Episode 27: Getting the Most Out of Native Functionality (Feat. KC Barnett)

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Transcending CRM Podcast

JP Owens

37 episodes

17 hours ago

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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Episode 27: Getting the Most Out of Native Functionality (Feat. KC Barnett)

Transcending CRM Podcast

39 minutes 6 seconds

2 years ago

Episode 27: Getting the Most Out of Native Functionality (Feat. KC Barnett)

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 the meantime, Solutions Architect and Specialty Manager of Marketing Automation at Silverline Tanner Mueller joins us again, this time to chat with first-time guest and Salesforce Administrator at Five Star Bank, KC Barnett, about how Admins can fall into the habit of assuming end-users speak fluent Salesforce. Also: the lowdown on Buffalo, NY’s chicken wings.

⁠Elliott Spence⁠ is a Principal Consultant at Silverline with eight years of experience designing and implementing Salesforce Solutions. Prior to Silverline, Elliott was a Senior Digital Product manager with First Financial Bank, where he grew the Salesforce practice to over 1,600 users and led the Salesforce implementations to Marketing, Customer Service, Retail Bank, and Mortgage.

⁠JP Owens⁠ is the Managing Director of Banking and Lending at Silverline. JP partners with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels.

Tanner Mueller is the Specialty Manager, Marketing Automation, at Silverline. He uses his unique background in data, marketing, and technology to aid organizations in better understanding their customers. He has more than 18 years of banking and marketing experience, focused on creating marketing efficiency, customer data and insights, process automation, and innovation.

KC Barnett is the Salesforce Administrator at Five Star Bank. KC has been with Five Star for two years and was a key stakeholder in Five Star’s evaluation and implementation of Salesforce. Before Five Star Bank, KC worked as a Salesforce Administrator at PostProcess Technologies and was a Territory Account Manager at Ivoclar.