TargetX

(17)
3.4 out of 5 stars

CRM for higher education

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TargetX review by <span>Eric J.</span>
Eric J.
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Streamlined admissions and enrollment

What do you like best?

Our communications to applicants are now happening in real time and are relevant to the current situation of that applicant. This has been a huge improvement over our prior system of running snapshot reports from our SIS and then doing blast emails without regard to previous communications that may have been sent.

What do you dislike?

A few hiccups here and there with the updates but they are usually quickly resolved. The user community and the support staff are quick to respond with any questions and suggestions regarding business processes or product glitches.

Recommendations to others considering the product

Ensure that you get set up with the latest version before launching. Work with them on their data mapping workbooks to ensure seamless integrations.

What business problems are you solving with the product? What benefits have you realized?

Our admissions process now happens in a matter of minutes as opposed to days. Communications are now established in real-time with our applicants to get them the next steps to move them through the funnel to become successful students.

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TargetX review by <span>Monta M.</span>
Monta M.
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Great people to work with, but it's expensive for what you get.

What do you like best?

The people working in client support at TargetX are wonderful and will go out of their way to find a solution for your issues (but, unfortunately, once a solution is found company policy often is to provide a support document and leave clients to go to it on their own).

What do you dislike?

The cost is also very high for the value-added, especially since Salesforce now has an education-focused option.

Turnover in the company seems high.

Their documentation is extremely labyrinthine. I printed out their guide for a recent upgrade -- just for fun. It was full of links back and forth between at least a dozen online documents. The stack of paper was over 3 inches tall and I hadn't printed multiple copies of documents that were referenced more than once.

Recommendations to others considering the product

Be very, very clear with your needs. Be willing to adjust your business practices to take advantage of the options Salesforce/TargetX offers. Don't force the CRM to match what you've been doing. Think about the new options you will have and how you can improve your process. Make sure that someone on your team REALLY understand what you can do with a CRM before committing to a specific setup/implementation.

What business problems are you solving with the product? What benefits have you realized?

Undergraduate college admission.

Increased number of inquiries and applications.

What Other Education solution do you use?

Thanks for letting us know!
TargetX review by <span>Justin W.</span>
Justin W.
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A Nice Salesforce Based Higher Ed CRM Solution

What do you like best?

They have tailored a CRM, running on Salesforce, for higher education institutions. They have a complete package to get you up on running for everything from email communications, events, reports and dashboards and day to day student recruitment tools. Product support is very responsive and they can go above and beyond to help you set up the best preferences for your org.

What do you dislike?

We have run into a number of issues based on their mass email blast capabilities. Our institutions does send out significantly more email per month than most other universities of our size but it seems like something that could be resolved in the three plus years we've been using their product. Some other tools such as telemarketing are somewhat limited but still do the trick most of the time.

Recommendations to others considering the product

Do your research with the new Salesforce HEDA rolling out to determine if you need the features of TargetX or if a pure Salesforce environment is all that you would need.

What business problems are you solving with the product? What benefits have you realized?

We can do everything in one place and no longer have to go through three different departments to set up a simple event registration page. These can then be reported on and we can better utilize space on campus and better anticipate the number of students coming to events. The ability to use Salesforce tasks has also helped our counselors be much more efficient at their job.

TargetX review by Administrator in Higher Education
Administrator in Higher Education
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Promising suite of products that fails to meet expectations

What do you like best?

TargetX has a solid suite of tools for student enrollment management. I like the automated communications we are able to build on the platform.

What do you dislike?

Unreliable. Lots of bugs. Bloated. Part of the problem is that the suite is built on top of Salesforce. It also requires several tertiary parties to fully function: Form Assembly for forms, Conga for mail merges, Informatica to write back to the SIS, and Demand Tools for data de-duplication. Each one has problems, and it's always complicated to find out where the problem is coming from and how to address it. Support is also an issue, but we have support through a reseller.

Recommendations to others considering the product

Go with Slate. Seriously.

What business problems are you solving with the product? What benefits have you realized?

It is a complicated endeavor to manage tens of thousands of records in our recruiting process. A CRM is a must-have for this. TargetX has unfortunately caused more problems for us than it has providing benefits.

TargetX review by User in Education Management
User in Education Management
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Reviewed On

So far, promising CRM solution

What do you like best?

Running on the Salesforce platform, TargetX targets the platform for higher education.

The include custom dashboard, reporting tools, communication, custom drip communication plans. It's a robust system that meets our current needs. We certainly haven't tapped into all the capabilities it has to offer!

What do you dislike?

institutions. They have a complete package to get you up on running for everything from email communications, events, reports and dashboards and day to day student recruitment tools. Product support is very responsive and they can go above and beyond to help you set up the best preferences for your org.

What do you dislike?

We have run into a number of issues based on their mass email blast capabilities. Our institutions does send out significantly more email per month than most other universities of our size but it seems like something that could be resolved in the three plus years we've been using their product. Some other tools such as telemarketing are somewhat limited but still do the trick most of the time.

Recommendations to others considering the product

Do your research with the new Salesforce HEDA rolling out to determine if you need the features of TargetX or if a pure Salesforce environment is all that you would need.

What business problems are you solving with the product? What benefits have you realized?

We can do everything in one place and no longer have to go through three different departments to set up a simple event registration page. These can then be reported on and we can better utilize space on campus and better anticipate the number of students coming to events. The ability to use Salesforce tasks has also helped our counselors be much more efficient at their job.

TargetX has served as an innovative force in the field of higher education, helping colleges and universities customize and implement effective and innovative technology solutions. A leading CRM company, TargetX provides a campuswide solution to help colleges build relationships and forge lifelong communications with their most important constituencies, including prospective students, current students, alumni and potential donors. The company's CRM is built on the powerful development platform of Salesforce.com” the worldwide leader in customer relationship management and a pioneer in cloud computing. With its 19-year reputation for innovative technology and industry expertise, TargetX has become one of the most trusted CRM providers in higher education.

In order to fully implement and be successful in using any CRM is pre-planning and careful mapping out the sales process of the educational institution. This will help the TargetX rep begin to assist with the launching/implementation.

Not so much of a con, but the time it takes to up and run is much more time consuming than one may assume. It takes thoughtful buy-in and planning!

What business problems are you solving with the product? What benefits have you realized?

There aren't any outstanding problems as of right now. We have implemented this solution about 1 year ago.

TargetX review by <span>Karina P.</span>
Karina P.
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Verified Current User
Invitation from G2 Crowd
Reviewed On

Useful CRM for HigherED

What do you like best?

It helps enable real-time, often automated, communication flows to engage and track recruits, and also the flexibility and customization implementation.

What do you dislike?

Much of the functionality isn't ready out of the box and can potentially take longer to deploy.

Recommendations to others considering the product

The social capabilities and the customization features for creating emails, events and reports.

What business problems are you solving with the product? What benefits have you realized?

In higher education, we are increasingly leveraging customer relationship management platforms (CRMs) to collect, streamline and share prospective student data within our department at GWU.

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