CRM Stories

Episode Overview Dustin Cole is a seasoned Salesforce professional and the driving force behind Navigators, a Salesforce Consultancy. Dustin specializes in transforming small to medium-sized nonprofits with the power of Salesforce. In this episode, Dustin shares insightful case studies, including fascinating work with Goodwill of North Florida and their workforce development programs. We also explore … Read more

Episode Overview In this episode of CRM Stories, we speak with Mike Campagnolo, from Salt Lake City, Utah. In this episode, Mike, from caddie Inc. shares his expertise on creating exceptional user experiences within CRM systems. We delve into his company’s philosophy of client success, their first venture capital investment in a promising AI startup, … Read more

Episode Overview In this episode, I sit down with Pratik Desai, a dedicated Salesforce perfectionist, and CEO of 1to1. Join us as Pratik shares his journey from New York/New Jersey to Philadelphia, balancing a demanding career with being a new parent while working from home. We’ll dive deep into Pratik’s expertise with Salesforce Marketing Cloud, … Read more

Episode Overview Today we’re diving into the inspiring journey of Brian Spitzer from Martech Ventures. Brian brings a wealth of experience, having begun his adventure with Salesforce back in 2005 as a customer user at Verizon. His path took him through ExactTarget and led him to become an industry expert in the Marketing Cloud. In … Read more

Episode Overview In this episode, Kevin Ascher from Acoustic Selling discusses the critical concept of “known unknowns” in consulting, likening the necessary thorough assessments to doctors taking images before surgery. We’ll explore the importance of documentation, adherence to process, and clear communication in both high and low trust environments to mitigate risk effectively. Kevin also … Read more