Podcasts by Transcending CRM Podcast
Transcending CRM is a podcast where we explore how the Salesforce ecosystem has impacted the careers of fellow Trailblazers and the businesses that have leveraged dynamic growth from the platform. This podcast is brought to you by Silverline. Silverline is a Salesforce digital transformation consultancy headquartered in New York City, specializing in Financial Services, Media and Entertainment, and Healthcare industries.
Our show is hosted by JP Owens, Managing Director of Banking and Lending at Silverline, and Elliott Spence, Solution Architect at Silverline.
Further podcasts by JP Owens
Podcast on the topic Technologie
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Episode 32: Revolutionizing Reporting and Analytics (Feat. Paul Seo) from 2023-11-14T06:00
MDM, data warehouse, data lake, data lakehouse — the terminology around data management evolves almost as fast as the software itself. Paul Seo, SVP of Technology and Data at Republic Finance, j...
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Episode 31: Change Management & Measuring Progress (Feat. Greg Thompson) from 2023-09-19T22:07
For good reason, middle-managers tend to be the most resistant to transformation. Not only do they usually have little to no input into purchase decisions, but their roles are often designed spe...
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Episode 30: Dreamforce 2023 Preview (Feat. Jill Harrison and Danielle Laffey) from 2023-09-05T12:44:28
Our guests this week have over 30 combined years of Dreamforce experience, and today, we’re chatting about the best ways to plan out, learn from, and enjoy the sprawling San Francisco conference...
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Episode 29: What is Driving Change for Banking and Finance? (Feat. Jim Collins) from 2023-08-22T06:00
Following the 100+ industry expert-attended Silverline & Salesforce Summit at Wrigley Field in Chicago, Senior Director at Salesforce Jim Collins joins us to look back on the most insightful...
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Episode 28: Critical FSC Tools & Practices (Feat. Michael Shirrell) from 2023-08-08T06:00
“When I first started in Salesforce, Person Accounts was like a dirty word. You didn’t want to touch that capability.” And how times have changed! In this week’s super-sized episode, we’re joine...
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Episode 27: Getting the Most Out of Native Functionality (Feat. KC Barnett) from 2023-07-25T05:00
Going to Dreamforce this year? Make sure to check out Elliott’s Dreamforce presentation debut! He’ll be covering best practices for running and perfecting demos as part of the Admin series. In t...
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Episode 26: Putting Sales Effectiveness First (Feat. Ryan Johnson) from 2023-07-11T06:00
“It’s not what Salesforce can do,” points out Chief Customer Officer at Monit, Ryan Johnson. “It’s what we can do.” This week, Johnson gets into the nitty-gritty of why it’s more important to fr...
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Episode 25: Asking The Hard Questions (Feat. Richard Dedor) from 2023-06-27T06:00
“We bought the Ferrari, now we’ve got to figure out how to drive it.” When 20-year marketing, communication, and digital media veteran Richard Dedor joined Premier America Credit Union as Market...
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Episode 24: Getting to Know CRM Analytics (Feat. Mark Tossell) from 2023-06-13T06:00:28
Talk about a transformation. When Lead Solution Engineer at Salesforce and Golden Hoodie recipient Mark Tossell began his CRM journey, he had just left a 20-year career in church ministry and ha...
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Episode 23: Tips To Drive Salesforce + nCino Adoption (Feat. Brett Rutter) from 2023-05-30T17:31
The gang's all here! JP is back in the studio this week, and he brought a new nSight 2023 buddy with him. Vice President of Salesforce Delivery at Farm Credit Services of America Brett Rutte...
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Episode 22: Salesforce's Summer ’23 Release Brings Blockbuster Updates (Feat. Evan Eichert) from 2023-05-16T06:00:39
Hot pants, cool shades, half-day Fridays — summer is here, and with it comes the Salesforce Summer ’23 Salesforce Release! Evan Eichert, Enterprise Architect at CSC Leasing, joins Elliott to sha...
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Episode 21: Data, Marketing, and Technology (Feat. Tanner Mueller) from 2023-05-02T06:00:07
Silverline’s Specialty Manager for Marketing Automation and showstopper mixologist Tanner Miller calls in from Iowa for a wide-ranging chat about the importance of transparency, lessons learned ...
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Episode 20: Making the Employee-Employer Relationship a Partnership (Feat. Brad Rice) from 2023-04-18T06:00:51
Talent Stacker Founder Brad Rice is an absolute geyser of valuable insights for organizations trying to hire top Salesforce talent in a fiercely competitive labor market. In today's episode,...
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Episode 19: The Future (of Banking) is Female (Feat. Ilaria Rawlins) from 2023-04-04T06:00:18
Despite the fact that women-owned businesses are growing at twice the national average, the women entrepreneurs at their helm only receive 16% of conventional loan funding. Proposed CEO of Fortu...
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Episode 18: Small Changes, Big Impacts (Feat. Julie Bonnema) from 2023-03-21T06:00:57
For more than 17 years at Peoples Bank, Julie Bonnema has overseen the evolution of digital banking, from its online infancy in the 2000s to today's ubiquitous mobile services. This week, sh...
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Episode 17: Getting SaaSsy (Feat. Kevin Tiernan) from 2023-03-07T07:00:53
We like to think of OwnBackup as Tylenol for CRMs. Why? Because it saves us from headaches. Recipient of 2021 & 2022 "Top Commercial Team" and 2021 & 2022 "Top Commercial Segment RVP" aw...
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Episode 16: The Accidental Admin (Feat. Candice Ollila) from 2023-02-21T07:00:23
Not unlike Frodo stumbling upon the One Ring or Tim Allen becoming the big man in The Santa Clause, sometimes you don't choose to become a Salesforce administrator — sometimes, it c...
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Episode 15: Becoming A Unicorn (Feat. Allie Vaughan) from 2023-02-07T07:00:28
The Beatles or Elvis? Tea or coffee? Salesforce core or Marketing Cloud? Allie Vaughan, Senior Solution Architect at Kelley Austin, joins us to talk about the advantages of familiarizing yoursel...
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Episode 14: Spring ’23 Release Special (Feat. Gina Rotenberg) from 2023-01-31T07:00:18
This week, we've brewed some herbal tea and cleared our schedules to read aloud all 595 pages of the Salesforce Spring ’23 Release. Sike! We're absolutely not doing that—instead, we're joined by...
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Episode 13: Not Biting Off More Than You Can Chew (Feat. Tara Barkett Quehl) from 2023-01-24T15:17:44
Right now, banks and financial institutions are working overtime to accomplish two things: justifying marketing ROI at the highest level, and forging stronger sales and marketing relationships. ...
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Episode 12: Don't Just Tell — Show (Feat. Frank Gillen) from 2023-01-10T07:00:42
New to the Salesforce ecosystem? Head straight to PwC senior Salesforce consultant Frank Gillen's Cloud Qualified Y...
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Episode 11: Making Your ‘What’s Next’ the Best Yet (Feat. Eric Wood) from 2022-12-27T06:00:31
Hard as it is to believe sometimes, there is life beyond the Salesforce ecosystem, and we're talking about it this week! To celebrate our last episode of 2022, we're taking a step back and looki...
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Episode 10: Finding Your Niche (Feat. Jacob Hayes) from 2022-12-13T12:00:19
Will 2023 be the year Elliott adds a Pardot certification to his credentials? Maybe! In the meantime, Jacob Hayes, Marketing Cloud Personalization Practice Manager at Silverline, drops by the sh...
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Episode 9: Inviting Compliance to the Party Early (Feat. Greg Blausey) from 2022-11-29T12:00:14
Change management isn’t Field of Dreams, points out Senior Director of Banking Industry Solutions at Salesforce Greg Blausey. Just because you build it doesn’t mean they’ll come—sustain...
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Episode 8: Adapting Teaching Styles to Different Organizations (Feat. Heather Black) from 2022-11-15T13:00
There’s no shortage of a-ha moments in this week’s conversation with Trailblazer, podcaster, and award-winning entrepreneur Heather Black, founder and CEO of Sup...
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Episode 7: Making the Most Out of Dreamforce (Feat. Tony Stegeman) from 2022-11-01T12:00:57
Can a career in the United States Air Force prepare someone for a life in Salesforce? More than you might think! Senior Data Analysis Manager at Capital One and certified allig...
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Episode 6: Encouraging Transformation Buy-In (Feat. Mark Jaundoo) from 2022-10-18T05:00:19
Chief Digital Officer at Amerant Bank and salsa dancer-extraordinaire Mark Jaundoo chats with friends and old Silverline colleagues JP and Elliott about adoption, internal and external buy-in, a...
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Episode 5: Using Salesforce to Solve Complex Banking Problems from 2022-10-04T13:00:53
Former guest Elliott Spence joins JP as cohost to kick off the new season of the Transcending CRM! The pair reminisces about the role that Salesforce has played throughout their careers. They sh...
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Episode 4: Angie Lingk - Sales and Revenue Operations Expert from 2020-08-13T10:00
Episode 4 features Angie Lingk. Angie Lingk is the SVP of Revenue Operations at Silverline Listen
Episode 4: Tales from Sales (Feat. Angie Lingk) from 2020-08-13T10:00
Silverline’s Angie Lingk discusses how to maximize the impact of the sales organization for customers, partners, and internal constituents through alignment of sales strategy with the broader or...
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Episode 3: Evan Eichert from Branch Manager to Salesforce Solution Architect from 2020-07-23T10:00
In this episode I am joined by Evan Eichert, Solution Architect at Stitch Consulting...
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Episode 3: From Branch Manager to Salesforce Solution Architect (Feat. Evan Eichert) from 2020-07-23T10:00
JP chats with Evan Eichert about his career path from a bank branch manager to a Solution Architect at Stitch Consulting.
Evan and JP met when Evan was an end user for one of ...
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Episode 2: Danielle Laffey Marketing Champion and Salesforce MVP from 2020-07-07T16:00:18
This episode features Danielle Laffey, Insurance Principal Consultant at Silverline. Danielle is a 2020 Marketing Champion and a Salesforce MVP. Danielle shares how she was first introduced to Sale...
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Episode 2: Championing the Power of Marketing (Feat. Danielle Laffey) from 2020-07-07T16:00:18
Danielle Laffey’s career has evolved with Salesforce, from the early days of when CRM was an unknown term to how she now uses Salesforce as a marketing and insurance expert. She is a 2020 Market...
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Episode 1: Back to the beginning - featuring Elliott Spence from 2020-07-01T16:00
In our first episode JP Owens and Elliott Spence discuss where their Salesforce journey began. Elliott and JP will share stories about their experience growing a team, implementing Salesforce as...
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Episode 1: Back to the Beginning (Feat. Elliott Spence) from 2020-07-01T16:00
In our first episode, JP Owens and Elliott Spence discuss how their Salesforce journey began when they worked together at First Financial Bank. Elliot breaks down the business process items that...
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