In our first episode, JP Owens and Elliott Spence discuss how their Salesforce journey began when they worked together at First Financial Bank. Elliot breaks down the business process items that were implemented in First Financial’s Salesforce solution, including Next Best Action to give the right customer the right offers at the right time and implementing live chat with Salesforce Knowledge on the First Financial website.
Elliott and JP share stories about their experience growing and training a team, implementing Salesforce as an enterprise engagement system, and growing a knowledge base on Trailhead. Elliott also got JP into drinking bourbons, so stay to the end to hear his bourbon recommendations.
Hosts and Guests
JP Owens
Managing Director, Banking and Lending, Silverline
JP Owens partners with banks and credit unions to help them identify new ways to leverage technology solutions that drive transformation, growth, and measurable ROI. JP formerly served as the Director of Digital Product Experience at First Financial Bank, where he led multiple functional teams within the Digital organization and was responsible for vision, delivery, and execution across Digital channels.
Elliott Spence
Solution Architect, Silverline
Elliott Spence is a Solution Architect at Silverline with eight years of experience designing and implementing Salesforce Solutions. Prior to Silverline, Elliott was a Senior Digital Product manager with First Financial Bank, where he grew the Salesforce practice to over 1,600 users and led the Salesforce implementations to Marketing, Customer Service, Retail Bank, and Mortgage.
