What are the biggest mistakes companies make when building a Revenue Operations (RevOps) strategy? In this episode, Imani Chopin breaks down the essential do’s and don’ts of RevOps, sharing insights on revenue operations, pipeline analytics, sales and marketing alignment, GTM systems, process architecture, and scalable growth. Whether you’re building a RevOps function from scratch or looking to improve an existing operation, this episode offers practical strategies for driving operational excellence and sustainable revenue growth.

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

With more than 10 years of experience, Imani has worked across revenue operations, lead generation, partner marketing, sales and partner enablement, and GTM systems in both B2B and B2C organizations. Her focus is on driving operational excellence and creating scalable solutions for business growth.

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 changes when you scale Salesforce from a startup or mid-size business into a complex enterprise environment? In this episode, Nadina Lisbon explores the challenges of designing and scaling Salesforce solutions across different business environments. She shares insights into enterprise architecture, solving complex Salesforce problems, building scalable solutions, and what organizations should consider as their CRM needs grow.

About Our Guest
Nadina Lisbon is a CRM Enterprise Architect at NetApp, a Salesforce Certified Technical Architect, and holds a Master’s degree. With more than 10 years of experience in the Salesforce ecosystem, she is passionate about solving complex enterprise problems and mentoring the next generation of Salesforce professionals.

Nadina is a Salesforce MVP and MuleSoft Ambassador and has spoken at major Salesforce events including Dreamforce, TDX, and other Dreamin' conferences. She is also involved as an SXSW Mentor, Ladies Be Architects Ambassador, Well-Architected Ambassador, RAD Coach, Salesforce User Group Leader, and Advisory Board member of ScaleUp Archs. She was also a DF23 Golden Hoodie recipient.

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 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, 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/

Is your Salesforce org struggling to keep up with business growth? In this episode, Christen Sisler shares insights on modernizing a Salesforce org, building scalable platforms, improving architecture, and delivering technology solutions that can support enterprise growth. Learn how technology leaders can modernize Salesforce environments while building strong teams and creating a platform that is ready for the future.

About Our Guest
Christen Sisler is a seasoned technology leader with more than a decade of Salesforce experience and currently serves as Senior Director, Salesforce at Sequoia. She has extensive experience managing both small technology teams and enterprise teams of hundreds of engineers.

Her previous roles include Head of Architecture, Engineering, and Platform Operations for DXC Technology’s Platform X and Director of Product Development at Axiom. Christen brings deep expertise in building scalable platforms, developing high-performing teams, and driving technology delivery.

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 happens to technology, CRM systems, and business operations when companies go through a merger or acquisition? In this episode, Stefan Ludlow shares insights into the technology challenges and opportunities that come with mergers and acquisitions, including Salesforce CRM integration, platform architecture, cybersecurity, and operational efficiency. Discover how technology leaders can bring complex systems together while creating a better experience for employees and customers.

About Our Guest
Stefan Ludlow is an experienced technology leader with a strong background in the financial services industry, where he has led IT departments and teams. His expertise includes cybersecurity, software development, Salesforce CRM, and architecting and integrating platforms for wealth management, including CRM and portfolio reporting systems.

Throughout his career, Stefan has focused on driving operational efficiency and improving the internal user experience. He is currently CTO of Cerity Partners.

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 does it take to transition from a Senior Salesforce Administrator into a leadership role? In this episode, Carrlos Boyd reflects on his journey from Salesforce administration to becoming a Director, sharing lessons on leadership, career growth, Salesforce implementations, and managing technology strategy. If you’re a Salesforce professional looking to grow your career or move into leadership, this episode offers practical insights from someone who has made that transition firsthand.

About Our Guest
Carrlos Boyd is an experienced Salesforce platform executive with a background in healthcare, banking, and online marketing and advertising. He has completed several Salesforce implementations from scratch and has extensive experience developing and executing technology strategies.

Carrlos is currently Director, CX Technologies at Paycor, where he oversees a holistic strategy involving Salesforce, Gainsight, Observe.AI, Genesys, Gong, Calendly, and other related technologies. He is also a USMC and Desert Storm veteran and, outside of work, enjoys scuba diving, photography, and training for marathons.

Links Mentioned:
https://www.salesforce.com/company/power-of-us/
https://veterans.my.site.com/s/

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 does it take to scale Salesforce successfully as an organization grows? In this episode, Ethan Waller shares insights into Salesforce strategy, team leadership, and building scalable CRM solutions that align with business needs. Discover how organizations can use Salesforce to support growth, improve operations, and create a strong foundation for long-term success.

About Our Guest
Ethan Waller has nearly 20 years of experience in the CRM space, beginning his Salesforce journey in the nonprofit sector with Susan G. Komen and later supporting Mothers Against Drunk Driving (MADD).

Ethan is currently Director of Salesforce Solutions at Goosehead Insurance Agency, where he leads the strategic development and execution of Salesforce. He oversees a team of more than 40 analysts, administrators, and developers responsible for designing, implementing, and maintaining Salesforce solutions that support the organization’s business needs.

Connect with Ethan Waller
LinkedIn: https://www.linkedin.com/in/ethanwaller/

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 does it take to build a successful Salesforce Centre of Excellence (CoE), and how can organizations get more ROI from their Salesforce investment? In this episode, Todd Stalter shares practical insights on establishing a Salesforce CoE, improving Salesforce implementations, and aligning technical and solution architecture with business goals. Whether you’re launching Salesforce for the first time or trying to fix an implementation that isn’t delivering results, this episode offers valuable strategies for maximizing your Salesforce investment.

About Our Guest
Todd Stalter is an 11X Certified Senior Salesforce Technology Leader specializing in new and failed Salesforce implementations. He has helped Salesforce customers improve the value and ROI of their Salesforce licensing investments, with expertise in building and establishing Salesforce Centres of Excellence (CoE), as well as technical and solution architecture.

Todd has supported organizations across a variety of industries, including hospitality, consumer goods, healthcare, and nonprofit organizations.

Connect with Todd Stalter
LinkedIn: https://www.linkedin.com/in/tmstalter1/

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/

SugarCRM or Salesforce which CRM platform is the right fit for your business? In this episode, Rebecca Meyer shares insights into choosing and optimizing CRM technology to improve customer relationships, streamline business processes, and support growth. She explores the challenges of technology modernization and how organizations can use the right tools to drive efficiency, innovation, and profitability.

About Our Guest
Rebecca Meyer is a VP of Technology with 20 years of experience in customer operations, technology modernization, and business transformation. She has a proven track record of leading organizations through transformational journeys while delivering greater value, efficiency, and innovation. 

Her technology expertise includes SAP, JDE/Oracle, AS400, Microsoft 365, QuickBooks, Salesforce CRM, and other business platforms. Rebecca’s mission is to optimize technology and business processes, enhance customer relationships, and drive growth and profitability. She currently supports Kelly-Moore Paints as VP of Technology.

Connect with Rebecca Meyer
LinkedIn: https://www.linkedin.com/in/meyer1/

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 can organizations learn from managing some of the world’s most complex CRM systems? In this episode, David Stott explores the role of Salesforce in education and how CRM technology can support better customer engagement, digital transformation, and organizational growth. He shares practical perspectives on using Salesforce to help organizations build stronger and more effective CRM strategies.

About Our Guest
David Stott is a CRM Program executive with over 20 years of experience across financial services, healthcare, education, and nonprofit organizations. A Salesforce evangelist and advocate for the power of CRM technology, he has worked across Salesforce’s major Clouds, including Sales, Service, Marketing, and Pardot. His career includes roles with Republic Finance, Salesforce, Ameritas, and Bellevue University.

Connect with David Stott
LinkedIn: https://www.linkedin.com/in/david-stott-mba-b2704a59/

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/