The CRM Success Show Podcast – Agentforce and the Human Touch

I recently sat down to record an episode for The CRM Success Show. We talk about my Salesforce career, working as a consultant with ShellBlack, and my transition to Pushpay. We also dig into our initial use case for Agentforce. I hope you enjoy this conversation!

#37 Eric Nelson – Sunshine Behavioral Health : Building Engineering Teams in 2026 The CRM Success Show

Eric Nelson is a builder at his core. Whether that’s high-performing teams, complex Salesforce architectures, or scalable business solutions.What makes his background unique is the combination of organizational psychology and deep technical expertise, allowing him to lead across disciplines without micromanaging… instead focusing on creating environments where top talent can thrive.He brings a strong track record of architecting enterprise systems, driving efficiency, and reducing costs at scale including multimillion-dollar savings through smarter technical and vendor strategies.At the heart of it, Eric specializes in bringing people and systems together & building cohesive teams, aligning stakeholders, and delivering solutions that actually work in the real world.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/kherothetxrecruiter/
  1. #37 Eric Nelson – Sunshine Behavioral Health : Building Engineering Teams in 2026
  2. #36 Pam Hannett – Liberty Bank: Behind the Build, Salesforce in Banking
  3. #35 Suzie Campbell – Start Early : Data for Good a Non Profit's Journey
  4. #34 Christy Grow – Beacon Pointe: Salesforce & Agile in Wealth Management
  5. #33 Brent Downey – Pushpay: The Human Touch and Agentforce

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