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Getting to Know CRM Analytics (Feat. Mark Tossell)

Talk about a transformation. When Lead Solution Engineer at Salesforce and Golden Hoodie recipient Mark Tossell began his CRM journey, he had just left a 20-year career in church ministry and hadn’t studied coding since learning Fortran. In this week’s episode, Mark breaks down the important differences between CRMA vs. traditional reports and dashboards, why “grit” is one of his favorite words, and lays out not one, not two, but three use cases for using analytics to advance efficiencies within operations and compliance.

Episode 24 Highlights

The sense of vocational and personal satisfaction Mark gets from building, learning, and implementing technologies

The persistence and dedication required to become an expert in something new, and why reaching out to the community is essential

How CRMA templates can cut certain projects down from several hundred hours to a few weeks of work

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

    Principal Consultant, 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. 

  • Mark Tossell

    Lead Solution Engineer, Tableau

    A mechanical engineer by profession, Mark Tossell is passionate about solving problems with data. He combined business acumen with technical skill to create intelligent and informed insights that help businesses transform and thrive. He is proud to be an “#Awesome Admin” and Golden Hoodie award-winner.

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