CRM Technology Access/License Request
*PLEASE NOTE: We require a lead of at least five business days for all access requests. The request not only involves providing access, but also involves required trainings that will take time to complete*
Requester name:
Requester email (abc123@psu.edu):
Employee name (who needs access/license):
Employee email address:
For new employees outside Penn State, we have to wait until they have PSU ID access.
Employee title/role:
Employee manager:
Employee Work Unit
Alumni Relations/Alumni Career Services/Development
Business Career Center (BCC)
Center for the Business of Sustainability (CBoS)
Center for Supply Chain Research (CSCR)
Institute for Real Estate Studies (IRES)
Institute for the Study of Business Markets (ISBM)
Penn State Executive Programs (PSEP)
Professional Graduate Programs (PGP)
Smeal Marketing and Strategic Communications
Tarriff Center for Business Ethics and Social Responsibility
UGE
Other
Employee work status:
Full Time
Part Time
Other
Employee work status (other):
Date access is needed:
CRM technologies needed:
Salesforce - main CRM system
Salesforce Inbox - Outlook integration for logging emails, scheduling individual meetings
Cvent - event management
LinkedIn Sales Navigator
Other
CRM technologies needed (other):
Anything else we should know?
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Contact Information