CRM Support and Training

Rely on the team that's been there.

Throw out everything you know about tech support.

Our Philosophy on Support We love our clients and we love what we do. Period. Given that our team members come from a higher education background, we love talking “shop” and helping you to be more successful on your campus. You might be thinking, “Whoa. That’s heavy stuff.” But that’s who we are. We know that having a good relationship with our clients is key to your success. We like to know your campus, we want to get to know you. And — we like to think you like to get to know us too. That’s how we like to work and if you like it too, then let’s work together!

Our Philosophy on Training TargetX provides a hands on and customized approach to our CRM training. Our goal is to empower your admins (using a “train the trainer” model) to help establish all users on campus to leverage the full strength of the CRM. Choosing a CRM is a big decision, so learning how to use it is really important to you, your staff, and your campus. We’re not just coming in to do a generic training and then you’ll never hear from us again — we’re here to partner with you, encourage change by reviewing your business processes, and reimagine what’s possible for your team.

What’s included in Support & Training?

Case Management

In our world, you are not just a number, you’re an individual, at a school, facing a problem. And our team can help. Each case is assigned to a member of our team who personally sees your case through the entire process. Keeping you up to date on the status with regular communications.

Additional Support and Training Options

Virtual or In-Person Training

We offer both in-person sessions as well as virtual options for training. Just check the calendar or call us to set something up to come for a visit.

Product-based Training

Whether it’s a full overview of the CRM or solution based (like Email or Events) training that you need. We cover both.

Training Consultation

Not sure what you need? Want more than a standard session? Let’s chat! Our team will work with you to develop the training program that works best for your team.

TargetX CRM Community

Join a robust community of CRM users where you can share ideas with the TargetX product team, chat with your colleagues, access upgrade information and more.

Public Knowledge Base

Informative documentation on products, upgrades and more. Step-by-step instructions to help you really own your CRM.

Getting to Know You

We know each campus is different and the implementation is unique. So we try to make your experience with our team as customized as possible.

Ready For The Next Step?

Expand your CRM