TargetX Reviews & Product Details

TargetX Overview

What is TargetX?

TargetX delivers out-of-the-box CRM solutions in Recruitment and Retention that allow higher education professionals to get back to the business of delighting students with a mobile-first, personalized, and outcomes-oriented student experience. Transform enrollment management and drive admissions productivity with our communications tool, online app, reporting and more in the TargetX Recruitment Suite. Motivate lifelong student success with our Schools App mobile community, appointment scheduler, predictive analytics, and more in the TargetX Retention Suite. Our solutions are built on the Salesforce platform and trusted by over 400 institutions worldwide.

TargetX Details
Website
Languages Supported
English
Product Description

CRM for higher education


Seller Details
Seller
TargetX a Liaison Company
Company Website
Year Founded
1998
HQ Location
Conshohocken, PA
Twitter
@targetx
1,685 Twitter followers
LinkedIn® Page
www.linkedin.com
82 employees on LinkedIn®
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TargetX Reviews

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Director of Enrollment Marketing
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Their solution fits our needs for providing excellent service to our prospective students and families across the whole recruitment cycle. Before TargetX our enrollment activities were spread across multiple pieces of software and spreadsheets, so it's a real pleasure to have an all-in-one solution. The company is constantly innovating, and seeking feedback from their customers, which I greatly appreciate. Review collected by and hosted on G2.com.

What do you dislike?

TargetX is built on the Salesforce platform, so, initially, it's a little tricky to get a handle on what was native to Salesforce, and what TargetX had produced. I think it takes a bit of tech-savvy and some time to become well-versed in the system, but once you do, it is extremely flexible and adaptable to fit your needs. Upgrades are not automatically included, so we recently added their "Premiere Lite" service package so that their team will handle four upgrades per year. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure to have buy-in from leadership, and hopefully, some staffing to support it on both the admissions and IT side. Implementing TargetX will not mean less work - just that the nature of your work will change, exchanging tedious, low-quality tasks for more high-quality, high-impact tasks. At the end of the day, our profession is about educating and guiding students and families through a complex and daunting process so they can realize the life-changing benefits of higher education, and TargetX enables us to do that better than we ever have before. Review collected by and hosted on G2.com.

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

We are able to stay in constant contact with a large pool of students, building customized communications across multiple channels. Through automation, we are able to build efficiencies and create workflows so that our team can spend their time doing personal outreach to our most interested students. With reports and dashboards, our leadership team has insight into how we are tracking toward goals. Our event management tool makes it easy to create events, track registrants, and communicate with them. I can't imagine where we'd be without the solution - the time before it (we've been with them for 5 years now) feel like the dark ages! Review collected by and hosted on G2.com.

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Associate Director Advisement Center
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Target X is always responsive, their product is user-friendly, even for less experience CRM users! Target X Communities is a great way to network, learn from others and share amongst peers. Review collected by and hosted on G2.com.

What do you dislike?

I haven't really come across anything to dislike perse. One functional piece that is being fixed with the Winter update, is folders in the email campaign Builder, that will be an amazing update and allow us to organize our content better! Review collected by and hosted on G2.com.

Recommendations to others considering the product:

You won't regret it! There are other CRM out there, but they dont attend to the entire student life-cycle the way Target X does. They listen to their clients and respond to needs for updates or changes in ways that I've never seen with other, larger CRM/SIS entities. Review collected by and hosted on G2.com.

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

Communication has improved a great deal, with virtual learning and communication with students during Covid-19, we found that adjusting our usual communication plan from email to SMS, has made a HUGE difference in response! We've had to look at our strategy overall, from recruitment to enrollment and then retention and see where we can do better to clean up our communication process and also where we have gaps. The best part of implementing Target X is really examining our current process, how we are doing things, why we are doing them (that way), and finally cleaning up the old and starting fresh with new processes that attend more appropriately to our prospective student and current student populations. The Target X team helped us through all these stages, working with them helped us to realize our potential and as a result our recruitment and retention programs have developed quite nicely since. Review collected by and hosted on G2.com.

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AH
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The support at TargetX is brilliant, for some reason we run into some random issues and there is always someone within the support or product team that's willing to help. Most recently TX rolled out better support for those outside of the US, which means we have support from approx 11am. Our Client Success Manager Emma Baker is also always on hand and eager to help, offering ways we can improve, but also helping to ensure we're supported.

Tim Harrison has also been great, listening to our feedback, offering solutions/ work arounds and taking the time to go through these with us.

TX listen to our user stories will often offer an enhancement to improve our offering. We had a particular issue with the events system in summer 2019, we worked closely with the product team to resolve this, with a solution delivered in early 2020. Review collected by and hosted on G2.com.

What do you dislike?

Being outside of the US, we miss out on a lot of the webinars, as they are often out of hours for us and recordings of the webinars aren't available. Salesforce seems to be able to manage this better, not just from a perspective of running an EU event, but even their US events are at a time where the UK don't feel excluded. Review collected by and hosted on G2.com.

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

We're currently problem solving migrating out UG admissions transactional emails to the CRM. The business need is for them to go out when a status changes, but also to see which email they received on their contact record. After a lot of back and forth with Leah Glasby (who is amazing!) we were able to offer a solution that was workable.

We do feel there is still some work needed on the email builder, especially when it comes to the build - I'm specifically referencing having branded templates. I've been told this is on the roadmap, so am excited for this. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The User Interface, wealth of data and reporting capabilities. Review collected by and hosted on G2.com.

What do you dislike?

It is so rich in features it can be overwhelming to new users. Review collected by and hosted on G2.com.

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

Marketing to various stages in the recruiting pipeline. Increase in the number of prospects who become registered students. Review collected by and hosted on G2.com.

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AH
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Ability to customize to fit our needs - we needed to add some custom objects and that has been very easy to do. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes frustrated with email builder. The new email builder is sometimes difficult to get the text formatted properly. It will look ok in the preview, but the actual send looks different. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Be sure to clarify your business processes first. Then, look at how you can utilize TargetX to do things most efficiently - don't just replicate what you are doing in your existing system. You need to look at how you can enhance the process. Then, look at what is delivered and see what other data you might need. If you are making any major changes - test in sandbox first and then migrate over. Also, use the resources offered by TargetX and the User Community - there is a great deal of knowledge and experience that is available to help you. Review collected by and hosted on G2.com.

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

Completely automated our events process. Better able to communicate with students and track engagement with students. Also greatly enhanced our Admission Officers interactions with students and their ability to track their interactions with prospective students. Review collected by and hosted on G2.com.

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AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Our students tend to really enjoy the program. Review collected by and hosted on G2.com.

What do you dislike?

I prefer my customer service questions to be answered over email. It is sometimes hard to manage the platfrom they use to have my questions answered. Review collected by and hosted on G2.com.

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

Students connect with roommates well on Target X! They love having a virtual connection with students right off the bat. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like how it integrates into Salesforce. I also like the brand reputation it has in the marketplace. It is perfect for higher education professionals to track students throughout the application cycle Review collected by and hosted on G2.com.

What do you dislike?

The user interface isn't always the clearest and sometimes it is hard to navigate. Review collected by and hosted on G2.com.

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

The tracking of students through the different stages of the application cycle is very helpful. Review collected by and hosted on G2.com.

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UH
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Fairly user friendly and provides easy ways to create reports and email campaigns. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes there are quirks in the system and checklist items get checked off as completed when they are not and doing a texting campaign is not as user friendly Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Get trained on the difference between Salesforce and TargetX and between what a user should know and what an administrator should know Review collected by and hosted on G2.com.

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

It makes it easy to manage inquiries and applications and communicate with both populations. Review collected by and hosted on G2.com.

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AH
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Support and robust back end that will be extensible to other processes. Review collected by and hosted on G2.com.

What do you dislike?

Inflexibility with accessing different Saleseforce Objects in modules Review collected by and hosted on G2.com.

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

Unification of disparate systems. Still have not gone live, but it has allowed us to consider and evaluate our processes intentionally. Review collected by and hosted on G2.com.

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AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The ability to customize just about anything within the CRM to make it our own based on our business needs. Review collected by and hosted on G2.com.

What do you dislike?

In the beginning the ability to customize everything can be a bit overwhelming when you do not know where to find everything you are looking for. Review collected by and hosted on G2.com.

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

lead management and ability to report on where all of our leads are within the enrollment funnel. Review collected by and hosted on G2.com.

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AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Personal connection/relationship with Account Executive. Responsiveness of the staff and community to engage with one another. Review collected by and hosted on G2.com.

What do you dislike?

There was an enormous push for growth of their customer base over the last several years which seems to have resulted in serious growing pains in the service and support area. There doesn't seem to be any information available regarding ideas submitted by users; how are they reviewed and evaluated and worked into the roadmap. Review collected by and hosted on G2.com.

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

In many ways we have benefited; event tool and email broadcast tool. Review collected by and hosted on G2.com.

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Enrollment Data Manager
Education Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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Director, Website & Website Development
Higher Education
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
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). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

Undergraduate college admission.

Increased number of inquiries and applications. Review collected by and hosted on G2.com.

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AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Go with Slate. Seriously. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I like the ability to customize web forms and export code that I can fully integrate into websites Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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UH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

TargetX allows large scale email communications which allows us to speak to many audiences on a personal level. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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UE
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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Graduate Recruitment and Admissions Assistant
Higher Education
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

What do you dislike?

Much of the functionality isn't ready out of the box and can potentially take longer to deploy. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The social capabilities and the customization features for creating emails, events and reports. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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CRM Manager - Analyst/Programmer
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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UH
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

What do you dislike?

Individualized and school-specific technical support is not easy to receive. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

Relationship building with prospective students Review collected by and hosted on G2.com.

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UR
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I like that for student entries you can clone records. Also, the site is very easy to navigate. Review collected by and hosted on G2.com.

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") Review collected by and hosted on G2.com.

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

How to easily collate student records at a graduate school. Review collected by and hosted on G2.com.

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AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you are ADA compliant Review collected by and hosted on G2.com.

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

It is easy to track with the inquiries from the forms Review collected by and hosted on G2.com.

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UH
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
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 Review collected by and hosted on G2.com.

What do you dislike?

A lot of customization has to be done to match our environment Review collected by and hosted on G2.com.

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

Building relationships and maintaining communication with prospective students. Review collected by and hosted on G2.com.

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UH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
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. Review collected by and hosted on G2.com.

What do you dislike?

I wish there were just a few more tools for designers. Review collected by and hosted on G2.com.

What 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. Review collected by and hosted on G2.com.

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AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Ease of use for all staff levels, front frontline to data managers, clerks to deans. Review collected by and hosted on G2.com.

What do you dislike?

Time to resolve problems - sometimes when we escalate issues it takes days to resolve Review collected by and hosted on G2.com.

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

Yield and outreach is increasing to propsects. Review collected by and hosted on G2.com.

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