What users are saying about
1 Ratings
1 Ratings
1 Ratings
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Score 9 out of 100
1 Ratings
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Score 5 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

TargetX

TargetX is very well suited for smaller colleges who do not have all of the resources to manage a pure Salesforce environment for their CRM. They provide great support and direction for different business use cases. They have a product that has been around longer than any other higher ed CRM solution out there in regards to Salesforce. It is likely less appropriate for a school that has a lot of resources and could handle using Salesforce and their HEDA approach to higher ed CRM solutions.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
TargetX
Customer data management / contact management
17hats
9.0
TargetX
Workflow management
17hats
9.0
TargetX
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
TargetX
Contract management
17hats
10.0
TargetX
Quote & order management
17hats
10.0
TargetX
Interaction tracking
17hats
8.0
TargetX

Customer Service & Support

17hats
8.0
TargetX
Case management
17hats
8.0
TargetX

Marketing Automation

17hats
8.0
TargetX
Lead management
17hats
8.0
TargetX

CRM Project Management

17hats
9.5
TargetX
Task management
17hats
9.0
TargetX
Billing and invoicing management
17hats
10.0
TargetX

Customization

17hats
8.0
TargetX
Custom fields
17hats
8.0
TargetX

Security

17hats
9.5
TargetX
Single sign-on capability
17hats
10.0
TargetX
Role-based user permissions
17hats
9.0
TargetX

Integrations with 3rd-party Software

17hats
8.0
TargetX
Marketing automation
17hats
8.0
TargetX

Platform

17hats
8.0
TargetX
Mobile access
17hats
8.0
TargetX

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

TargetX

  • Addresses the higher education infrastructure to integrate Salesforce
  • Email marketing is done at huge cost savings over other marketing platforms in Salesforce
  • Helps facilitate events on an off-campus
  • Helps our admissions counselors keep up on tasks and contacts
Anonymous | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

TargetX

  • When sending large volumes of email the campaigns can be slow to send
  • The events functions are not as robust as some of the competition
  • Their telemarketing component has not been updated in a while and leaves a bit for current call centers.
Anonymous | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

TargetX

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

TargetX

We transitioned from Hobsons older CRM, Connect, as it was an aging CRM that was not going to be supported much longer. TargetX was right for us at the time as Salesforce did not have a pure data structure for higher education. TargetX provided all of the support and infrastructure to get a Salesforce CRM suited for higher ed. Hobsons Radius is their newer CRM but it is not based on Salesforce and thus is not the leading industry standard.
Anonymous | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

TargetX

  • We have saved a great deal of money on email campaigns with over half a million contacts
  • Managing of on-campus event registration has been very successful for us.
  • By creating a call center using their Telemarketing component we have been able to increase our enrollment for a number of programs
Anonymous | TrustRadius Reviewer

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

TargetX

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

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