources tailored to these communities. Subscribe for: Practical AI and Salesforce guidance, customer value stories, career growth insights, and a network that has your back. Questions or partnership inquiries? Email us at cirriustalk@cirriussolutions.com 

  1. [Ep 030] User Adoption Isn’t a Mandate—It’s a Strategy

    3일 전

    [Ep 030] User Adoption Isn’t a Mandate—It’s a Strategy

    User adoption is the difference between Salesforce being live… and Salesforce delivering value. In this episode of Salesforce at Scale, we break down what real user adoption looks like — and why you can’t mandate it. What you’ll learn: Why user adoption is cultural, not just technicalHow leadership behavior directly impacts platform successPractical strategies to increase adoption before and after go-liveWho it’s for: Salesforce admins, architects, IT leaders, delivery managers, and business stakeholders responsible for driving Salesforce success at scale. Greg Banks is joined by Allie Nelson and Al Huerta from Cirrius Solutions to discuss real-world adoption challenges drawn from enterprise Salesforce implementations. The conversation covers ROI, data quality, leadership alignment, power users, detractors, and recovery strategies when adoption stalls. If you’re investing in Salesforce, make sure it’s actually being used the right way. Follow the show for more practitioner-led insights on designing Salesforce for scale. Salesforce adoption, user adoption strategy, Salesforce at scale, change management, Salesforce leadership, CRM ROI, digital transformation, Salesforce governance, power users Guests + credibility Greg Banks is joined by Allie Nelson and Al Huerta, drawing on years of real-world Salesforce delivery experience across complex orgs and long-term implementations. Primary CTA Follow Cirrius Talk: Salesforce at Scale and share this episode with peers responsible for Salesforce strategy. Want More:  Watch: Youtube Listen: Apple Podcasts \ Spotify Recommended Links Allie Nelson on LinkedIn Al Huerta on LinkedIn Greg Banks on LinkedIn  Cirrius Blog Cirrius Solutions Jason Fowler Music For questions or feedback, please contact us at CirriusTalk@CirriusSolutions.com Recommended Trailmix from the episode: https://trailhead.salesforce.com/content/learn/modules/user-adoption-metrics https://trailhead.salesforce.com/users/victoriapoku/trailmixes/user-adoption-trailmix

    27분
  2. [Ep 028] Kate Stoker (Merivis) & the Military-to-Tech Path: Structure, Community, Purpose

    2월 12일

    [Ep 028] Kate Stoker (Merivis) & the Military-to-Tech Path: Structure, Community, Purpose

    Merivis went from a side-project in Central Texas to a nationwide engine for military tech careers—and Kate Stoker explains exactly how they scaled without losing the “high-touch” support that makes Veteran transition programs actually work. What you’ll learn How Merivis built a structured cohort model (coaches, squads, accountability) that helps people finish—and get hiredThe 10-year milestones that changed everything: Salesforce seed funding, Dreamforce spotlight, and the pandemic pivot to virtualWhat Merivis is shifting toward next: platform-agnostic foundations + AI/data skills + soft skills that don’t get automated Who it’s for For veterans, military spouses, and supporters who want a clear path into tech (and a community that sticks). Guest + credibility Kate Stoker, Executive Director of Merivis —nonprofit builder and tech marketing leader who helped grow Merivis from its first cohort (Oct 2015) into a national model. Call to action Explore Merivis programs (or volunteer as a coach/mentor) to help the next cohort transition into tech. Recommended Links Kate Stoker on LinkedIn Merivis Website How to become a volunteer How to apply to a fellowship Fourblock Foundation Hiring our Heroes Hire Heroes USA American Corporate Partners Candorful Texas Dreamin Blue Star Families Patriots Hall Greg Banks on LinkedIn Jason Fowler Music Cirrius Solutions Cirrius Blog For questions or feedback, please contact us at CirriusTalk@CirriusSolutions.com

    1시간 13분
  3. [Ep 024] Salesforce at Scale: Tackling Technical Debt Before It Tackles You

    1월 23일

    [Ep 024] Salesforce at Scale: Tackling Technical Debt Before It Tackles You

    Technical debt in Salesforce rarely feels urgent—until it is. In the first episode of the Salesforce at Scale series, host Greg Banks is joined by Allie Nelson and Al Huerta (Cirrius Solutions) to break down what technical debt looks like in real orgs, why it piles up, and how it quietly slows performance, blocks new features, and inflates the cost of future change. They share practical examples and discuss the most common blockers preventing companies from doing what MUST be done. They offer concrete starting steps—like analyzing report usage, taking an automation inventory, and using documentation and DevOps tools to regain control. What you’ll learn (key takeaways) Technical debt is anything you build that becomes a drag later—often invisible until it hits limits or breaks change efforts.Common culprits: unused flows/fields/layouts/apps, hard-coded processes tied to specific users, and formula fields that push org limits.The “real” cost shows up during upgrades—new clouds, re-architecture, or leadership initiatives can balloon to 2–3× expected cost when debt must be unwound first.Debt blocks innovation: over-customization can prevent adoption of newly released Salesforce capabilities.Prevention = governance + expectation management: define requirements, triage requests, and design intentionally before building. Call to Action: Start small and measurable: report on report usage; identify low/zero-use assets; then expand into fields and automations. Want More:  Watch: Youtube Listen: Apple Podcasts \ Spotify Recommended Links Allie Nelson on LinkedIn Al Huerta on LinkedIn Greg Banks on LinkedIn  Cirrius Blog Cirrius Solutions Jason Fowler Music For questions or feedback, please contact us at CirriusTalk@CirriusSolutions.com

    29분
  4. [Ep 023] MCP Servers Deep Dive: Secure, Reusable Tools for AI Agents

    1월 16일

    [Ep 023] MCP Servers Deep Dive: Secure, Reusable Tools for AI Agents

    AI agents are powerful—but without the right “tooling layer,” they can be risky, inconsistent, and hard to scale. In this episode, Tim Harting and Gavin Franklin break down what an MCP server is (think: a secure, deterministic API layer for agents), why it exists even when you already have APIs, and how it improves reusability across multiple agents. They also walk through three practical adoption paths—existing MCPs, MCP governance platforms, and DIY MCP servers—plus what leaders should ask vendors in 2026 as MCP becomes a standard integration pathway. Highlights / Takeaways: 🧠 Agents reason; MCPs execute. Keep the “brain” non-deterministic and the “tools” deterministic.🔒 Less scope = more safety. Expose only the minimum set of tools your agents truly need.🔁 Build once, reuse everywhere. One MCP server can power multiple agents across your ecosystem.🧩 Three adoption lanes: pre-built MCPs, governance platforms (ex: integration/ETL-style), or DIY.❓ New vendor question: “Are you MCP-capable—and what’s your roadmap?” Call to Action: Take one system in your stack this week and ask “What’s our MCP plan?” Do we use an existing MCP, a governance platform like what we discussed, or do we need to build one? If you need help, reach out to us at Cirrius. Contact details below Want More:  Watch: Youtube Listen: Apple Podcasts \ Spotify Down the referenced visuals Recommended Links Gavin Franklin on LinkedIn Tim Harting on LinkedIn Greg Banks on LinkedIn  Cirrius Blog Cirrius Solutions Jason Fowler Music For questions or feedback, please contact us at CirriusTalk@CirriusSolutions.com

    19분

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Cirrius Talk is a practical, no-fluff podcast at the intersection of Salesforce, AI, and business value—built for leaders and consultants who want real outcomes, not buzzwords. Hosted by Greg Banks, Chad Anderson (CEO, Cirrius Solutions), and Tim Harting (COO, Cirrius Solutions), each episode breaks down what’s working in the ecosystem today: strategy, architecture, AI agents, implementation lessons, change management, and the human side of consulting. Expect candid conversations, news you can use, and field-tested playbooks you can apply immediately. Cirrius Talk also features Cirrius Talk: The Military Minute, a recurring series dedicated to empowering military-affiliated professionals—veterans, active service members, and military spouses—to discover and thrive in the Salesforce ecosystem through inspiring success stories, mentor spotlights, and actionable resources tailored to these communities. Subscribe for: Practical AI and Salesforce guidance, customer value stories, career growth insights, and a network that has your back. Questions or partnership inquiries? Email us at cirriustalk@cirriussolutions.com