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Using Salesforce to Solve Complex Banking Problems

Former guest Elliott Spence joins JP as cohost to kick off the new season of Transcending CRM! The pair reminisces about the role that Salesforce has played throughout their careers.

They share advice on working through objections when conducting Salesforce training and scenarios where they’ve leveraged Salesforce to solve complex problems in a short amount of time. JP and Elliott each reveal their favorite Salesforce tools for restoring backups, creating forms, managing data, and automating marketing journeys.

Episode 5 Highlights

How to get the biggest objectors to be the biggest adopters when conducting Salesforce training

Best practices for managing Salesforce during a merger or acquisition

JP and Elliott share their four favorite Salesforce tools that have made the biggest impact

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. 

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