The Transcending CRM Podcast, hosted by JP Owens, will feature Salesforce success stories to inspire Trailblazers. Our stories will primarily focus on Financial Services (lean towards Banking and Lending) use cases that highlight individuals and organizations who have transformed their careers and businesses leveraging the Salesforce platform. We may explore other technologies outside of Salesforce and even discuss other industry stories.
Episode 4 features Angie Lingk. Angie Lingk is the SVP of Revenue Operations at Silverline where she is responsible for maximizing the impact of the sales organization for their customers, partners, and internal constituents through alignment of sales strategy with the broader organization and the design & implementation of the processes, people and tools required to support it. Angie and I met approximately 5 years ago when she was my first account executive on my first major Salesforce project. JP Owens is the Director of Banking & Lending at Silverline (Platinum Salesforce Partner). JP formerly served as the Director of Digital Product Experience at First Financial Bank, a $14B Cincinnati-based bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels. Prior to serving as the Director of Digital Product Experience, JP also served as the hands on leader for CRM, Marketing Automation, and Marketing Director for the organization. JP managed a team of 20+ associates across Digital and Marketing supporting systems like Salesforce, nCino, Blend, Q2, Yext, TimeTrade, Marketing Cloud, Pardot, and more.
In this episode I am joined by Evan Eichert, Solution Architect at Stitch Consulting. Evan and I met about three years ago when he was an end user for one of my first major Salesforce initiatives. Evan quickly progressed from an end user into a management position leading a centralized sales team powered by Salesforce, to a Salesforce Admin and eventually a Salesforce Solution Architect within the organization. JP Owens is the Director of Banking & Lending at Silverline (Platinum Salesforce Partner). JP formerly served as the Director of Digital Product Experience at First Financial Bank, a $14B Cincinnati-based bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels. Prior to serving as the Director of Digital Product Experience, JP also served as the hands on leader for CRM, Marketing Automation, and Marketing Director for the organization. JP managed a team of 20+ associates across Digital and Marketing supporting systems like Salesforce, nCino, Blend, Q2, Yext, TimeTrade, Marketing Cloud, Pardot, and more.
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 Salesforce/Marketing Cloud, her favorite features coming with Financial Services Cloud and Marketing Automation, her favorite project from her consulting career, and how to expand your skills on the platforms.
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 an enterprise engagement system, and growing your knowledge base on Trailhead. Elliott Spence is the Senior Digital Product Manager at First Financial Bank and holds 10 Salesforce Certification. JP Owens is the Director of Banking & Lending at Silverline (Platinum Salesforce Partner). JP formerly served as the Director of Digital Product Experience at First Financial Bank, a $14B Cincinnati-based bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels. Prior to serving as the Director of Digital Product Experience, JP also served as the hands on leader for CRM, Marketing Automation, and Marketing Director for the organization. JP managed a team of 20+ associates across Digital and Marketing supporting systems like Salesforce, nCino, Blend, Q2, Yext, TimeTrade, Marketing Cloud, Pardot, and more.