3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 9.5 out of 100
Based on 3 reviews and ratings
4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>Score 8.6 out of 100
Based on 4 reviews and ratings
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.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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.

Verified User
Analyst in Marketing
Higher Education Company, 201-500 employeesFeature 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
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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

Verified User
Analyst in Marketing
Higher Education Company, 201-500 employeesCons
17hats
- Cheaper credit card charges
- Ability to tweak their questionnaires a bit more
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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.

Verified User
Analyst in Marketing
Higher Education Company, 201-500 employeesSupport 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.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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.

Verified User
Analyst in Marketing
Higher Education Company, 201-500 employeesReturn on Investment
17hats
- ROI - Saves me time on creating invoices and questionnaires.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
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

Verified User
Analyst in Marketing
Higher Education Company, 201-500 employeesPricing Details
17hats
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
17hats Editions & Modules
Edition
Starting Price | $45.001 |
---|
- Per Month
Additional Pricing Details
—TargetX
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
TargetX Editions & Modules
—