How can nonprofits build a strong data strategy while navigating complex Salesforce environments and limited resources? In this episode, Suzie Campbell explores the role of data architecture, governance, and migration in helping nonprofits use technology more effectively. Discover how thoughtful data strategy can support better decision-making, improve operations, and create meaningful impact through Salesforce.

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

After 10 years in higher education, Suzie transitioned into Salesforce administration and now has six years of experience in the ecosystem. She has presented at Dreamforce, DevOps Dreamin’, Datablazer Mastery On-Site, and nonprofit user groups on data strategy, governance, and migration.

Suzie is passionate about building supportive communities for data professionals and ensuring nonprofits have a voice in the technology space.

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 Host on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

How can wealth management organizations use Salesforce and Agile practices to build more efficient, scalable, and user-friendly systems? In this episode, Christy Grow shares insights on managing enterprise Salesforce environments, improving workflows, meeting compliance requirements, and bridging the gap between business and engineering teams. Discover how Agile approaches and Salesforce can help financial services organizations improve efficiency, support growth, and create better user experiences.

About Our Guest
Christy Grow is a Senior Salesforce Program Manager at Beacon Pointe, specializing in connecting business stakeholders with engineering teams. She has more than 7 years of experience managing enterprise Salesforce organizations and more than 15 years of experience across healthcare and financial services.

In financial services, Christy has managed diverse teams, brought Salesforce organizations up to enterprise compliance standards, and implemented complex workflows to improve efficiency and drive growth. Her healthcare experience includes data analytics and reporting, data management system administration and implementation for more than 700 users, and managing teams of more than 20 direct reports.

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

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 Host on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

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, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/

Your Host on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

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, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/

Your Host on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

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, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/

Your Host on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

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, with a strong focus on Salesforce.

Learn more: https://www.crmsuccess.show/

Your Host on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

How can observability and AI help organizations build smarter, more reliable enterprise technology? In this episode, Ankur Gupta explores the role of observability in Salesforce and enterprise systems, and how AI can improve visibility, performance, automation, and decision-making. He shares insights on AI-first transformation, Salesforce architecture, data and revenue systems, and using technology to drive measurable business outcomes.

About Our Guest
Ankur Gupta is a senior technology executive with more than 20 years of experience leading global software engineering, GTM systems, and AI-first enterprise transformations. A 16x Salesforce Platform Architect and AWS-certified leader, he has scaled teams by 2.5x, managed multimillion-dollar programs, and delivered revenue-driving solutions across Sales, Service, Data, and Revenue Clouds.

With MIT AI Strategy credentials, Ankur combines technical expertise with executive leadership to drive innovation and operational excellence. His career includes roles at Wipro, Oracle, IBM, and PwC. He is currently Director of Software Engineering at Ciena, a global leader in high-speed connectivity.

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 Host on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

When should a company migrate to a new Salesforce instance—and when should it stay with the existing one? In this episode, Hyung Lee shares a real-world look at evaluating a Salesforce migration, including the pros and cons, ROI, technical debt, enterprise architecture, and the organizational challenges involved in making the decision. He also reflects on more than 20 years in the Salesforce ecosystem and the skills and mindsets engineers and architects need to stay ahead as CRM and enterprise technology continue to evolve.

About Our Guest
Hyung Lee is a seasoned applications leader with deep expertise in the Salesforce ecosystem and enterprise software. His experience spans hands-on development, architecture, system extensibility, process optimization, and navigating the technical and organizational complexities of growing companies.

Hyung has worked with organizations including Uber, New Relic, Shopify, and currently FloQast. He began his Salesforce journey at Salesforce itself from 2005–2008, giving him a unique perspective on how the platform and CRM industry have evolved over the past two decades.

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 Host on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

What’s the difference between being a Salesforce customer, Salesforce partner, and working directly with Salesforce? In this episode, Kevin Mossman shares insights from all sides of the Salesforce ecosystem, exploring how each perspective approaches CRM strategy, implementation, customer experience, and Salesforce investment. Learn what organizations should consider when evaluating Salesforce solutions and how to maximize the value of their CRM technology.

About Our Guest
Kevin Mossman is an experienced Digital CRM Leader with a background spanning software development, IT operations, and customer experience. He is currently VP of Salesforce Development at DUAL North America, a leading specialty program manager in property, casualty, and financial lines.

Kevin began his Salesforce journey in 2011 and spent more than a decade combined at Capgemini and Salesforce. During his time at Salesforce, he served as an Executive Advisor to Financial Services customers, providing strategic consulting to help organizations maximize their Salesforce investment.

Kevin is a Trailhead All-Star Ranger and a strong advocate for continuous learning and development. Outside of work, he is also a roller derby referee.

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 Host on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/

Why does the public sector need more ownership and involvement when it comes to digital transformation and technology? In this episode, Ian Hopper explores the challenges public sector organizations face when modernizing operating models, implementing digital innovation, and delivering sustainable change. He shares practical insights on governance, workforce planning, strategic partnerships, and getting the right people involved to turn transformation strategies into meaningful results.

About Our Guest
Ian Hopper is an Executive Director with 15 years of experience in transformation, operations, and strategic growth across charities, NGOs, and the public sector. He specializes in modernizing operating models, embedding digital innovation, and supporting financial sustainability.

Ian has led complex initiatives across workforce planning, governance, and digital strategy and is known for building high-performing teams and strategic partnerships. After nine years at PwC, his career included roles with the British Red Cross, WRAP, Department for Education, and Cats Protection. He currently supports the Royal College of Pathologists (RCPath) as Director of Corporate Services.

Ian is also the CRM Success Show’s first international guest from the UK.

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 Host on LinkedIn:
Dave "Maz" Masri : https://www.linkedin.com/in/davidmasri/
Khero Witey: https://www.linkedin.com/in/kherothetxrecruiter/