UPCOMING ZOOM MEETING
CRM Release Management
4 PM CST
January
21st, 2022
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.
Next Event
CRM Release management (Salesforce)
4 PM CST
January 21st, 2022
- CRM vendors like Salesforce have three new releases per year. COE leaders & product managers face many challenges during every release. Let us discuss the challenges, solutions, and how to prepare the Salesforce release management. We will be discussing a high-level framework and steps to make the release management process smooth.
Upcoming Events
1/21/22 4 PM CST
crm Release management
Details above
4/29/22 3 PM CST
crm data strategy
Details to follow
2/25/22 3 PM CST
crm Talent development
Details to follow
5/27/22 3 PM CST
crm devops maturity discussion
Details to follow
3/25/22 3 PM CST
crm appexchange best practices
Details to follow
6/24/22 3 PM CST
crm test automation – industry trends
Details to follow
Past Events
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
Head of Salesforce Platform Strategic Enablement (SPSE – COE) 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
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.