Effortlessly manage your data and integrate with other systems on campus.
TargetX allows you to connect virtually any system or data source on campus with the CRM — from SIS to ERP to common imports and file types, we provide best-in-industry tools and open APIs to effectively manage your data. We also help you maintain data integrity with dedicated tools for data validation and duplicate management.
Easily import and export data in real-time.
The TargetX CRM integrates with your existing Student Information System to gain a more holistic, comprehensive view of the student. You can choose to sync data and automatically send files overnight, or up to every five minutes based on your institution’s unique needs and processes. TargetX also provides pre-built imports and releases annual updates for test score providers, transcript management systems, search and marketing data providers, centralized applications, and payment gateways to minimize administrative work on the backend and maximize time spent supporting students. For any other import types your institution may require, staff can leverage the drag and drop editor to build custom mappings within a few clicks.
“This platform allows a level of customization that was unimaginable with our old CRM and the ability to take advantage of partners on the Salesforce AppExchange to help streamline other processes is unparalleled.”
Director of Finance and Operations
HERS at the University of Denver
TargetX Recruitment Suite Provides the Features You Need to Increase Applications
Automatically assign prospects to recruiters based on territory mappings, route applications to reviewers, and much more.
Create beautifully-branded print pieces, queue print campaigns, and track each mailing as part of your communication plan.
Create web forms for inquiries and events that record submission data on the student record in real time.
Launch and track personalized call campaigns from birthdays to application follow-ups with queues and analytics.
Keep Students Connected and Delighted Throughout the Student Journey
Go beyond the traditional student lifecycle with the TargetX suite of solutions. Delight your students in every interaction, every communication, and every click with out-of-the-box technology that puts the student experience front and center in recruitment and retention.
Best of All, TargetX Plays Well With Others:
TargetX 💕's Salesforce.org
TargetX is a proud partner of Salesforce.org, and all of our solution suites are certified HEDA core compatible. Salesforce.org is the higher education and nonprofit branch of Salesforce.com, the #1 CRM platform in the world.
Visit the Salesforce AppExchange to find a community of partners that can further enhance your TargetX CRM and the student experience!
TargetX CRM + Your SIS = 🤝
TargetX institutions have bi-directional integrations with student information systems like Banner, Colleague, PeopleSoft, PowerCampus, Jenzabar, and even homegrown or mainframe systems. TargetX also integrates with data management providers like Axiom to validate data accuracy, prevent duplicate records, and increase productivity.
Easily Process Payments in TargetX 💰
TargetX integrates with common higher ed payment gateways like PayPal, TouchNet, Elavon, HigherOne/CASHNet, Nelnet, CyberSource, ACI/OPC, and many more. All payments collected through your preferred payment gateway are automatically recorded on the student record in the CRM.
TargetX Supports Your Centralized App 📝
TargetX provides functionality to directly load data and documents from online applications like the Common Application (SDS), CAS applications like GMAC (LOR), and statewide application services like ApplyTexas into the CRM. Many institutions choose to adopt the TargetX Online Application in addition to their centralized application to support an improved student experience.
TargetX Keeps Your Score Data 💯
TargetX provides pre-built file imports and releases for test score providers including SAT, ACT, TOEFL, GMAT, GRE, Advanced Placement, and many more. TargetX also supports direct integration with Parchment for transcript management and offers imports for various search/marketing data providers such as NRCCUA, SSS, and Cappex.
TargetX Plays Well With Others:
TargetX institutions have bi-directional integrations with their existing student information system. Plus, TargetX provides pre-built imports and releases annual updates for common higher ed test score providers, transcript management systems, search/marketing data providers, centralized applications, and payment gateways to minimize administrative work in the CRM and maximize time spent supporting students.