educationtechnologyinsights

TargetX: Efficiently Monitoring the Student Lifecycle

Sasha Peterson, CEO
Having held a variety of executive leadership positions at top education technology firms, including Hobsons EMT and Altius Education, Sasha Peterson, CEO of TargetX, notices an interesting scenario where students are social media enthusiasts. He also found that today educators are seeking social media strategies to engage the right students at the right time with recruitment and retention programs. “With deep expertise in the field of education, we help colleges and universities customize and implement effective and innovative social media solutions,” states Peterson. TargetX offers a robust social media platform to institutions and universities to build a strong relationship with students and monitor the entire student lifecycle in the institution by streamlining their recruitment and retention programs.

Built-on Salesforce CRM platform, TargetX provides a campus-wide social media solution for colleges to foster relationships and forge lifelong communications with prospective, current, and alumni students, and potential donors. To incorporate social media into educational ecosystem, TargetX provides unique solutions in a couple of aspects— direct and indirect. The firm’s Schools app drives the educational providers to directly approach students—who are admitted and those that are not enrolled to engage in the learner community of the institution. “Our platform indirectly markets for the institutions where excited students evangelize other students before the enrollment and get to know about the institution,” says Peterson. The platform provides a mobile first social media experience integrated with Salesforce CRM platform.

In the indirect aspect, the company provides Retention CRM, a social media platform that helps perspective students to communicate with their classmates, find study groups, buy books, and share notes taken in classes through Facebook or college forums.

Our platform provides a mobile first social media experience integrated with Salesforce CRM


The TargetX CRM tool helps the school to track and monitor social media communications such as Facebook, Instagram or Twitter to help recruit students and understand their requirements.

Today, hundreds of colleges and universities have embraced the TargetX Recruitment CRM for its most comprehensive and integrated solutions capability built on the most innovative platform. The solution is made up of three “modules”—Prospect, Application and Decision Modules—all integrated into one powerful suite for recruiting the right students to the preferred institution or program. The solution is specifically designed for college admissions, and can collect, communicate, analyze and enroll the right students.

“The prospect tool allows customers to obtain, communicate or process the data within any media such as text message, email, letter, phone call all managed in one platform,” delineates Peterson. Using application tool, the students can manage their application during the admission process through any device. In addition, the decision tool assists university admission officers to not only review the student application but also evaluate transcripts, and recommendation letters through online.

In one instance, Pepperdine University, with its five different admission offices managing a number of graduate and undergraduate programs, was using different CRM tools, which led to the difficulties in knowledge sharing between these offices. The client embraced TargetX to implement a single and cost-effective CRM system to coordinate different offices and help execute different education programs. As a result, the client found huge efficiencies as it facilitated knowledge sharing and best practices, which was less expensive to run.

Forging ahead, the firm continues to understand the fiscal challenges and rapid technology shifts facing the education providers and the industry today and bring out innovative solutions to address their needs as well as stay ahead of the curve.