CRM Systems
Overview
Pepperdine Constituent Relationship Management offers dedicated, cloud-based CRM services through Salesforce.
The Pepperdine University CRM (Waves Org) connects the teams dedicated to growing our academic programs, advancing professional development, and cultivating strategic industry partnerships.
The portal supports:
- Recruitment & Admissions: Managing prospective student journeys and enrollment across all Pepperdine University schools.
- Executive & Professional Education: Facilitating enrollment and engagement for the Graziadio Business School’s Executive Education and the Straus Institute’s Professional Dispute Resolution Training.
- Corporate Relations & Experiential Learning: Fostering University-wide industry partnerships and managing client relationships for the Pepperdine E2B™ (Education to Business) live-case consulting program.
Requesting Access
To obtain access to the Waves Org CRM, new users must complete an authorization form within Etrieve:
- Log in to Etrieve Central.
- Navigate to the Forms tab.
- Search for "CRM" and select "IT - CRM Security Form." Or you may scroll to the "IT Service Requests" heading and find and select the "IT - CRM Security Form."
- Complete and submit the "IT - CRM Security Form."
Training
Refer to the following training and documentation resources to learn how to use the Waves Org Salesforce CRM.
Salesforce Trailhead Training Platform
Sign up for a free Salesforce Trailhead account to learn directly from Salesforce about its CRM.
Pepperdine IT CRM Training Resources
Navigate slide presentations and recordings of training events from the Pepperdine IT CRM team. Opens a Google Drive folder and requires a Pepperdine Google Workspace account.
The following resources will open PDF documents stored on Google Drive. A Pepperdine Google account is required to access these files.
Waves Org Users Guide for Recruitment and Admissions
A guide for Recruitment and Admissions users to get acclimated to Salesforce at Pepperdine. This document includes Blackthorn events and SMS.
CSOL Straus: Professional Programs User Guide
A manual for the Straus Professional Programs App in Salesforce.
PGBS Executive Education User Guide
A manual for the Professional Enrichment App built-in Salesforce for the Graziadio Executive Education team.
The following resources will open PDF documents stored on Google Drive. A Pepperdine Google account is required to access these files.
Applications Quick Guide
A guide to understand Application records.
Cases Quick Guide
Learn how to use Cases within Salesforce to ask the CRM Team for help or ask questions related to Waves Org.
Contacts Quick Guide
A guide to understand a Contact record.
Events Quick Guide
A guide to help you create events through the Waves org.
Events Mobile Quick Guide
A guide to help you check in attendees using the mobile check-in app.
Import List Quick Guide
Steps to reviewing, cleaning, and prepping the data for prompt import to Salesforce.
Interactions Quick Guide
A guide to understand an Interaction record.
Opportunities Quick Guide
A guide to understand an Opportunity record.
Reporting Quick Guide
A guide to get you started on creating a report, adding fields and filters.
Some of the following resources will open PDF documents stored on Google Drive. A Pepperdine Google account is required to access those specific files.
The Pepperdine University Marketing Cloud (MC) is Pepperdine’s official, campus-wide platform for all University email communications. This system ensures our messaging remains consistent, compliant, and held to the highest brand and editorial standards across all devices and email clients.
Eligibility
Access is reserved for designated University faculty and staff who serve as the primary communication senders (1-2 per School or major University Unit). To maintain a secure and compliant environment, all users must:
- Access the platform using Google Chrome.
- Log in at least once every 90 days to retain active access.
- Strictly adhere to University email policies, editorial standards, and CAN-SPAM legislation.
Requesting Access
University faculty and staff who meet the above eligibility will:
- Complete the Marketing Cloud Access Application
- Complete the mandatory training.
Learn more about Marketing Cloud.
Training
Training is provided by the Integrated Marketing Communications (IMC) department. Please contact the Marketing Email and Event Systems team within IMC for more information. Contact information is available on the Marketing Cloud information page.
Additional Resources