Case Study: TargetX streamlines higher education workflows with FormAssembly

TargetX - Customer Case Study

TargetX, a provider of interactive marketing technology and services for higher education, needed a better way to handle data migration and inefficient workflow across systems. Its earlier form tool was limited, and clients kept relying on TargetX to build new forms for inquiry, application, and event registration needs.

TargetX teamed up with FormAssembly to bring form building and form processing into the Salesforce environment as part of its Enterprise CRM. The result was a more seamless workflow that kept information together, reduced manual re-entry, and let colleges and universities automate follow-up and manage student-specific requirements more efficiently.

TargetX

Brian Niles

Chief Executive Officer