
UPCOMING ZOOM MEETING
coe round table – thought leadership
3 pm – 4pm CST
october
20th, 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.
Our next event
Developing Salesforce Talent in the Era of Open AI
October 20th, 2023, 3:00 PM CST
As CRM leaders, we need to explore strategies for developing Salesforce talent in the era of advanced AI like OpenAI’s GPT and other LLMs. In this roundtable, we’ll discuss:
- Preparing teams for working alongside AI – what skills will remain uniquely human vs. augmented by AI?
- Identifying new strategic, consultative roles as AI automates routine tasks
- Adapting training programs for the AI-first workforce
- Fostering an innovation mindset and empowering teams to implement new AI capabilities
- Ensuring ethics, transparency, and fairness when deploying AI systems
The rise of AI is rapidly changing the technology landscape. Join us to share perspectives on up-leveling our Salesforce talent and leadership for an AI-powered future. We’ll focus on the human skills we need to amplify while also leveraging AI’s opportunities. Please come ready to discuss strategies for developing our teams’ capabilities in this brave new world.
Panelists:
Past Events
Adopting Open AI
8/11/23 3 PM CST
Panelists:
- Vernon Keenan, Senior Industry Analyst at SalesforceDevops.net.
- Andrew Russo, Enterprise Architect, BACA Systems
- Velu Palani, CRMCOE Leader, Executive Director, Salesforce Platform Services, HCSC
The State of CRM DevOps
6/9/23 3 PM CST
Panelists:
- Vernon Keenan, Senior Industry Analyst at SalesforceDevops.net.
- Velu Palani, CRMCOE Leader, Executive Director, Salesforce Platform Services, HCSC
Role of CRM in Digital Transformation
5/5/23 3 PM CST
Panelists:
- Scott Beach, Vice President, IT Strategy & Digital Transformation, SPX Corporation
- Velu Palani, CRMCOE Leader, Executive Director, Salesforce Platform Services, HCSC
CRM – License Management
4/14/23 3 PM CST
Panelists:
- Stella Michael, CRM Director, Corewell Health
- Velu Palani, CRMCOE Leader, Executive Director, Salesforce Platform Services, HCSC
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:
- Jayneel Patel, PhD, VP, Healthcare Center of Excellence, Simplus, Infosys Company
- Markus Gidlund, Sr. Director – IT Product, HCSC
Moderator: Velu Palani, CRMCOE Leader, Sr. Director, Salesforce Platform Leader, HCSC
Multi-Org (Instances) Management
11/19/21 3 PM CST
Panelists:
- Andrew Davis, Sr. Director, Research & Innovation, Copado
- Mukesh Prusty, Principal Salesforce Architect, HCSC
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:
- Ian Gotts, Founder & CEO, Elements Cloud
- Blanca Leon-Carter, Salesforce MVP, VP RAD Women, Saleforce Consultant, Slalom
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
Corewell 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
Prasannal Nithyanandam
Sr. Director and Head of Data Analytics, Volkswagen of America, Inc.
Saurabh Gupta
CEO & Cofounder, Cloud Compliance
Raghu Paripati
Principal Evangelist, CRM COE
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.