Transcending CRM Podcast

JP Owens

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. Our show is hosted by JP Owens and Elliott Spence.

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Transcending CRM Podcast

Episodes (37)

May 21, 2024 Episode 37: Navigating Change - Leveraging Salesforce for Financial Services Transformation (Feat. Priscilla Ellis)
May 7, 2024 Episode 36: From Banking to Blockchain (Feat. Evan Kormos)
Apr 23, 2024 Episode 35: Harnessing Salesforce for Growth and Memorable Customer Experiences - A Conversation with Adam Bell

Transcending CRM Podcast

May 21, 2024
39 minutes
27 MB

In this episode of the "Transcending CRM" podcast, Elliot Spence and JP Owens from Coastal interview Priscilla Ellis, Director of Financial Services at Coastal, about her journey in the financial services industry and her integration into the Salesforce ecosystem. Priscilla shares her background, starting in insurance and moving into banking and lending, which led her to a pivotal role in a Loan Origination System (LOS) implementation that introduced her to Salesforce. They discuss the importance of effective change management, executive support, and cross-team collaboration in successful project implementations. The conversation highlights various challenges and solutions, including their innovative use...

Transcending CRM Podcast

Episode 37: Navigating Change - Leveraging Salesforce for Financial Services Transformation (Feat. Priscilla Ellis)

JP Owens

00:00 -39:09