What You Get
With a custom layout designed specifically for your school — keep all the retention factors that matter most in one place.
|Track. Analyze. Be Proactive.
All the student information you need… All in one place
|Email Broadcasting New Version 3.0
From the team who brought broadcast emails to higher ed
Build satisfaction surveys that feed directly into the CRM
|Real-time Reporting and Dashboards
User-friendly reporting and visual interpretations
|Live Help Integration
One-on-one, live, on-demand chat solution
Make retention a team effort by staying connected online
|Training and Support
Ongoing support and training opportunities so you can enhance your skill set
Score and evaluate a student’s success based on a number of unique factors
|Event Management New Version 4.0
Create and manage current student events
|Text Messaging Service
For appointments, reminders, emergency communications and more
|User Permission and Roles
Limit users to only what they need to see and do
Your data, where you are (and on the device you choose)
|ERP Data Integration
Bulk integration between the CRM and your ERP
|Social Media Tracking
Track students on Facebook, Twitter, LinkedIn and YouTube
Expand the Retention CRM.
In addition to TargetX’s custom applications, you’ll also have access to the AppExchange™ — Salesforce’s online marketplace for cloud computing applications and services.
Think of it like an iPhone or Droid “app store” — but one that’s full of pre-integrated solutions that “plug and play” right on the platform.
Retention CRM and the AppExchange. There, your life just got easier.
Looking for more?
Our CRM on Salesforce gives you plenty of flexibility, but if you’re looking for something more specific — our higher ed experts can help.
We know each institution is different. That’s why we offer a set of services, from data integration to strategic consulting, that you can take advantage of.
Find out more about Professional Services.