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


The CRM Center of Excellence (COE) is – at a very basic level – a group of CRM experts ( 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.


Next Event

Mastering Metrics: Key Performance Indicators for CRM CoE Success

June 28th, 2024, 3:00 PM CST

Why Should COE Leaders Attend?

Join our upcoming round table discussion, “Mastering Metrics: Key Performance Indicators for CRM CoE Success,” to discover essential metrics that drive CRM excellence. This session will delve into user adoption rates, customer satisfaction, operational efficiency, and financial returns, providing CRM CoE leaders with the insights needed to enhance system effectiveness and organizational impact. Learn how to leverage these KPIs to foster innovation, optimize processes, and develop talent within your CRM teams. Register now to empower your leadership with data-driven strategies that align with your organizational goals.



Interested in joining us? Request an invitation today.

Chief Moderator

Velu Palani

velu image

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(