What users are saying about
1 Rating
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Score 7 out of 100
6 Ratings
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Score 8.1 out of 100

Likelihood to Recommend

Contactability

Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.
Anonymous | TrustRadius Reviewer

TargetX, from Liaison

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

Contactability
6.3
TargetX, from Liaison
Customer data management / contact management
Contactability
6.0
TargetX, from Liaison
Workflow management
Contactability
7.0
TargetX, from Liaison
Territory management
Contactability
7.0
TargetX, from Liaison
Opportunity management
Contactability
7.0
TargetX, from Liaison
Integration with email client (e.g., Outlook or Gmail)
Contactability
6.0
TargetX, from Liaison
Contract management
Contactability
5.0
TargetX, from Liaison
Quote & order management
Contactability
6.0
TargetX, from Liaison
Interaction tracking
Contactability
7.0
TargetX, from Liaison
Channel / partner relationship management
Contactability
6.0
TargetX, from Liaison

Customer Service & Support

Contactability
4.3
TargetX, from Liaison
Case management
Contactability
4.0
TargetX, from Liaison
Call center management
Contactability
5.0
TargetX, from Liaison
Help desk management
Contactability
4.0
TargetX, from Liaison

Marketing Automation

Contactability
6.0
TargetX, from Liaison
Lead management
Contactability
6.0
TargetX, from Liaison
Email marketing
Contactability
6.0
TargetX, from Liaison

CRM Project Management

Contactability
6.7
TargetX, from Liaison
Task management
Contactability
6.0
TargetX, from Liaison
Billing and invoicing management
Contactability
7.0
TargetX, from Liaison
Reporting
Contactability
7.0
TargetX, from Liaison

CRM Reporting & Analytics

Contactability
6.3
TargetX, from Liaison
Forecasting
Contactability
6.0
TargetX, from Liaison
Pipeline visualization
Contactability
7.0
TargetX, from Liaison
Customizable reports
Contactability
6.0
TargetX, from Liaison

Customization

Contactability
7.0
TargetX, from Liaison
Custom fields
Contactability
7.0
TargetX, from Liaison
Custom objects
Contactability
8.0
TargetX, from Liaison
Scripting environment
Contactability
6.0
TargetX, from Liaison

Security

Contactability
6.5
TargetX, from Liaison
Single sign-on capability
Contactability
7.0
TargetX, from Liaison
Role-based user permissions
Contactability
6.0
TargetX, from Liaison

Social CRM

Contactability
7.0
TargetX, from Liaison
Social data
Contactability
6.0
TargetX, from Liaison
Social engagement
Contactability
8.0
TargetX, from Liaison

Integrations with 3rd-party Software

Contactability
7.0
TargetX, from Liaison
Marketing automation
Contactability
6.0
TargetX, from Liaison
Compensation management
Contactability
8.0
TargetX, from Liaison

Platform

Contactability
6.0
TargetX, from Liaison
Mobile access
Contactability
6.0
TargetX, from Liaison

Pros

Contactability

  • The software reporting system is really clean and works well and they are good at sending you leads.
  • Their customer service is also willing to work with you and they really tried to help me improve our ROI.
  • Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically.
Anonymous | TrustRadius Reviewer

TargetX, from Liaison

  • 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

Contactability

  • Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number.
  • The software training videos were confusing to non technical users.
  • We encountered bugs with the use of Windows 10. Some of the futures were bugged.
Anonymous | TrustRadius Reviewer

TargetX, from Liaison

  • 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

Alternatives Considered

Contactability

Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than Insightly.
Anonymous | TrustRadius Reviewer

TargetX, from Liaison

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

Contactability

  • We got our people to become more open minded in trying new software and exploring options for automation.
  • Users got discouraged when the software did not work as it was supposed to and customer service was not there too help.
  • Once used correctly, we did have a large increase in the number of new clients that our office handled.
Anonymous | TrustRadius Reviewer

TargetX, from Liaison

  • 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

Contactability

General

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

TargetX, from Liaison

General

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

Rating Summary

Likelihood to Recommend

Contactability
7.0
TargetX, from Liaison
5.0

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