Seamlessly create, manage, and execute next-level events that delight students.
Take the “set it and forget it” approach when assigning recruitment counselors to students within their territory using the TargetX Territory Management tool.
Manage and optimize your office’s unique territory assignment rules with ease.
The TargetX Territory Management tool is specifically designed for higher education to automatically assign all contacts, inquiries, and applicants to staff based on your current and/or future territory assignment rules. Territory assignment rules can easily be configured based on considerations like geographic location or academic program. In fact, virtually any field in the Recruitment CRM can be used in assignment logic for territory management — no more messy workflows. You can quickly and easily change previously assigned staff members to territories on a one-off basis, or using a round-robin approach.
“TargetX really checked all of our boxes from beginning to end, from automation to communication.”
Senior Director of Admissions
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 EDA 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.