Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxrecruiter/
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Data Maz Dave Podcasts
Partnering Leadership is a top global podcast designed to help CEOs and senior leaders navigate the complexities of leadership, strategy, culture, and innovation. Hosted by Mahan Tavakoli—a seasoned leadership advisor with over 25 years of experience and recognized as a top thought leader in management—the podcast brings you real-world insights and practical advice to drive meaningful results. Mahan’s experience as a trusted advisor shapes each discussion, driving deeper insights that challe ...
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408 The Devil Emails at Midnight: What Good Leaders Can Learn From Bad Bosses with Mita Mallik
37:50
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37:50What if the “panic habits” leaders default to are the very things burning out their best people? In this Partnering Leadership episode, Mita Mallick—author of The Devil Emails at Midnight—joins Mahan to unpack practical ways senior leaders can replace performative urgency with clear operating rules that people can trust. You will hear why bad bosse…
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In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 3, what they enjoyed and what is to follow for Season 4. Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linkedin.com/in/kherothetxre…
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407 Thursday Refresh: Ann Hiatt on Trillion Dollar Leadership Secrets of Amazon’s Jeff Bezos & Google’s Eric Schmidt
52:14
52:14
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52:14In this episode of Partnering Leadership, Mahan Tavakoli speaks with Ann Hiatt, Leadership Strategist & Consultant and Author of the book Bet on Yourself. Ann Hiatt shared the many lessons she learned while working alongside the world's top tech CEOs—Google's Eric Schmidt, Amazon's Jeff Bezos, Yahoo's Marissa Meyer. In addition to the story of her …
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406 Data as a Leadership Superpower: How to Fuel Strategy, Innovation, and AI with Justin Evans, Author of The Little Book of Data
39:03
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39:03In this episode of Partnering Leadership, Mahan Tavakoli speaks with Justin Evans, a seasoned executive and author of The Little Book of Data. With a career spanning leadership roles at major media and tech firms including Microsoft, NBCUniversal, and Paramount, Evans brings a rare combination of commercial acumen and data fluency to the conversati…
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#24 Ethan Lippman : Alkami Technology - Productizing Rev Ops
1:04:37
1:04:37
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1:04:37Featured: Ethan Lippman 🤖 Ethan Lippman leads Revenue Operations at Alkami Technology, a fast-growing cloud platform powering digital banking for financial institutions across the U.S. In this critical role, he oversees the alignment of Rev, Ops, Sales, Product, and Marketing—ensuring cohesiveness between go-to-market strategy and operational execu…
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405 [BEST OF] Jeremy Caplan on Beyond the Hype: AI-Powered Productivity Tools for Busy Executives
50:39
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50:39Welcome to the Best Of series on Partnering Leadership. While many of us take a bit of a breather in July and August, we’re revisiting standout episodes—conversations that are worth hearing again, especially as leadership challenges shift and new moments call for fresh thinking. I’ve also pulled together 12 of the leadership books I recommend most …
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404 [BEST OF] Jon Levy on How to Cultivate Your Influence and Build Powerful Connections
44:35
44:35
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44:35Welcome to the Best Of series on Partnering Leadership. While many of us take a bit of a breather in July and August, we’re revisiting standout episodes—conversations that are worth hearing again, especially as leadership challenges shift and new moments call for fresh thinking. I’ve also pulled together 12 of the leadership books I recommend most …
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#23 Maxwell Mozes : Walmart - Rev Ops at Walmart
1:11:32
1:11:32
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1:11:32Featured: Maxwell Mozes Maxwell has expertise is in building and growing large-scale B2B organizations from inception to 9, 10, and 11 digits in revenue. At Walmart Business, the B2B division of Walmart, he is the Director and Head of Revenue Operations. In this role he owns: 1) Customer Success & Onboarding, 2) Sales Operations, 3) GTM Strategy, P…
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403 [BEST OF] Todd Cherches on the power of visual leadership
30:28
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30:28Welcome to the Best Of series on Partnering Leadership. While many of us take a bit of a breather in July and August, we’re revisiting standout episodes—conversations that are worth hearing again, especially as leadership challenges shift and new moments call for fresh thinking. I’ve also pulled together 12 of the leadership books I recommend most …
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402 Refresh: Alain Hunkins on Cracking the Leadership Code: Three Secrets to Building Strong Leaders
49:58
49:58
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49:58Welcome to the Best Of series on Partnering Leadership. While many of us take a bit of a breather in July and August, we’re revisiting standout episodes—conversations that are worth hearing again, especially as leadership challenges shift and new moments call for fresh thinking. I’ve also pulled together 12 of the leadership books I recommend most …
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401 [BEST OF] Bob Johansen on Full Spectrum Leadership for a VUCA world
41:35
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41:35Welcome to the Best Of series on Partnering Leadership. While many of us take a bit of a breather in July and August, we’re revisiting standout episodes—conversations that are worth hearing again, especially as leadership challenges shift and new moments call for fresh thinking. I’ve also pulled together 12 of the leadership books I recommend most …
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#22 Jason Belote: Vari - Salesforce in B2B & B2C Environment
59:17
59:17
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59:17Get to know your Guest. Featured: Jason Belote Jason is Vice President of Technology at Vari, a rapidly growing office furniture and workspace innovation firm serving 98% of Fortune 500 companies. Toolkit includes leading platforms such as Salesforce, SAP S/4HANA, Boomi, Microsoft Data and Business Intelligence tools, etc. He has over 20 years of e…
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400 [BEST OF] Michele McQuaid on using research-based positive psychology to become a better leader
37:41
37:41
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37:41Welcome to the Best Of series on Partnering Leadership. While many of us take a bit of a breather in July and August, we’re revisiting standout episodes—conversations that are worth hearing again, especially as leadership challenges shift and new moments call for fresh thinking. I’ve also pulled together 12 of the leadership books I recommend most …
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399 [BEST OF] Robert Rosenberg on Leading Dunkin Donuts from Around the Corner to Around The World
52:05
52:05
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52:05Welcome to the Best Of series on Partnering Leadership. While many of us take a bit of a breather in July and August, we’re revisiting standout episodes—conversations that are worth hearing again, especially as leadership challenges shift and new moments call for fresh thinking. I’ve also pulled together 12 of the leadership books I recommend most …
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#21 Chris Pearson: Jostens - Hiring and developing Talent in the Salesforce Ecosystem
1:11:59
1:11:59
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1:11:59Featured: Chris Pearson Chris is Director of Salesforce Development at Jostens, responsible for delivering innovative and scalable solutions for 2k worldwide users across Sales, Service, Marketing and Revenue Clouds. He has over 15 years of experience in business application development, management, and integration, with a focus on CRM and QTC syst…
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398 [BEST OF] Steve Robinson on How Chick-fil-A Became an Iconic Brand
47:52
47:52
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47:52Welcome to the Best Of series on Partnering Leadership. While many of us take a bit of a breather in July and August, we’re revisiting standout episodes—conversations that are worth hearing again, especially as leadership challenges shift and new moments call for fresh thinking. I’ve also pulled together 12 of the leadership books I recommend most …
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397 [BEST OF] Aidan McCullen on How to lead yourself and your organization to become Undisruptable
42:54
42:54
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42:54Welcome to the Best Of series on Partnering Leadership. While many of us take a bit of a breather in July and August, we’re revisiting standout episodes—conversations that are worth hearing again, especially as leadership challenges shift and new moments call for fresh thinking. I’ve also pulled together 12 of the leadership books I recommend most …
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396 Thursday Refresh: Emmanuel Daniel on Navigating the Great Transition - Personalization, Disintermediation, and the Future of Work
49:31
49:31
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49:31Welcome to the Best Of series on Partnering Leadership. While many of us take a bit of a breather in July and August, we’re revisiting standout episodes—conversations that are worth hearing again, especially as leadership challenges shift and new moments call for fresh thinking. I’ve also pulled together 12 of the leadership books I recommend most …
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#20 Hans Tiefenthaler: Access TeleCare - Moving In house - First 90 days
1:01:05
1:01:05
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1:01:05Featured: Hans Tiefenthaler Hans is the Director of Salesforce & CRM Platforms Access TeleCare Hans has over 15 years of hands-on experience within the Salesforce ecosystem and a proven track record of delivering transformative business solutions, serving as project lead for over 250 implementations and solution architect for over 50 tech stack and…
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395 [BEST OF] Greg Satell on How To Create A Movement That Drives Transformational Change
46:31
46:31
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46:31Welcome to the Best Of series on Partnering Leadership. While many of us take a bit of a breather in July and August, we’re revisiting standout episodes—conversations that are worth hearing again, especially as leadership challenges shift and new moments call for fresh thinking. I’ve also pulled together 12 of the leadership books I recommend most …
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394 Leading in the Exponential Era: Futurist David Espindola on AI, Strategy, and the Future of Work
49:51
49:51
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49:51In this compelling episode of Partnering Leadership, Mahan Tavakoli is joined by David Espindola, a futurist and strategic advisor with deep expertise in technology, AI, and leadership. As the author of The Exponential Era and Soulful, Espindola brings a unique lens to the conversation—one that blends exponential technology insight with a deep unde…
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#19 Niraj Jain: Mercedes Benz - Implementing Salesforce on an Enterprise Level
1:09:30
1:09:30
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1:09:30Featured: Niraj Jain Niraj has over 2 decades of experience working with global teams to deliver client success stories has given Niraj a unique perspective on the interlock between technology and business strategies. He is proud of his ability to transcend between strategy and execution, as they go hand in hand. Career accomplishments include lead…
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393 Embracing Infinite Possibilities in Leadership: Lessons from Astronaut, Physician, and CEO Dr. Bernard A. Harris
42:48
42:48
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42:48In this episode of Partnering Leadership, Mahan Tavakoli speaks with Dr. Bernard Harris, a leader whose extraordinary career trajectory—from physician to NASA astronaut to CEO and venture capitalist—offers rare insights into the inner work of leadership. Dr. Harris is the first African American to walk in space, and the author of Embracing Infinite…
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392 Section CEO Greg Shove on Leading Through AI: Rethinking Business Models, Talent, and Strategy
56:57
56:57
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56:57In this episode of Partnering Leadership, Mahan Tavakoli is joined by Greg Shove, CEO of Section and a serial entrepreneur with a deep track record of leading transformative growth. Shove’s leadership journey includes multiple successful pivots, and in this conversation, he brings a uniquely grounded perspective on how AI is fundamentally changing …
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391 Thursday Refresh: Simon Bailey on Resilience and Brilliance: Unleashing Leadership Potential and Lessons from Disney
33:15
33:15
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33:15In this insightful episode of the Partnering Leadership podcast, Mahan Tavakoli engages in a deep and inspiring conversation with Simon T. Bailey, a renowned speaker, leadership expert, and author of Resilience@Work: How to Coach Yourself Into a Thriving Future. Simon is best known for his work on personal and professional brilliance, with a focus …
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#18 Chris Neudecker: BHG Financial - Lending in Healthcare and decommissioning Business units from Salesforce
59:12
59:12
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59:12Featured: Chris Neudecker Chris is Sr. Director of Engineering at BHG Financial With over 15 years in the Salesforce ecosystem Chris is known for his experience across enterprise system management and enterprise architecture. He has led multi-million dollar budget management and product/project delivery. Chris has built Salesforce applications for …
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390 Beyond Engagement: What Great Leaders Actually Do Differently to Earn Commitment with Dave Garrison, Author, The Buy-In Advantage
40:58
40:58
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40:58What if your employees appear engaged, but aren’t truly committed? In this episode of Partnering Leadership, Mahan Tavakoli speaks with Dave Garrison, an experienced CEO, board member, and author of The Buy-In Advantage: Why Employees Stop Caring and How Great Leaders Inspire Commitment. Drawing on his work with companies like Ameritrade and his ex…
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389 Small Shifts, Big Impact: Leadership Lessons from Mike Mears, Former CIA HR Chief and Founder of the CIA Leadership Academy
51:47
51:47
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51:47What happens when even the most powerful leaders pull every lever they’ve been taught to use—bonuses, metrics, training—and nothing changes? That’s the question that set Mike Mears, former CIA Chief of Human Capital, on a mission to rethink leadership from the inside out. In this episode of Partnering Leadership, Mike joins Mahan Tavakoli to share …
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#17 Dave Swidan: Veracyte - Comparing SAP Projects to Salesforce Projects
57:59
57:59
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57:59Featured: Dave Swidan Dave is Senior Director, of Salesforce Engineering at Veracyte, Inc. A Senior Information Technology Leader with a demonstrated history of working in the high tech and Healthcare industry successfully managing large and small Projects/Programs supporting supply chain, sales, pricing, marketing, PLM, service and field service. …
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388 Mastering Uncertainty: Lessons from Former Navy SEAL Commander Rich Diviney on Leading Yourself and Your Team When Nothing Goes as Planned
45:40
45:40
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45:40In this timely and compelling episode of Partnering Leadership, Mahan Tavakoli welcomes back Rich Diviney, retired Navy SEAL Commander and bestselling author of The Attributes. This conversation focuses on Rich’s latest book, Mastering Uncertainty, and delivers insights highly relevant to leaders navigating today’s volatile, complex environment. Wi…
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387 You Can’t Outsmart AI—But You Can Out-Human It: How Humans Win in an AI Marketing World with Mark Schaefer
51:20
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51:20In this compelling episode of the Partnering Leadership podcast, Mark Schaefer returns to share fresh, provocative insights from his latest book, Audacious: How Humans Win in an AI Marketing World. A globally respected marketing strategist, bestselling author, and deep observer of technological change, Schaefer brings sharp clarity to a pressing le…
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386 [BEST OF] Eduardo Briceno on The Performance Paradox: Turning the Power of Mindset into Action
50:47
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50:47In this Partnering Leadership conversation, Mahan Tavakoli speaks with Eduardo Briceño, author of The Performance Paradox: Turning the Power of Mindset into Action. In the discussion, Eduardo dives into the transformative power of a growth mindset and how we can apply it to unlock our potential. He shares how a crippling physical injury early in hi…
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In this mini-episode, co-hosts David Masri & Khero Witey reflect on Season 1, what they enjoyed in Season2 and what is to follow for Season 3 and beyond. Talking with the people who own the largest and most complex CRM systems. https://www.crmsuccess.show/ Your Host on LinkedIn: Maz: https://www.linkedin.com/in/davidmasri/ Khero: https://www.linked…
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385 Thursday Refresh: Jim Detert on How to Choose Courage and Be Brave at Work
43:31
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43:31In this episode of Partnering Leadership, Mahan Tavakoli speaks with Jim Detert, John L. Colley Professor of Business Administration at the University of Virginia's Darden School of Business and author of Choosing Courage: The Everyday Guide to Being Brave at Work. In this conversation, Jim Detert shares how we can become more courageous by develop…
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384 The Power of Culture: Bringing values to life at work with Laura Hamill
45:25
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45:25In this episode of Partnering Leadership, Mahan Tavakoli speaks with Laura Hamill, organizational psychologist, startup co-founder, and author of The Power of Culture. Laura shares how her early experiences and leadership journey at Microsoft shaped her passion for understanding the hidden forces that drive organizational behavior and business outc…
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#16 Andy Wirtner: PlainsCapital Bank - Service Cloud Voice\AWS Contact Center
59:27
59:27
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59:27Featured: Andy Wirtner, SVP Director, Banking Solutions PlainsCapital Bank. Andy is SVP Director, Banking Solutions at PlainsCapital Bank & has spent almost 14 years with the bank working his way up from Credit Analyst back in 2011. Andy’s team of 4 supports a Salesforce org of around 775 users, spanning Sales, Service, and some Marketing Cloud. Th…
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383 Designing What Lasts: How Great Leaders Reimagine Ownership, Innovation, and Legacy with Alfredo De Massis
45:41
45:41
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45:41What does it take to build something that lasts—not just for years, but across generations? In this episode of Partnering Leadership, Mahan Tavakoli is joined by Alfredo De Massis, a globally recognized expert on family enterprise and author of The Family Business Book: A Roadmap for Entrepreneurial Families to Prosper Across Generations. As one of…
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382 Why Strategy Fails Without the Right Board: Didier Cossin on High Performance Boards & Decision-Making at the Top
47:32
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47:32What if the greatest risk to your organization isn't economic uncertainty, market volatility, or disruptive technology—but the decisions being made in your own boardroom? In this episode of Partnering Leadership, Mahan Tavakoli speaks with Didier Cossin, IMD professor and global expert in board governance, whose book High Performance Boards has bec…
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381 Reclaim the Moment: Building Clarity and Connection in a Chaotic World with Greg Bennick
42:16
42:16
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42:16In this episode of Partnering Leadership, Mahan Tavakoli speaks with Greg Bennick, keynote speaker, humanitarian, and author of Reclaim the Moment: Seven Strategies to Build a Better Now. Greg shares how his upbringing in a small Connecticut town with nontraditional parents helped shape his views on purpose, disruption, and transformation. Through …
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#15 Melanie Dixon: Ochsner Health - Implementing Salesforce Health Cloud
1:02:21
1:02:21
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1:02:21Featured: Melanie Holmes Dixon Melanie is currently Director, Enterprise Applications, Salesforce and RPA Sutter Health. Prior, she was Director, Technology Platforms & Automation for Ochsner Health managing a seven-figure budget and a portfolio of strategic technology projects including: Salesforce, ServiceNow, SharePoint, and UiPath. A notable hi…
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380 Thursday Refresh: Mark Schaefer on Why Community is the Last Great Marketing Strategy in the Age of AI
56:10
56:10
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56:10In this episode of Partnering Leadership, Mahan Tavakoli speaks with Mark Schaefer, a renowned bestselling author of popular marketing books. The conversation focuses on Mark Schaefer's latest book, Belonging to the Brand: Why Community is the Last Great Marketing Strategy. During the discussion, Mark Schaefer shares valuable insights on personal b…
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379 Unlocking AI: How Leaders Can Tap Into Generative AI’s Power with Rajeev Kapur
29:40
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29:40In this episode of Partnering Leadership, Mahan Tavakoli speaks with Rajeev Kapur, a seasoned technology executive, AI innovator, and author of AI Made Simple. With decades of leadership experience, including his time as CEO of a leading B2B marketing and media technology company, Rajeev shares invaluable insights on how generative AI is reshaping …
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#14 Phil Ryan: Flexo Concepts - All in on Salesforce and Continues Improvement
1:03:51
1:03:51
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1:03:51Featured - Phil Ryan Phil is VP of Operations and Technology for Flexo Concepts, innovators of TruPoint Polymer Doctor Blades for printing, coating, & surface cleaning applications. Phil has the unique privilege and pleasure of working closely with every member of the team to design, build, test and deploy over 75 apps and interfaces tailored to th…
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378 [BEST OF] Barbara Kellerman on How to Break Free from the Grip of Toxic Leadership and Cultivate a Thriving Organization
46:33
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46:33In this compelling episode of Partnering Leadership, Mahan Tavakoli engages in a deep and insightful conversation with Barbara Kellerman, a renowned expert in leadership, Harvard Kennedy School Professor, and a prolific author. Kellerman's latest book, Leadership from Bad to Worse: What Happens When Bad Festers, serves as the focal point of this di…
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377 Leadership Lessons from Cyrus the Great: Timeless Principles for Modern Leaders with Darius Lahoutifard
38:28
38:28
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38:28What can today’s executives and business leaders learn from a ruler who lived 2,500 years ago? As it turns out, quite a lot. In this episode of Partnering Leadership, host Mahan Tavakoli welcomes Darius Lahoutifard, a seasoned entrepreneur, leadership expert, and the author of Leadership by Cyrus the Great: Unlocking Xenophon’s Cyropaedia. Drawing …
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#13 Nilam Patel & Andy Vays : Rent.com - Service Cloud and Case Management
1:02:54
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1:02:54Featured - Nilam Patel & Andy Vays Nilam Patel For the past 12 years, Nilam has been fully immersed in the Salesforce ecosystem, embracing its capabilities to drive transformation and innovation. As Sr. Manager, Engineering and tech enthusiast, she specializes in turning complex challenges into streamlined, process-driven solutions. With a proven t…
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376 Leading Through Complexity: Becoming Courageous, Wise, and Steady in an Anxious World with Jennifer Garvey Berger
39:52
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39:52In today’s fast-changing world, leaders are expected to navigate complexity, make high-stakes decisions, and provide clarity—even when certainty is impossible. But how can leaders embrace ambiguity without losing their strategic edge? In this episode of Partnering Leadership, host Mahan Tavakoli sits down with Jennifer Garvey Berger, a world-renown…
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375 March Refresh: Andrea Sampson on the Power of Strategic Storytelling in Leadership
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49:23In this episode of Partnering Leadership, Mahan Tavakoli hosts Andrea Sampson, an expert in strategic storytelling and the co-founder of Talk Boutique. Andrea Sampson talks about the fascinating intersection of brain science and storytelling, emphasizing why humans are hardwired to respond to stories. As an experienced speaker's coach for TEDx Toro…
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374 The Viking Code: Redefining Leadership for the Exponential Age with Anders Indset
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52:26In this episode of Partnering Leadership, Mahan Tavakoli is joined by Anders Indset, a renowned business philosopher, leadership thinker, and author of The Viking Code. As organizations navigate the rapid rise of AI, economic volatility, and shifting workforce dynamics, Indset challenges leaders to rethink how they lead, make decisions, and create …
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#12 Abi Claus: Camping World - Getting the Requirements Right
57:03
57:03
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57:03Episode: #12 Get to know your Guest. Featured - Abi Claus Abi Claus is a passionate Salesforce leader and tech enthusiast who thrives on transforming complex challenges into streamlined, efficient solutions. With a proven history of delivering large, multi-discipline technical solutions from initiation through implementation, her journey in the Sal…
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