Rephonic
Artwork for The CRM Success Show
Salesforce
Change Management
Revops
Liberty Bank
Rockwell Automation
Artificial Intelligence
Lean Six Sigma
Giving Kitchen
Graco
CRM
Sunshine Behavioral Health
AWS
Ciena
Referrals
INAV
Pushpay
Hope Ignites
Dual North America
Angi
First United Bank

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 ab... more

PublishesTwice monthlyEpisodes57Founded2 years ago
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TechnologyBusinessManagement

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Artwork for The CRM Success Show

Latest Episodes

What were the standout CRM and Salesforce conversations from Season 6, and what’s coming next in Season 7?

In this Season 6 recap, co-hosts David “Maz” Masri and Khero Witey look back at their favorite episodes, standout conversations, and key topic... more

In this episode, Daniel Hurtubise, Senior Engineering Manager at Builders First Source, shares his experience leading Salesforce teams and connecting technology with real business needs.

 

Daniel discusses Salesforce architecture, data quality, integ... more

What does it take to successfully consolidate two Salesforce orgs after a merger? In this episode, Charles Van Fleet, Senior Director of Enterprise Applications at Standard BioTools, shares how his team approached a complex Salesforce greenfield impl... more

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,... more

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Recent Guests

Daniel Hurtubise
Senior Engineering Manager at Builders First Source
Builders First Source
Episode: Driving business outcomes - Enterprise Architecture - Daniel Hurtibuise, Builders First Source (#48)
Charles Van Fleet
Senior Director of Enterprise Applications at Standard BioTools
Standard BioTools
Episode: Greenfield Implementations in Bio-Tech - Charles Van Fleet, Standard BioTools (#47)
Richard Kadeg
Global Technology Leader with extensive change-management experience
Formerly of HulaHan Loki
Episode: Disruptive Change Management - Richard Kadeg (#46)
Paul Kobs
CRM executive at Graco
Graco
Episode: Building a Community of Practice - Paul Kobs, Graco (#45)
Tiffany Spencer
IT manager at Giving Kitchen
Giving Kitchen
Episode: The Power of Community - Tiffany Spencer, The Giving Kitchen (#41)
Arman Piric
Director of Salesforce Implementations at Rockwell Automation
Rockwell Automation
Episode: Salesforce in Fortune 500 - Arman Piric, Rockwell Automation (#40)
Hector Carballosa
Director of CRM, ERP and Rev Ops at INAV
INAV
Episode: Salesforce in Aviation - Hector Carballosa, inav (#39)
Peter Schweiss
Director of Technology Services at Hope Ignites
Hope Ignites
Episode: The Power of Intentional Design - Peter Schweiss, Hope Ignites (#38)
Eric Nelson
Director of Engineering at Sunshine Behavioral Health
Sunshine Behavioral Health
Episode: Building Engineering Teams in 2026 - Eric Nelson, Sunshine Behavioral Health (#37)

Hosts

David Masri
Host of The CRM Success Show; long-time practitioner and data/CRM expert with deep experience in migrations, governance, and Salesforce across industries.
Khero Witey
Co-host turned guest, known for expertise in Salesforce recruitment, market dynamics, and cross-cloud skills in the Salesforce ecosystem.

Reviews

5.0 out of 5 stars from 19 ratings
  • Great resource for MarTech info

    If you are looking for some solid discussions on issues related to building your MarTech stack around Salesforce, do yourself a favor and follow along.

    Apple Podcasts
    5
    Brian Hasenbauer
    United States2 years ago
  • Good Questions, Good Content

    David and Kherson run a tight ship on CRM topics.

    Apple Podcasts
    5
    Bob Billy 1337
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests consistently bring real-world, scalable CRM lessons.
Strong focus on governance and data quality resonates with admins and architects.
Helps demystify MarTech decisions with practical CRM guidance.
Hosts ask sharp questions and pull actionable takeaways.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#165
United Kingdom/Technology

Talking Points

Recent interactions between the hosts and their guests.

Building a Community of Practice - Paul Kobs, Graco (#45)
Q: Why did you decide to pursue a greenfield rebuild in some cases rather than refactoring the legacy environment?
It was a combination of speed-to-value and the belief that a fresh org, designed with in-house product managers and technical architects, could translate business objectives into a scalable architecture more quickly than trying to retrofit the old, heavily customized system.
Building a Community of Practice - Paul Kobs, Graco (#45)
Q: What was the initial approach when you inherited a fragmented Salesforce landscape across multiple acquisitions?
The strategy was to start with a technical assessment to understand system health, but more importantly to learn how decisions are made across the organization and identify champions and contractors at different levels, so we could consolidate governance and move toward a unified, enterprise-scale model.
The Power of Community - Tiffany Spencer, The Giving Kitchen (#41)
Q: Can you walk us through why you decided to migrate to MPC and what the key data model changes were?
The main driver was to address data quality and process issues from old configurations by moving to a data model that separates gifts, pledges, and actual donations into dedicated objects, while including built‑in case management and easier linkage to marketing campaigns, resulting in cleaner data and more straightforward reporting.
How to Rebuild Team Morale After Burnout - Pranav Lal, Gusto (#26)
Q: How do you balance the needs of contractors versus full-time employees in a startup, and what signals guide conversion to full-time?
We assess work continuity and criticality: if work is ongoing for six months to a year and budget supports it, we prefer hiring FTEs; otherwise, contractors are engaged. We evaluate signals like ownership, meeting participation, collaboration quality, and the ability to sustain long-term work, and we use Nearshore where appropriate to balance time zones and velocity while maintaining governance and accountability.
How to Rebuild Team Morale After Burnout - Pranav Lal, Gusto (#26)
Q: What concrete steps did you take to address morale and stabilize the team?
I started with listening and one-on-one conversations to understand the team's perspective, then implemented a formal intake process to reduce chaotic requests, secured executive buy-in to focus on foundational health, and established governance mechanisms like architecture reviews and improved code reviews. We also leaned on Salesforce Signature Success for critical support and added architects and senior admins to provide proper leadership and direction.

Audience Metrics

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Frequently Asked Questions About The CRM Success Show

What is The CRM Success Show about and what kind of topics does it cover?

A practical, practitioner-focused show centered on owning and optimizing complex CRM ecosystems, with a strong emphasis on Salesforce deployments across industries. Interviews typically feature senior admins, architects, RevOps leaders, and engineering managers who share governance, data migration, adoption, and integration lessons learned at scale. The conversations often cover building scalable orgs, vendor and partner strategy, AI and automation tooling, and real-world implications of governance and data quality. Notable strengths include deep, hands-on guidance from practitioners who've driven multi-year CRM programs in Fortune 500, healthcare, financial services, nonprofits, and manufacturing contexts, plus a clear emphasis on user ado... more

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Which podcasts are similar to The CRM Success Show?

These podcasts share a similar audience with The CRM Success Show:

1. The Daily

How many episodes of The CRM Success Show are there?

The CRM Success Show launched 2 years ago and published 57 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The CRM Success Show?

Recent guests on The CRM Success Show include:

1. Daniel Hurtubise
2. Charles Van Fleet
3. Richard Kadeg
4. Paul Kobs
5. Tiffany Spencer
6. Arman Piric
7. Hector Carballosa
8. Peter Schweiss

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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