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Survival tactics for marketing and
recruitment
Denis Whelan
VP of Sales
22 January 2014
Survival Tactics

2
All alone in challenging terrain…

3
The goal is clear.
We want more quality students.

4
Lots of factors
AIE HE Commencements

NZ Commencements

AUS$/US$

NZ$/US$

30%

1.10
24.1%

25%

22.9%

1.00
20%

18.6%
15.9%

15%

12.7%

12.7%

12.5%

10%

0.90

11.2%

11.0%
8.5%
5.0%
3.7%

4.5%

5%

0.4%

0.4%

2.9%

2.2%

0.4%

2.7%
1.3%

0.80

1.0%

0%
-0.7%
-2.4%
-3.4%

-5%
-4.9%

-5.0%

-10%
-15%

-10.2%

-3.2%

0.60

-10.3%

-11.1%

-12.0%

-12.7% -12.7%

0.70

-2.1%

-8.9%

-9.9%

-10.1%

-2.5%
-4.1%
-5.3%
-6.4%

-2.7%

-3.0%

-13.4%

-14.0%
-16.5%

-20%

0.50
Qtr3

Qtr4

2007

Qtr1

Qtr2

Qtr3

2008

Qtr4

Qtr1

Qtr2

Qtr3

2009

Qtr4

Qtr1

Qtr2

Qtr3

2010

Qtr4

Qtr1

Qtr2

Qtr3

2011

Qtr4

Qtr1

Qtr2

Qtr3

2012

Qtr4

Qtr1
2013
But… competition is increasing

6
Pipeline distribution from enquiry to enrolment
2009

2010

2011

Percentage of Total Prospective Students converting to Enrolments

16%
14%

12%
10%
8%
6%
4%
2%
0%

14

Number of Months Prior to Enrolment

2012
International pipeline by country
2008
10.0
11.4
10.8
14.1
9.0
15.9
9.0
11.1
11.3
12.6
11.0
13.5
12.9
16.6
10.3
12.1
8.3
12.7
9.0
14.2
12.0
13.4
10.1
12.0
10.4
14.5
10.6
11.5
9.8
12.1

Australia
China (PRC)
India
Malaysia
U.S.A.
Singapore
Canada
Vietnam
Indonesia
Hong Kong
United…
Korea (South)
Sri Lanka
Germany
Thailand
8

0

5

Pipeline10 Months
in

15

20
Resources are tight

$2.3 billion to be stripped from
the university system over the
next four years, including almost
$1 billion from university
revenue with the remainder of
the burden falling on students.
9
Survival myths

Private and confidential.
1. Create noise/yell for help

11
Mass marketing says…
1) Cast as wide a net as possible

2) There's quality in there somewhere
3) The customer is most valuable at the time of his or her
purchase

12
2. Run as fast as you can

13
3. Bring as much gear as possible

14
So Many Systems…So Little Data

15
Dynamic FAQ’s

16
17
18
Survival skills

Private and confidential.
1. Know Your Environment

20

Private and confidential. For internal use only.
21
Know Your Environment: Follow
up

The chances of reaching a new
sales lead drop over tenfold if you
wait longer than the first hour of
shown interest, and the odds of
qualifying that lead decrease
sixfold after the first 60 minutes*.
22
Know Your Environment: Follow
up

The odds of contacting a lead if
called within five minutes versus
even 30 minutes are 100 times
lower. The odds of entering that
lead into your sales cycle increase
21 times if called within five
minutes.
23
Know your environment: follow up

24
2. Build a fire

25
Marketing Correctly
Mass Marketing Says

1. Cast as wide a net as possible
2. There's quality in there somewhere
3. The customer is most valuable at the time of his or her
purchase
Behaviour Based Marketing Says:
1. Be as targeted as possible
2. Quality is more important than quantity
3. The customer is most valuable 5 years after his or her
purchase
26
Searching vs. being sought

27
“If you want to grab someone’s attention, you first
need to get his or her permission with some
kind of bait…Once a customer volunteers his or
her time, you’re on your way to establishing a
long-term relationship.”
Seth Godin, Author, Permission Marketing

28
Telephone conversion
Conversion rates with direct student engagement versus without
50%

45%

45.1%
40%

35%

34.4%
30%

30.4%

25%

20%

22.4%

15%

10%

5%

29

0%
Conditional Offer

Conditional with Ph Call

Full Offer

Full Offer with Ph Call
3. Pack light, but pack right

30
31
3. Institutions need a CRM

32
The magic number is four
Student
management
system

Data
warehouse

CRM

Learning
management
system
33

Enterprise
resource
planning
solution
Student numbers have increased by more than 30 per
cent in two years
“I had no centralised place for all the data I wanted to see because
we were using so many applications.”
— Director of Enrolment Management

34
Applications increased by 1800 in the span of six
months
“Our campus cannot thank you enough for your support in this
transition. The training was easy to follow and Intelliworks is proving
to be idiot proof.”

— Vice President of Enrolment

35
Enquiries have increased by 125%
Number of applications has increased by 44%

“I have gotten great feedback on all our new processes.
Prospects, applicants, current students, recommenders and alumni love
how responsive and personalized we’ve been able to be.”
— Associate Dean of Admissions

36
Myths vs. Reality
Survival Myths

Create Noise
Run as Fast as You Can
Bring as Much Gear as Possible

Survival Skills
Know Your Environment
Build a Fire

Pack Light But Pack Right

37
Thank you

Private and confidential.

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3 point crm survival plan (marketing automation and behaviour profiling) intelliworks

  • 1. Survival tactics for marketing and recruitment Denis Whelan VP of Sales 22 January 2014
  • 3. All alone in challenging terrain… 3
  • 4. The goal is clear. We want more quality students. 4
  • 5. Lots of factors AIE HE Commencements NZ Commencements AUS$/US$ NZ$/US$ 30% 1.10 24.1% 25% 22.9% 1.00 20% 18.6% 15.9% 15% 12.7% 12.7% 12.5% 10% 0.90 11.2% 11.0% 8.5% 5.0% 3.7% 4.5% 5% 0.4% 0.4% 2.9% 2.2% 0.4% 2.7% 1.3% 0.80 1.0% 0% -0.7% -2.4% -3.4% -5% -4.9% -5.0% -10% -15% -10.2% -3.2% 0.60 -10.3% -11.1% -12.0% -12.7% -12.7% 0.70 -2.1% -8.9% -9.9% -10.1% -2.5% -4.1% -5.3% -6.4% -2.7% -3.0% -13.4% -14.0% -16.5% -20% 0.50 Qtr3 Qtr4 2007 Qtr1 Qtr2 Qtr3 2008 Qtr4 Qtr1 Qtr2 Qtr3 2009 Qtr4 Qtr1 Qtr2 Qtr3 2010 Qtr4 Qtr1 Qtr2 Qtr3 2011 Qtr4 Qtr1 Qtr2 Qtr3 2012 Qtr4 Qtr1 2013
  • 6. But… competition is increasing 6
  • 7. Pipeline distribution from enquiry to enrolment 2009 2010 2011 Percentage of Total Prospective Students converting to Enrolments 16% 14% 12% 10% 8% 6% 4% 2% 0% 14 Number of Months Prior to Enrolment 2012
  • 8. International pipeline by country 2008 10.0 11.4 10.8 14.1 9.0 15.9 9.0 11.1 11.3 12.6 11.0 13.5 12.9 16.6 10.3 12.1 8.3 12.7 9.0 14.2 12.0 13.4 10.1 12.0 10.4 14.5 10.6 11.5 9.8 12.1 Australia China (PRC) India Malaysia U.S.A. Singapore Canada Vietnam Indonesia Hong Kong United… Korea (South) Sri Lanka Germany Thailand 8 0 5 Pipeline10 Months in 15 20
  • 9. Resources are tight $2.3 billion to be stripped from the university system over the next four years, including almost $1 billion from university revenue with the remainder of the burden falling on students. 9
  • 10. Survival myths Private and confidential.
  • 11. 1. Create noise/yell for help 11
  • 12. Mass marketing says… 1) Cast as wide a net as possible 2) There's quality in there somewhere 3) The customer is most valuable at the time of his or her purchase 12
  • 13. 2. Run as fast as you can 13
  • 14. 3. Bring as much gear as possible 14
  • 15. So Many Systems…So Little Data 15
  • 17. 17
  • 18. 18
  • 20. 1. Know Your Environment 20 Private and confidential. For internal use only.
  • 21. 21
  • 22. Know Your Environment: Follow up The chances of reaching a new sales lead drop over tenfold if you wait longer than the first hour of shown interest, and the odds of qualifying that lead decrease sixfold after the first 60 minutes*. 22
  • 23. Know Your Environment: Follow up The odds of contacting a lead if called within five minutes versus even 30 minutes are 100 times lower. The odds of entering that lead into your sales cycle increase 21 times if called within five minutes. 23
  • 24. Know your environment: follow up 24
  • 25. 2. Build a fire 25
  • 26. Marketing Correctly Mass Marketing Says 1. Cast as wide a net as possible 2. There's quality in there somewhere 3. The customer is most valuable at the time of his or her purchase Behaviour Based Marketing Says: 1. Be as targeted as possible 2. Quality is more important than quantity 3. The customer is most valuable 5 years after his or her purchase 26
  • 27. Searching vs. being sought 27
  • 28. “If you want to grab someone’s attention, you first need to get his or her permission with some kind of bait…Once a customer volunteers his or her time, you’re on your way to establishing a long-term relationship.” Seth Godin, Author, Permission Marketing 28
  • 29. Telephone conversion Conversion rates with direct student engagement versus without 50% 45% 45.1% 40% 35% 34.4% 30% 30.4% 25% 20% 22.4% 15% 10% 5% 29 0% Conditional Offer Conditional with Ph Call Full Offer Full Offer with Ph Call
  • 30. 3. Pack light, but pack right 30
  • 31. 31
  • 33. The magic number is four Student management system Data warehouse CRM Learning management system 33 Enterprise resource planning solution
  • 34. Student numbers have increased by more than 30 per cent in two years “I had no centralised place for all the data I wanted to see because we were using so many applications.” — Director of Enrolment Management 34
  • 35. Applications increased by 1800 in the span of six months “Our campus cannot thank you enough for your support in this transition. The training was easy to follow and Intelliworks is proving to be idiot proof.” — Vice President of Enrolment 35
  • 36. Enquiries have increased by 125% Number of applications has increased by 44% “I have gotten great feedback on all our new processes. Prospects, applicants, current students, recommenders and alumni love how responsive and personalized we’ve been able to be.” — Associate Dean of Admissions 36
  • 37. Myths vs. Reality Survival Myths Create Noise Run as Fast as You Can Bring as Much Gear as Possible Survival Skills Know Your Environment Build a Fire Pack Light But Pack Right 37
  • 38. Thank you Private and confidential.