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Center of Excellence (COE) Round Table for Customer Relationship Management (CRM) COE Leaders

Empowering Excellence in CRM: Collaborate, Innovate, and Elevate with our Expert Community

About us

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 CRM COE aims 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.

our

Next Event


Authors Discussion - A Master Framework for the CRM Center of Excellence

Feb. 28th, 2025 - Friday - 4:00 PM

Zoom Recording 

The authors of A Master Framework for the CRM Center of Excellence will record a session on the universal standards for customer relationship CoEs. They will discuss building and applying a comprehensive framework, setting and achieving business outcomes, and effectively establishing and running a CoE. Once recorded, the session will be available on YouTube for anyone interested in discovering practical strategies and measurable results. Stay tuned!

 

  1. Velu Palani, Author, CRM CoE Specialist, Founder, www.crmcoe.com
  2. Charlie Havens, Accomplished Salesforce Professional, Author, and actively learning about Mushrooms
events

Interested in joining us? Request an invitation today.

Request an invitation

Chief Moderator

Velu Palani

Experience: Over 30 years in technology, business, and leadership, with 23 years specializing in Salesforce CRM. Led a top-tier Salesforce CRM consulting organization and implemented solutions for over 60 entities.

CRM COE Initiative: Founded CRM COE to guide fellow leaders in maximizing their CRM investments, emphasizing building and effective operations. 

Educational Background: Holds an engineering degree, an MBA in Marketing, and a Chief Digital Officer certificate from Northwestern University. 

Technological Focus: Expertise in Digital Transformation, AI, and Data Analytics, with a strategic emphasis on the healthcare sector. 

Community & Connect: An active figure in the CRM community, mentoring emerging professionals and advocating for growth and innovation. Connect with me on (https://www.linkedin.com/in/velupalani/). 

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