TargetX, from Liaison vs. Meritto

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

• Email Automation
• Email Template Builder

Incentivized

• 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

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

• 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