17hats vs TargetX | TrustRadius

Likelihood to Recommend

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.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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.

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Verified User

Analyst in Marketing

Higher Education Company, 201-500 employees

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Feature Rating Comparison

17hats

TargetX

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

17hats

TargetX

Case management

17hats

TargetX

Lead management

17hats

TargetX

Task management

Billing and invoicing management

17hats

TargetX

Custom fields

17hats

TargetX

Single sign-on capability

Role-based user permissions

17hats

TargetX

Marketing automation

17hats

TargetX

Mobile access

Pros

Invoicing
Creating online questionnaire

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

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

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Verified User

Analyst in Marketing

Higher Education Company, 201-500 employees

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Cons

Cheaper credit card charges
Ability to tweak their questionnaires a bit more

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

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.

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Verified User

Analyst in Marketing

Higher Education Company, 201-500 employees

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Support Rating

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.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

No score

No answers yet

No answers on this topic

Alternatives Considered

No answers on this topic

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.

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Verified User

Analyst in Marketing

Higher Education Company, 201-500 employees

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Return on Investment

ROI - Saves me time on creating invoices and questionnaires.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 1 answers on this topic

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

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Verified User

Analyst in Marketing

Higher Education Company, 201-500 employees

View all 1 answers on this topic

Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Rating Summary

17hats

TargetX

17hats

TargetX

Likelihood to Recommend

17hats

TargetX

Feature Rating Comparison

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Case management

Lead management

Task management

Billing and invoicing management

Custom fields

Single sign-on capability

Role-based user permissions

Marketing automation

Mobile access

Pros

17hats

TargetX

Cons

17hats

TargetX

Support Rating

17hats

TargetX

Alternatives Considered

17hats

TargetX

Return on Investment

17hats

TargetX

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Rating Summary

Add comparison