Help Us Help You New USers Track

1. #TargetXSummit
Help Us, Help You
Jill Clark, Director of Support Services, TargetX
Megan Sneeringer, Account Manager, TargetX

2. Agenda
● Implementation is Never Over
● Maximizing Support
● Taking Advantage of Your TargetX Resources

4. Implementation is
Never Over

5. Implementation Is Never Over
● Document! Document! Document!
○ Track your customizations and note why decisions are/were made
○ Start with your TargetX Implementation documents, continue to build from
here
○ This is a helpful guide if there are transitions in staffing

6. Implementation Is Never Over
● Plan your upgrade strategy
○ Plan to upgrade 3-4 times a year
○ Review upgrade documentation each month
■ Do additional upgrades as needed
○ Have a review meeting with end users to share the new features and
changes after completing an upgrade
○ Collaborate - assure that both Admissions and IT are represented in
decision making

7. Implementation Is Never Over
● Invest in keeping your data clean
● Allot time each year for training - and re-training
○ Admin should own training of new staff, and providing refresher training
for existing staff
○ New features - stay informed on what is new and make sure you are
maximizing your TargetX investment
○ Use TargetX Resources - paid and unpaid
● Schedule time each year (1-2x) to plan strategically for CRM improvements
and new initiatives

8. Maximizing Support

9. Maximizing Support
● Submitting Cases
○ What is a case?
○ What information is helpful in a case?
○ Who/how many users on campus have access to submit cases?
○ Case access vs. Knowledge access

10. Maximizing Support
● Leveraging Power Users/Admins on campus
○ These users should :
■ Be your ‘TargetX Champions’ for end user questions
■ Know your business use case
■ Know the the ‘why’ when decisions made in the past come into
question

11. Taking Advantage of
Your TargetX
Resources

12. Taking Advantage of Your TargetX Resources
● Use the Community!
○ What’s in the Community?
○ Best Practices
○ Groups
○ Xpert Academy
○ Upgrade Guides
○ Knowledge Articles

13. Taking Advantage of Your TargetX Resources
● Stay engaged in adoption and continued learning opportunities
○ Come to Summit every year
○ Attend webinars

14. Taking Advantage of Your TargetX Resources
● Annual planning with your Account Manager
○ Keeping TargetX informed on your institutional goals and targets
○ Regular Check-ins to stay up to date on what’s new and next
○ Keep IT and Admission both on the same page - and engaged

15. Taking Advantage of Your TargetX Resources
● TELL YOUR ACCOUNT MANAGER WHEN YOU ARE DOING COOL
STUFF!!

16. Thank You
sneeringer@targetx.com
clark@targetx.com