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TargetX

3.4
(17)

CRM for higher education

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TargetX Reviews

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Showing 17 TargetX reviews
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TargetX review by Eric J.
Eric J.
Validated Reviewer
Verified Current User
Review Source

"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 Monta M.
Monta M.
Validated Reviewer
Verified Current User
Review Source

"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 Admissions and Enrollment Management solution do you use?

Thanks for letting us know!
TargetX review by Justin W.
Justin W.
Validated Reviewer
Verified Current User
Review Source

"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
Validated Reviewer
Verified Current User
Review Source

"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
Validated Reviewer
Review Source

"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.comā€ 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 Karina P.
Karina P.
Validated Reviewer
Verified Current User
Review Source

"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.

TargetX review by Gregory F.
Gregory F.
Validated Reviewer
Verified Current User
Review Source

"Comprehensive Academic Customer Management tool"

What do you like best?

I like the ability to customize web forms and export code that I can fully integrate into websites

What do you dislike?

I do not like the events calendar and registration because I cannot integrate it into our website smoothly. Our only option is to reskin it.

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

We are handling all points of contact for prospective students on the website and then following up with email campaigns to get them to take further action.

TargetX review by User in Higher Education
User in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Great tool but requires your own internal support system."

What do you like best?

TargetX allows large scale email communications which allows us to speak to many audiences on a personal level.

What do you dislike?

TargetX seems to have a lot of bugs even after 3 1/2 years into our implementation. Support and instruction documents fall short every time. We would not be up and running nearly as well as we are if it hadn't been for our own IS team.

Recommendations to others considering the product

Make sure you have IS support in place and that they are participants in all discussions leading up to the purchase so that your implementation will go smoothly.

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

Mass communications to potential students for our university as well as applicants and current students.

TargetX review by Administrator in Higher Education
Administrator in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Applicant Communication System"

What do you like best?

I like how it integrates with the Salesforce CRM. It is also great that you can easily resend emails, as well as see who views or interacts with links in the email.

What do you dislike?

I dislike that there is no document imaging database to attached documents quickly and easily to student records. Because TargetX does not support this feature, we need another application management system, and use TargetX primarily for communications and event registration.

Recommendations to others considering the product

Make sure you have a plan to allow that your systems can connect with one another so data and flow from one to the other. This was an issue for us at first, and we have to do daily imports to TargetX.

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

There are a lot of options for modification of the system to tailor it to our needs, such as the ability to add new fields and customize reports.

TargetX review by User in Higher Education
User in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Great solution for higher ed CRM"

What do you like best?

Utilizing the Salesforce platform. Changing the business terminology to fit the higher education field is helpful. The system is SO powerful in what it can do.

What do you dislike?

Individualized and school-specific technical support is not easy to receive.

Recommendations to others considering the product

Pay for all the implementation and get it all done upfront. Trying to backtrack in connecting systems and processes is daunting. The system itself is so powerful and its capability blows all of its competitors out of the water.

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

Relationship building with prospective students

TargetX review by User in Research
User in Research
Validated Reviewer
Verified Current User
Review Source

"TargetX is easy to use"

What do you like best?

I like that for student entries you can clone records. Also, the site is very easy to navigate.

What do you dislike?

That the system doesn't recognize duplicate reports. It is user friendly but there is a lot of steps to navigate through the site (multiple "clicks" to get to and from pages")

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

How to easily collate student records at a graduate school.

TargetX review by Consultant in Mental Health Care
Consultant in Mental Health Care
Validated Reviewer
Review Source

"TargetX aims to be the solution for small universities everywhere. Does it make the cut? "

What do you like best?

The easy interface is probably the biggest win here. So often college recruitment/admission software is so rough 'n tumble that nobody wants to use it. TargetX does a good job of stripping away what doesn't work to make it as simple on the user as possible. Something a lot of people also won't see at first is that it is very simple to upload files and add them to where you want.

What do you dislike?

Definitely the lack of university software integration is the biggest issue, for most I imagine. Ends up not being worth purchasing for most people I'd guess because it doesn't fit in with any other current systems. Probably would only work if you are doing an overhaul or just getting started from scratch.

Recommendations to others considering the product

Definitely needs some consideration of the larger tech needs most organization have for it, but try a demo and see if you can use what TargetX has!

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

Solves issues with recruiting the people you actually want instead of just what looks good on paper, and making sure the process of communication and administration is as seamless as possible. The benefits are mainly that it gets easier to do your job as a recruiter instead of adding an unnecessary step to the whole process.

TargetX review by User in Higher Education
User in Higher Education
Validated Reviewer
Verified Current User
Review Source

"Great tool that keeps track of communication with prospects "

What do you like best?

This is a great SRM tool that keeps track of communication with prospects and helps with engagement. This has been very beneficial to our institution

What do you dislike?

A lot of customization has to be done to match our environment

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

Building relationships and maintaining communication with prospective students.

TargetX review by Administrator in Higher Education
Administrator in Higher Education
Validated Reviewer
Review Source

"Problems with accessibility"

What do you like best?

We like that is easy to put the forms on our website and it helps us track with the inquiries.

What do you dislike?

We are having problems to ensure the WCAG 2.0 accessibility standards. The form as an iframe has issues and the boxes where you ask the users to put their information are not compliant either.

Recommendations to others considering the product

Make sure you are ADA compliant

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

It is easy to track with the inquiries from the forms

TargetX review by User in Higher Education
User in Higher Education
Validated Reviewer
Review Source

"Easy to use and provides a lot of fexibility with email templates"

What do you like best?

From a designer's perspective the TargetX email system is really what I have experience using extesnively, and it works really well. We've had a lot of success importing our templates into the system and getting them to work smoothly.

What do you dislike?

I wish there were just a few more tools for designers.

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

We've used this tool for recruitment and it has been a great deal of help.

TargetX review by User in Higher Education
User in Higher Education
Validated Reviewer
Review Source

"TargetX: Great Software, Depending on Foundational Customization"

What do you like best?

I like the breadth of reporting that can be done on leads.

What do you dislike?

I dislike the inflexibility of formula language.

Recommendations to others considering the product

Have your entire team in on the ground-floor customization of your specific TargetX. Features should be constructed with group input.

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

It is much easier to track a variety of lead activities, and assure that our leads are being worked on quickly and consistently.

TargetX review by Administrator
Administrator
Validated Reviewer
Review Source

"Dean of Enrollment"

What do you like best?

Ease of use for all staff levels, front frontline to data managers, clerks to deans.

What do you dislike?

Time to resolve problems - sometimes when we escalate issues it takes days to resolve

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

Yield and outreach is increasing to propsects.

Kate from G2 Crowd

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