What users are saying about
25 Ratings
4 Ratings
25 Ratings
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Score 9.4 out of 100
4 Ratings
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Score 8.4 out of 100

Likelihood to Recommend

Creatio

If you have an in-house expert, then this product, due to its customization abilities, is a great choice for a CRM. However, due to Creatio's low-code approach, there are areas where end-users can make their own changes and customizations without the need for a developer. One such case is building out team dashboards for real-time reporting.
Carl Moore | 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

Creatio
9.5
TargetX
Customer data management / contact management
Creatio
9.9
TargetX
Workflow management
Creatio
9.6
TargetX
Territory management
Creatio
9.1
TargetX
Opportunity management
Creatio
9.7
TargetX
Integration with email client (e.g., Outlook or Gmail)
Creatio
9.4
TargetX
Contract management
Creatio
9.5
TargetX
Quote & order management
Creatio
10.0
TargetX
Interaction tracking
Creatio
9.2
TargetX
Channel / partner relationship management
Creatio
9.4
TargetX

Customer Service & Support

Creatio
9.1
TargetX
Case management
Creatio
9.7
TargetX
Call center management
Creatio
8.5
TargetX
Help desk management
Creatio
9.1
TargetX

Marketing Automation

Creatio
9.6
TargetX
Lead management
Creatio
9.6
TargetX
Email marketing
Creatio
9.5
TargetX

CRM Project Management

Creatio
9.0
TargetX
Task management
Creatio
9.4
TargetX
Billing and invoicing management
Creatio
8.2
TargetX
Reporting
Creatio
9.5
TargetX

CRM Reporting & Analytics

Creatio
9.5
TargetX
Forecasting
Creatio
9.4
TargetX
Pipeline visualization
Creatio
9.4
TargetX
Customizable reports
Creatio
9.5
TargetX

Customization

Creatio
9.9
TargetX
Custom fields
Creatio
9.9
TargetX
Custom objects
Creatio
9.9
TargetX
Scripting environment
Creatio
10.0
TargetX
API for custom integration
Creatio
9.8
TargetX

Security

Creatio
9.2
TargetX
Single sign-on capability
Creatio
9.1
TargetX
Role-based user permissions
Creatio
9.2
TargetX

Social CRM

Creatio
9.4
TargetX
Social data
Creatio
9.2
TargetX
Social engagement
Creatio
9.7
TargetX

Integrations with 3rd-party Software

Creatio
8.4
TargetX
Marketing automation
Creatio
8.4
TargetX

Platform

Creatio
9.0
TargetX
Mobile access
Creatio
9.0
TargetX

Pros

Creatio

  • Customization: We have heavily customized the system. Creatio has been excellent in helping build requirements & see these through to implementation.
  • The system is really easy to use. Users pick it up & love it immediately.
  • Support is superb: If we have any issues or want to change the system at all, the team is always there helping by being fast, efficient & friendly
  • Cost: Definitely competitive.
Will Ludgate | 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

Creatio

  • Having more marketplace solutions that add to the system’s functionality would be great.
  • We look forward to further enhancements in ML (even though Creatio already has some AI-powered solutions in place).
  • We would also like to see some improvements to the customer portal.
Tatyana Yaroshenko | 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

Alternatives Considered

Creatio

The system’s UI, rich functionality, and a great potential for scalability made the system stand out among other vendors. It is a fully-fledged solution that allowed us to work with customer data way more efficiently and improve our processes on a regular basis.
Vladlen Manastiretskiy | TrustRadius Reviewer

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

Creatio

  • bpm'online is a bit pricey, so utilizing it in place of other tools to help on your ROI is important.
  • Users are seeing the value of a consolidated information source and buy-in is quicker than it was with Salesforce or GoldMine.
  • The automation of internal notifications when particular fields are marked has increased productivity and decreased human error overall.
Kenneth Harrington-Colon | 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

Screenshots

Pricing Details

Creatio

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
$3,000*

* Per installation

TargetX

General

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

Rating Summary

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