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TargetX, from Liaison

TargetX, from Liaison

Overview

What is TargetX, from Liaison?

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…

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Recent Reviews

TrustRadius Insights

Ease of Use: Users have found Target X to be easy to use, especially in terms of programming. They appreciate the intuitive and …
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Pricing

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What is TargetX, from Liaison?

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…

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Product Details

What is TargetX, from Liaison?

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).

TargetX, from Liaison Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(10)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Ease of Use: Users have found Target X to be easy to use, especially in terms of programming. They appreciate the intuitive and user-friendly interface that makes it easy to navigate and perform tasks quickly. Some users have specifically highlighted the ease of programming as a positive aspect of the application.

Support and Robust Back End: Users have praised the support and robust back end provided by Target X. The implementation consultants assigned during the initial stages were highly regarded for their out-of-the-box thinking and prompt responses to issues. This level of support has been appreciated by users who value the assistance received from knowledgeable consultants.

Integration Capabilities: Users have commended the integration capabilities of Target X. The seamless integration with apps from other vendors enhances the functionality of their own tools, providing users with a comprehensive solution. Additionally, users appreciate the eagerness of Target X support in answering questions, resolving issues, and continuously improving their tools through regular updates.

Confusing and Difficult User Interface: Users have consistently found the user interface of the software to be confusing and difficult to navigate. Numerous reviewers have expressed frustration with the different eras of interface design and the lack of integration with Salesforce CRM, making it challenging for them to find the features they need.

Quirks in System Functionality: Some users have mentioned encountering quirks in the system functionality. For instance, checklist items sometimes get checked off incorrectly, leading to errors in task completion. Additionally, there are difficulties reported when using the texting campaign feature, which hampers efficient communication with students.

Lack of Adequate Support and Documentation: A significant number of users have highlighted growing pains in terms of service and support. They feel that there is a lack of information regarding the review and evaluation process for user-submitted ideas. Furthermore, while quick responses from the user community and support staff are appreciated by many users, some have experienced ongoing bugs even after several years of implementation. They find the support and instruction documents provided to be insufficient in addressing their issues effectively.

Based on user reviews, users recommend the following when using TargetX:

  1. Clarify business processes first and utilize TargetX to enhance efficiency rather than replicating existing systems.

  2. Ensure buy-in from leadership and staffing to support the implementation of TargetX.

  3. Understand and train on the differences between Salesforce and TargetX and understand the roles of users and administrators.

Other recommendations include attending to compliance, involving IT support, paying for full implementation upfront, customizing TargetX with group input, considering alternative options like Slate, researching Salesforce HEDA features, planning for system integration, and evaluating larger tech needs before adopting TargetX.

Reviews

(1-3 of 3)
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Score 7 out of 10
Vetted Review
Verified User
Incentivized
TargetX is a more comprehensive solution for Enrollment Management in Higher Ed users of Salesforce. It provides a full suite solution versus the basic architecture provided by the free EDA solution. It essentially makes Salesforce a LOT more useful to recruiting arms of Higher Ed schools than it would be out of the box.
  • Email Automation
  • Email Template Builder
  • User Interface
  • Product Management
Most of the reason I'd recommend the solution is for their email capabilities. The email builder is par excellence, almost if not more competitive than capabilities provided by some actual Email Marketing solutions. Additionally, it runs on Salesforce, and thus allows for automated emails and campaigns with information integrated into them from SF records. It is truly remarkable and a very well-developed capability.
  • Email Template Builder
  • Email Campaign Automation
  • Makes Salesforce a lot more relevant
  • Provides a good basis for implementation
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.
Timothy Hardin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
TargetX is used by all of our Undergraduate and Graduate Admissions Offices to manage all prospective students - from initial inquiry (or name buy), to enrollment in the university.
TargetX provides a suite of products that sit on top of, and customize, Salesforce for the Higher Education market.
TargetX's email platform is a key benefit, as well as their online application.
Their SMS and Print products are newer and still need some capacity.
  • Bulk Email
  • Analytics
  • Event Management
  • 3rd party product bundling & support
  • Acquisition by Liaison has decreased customer/account support
  • Native SMS is not fully capable
  • Moving products from 3rd party (like Conga Connect) to internal (TargetX Print) has decreased capability.
TargetX is a great full-service suite for Colleges and Universities looking to implement a new CRM, or are wanting to migrate from a different CRM.
TargetX works great for multiple departments, but will need to be somewhat modified to make sure each department has the data security they need.
TargetX know enrollment, and does a good job putting together the pieces needed.
Due to the way it is customized on Salesforce, it is very hard to use some 3rd party Salesforce AppExchange tools as they expect the data to be in a different model.
  • All the needed products in one bundle
  • Efficient and customizable Online Application
  • Knowledgeable tech support.
  • Salesforce is everywhere - very easy to get support and how to do thing.
  • Increases in enrollment!
  • More efficient funnel
  • Slate and by Technolutions
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 build on Salesforce. There are almost an umlimited supply of products that are easily accessible to download or build to do whatever you want in Salesforce. Even if TargetX went out of business, the Enrollment funnel would still exist on Salesforce.

Slate is likely somewhat better in pure enrollment mode - as it is developed solely for that purpose. TargetX is built on a Sale platform so sometimes things seem a little awkward.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
TargetX is being used by all of our recruitment and admissions departments across campus. This means all of our graduate, adult, and traditional undergraduate programs all use TargetX for recruitment of new students and marketing to potential students. We currently use it to send email marketing to prospective students in all of our programs. We also use it as our sole CRM and very much enjoy the integration with Salesforce that it provides.
  • 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
  • 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.
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.
  • 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
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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