Question: CRM Case Study Pondjumper.com1 LLC was established 2001, during the tail end of the dot com bubble. Unfortunately, given the investment climate at the time,
CRM Case Study Pondjumper.com1 LLC was established 2001, during the tail end of the dot com bubble. Unfortunately, given the investment climate at the time, the firm realised that it would be unlikely to attract venture equity capital for a huge launch. However, development continued forward creating a cloud-based platform to provide a brokerage marketplace for the small packages sector (courier) to obtain cargo space on regional and local air services, especially in Canadas north. The platform would advertise/ display open capacity on scheduled and non-scheduled (charter) flights for courier companies to submit a bid for cargo space. The interface eventually offered a vendor/ air service portal, customer portal which integrated into a billing and dispatch system. PondJumper.coms business model involved charging a 10% fee for each parcel shipped based on air freight costs. Initial customers included several major courier companies, including, FedEx, UPS, DHL, Loomis, Purolator and Greyhound Courier Express. On the vendor side, the team was successful in signing up, Air Tindi, Arctic Air, Buffalo Air, First Air, Yukon Air, Canadian North, Air Canada and Arctic Sunwest Charters. The vendors also acted as freight forwarder customers for PondJumper. Annual sales are between $2.4 M and $2.6 M. With the initial success of penetrating the courier market segment the company is now looking to expand to other markets, specifically exploration and natural resource companies requiring expedited services to northern communities. Currently, both founders are involved in the sales function. Pondjumper.com has just hired 2 new salespeople and needs to develop a sales process to grow the business. The founders believe that the addition of these two sales professionals that annual revenues will double. Assignment Description The firm presented in this case provides the framework for a typical SME growth problem, specifically, the development of a sales information system (CRM) to increase productivity. Issues such as scalability, cost and training are forefront on the founders minds. The founders (owner/ manager) need help to determine the best approach they should take to solvemanaging the growth of their sales team. Familiarity with CRM platforms is not yet a competency for this firm. Learners are expected to research, analyze, and present recommendations for the best fit for a suitable CRM package for Pondjumper, given their current situation. Deliverables: Identify and evaluate 3 CRM packages (open source, client/ server or cloud based) that you would recommend for PondJumper.com to implement. Your report should include the following: 1. Identification of platforms and evaluation of scalability for each package. 2. Pricing per each level relevant to Pondjumper.com 3. Main benefits that would best fit the companys business model and sales management structure. 4. Identify 5 Key Performance Indicators that PondJumper.com could best benefit: ensure that they are available in the CRM package that you are recommending. 5. Provide screen shots of key functions, KPI, metrics reports, etc. 6. Recommend and support your option for best package for Pondjumper.com
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