Monday, October 27, 2014

Focusing on Current Students to Increase Alumni Participation

Dear Pepperdine Colleagues,

As we continue our strategic and collaborative efforts in deploying Salesforce CRM across Pepperdine, this Education Advisory Board daily briefing emphasizes the need to focus on current students as a key to increasing alumni participation. It compliments what we are aiming to accomplish in our Engaging Waves Initiative.

Five Keys to Elevating Donor Participation Rates

Enjoy the read.


Jonathan See
Chief Information Officer
Pepperdine University

Wednesday, October 8, 2014

Salesforce Community at Cornell -- a Webinar


As someone who has struggled for years with ways to simplify student access to information, services, and systems, I'm encouraged by the successes other schools have shared related to their use of Salesforce Communities.

Of course there are a lot of cautions and caveats that need to be considered when looking at an implementation of Salesforce Communities.  The Salesforce platform is not one to trifle with and any work toward an implementation must be carefully planned (and well funded).

That said, we have some real challenges here at the School of Law with respect to how we communicate with our constituencies, how we manage and deliver the information our people need, and how we deliver services...many of them web-based.  Collecting/delivering/managing relevant information and delivering (personalized) services through a cloud-based solution is only part of the challenge.  Perhaps the bigger challenge is creating an easy to use, easy to maintain system that is POPULAR.  In my view bringing a solution that is popular and relevant in an incredibly challenging marketplace is the key to success.

Check out this webinar.  I spoke with Rebecca Joffrey after her talk at the AZ Salesforce event this summer and was very impressed.


Cornell Redefines the Student Experience with Communities
Thursday October 23, 2014 at 11:00am PDT/ 2:00pm EDT

An important part of a university’s student success strategy is the ability to create simple, intuitive online experiences. Cornell will share how they use Salesforce Communities to on-board new students and make it easier to navigate the resources of the university. Their engagement platforms—which are social on the front end and “big data” on the back end—are a critical addition to any CRM strategy and the building blocks for outstanding customer service. 

Who Should Attend:

Marketing, Strategic Enrollment, Student Services, Student Affairs, Recruitment, IT, and Alumni Relations leaders

Monday, October 6, 2014

Graziadio Now Live in TargetX / Salesforce CRM

A milestone reached through hard work and teamwork - On October 6, 2014, Graziadio School of Business and Management successfully went live with Pepperdine University's Salesforce CRM platform. Graziadio joins Seaver Admissions in using TargetX / Salesforce CRM as the campus-wide system of engagement to recruit Pepperdine's prospective students.

Special recognition to the Graziadio CRM Task Force (Alisa Lopez, Shimeka Bruton, Kim Weiss, Jane Tado, Bobby Patsios, Juan Mena and Michael Avery). Their individual and collective efforts made this launch successful.

Congrats to Graziadio!