A higher education CRM designed to power student success initiatives and impact persistence with features that center on the student experience to drive continuous enrollment and retention.
Create a single destination for students’ needs by implementing a service-based approach to retention with TargetX. With an early alert system based on specific criteria unique to your institution, TargetX Retention allows you to identify students who need your help the most in real time. For instance, success team members can receive an alert every time a student struggles to pass an exam or requests an advisor session—allowing them to be proactive, rather than reactive, in their outreach.
You can even create workflows to trigger call campaigns based on a student’s actions (or lack thereof) to prevent at-risk students from slipping through the cracks. TargetX Retention empowers counselors to better personalize their communications with students and support pathways with a complete history of a student’s activities and touchpoints, all in one place.
This application scheduler software makes it easy for students to get the help they need with a dynamic, walk-in management queue that automatically sends a text message to alert students when it’s their turn to see a counselor. Or enable students to make appointments ahead of time with a sleek, mobile-first scheduling platform that displays your staff’s availability and syncs with the CRM.
It’s more important now than ever to make decisions based on actual data—not assumptions or opinions. There are countless benefits to housing your recruitment and retention initiatives in one centralized CRM system. Perhaps the most important advantage is that you can maintain a true, 360-degree view of a student’s interactions with your institution throughout their academic journey.
Gone are the days of asking other departments for specific information on a student or appending data from different systems into endless spreadsheets to generate semi-usable reports. With TargetX Retention, you can easily identify success and risk metrics.
Keep students’ needs front and center by surveying them throughout the school year and capturing their responses instantly in the CRM for additional, student-driven insights and actions. Fuel your student persistence initiatives on campus with support from actionable data and move the needle on completion rates.
With TargetX Retention, students can schedule interviews or appointments with an advisor, staff member, or service center in a few short clicks from their computer or mobile device. The intuitive, mobile-first calendar view allows students to easily navigate available time slots for meetings or interviews based on the availability defined by each staff member. Once confirmed, all appointments and interviews are able to sync with your Outlook and Google calendars so you never miss a meeting. Plus, you can automate communication plans once a meeting is requested to include helpful reminder emails or text messages, and you can even conduct follow-up surveys once the meeting has taken place.
The TargetX Retention Appointment Scheduler Software is completely configurable based on your institution’s requirements—from available time slots to specific meeting locations on campus to a student’s individual reason for meeting. This helps your staff better prepare for meetings with students by understanding their motivation for scheduling and their general expectations beforehand. The student record in the CRM is easily accessible from the scheduling tool, so staff can quickly get caught up to speed by reviewing key background information prior to meeting with students.
TargetX is a proud partner of Salesforce, and all our TargetX CRM solutions are certified EDA core compatible. Salesforce supports higher education and nonprofits as 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 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.
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 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 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.
