TargetX, now from Liaison (acquired October, 2020) is a CRM for higher education institutions. It's built on the Salesforce.com development platform, tailored for student recruitment and retention. It also includes instant messaging (UChat) and the ability to build communities for particular classes/groups of students (Schools App).
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TargetX, from Liaison
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TargetX, from Liaison
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TargetX, from Liaison
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TargetX, from Liaison
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Given that it's an older solution and addresses a lot more use cases, there's a lot more bulk and technical debt in the solution. This may make it overwhelming for first-time users and administrators. The email builder though is truly par excellence.
Both Slate and TargetX do a great job and have huge audiences in the higher ed world. TargetX, however, is not a closed system. Slate is just Slate. If you need anything added to it (like data import connectors), you have to have Slate add it. TargetX, on the other hand, is …
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 …