Professional Services
The beauty of the CRM is the ability to expand at your own pace and speed, but sometimes we need additional help to get there. As you continue your adoption of the TargetX CRM — through the AppExchange and our user community — our team’s professional services offerings are a great addition to help you take things to the next level.
Professional Services fall into four categories:
Strategic Planning Services
Implementing a CRM solution, one module or enterprise-wide, can be a daunting task. Take the stress out by utilizing the TargetX team to facilitate or moderate strategic discussion among campus leadership or your department. Services include:
- Business planning consultation
- Salesforce across the enterprise planning
- Strategic staffing reallocation
- Enrollment management and marketing consulting
- CRM utilization review
Data Integration Management Services
Moving data between various sources is a critical piece of your CRM success. The right team in place (and the right assistance) is crucial. Let us help you with the all-important data integration with the following services:
- Additional Informatica file mapping
- Additional data connector
- Live data integration (webservices)
- Custom bidirectional Salesforce – SIS integration
Customization, Development and Configuration
While the TargetX CRM comes with “out of the box” solutions built for higher ed, your ability to customize is limitless. If the AppExchange can’t provide it — we certainly can with the following services:
- Custom fields, objects, workflows and triggers
- AppExchange application installation and configuration
- Expanded Application development
Education & Training
Continued support and training will help user adoption and investment in the CRM. The following are a few services to assist you:
- New employee training
- Additional administrator training
- Team Process Review
Interested?
Contact your Account Executive to find out what our team can do for you.