In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 1, what they enjoyed in Season2 and what is to follow for Season 3 and beyond. 

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/

Featured: Andy Wirtner, SVP Director, Banking Solutions PlainsCapital Bank. 

Andy is SVP Director, Banking Solutions at PlainsCapital Bank & has spent almost 14 years with the bank working his way up from Credit Analyst back in 2011.

Andy’s team of 4 supports a Salesforce org of around 775 users, spanning Sales, Service, and some Marketing Cloud. The team is turning the Salesforce platform into the bank’s go-to system for digital transformation.

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/

Featured: Melanie Holmes Dixon

Melanie is currently Director, Enterprise Applications, Salesforce and RPA Sutter Health.

Prior, she was Director, Technology Platforms & Automation for Ochsner Health managing a seven-figure budget and a portfolio of strategic technology projects including: Salesforce, ServiceNow, SharePoint, and UiPath.

A notable highlight from Melanie's career includes:

Developing growth strategy for Salesforce, ServiceNow, SharePoint, and UiPath development teams (10+ developers/admins), growing application utilization from 20+ employees to 600+ employees.

Before Salesforce and IT, Melanie was a Project Manager for The National WWII Museum. 

Outside of Salesforce, you can find Melanie channeling her creativity into making costumes and headpieces for family and friends for seasonal events in New Orleans. 🎭

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/

Featured - Phil Ryan

Phil is VP of Operations and Technology for Flexo Concepts, innovators of TruPoint Polymer Doctor Blades for printing, coating, & surface cleaning applications.

Phil has the unique privilege and pleasure of working closely with every member of the team to design, build, test and deploy over 75 apps and interfaces tailored to the needs of our business, and to have worked on over 300 automations that are responsible for maintaining data integrity, reducing clicks, transforming and uplifting the experience of our employees and customers across over half a million touchpoints every month.

Phil is a self proclaimed Salesforce Flow Junkie and has featured as a 2x Dreamforce Speaker. 

Outside of Salesforce and Technology, Phil has a passion for woodworking, ranging from small projects such as jewelry boxes to large ones like furniture and built-in bookcases.

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/

Featured - Nilam Patel & Andy Vays

Nilam Patel

For the past 12 years, Nilam has been fully immersed in the Salesforce ecosystem, embracing its capabilities to drive transformation and innovation.

As Sr. Manager, Engineering and tech enthusiast, she specializes in turning complex challenges into streamlined, process-driven solutions. With a proven track record of delivering large-scale, cross-functional technical solutions from inception to implementation, thriving on driving meaningful change—whether through technology or broader strategic initiatives.

Nilam believe that success is best measured by the data we collect throughout implementation, enabling continuous improvement and leveraging key performance indicators to measure impact.

True success comes from the synergy of people, process, and technology.

Andy Vays

Andy Vays is the maestro behind enterprise applications at Rent.com, where he leads high-performing teams in orchestrating Salesforce, Zuora, and a cloud tech stack that keeps revenue flowing and operations seamless. 

As Director of Enterprise Applications, he doesn’t just optimize the lead-to-cash process—he ensures the right people, systems, and strategies are in place to make it happen. From aligning technology with business goals to championing automation and analytics, Andy keeps Rent’s enterprise systems running smoothly.

Before Rent, Andy led engineering and managed services at Plative, where he built powerhouse teams and guided businesses through large-scale Salesforce and Netsuite transformations. 

When he’s not in strategy mode, he’s busy managing his most dynamic (and unpredictable) stakeholder—his daughter, Charlie—who has yet to acknowledge his authority on anything.

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/

Episode: #12

Get to know your Guest.

Featured - Abi Claus

Abi Claus is a passionate Salesforce leader and tech enthusiast who thrives on transforming complex challenges into streamlined, efficient solutions. With a proven history of delivering large, multi-discipline technical solutions from initiation through implementation, her journey in the Salesforce ecosystem has been about more than just implementing technology—it's been about empowering teams, optimizing processes, and driving meaningful change in organizations.

At the heart of her work is a commitment to innovation and a belief in the potential of technology to transform businesses.

Abi is a 2x Harvard Guest Lecturer, was recently featured in the Top 50 Women Leaders in Dallas '23 and is currently Director of Salesforce at Camping World.

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/

Featured Chris Trivers

Chris has spent over 16 years in the Salesforce ecosystem with extensive industry experience within the Banking, Credit Union & Financial Services arena.

Chris is currently Vice President and Enterprise Salesforce Leader for Valley Strong Credit Union, a $4 billion credit union that offers a full line of services for its members including personal, business and wealth products. 

Chris is responsible for the product ownership of the credit union’s Salesforce platform and management of the business side of the Salesforce Center of Excellence (COE). He is leading the Salesforce practice which includes Financial Services Cloud, Marketing Cloud, Tableau and MuleSoft.

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/

Featured Imani Chopin

Imani is currently a Revenue Operations and Enablement Leader at a private equity-backed home security company, Brinks Home. She is overseeing customer acquisition strategy execution, pipeline analytics, process architecture, GTM systems, and transformational business initiatives. 

With over 10 years of experience, she has managed revenue operations, lead generation, partner marketing, sales and partner enablement, and GTM systems across both B2B and B2C organizations. 

Her ongoing commitment is to drive operational excellence and create scalable growth solutions.

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/

Featured -  Nadina D. Lisbon

Nadina, is a CRM Enterprise Architect at NetApp. She is a Salesforce Certified Technical Architect, holds a Master's degree, and is actively involved in the Salesforce community.

She has over 10 years of experience in the Salesforce ecosystem.
A DF23 Golden Hoodie Recipient. 

She is passionate about solving complex enterprise problems and mentoring others. Nadina has a proven track record of success in the Salesforce ecosystem. 

Nadina is also actively involved in the Salesforce community. She is a Salesforce MVP, MuleSoft Ambassador, conference speaker at numerous Salesforce conferences, including Dreamforce, TDX, and other Dreamin' conferences, SXSW Mentor, Ladies Be Architects Ambassador, Well-Architected Ambassador, Rad Coach, Salesforce User Group Leader, and is on the Advisory Board of ScaleUp Archs. 

Nadina is a valuable asset to any organization and a true leader in the Salesforce community.

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/

In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 1, what they enjoyed and what is to follow for Season 2. 

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/