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UPCOMING ZOOM MEETING

coe round table – thought leadership

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3 pm – 4pm CST

february   

24TH, 2023

 

What is the CRM COE?

The CRM Center of Excellence (COE) is – at a very basic level – a group of CRM experts (Salesforce.com and other platforms) dedicated to sharing best practices and tools.

The purpose of the CRM COE is to help participating members get the most out of their CRM implementations. As informal advisors to each other, CRM COE members work together to help each other align strategy with your day-to-day operations, share and document best practices, and mentor emerging talent.

The CRM COE meets monthly via Zoom Conference. A list of upcoming event topics is posted below.

Participation is by invitation only.

Upcoming Event

CRM Data Governance

CRM Data Governance

February 24tth, 2023, 3:00 PM CST

A COE is a centralized governing body that mandates processes and sets standards for consistency in a Salesforce solution’s governance, development, deployment, and administration. CRM Data Governance is a big challenge for most organizations. We will discuss the importance, signs of bad data governance, where you start, and practical challenges. We will also share a basic CRM Data Governance framework for you to begin the journey.

We are privileged to have the following experts share their ideas and learnings at this first episode of the COE Roundtable.

 

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Upcoming Events

2/24/23 3 PM CST

CRM Data Governance

Details above

 

3/24/23 3 PM CST

crm – license management

Details to follow

4/28/23 3 PM CST

the role of CRM in digital transformation

Details to follow

 

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Past Events

CRM – Business Continuity Readiness

11/23/22    3 PM CST

Panelists:

  • Olivier Rachon, CTA & Head of Expert Services, Odaseva
  • Velu Palani, CRMCOE Leader, Executive Director, Salesforce Platform Services, HCSC

AppExchange Best Practices

9/30/22    3 PM CST

Panelists:

  • Mukesh Prusty, Principal Salesforce Architect, HCSC
  • Velu Palani, CRMCOE Leader, Executive Director, Salesforce Platform Services, HCSC

CRM devops maturity 

7/8/22    3 PM CST

Panelists:

  • Ian Gotts, Founder & CEO, Elements Cloud 
  • Vernon Keenan, Founder and Sr Analyst, Salesforcedevops.net
  • Velu Palani, CRMCOE Leader, Executive Director, Salesforce Platform Services, HCSC

CRM Talent Development (Salesforce)

3/8/22    3 PM CST

Panelists:

  • Stella Michael, Director CRM Systems, Spectrum Health
  • Velu Palani, CRMCOE Leader, Sr. Director, Salesforce Platform Leader, HCSC

CRM Release Management (Salesforce)

1/21/22    4 PM CST

Panelists:

Moderator: Velu Palani, CRMCOE Leader, Sr. Director, Salesforce Platform Leader, HCSC

Multi-Org (Instances) Management

11/19/21    3 PM CST

Panelists:

Moderator: Velu Palani, CRMCOE Leader, Sr. Director, Salesforce Platform Leader, HCSC

CRM & Marketing Technology

10/22/21    3 PM CST

Panelists:

  • Amy Osmond Cook, PhD, Chief Marketing Officer (CMO), Simplus (an Infosys Company)
  • Stella Michael, Director CRM Systems, Spectrum Health, MI
  • Jayneel Patel, PhD, VP of Healthcare and COE leader (an Infosys Company)
  • Jyothsna Bitra (JB), Marketing Cloud Champion, Salesforce Consultant/Architect and Community Leader

Moderator: Velu Palani, CRMCOE Leader, Sr. Director, Salesforce Platform Leader, HCSC

CRM Security

9/24/21    3 PM CST

Panelists:

  • Sid Bhadani, Principal Cyber Security Architect, HCSC (Blue Cross Blue Shield of IL, MT, TX, OK and NM)
  • Carl Brundage, Salesforce CTA, Salesforce MVP and Master Architect @ Odaseva
  • Dan Pattangi, Global Leader, Enterprise Architecture & Transformation, Transunion

Moderator: Velu Palani, Salesforce Platform Lead, Sr. Director, HCSC

The power of mentoring, Mentoring necessity for experienced salesforce professionals

5/21/21    3 PM CST

Panelists:

Moderator: Velu Palani, Salesforce Platform Lead, Sr. Director, HCSC

CRM & Test automation – discussion

4/23/21    3 PM CST

Panelists:

  • Richard Clark, Chief Innovation Officer, Provar Testing
  • James Kosmides, Sr. Manager, Salesforce CRM, T. Rowe Price 
  • Nicki Bang-Madsen, CRM Software Tester, LB Forsikiring

Moderator: Velu Palani, Salesforce Platform Lead, Sr. Director, HCSC

CRM & Intelligent automation – discussion

3/26/21    3 PM CST

Panelists:

  • Hitesh Pushpraj, Sr. Director, Head of Intelligent Automation, HCSC
  • Peter Villeroy, Global IT Automation Practice, UI Path
  • Moderator: Velu Palani, Sr. Director, Head of Salesforce Platform, HCSC

CRM Delivery Excellence: Increasing Impacts thru CRM DevOps

2/19/21    3 PM CST

Panelists:

  • Mach Lakshmanan, AVP, Head of Application Development, HCSC Corporation
  • Stella Michael, IT Director, CRM Systems, Spectrum Health
  • Andrew Davis, Author, Mastering Salesforce DevOps, Sr. Director of Product Marketing, Copado

Data Mastery: Drive predictable and effective solution by understanding data

1/22/21    3 PM CST

Panelists:

  • Satish Padiyar, Divisional VP, Data & Analytics, HCSC Corporation
  • Sovan Bin, CTA, CEO of Odaseva
  • Carl Brundage, CTA, Master Architect, SME at Odaseva

Governance, Compliance and Administration

12/18/20    3 PM CST

Panelists:

  • Velu Palani, Head Of Salesforce Platform, Governance, Architecture &  Advisory services, HCSC Corporation
  • Charlie Havens, Salesforce Governance and  Administration Lead, HCSC Corporation

COE Round Table, Building the CRM Center of Excellence – Different Operating Models

11/20/20    3PM CST

Panelists:

  • Velu Palani, Head Of Salesforce Platform, Governance, Architecture &  Advisory services
  • Pavan Reddivari, AVP, CRM Practice, Persistent Systems, Inc.

    Thought Leaders

    Velu Palani

    CRMCOE Leader & Moderator
    Executive Director, Salesforce Platform Services at Health Care Services Corporation.

    Jim Petrassi

    Chief Technology Officer
    Health Care Services Corporation

    Ben Bradley

    Marketer, Writer, Moderator, and Organizer

    Stella Michael

    IT Director-CRM & COE Leader
    Spectrum Health

    Andrew Davis

    Author, Mastering Salesforce DevOps
    Sr. Director of Product Marketing, Copado

    Mach Lakshmanan

    AVP, Head of Application Development
    HCSC Corporation

    Vicky Skuja

    Organizer & Center for Engagement Head
    Health Care Services Corporation.

    Kim Gandhi

    FIBI Global Digital Strategic Product Owner at Cargill

    Amy Sanders

    Director of Marketing Operations, B2B Marketing Technologist

    Sovan Bin

    CEO & ​Founder, Odaseva, CTA

    Carl Brundage

    Salesforce MVP and Certified Technical Architect specialized in Data & Analytics

    Charlie Havens

    Salesforce Governance and Administration Lead, Salesforce Platform Strategic Enablement Team

    Pavan Reddivari

    Building Solutions and Partnerships to drive digital transformation of Healthcare

    Hitesh Pushpraj

    Head of Intelligent Automation at Blue Cross and Blue Shield of Illinois

    Peter Villeroy

    Director, Global IT Automation Practice, UiPath

    James Kosmides

    Sr. Manager, Salesforce Platform, T.Rowe Price 

    Richard Clark

    Chief Innovation Officer, Provar Testing

    Nicky Bang-Madsen

    Lead Salesforce Test Engineer, LB Forsikring

    Sid Bhadani

    Principal Cyber Security Architect, HCSC (Blue Cross Blue Shield of IL, MT, TX, OK and NM)

    Dan Pattangi

    Global Leader, Enterprise Architecture & Transformation, Transunion

    Amy Osmond Cook, PhD

    PhD, Chief Marketing Officer (CMO), Simplus (an Infosys Company)

    Jayneel Patel, PhD

    VP of Healthcare and COE leader (an Infosys Company)

    Jyothsna Bitra (JB)

    Marketing Cloud Champion, Salesforce Consultant/Architect and Community Leader

    Mukesh Prusty

    Principal Salesforce Architect, HCSC

    Markus Gidlund

    Sr. Director – IT Product, HCSC

    Ian Gotts

    Founder & CEO, Elements.cloud

    Vernon Keenan

    Sr. Industry Analyst, Salesforcedevops.net

    Olivier Rachon

    CTA & Head of Expert Services, Odaseva

    REQUEST AN INVITATION TO AN UPCOMING EVENT
    Chicago, IL

    (872) 216-1860

    CHIEF MODERATOR

    Velu Palani is currently Head of Salesforce Platform Strategic Enablement (SPSE – COE) at Health Care Services Corporation.

     

    STAFF

    Ben Bradley and Amy Sanders are responsible for speaker coordination, and organization of the CRM COE’s meetings, minutes, notes, and papers.

    Privacy Policy: We don’t share your information with others for any purpose other than CRMCOE communications.

     

    CRM COE is a division of CRMMentors.org, a 501c(3) non-profit organization.