Interfolio Dossier vs. TargetX, from Liaison

Interfolio Dossier

Interfolio Dossier

5 Reviews and Ratings

TargetX, from Liaison

TargetX, from Liaison

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Interfolio Dossier	Score 7.2 out of 10	N/A	Dossier is an online tool from Interfolio that allows users to manage the documents (CVs, letters of recommendation, confidential records, etc.) required to apply for faculty jobs, fellowships, grants, postdocs, or graduate study. Users can request letters of recommendation, securely store their files, and curate and send collections of materials from within Dossier.	N/A
TargetX, from Liaison	Score 10.0 out of 10	N/A	TargetX, now from Liaison (acquired October, 2020) is a CRM for higher education institutions. It's built on the Salesforce.com development platform, tailored for student recruitment and retention. It also includes instant messaging (UChat) and the ability to build communities for particular classes/groups of students (Schools App).	N/A

Pricing

Interfolio Dossier

TargetX, from Liaison

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
Interfolio Dossier	TargetX, from Liaison
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Interfolio Dossier	TargetX, from Liaison
Considered Both Products	Interfolio Dossier Carter Halliday Marketing Manager Chose Interfolio Dossier I have not worked with a similar document management platform. My experience with Dossier has been great and all our document-based programs have been achieved. It has the audition capability that has helped us to monitor the management processes of all documents. It arranges … Incentivized Helpful?	TargetX, from Liaison Verified User Anonymous Chose TargetX, from Liaison Given that it's an older solution and addresses a lot more use cases, there's a lot more bulk and technical debt in the solution. This may make it overwhelming for first-time users and administrators. The email builder though is truly par excellence. Incentivized Helpful? Timothy Hardin Salesforce Adminstrator Chose TargetX, from Liaison Both Slate and TargetX do a great job and have huge audiences in the higher ed world. TargetX, however, is not a closed system. Slate is just Slate. If you need anything added to it (like data import connectors), you have to have Slate add it. TargetX, on the other hand, is … Incentivized Helpful? Verified User Anonymous Chose TargetX, from Liaison We transitioned from Hobsons older CRM, Connect, as it was an aging CRM that was not going to be supported much longer. TargetX was right for us at the time as Salesforce did not have a pure data structure for higher education. TargetX provided all of the support and … Incentivized Helpful?

Best Alternatives
	Interfolio Dossier	TargetX, from Liaison
Small Businesses	No answers on this topic	No answers on this topic
Medium-sized Companies	Ellucian Banner Score 2.6 out of 10	Ellucian Banner Score 2.6 out of 10
Enterprises	PeopleAdmin Higher Ed Platform, from Powerschool Score 7.0 out of 10	PeopleAdmin Higher Ed Platform, from Powerschool Score 7.0 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Interfolio Dossier	TargetX, from Liaison
Likelihood to Recommend	9.0 (0 ratings)	7.5 (0 ratings)

User Testimonials
	Interfolio Dossier	TargetX, from Liaison
Likelihood to Recommend	This product has always performed excellently since our documents are secure. It enhances electronic signature to ensure there are no cases of forging documents that are shared across the entire enterprise. It tracks all documents to ensure that they land at the right destination and no cyberattacks. It easily integrates with email to enhance reliable communication and provide notifications to our clients during marketing campaigns. Incentivized Carter Halliday Marketing Manager Read full review	TargetX is a great full-service suite for Colleges and Universities looking to implement a new CRM, or are wanting to migrate from a different CRM. TargetX works great for multiple departments, but will need to be somewhat modified to make sure each department has the data security they need. TargetX know enrollment, and does a good job putting together the pieces needed. Due to the way it is customized on Salesforce, it is very hard to use some 3rd party Salesforce AppExchange tools as they expect the data to be in a different model. Incentivized Timothy Hardin Salesforce Adminstrator Read full review
Pros	No answers on this topic	Email Automation Email Template Builder Incentivized Verified User Anonymous Read full review
Cons	No answers on this topic	Acquisition by Liaison has decreased customer/account support Native SMS is not fully capable Moving products from 3rd party (like Conga Connect) to internal (TargetX Print) has decreased capability. Incentivized Timothy Hardin Salesforce Adminstrator Read full review
Alternatives Considered	I have not worked with a similar document management platform. My experience with Dossier has been great and all our document-based programs have been achieved. It has the audition capability that has helped us to monitor the management processes of all documents. It arranges all files following the right protocol to enhance faster access and save time for accessing workloads. The customer team is always ready to offer any assistance when contacted. Incentivized Carter Halliday Marketing Manager Read full review	Given that it's an older solution and addresses a lot more use cases, there's a lot more bulk and technical debt in the solution. This may make it overwhelming for first-time users and administrators. The email builder though is truly par excellence. Incentivized Verified User Anonymous Read full review
Return on Investment	No answers on this topic	We have saved a great deal of money on email campaigns with over half a million contacts Managing of on-campus event registration has been very successful for us. By creating a call center using their Telemarketing component we have been able to increase our enrollment for a number of programs Incentivized Verified User Anonymous Read full review
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