Build powerful reports and dashboards to prove your ROI like a boss.
The TargetX Suite of CRM solutions provides tools that empower staff to easily configure reports and dashboards that help identify patterns, stay up to speed on changes, and share actionable knowledge in real-time.
Drag and drop to create robust reports and dashboards based on any field in the CRM.
Reporting in the TargetX CRM is powerful, yet intuitive — helping you easily create, save, and manage reports for any data point within the CRM. The simple report builder lets you pull any information tracked on a student’s record to report on, from lead source to the date an application was submitted. By dragging and dropping, reports can be transformed into interactive dashboards for a more visual representation of your data. All dashboards are designed mobile-first so you can easily access and share outcomes from your smartphone at any time. Plus, the TargetX CRM provides 60+ higher ed-focused reports and dashboards out-of-the-box to catalyze data-driven decision making in your office.
Share metrics in real-time to drive data-driven decisions across campus.
Beyond empowering staff to make data-driven decisions, the TargetX CRM enables team members to view and distribute the information they need without any help from IT. Reports and dashboards can be automatically delivered to you (or your boss’s!) email inbox on a daily, weekly, or even monthly basis. And if an email isn’t your style, reports can also be exported in Excel (.xls) or Comma Delimited (.csv) formats.
“Each dashboard gives us information
that we can take immediate action on. We have
a centralized place to house our most important
data, but also, the tools to interact with students to
improve their experience.”
VP of Enrollment Management
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.