Customer Relationship Management

The McDonald College finds success with Funnel

October 30, 2018

Introducing The McDonald College

The McDonald College approached Digistorm to provide a customised CRM system which would allow them to organise admissions efficiently and nurture leads at different stages of the enrolment process. Dissatisfied by the school’s existing system, McDonald College seeked an online CRM database which would be simple and easy to use for multiple staff members.  This case study will review how Digistorm was able to help McDonald College, focusing on the challenges the school faced and how Digistorm’s Funnel was able to address these.

We spoke to Shauna, McDonald College’s Marketing Manager, to find out more about why they chose Digistorm and their experience of using Funnel.

Academic Shot 2_Photo by Matthew Syres

 

"Prior to using Funnel, we didn’t have a structured CRM that was specifically designed for enrolments."

 

 

What system was The McDonald College using before investing in Funnel?

Prior to using Funnel, we didn’t have a structured CRM that was specifically designed for enrolments. We simply relied on Excel spreadsheets to record data and keep track of candidate information. Whilst this was functional, it was time-consuming, outdated and didn’t allow us to track leads effectively.

Would you describe a few of the reasons you decided to buy our product?

There were multiple reasons why we chose to go with Funnel. When Jamie at Digistorm introduced the system to us, we immediately noticed how user-friendly the system was.  Both the build and layout of Funnel suited us perfectly. We didn’t need or want an overly complex system with unnecessary plugins, such as invoicing. Instead, we were just looking for a simple CRM that would track the customer journey from enquiry through to conversion. Also, as the system is online, we didn’t need to integrate it into other systems or servers which has been hugely beneficial.

We were also very satisfied with the cost of Funnel. Prior to contacting Digistorm, we found quotes from competitor companies unnecessarily expensive, whilst also failing to fully meet our requirements.

How many people in the team use Funnel? About how long does it take for each new member to get up to speed with the product?

Currently there are three staff members who use Funnel to record candidate information and communication, send out emails and track leads.

It doesn’t take very long at all to train someone on Funnel.  For a first-time user, one consultation is ample. For anything we are unfamiliar with, the helpdesk team at Digistorm are on hand to provide guidance whenever we need.

New features only take a few minutes to master with pre-existing members.

Photo by Matthew Syres

 

"One of the main advantages of the software is the interface - it is so easy to locate information quickly."

 

 

Have you noticed any immediate changes since using Funnel? What are the main advantages?

One of the main advantages of the software is the interface - it is so easy to locate information quickly. This is such a noticeable difference to our old system, as we used to have to search multiple excel sheets before we found what we were looking for.

Another advantage which has been hugely beneficial is the ability to tag colleagues in notes, so that you can see who is currently liaising with a parent or student. The visibility allows staff members to get an all-round view of who is looking after certain enquiries and enrolments.  This saves on time checking in with colleagues as you can simply tag them in notes when making follow-up actions.

Out of everything though, I love that you can make lists and segments on Funnel. We can’t speak highly enough about how excellent this feature is. We now have the ability to reach out to those who haven’t gone through the full enrolment pipeline and resolve any issues they may be experiencing during the process. There is also the function which allows us to contact prospective parents looking to enrol their children in the foreseeable future. This has been enormously helpful in the lead nurture process. And as leads are already grouped together, Funnel allows you to export the data.

What is your favourite feature or part of Funnel? Why?

For me, the best feature is the Enrolment Funnel snapshot on the dashboard. This gives users a breakdown of the enrolment stages by daily conversion rate. The feature has aided productivity by reducing the time it takes in manually calculating the percentage rates. It also allows us to all report on the current status of enrolments each week.

Photo by Matthew Syres

 

"I love that you can make lists and segments on Funnel. We can’t speak highly enough about how excellent this feature is."

 

 

How would you describe our product if you were explaining it to a friend?

I would describe it as being a simple, online CRM which manages the workflow and conversion process of enrolments.  Funnel also comes with useful additional features such as tagging functionality, in-built EDMs and other marketing communications.

Digistorm’s Funnel has everything you need, but without the huge price!

How likely are you to recommend our product to a friend or client?

Very much! We have already recommended Funnel to our partner, Voyager Tennis Academy!  Since purchasing the product, we have been really impressed by Digistorm’s customer service and ongoing support.  

 

Want to know more about FunnelContact us today and we’ll get in touch to take you through a demo.