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!
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!