Jeff Leisse Director of Sales and Alliances, Axiom

1. #TargetXSummit
Jeff Leisse
Director of Sales and Alliances, Axiom
Integrating Your TargetX CRM with Axiom Elite

2. #TargetXSummit
Hitting the Right Notes
● Set The Stage
● The Power Of CRM Performance
● Live From Axiom Elite
● Your Ticket To Data Integrity
● Noteworthy Performance

4. Set the Stage - Use Cases
Student
Information System

5. Set the Stage - Intro to Axiom
Axiom….
● provides data integration products and services for Higher Ed
● has been in business in 1995
● has been an Ellucian integration partner since 2001
● has been a TargetX integration partner since 2009
● became a Salesforce partner in 2017
● is HEDA compatible
● developed the Axiom Elite data management hub product

6. #TargetXSummit
The Power of CRM Performance
● Clean, Accurate, & Timely Data = Power
● Different data sources w/ different IDs
● Systems on campus need the same data
● Staff spends too much time moving data around
● IT is in charge of integrating everything
● Data silos are created
● Reporting is a waste

7. Live From Axiom Elite!
● Data management hub product for higher education
● API integration between Salesforce and your SIS
● Automated ETL tool
● Validates your data
● Prevents duplicates
● Prescriptive user interface

8. CRM to SIS

10. SELECT Id, Name, TargetX_SRMb__Contact__c, TargetX_SRMb__Application_Decision__c,
TargetX_SRMb__Possible_Academic_Major__c
FROM TargetX_SRMb__Application__c
WHERE TargetX_SRMb__Stage__c = 'Submitted'
Reconciliation

11. #TargetXSummit
Why Axiom Elite?
● Allows business users to make decisions on data
● Prevents duplicates via matching algorithms
● Validates data against SIS tables
● Not just an A to B tool
● Keeps IDs in sync
● Provides design time troubleshooting
● Imports entire student profile

13. Student Profile
2

14. Data Integrity

15. SAT
ACT
TOEFL
GRE
GMAT
XAP
Duplicate records are cleaned
up after import.
SIS

16. SAT
ACT
TOEFL
GRE
GMAT
XAP
Axiom checks Salesforce for
matching records.
SIS

17. #TargetXSummit
Preventing Duplicates
● Axiom Elite data caching
● API management to ensure limits are respected
● No single, external ID needed
● Single matching algorithm for all imports
● Salesforce and SIS IDs managed in Elite
● Ability to clean data

21. #TargetXSummit
Noteworthy Performance
● Always ask why (before how and what)
● Use each system as it is intended
● Do not “sync up” systems
● Timing is everything
● Draw it out
● Think a step ahead

22. #TargetXSummit
“Axiom improved the way the office
integrates, retains, accesses, shares,
analyzes, and processes its critical
information. In addition…synergies were
gained.”
Client Quote

23. #TargetXSummit
Thank You
jleisse@ssdel.com