Cirrus Shield CRM User Guide

Quel support est-il proposé aux clients de Cirrus Shield et comment contacter votre support à la clientèle?

Admin Guide

User Profile

Click here to fill in your user profile information: First Name, Last Name, Phone, Email, Language, Time Zone, Google Calendar ID…

Organization

Click here to fill in your Organization’s information: Name, Contact Details, Logo, Currency, Email Server…

Quel support est-il proposé aux clients de Cirrus Shield et comment contacter votre support à la clientèle?

Marketing

Campaigns

A campaign is a communication act to promote your products and services. Click here to create a new campaign. Specify its type, its status, and fill in the remaining corresponding fields.

Campaign Members

Campaign members are the contacts to whom you sent the marketing campaign. Click here to add members and specify if they have read your emails or have unsubscribed. Note that campaign members are synchronized with the campaigns created in Sendinblue.

Sendinblue

The “Migrate to Sendinblue” button is located on the main list page of your contacts or prospects, in the first drop-down menu on the left. Choose the view you want (Ex: My contacts in Paris) and click the button to migrate the list to Sendinblue, where you will set up your marketing campaign.

Quel support est-il proposé aux clients de Cirrus Shield et comment contacter votre support à la clientèle?

Prospecting

Prospects

A campaign is a communication act to promote your products and services. Click here to create a new campaign. Specify its type, its status, and fill in the remaining corresponding fields.

Contacts

A contact is a person who has become a client. Clickhere to create a new contact. After creating it, you will be able to send them training sessions, campaigns, quotes, invoices, appointments, etc.

Accounts

An account is a company that has been converted into a client. . Click here to create a company belonging to a contact. After creating it, you will be able to send it training sessions, quotes, invoices, etc. You can click on the associated Contacts list (at the top) to see all the contacts that belong to this account.

Quel support est-il proposé aux clients de Cirrus Shield et comment contacter votre support à la clientèle?

Sales

Opportunities

An opportunity is a potential project tracked in the CRM from the moment it is detected until the sale is closed. Click here to create a sales opportunity, specify a name for it (Ex: Training for Carrefour for 6 people), a stage (New – In Progress – Won – Lost), and associate it with a prospect or a contact and/or an account. Once the opportunity is created and saved, you can assign it training, a decision process, tasks, documents, participants, and training days. Finally, generate a quote from this opportunity and transform it into a training session. All the elements will be carried over to the Session record.

Quotes

A quote is a detailed statement of the work to be performed with a price estimate. You can create a quote either from a contact, from the Quotes object by clicking here, or by clicking the button to generate a quote from an opportunity.

Invoices

An invoice is a general accounting document that proves a purchase or a sale. You can create an invoice either from a contact’s record, from the Invoice object by clicking here, or by clicking the button to generate an invoice from a quote. Name your Invoice (Ex: Invoice for Carrefour– 6 people), specify its status, the sent date, the due date, assign it to a prospect, a contact, or an account, and fill in the remaining fields. Once created, click the “Fill billing address” button, then a little further down the page, start adding the invoice lines from your training catalog. Finally, generate the invoice by clicking the “Generate a template” button.

Quote Lines and Invoice Lines

Quote lines and invoice lines include the training in question, quantity, price, and the discounts specific to this training. The quote and the invoice can be composed of one or more lines. Click here to create a new quote line and here to create a new invoice line.

Quel support est-il proposé aux clients de Cirrus Shield et comment contacter votre support à la clientèle?

Formations

Training Catalog

The training catalog gathers the offers proposed by your organization. Click here to create each item in your training catalog and add all the information such as the unit price, reference, recommended duration, objectives, and description.

Training Sessions

A training session is an educational event offered to participants or trainees. Click here to create a new training session (Ex: English level 1 for Carrefour – 6 people) and fill in all the proposed fields. Once created, save and attach the participants, days, satisfaction questionnaires, and documents to your Session.

Participants

A participant is the learner in one of the created training sessions. Click here to create your participant, choosing them from the contact base already present in your CRM. Once created, save and generate their certificate of completion and their end-of-training attestation using the “Generate a template” button.

Schedule/ Days

The Schedule or Training Days represent the calendar for all your training sessions that span several days. Click here to fill in a new day linked to a training session and specify if it took place in the morning, the afternoon, or all day. You can also use this module to add your trainers’ days off and generate the electronic attendance sheet.

Trainers

A trainer is the person in charge of training the participants of the training session. Click here to add a new trainer (internal or external) and fill in all their information.

Satisfaction Surveys

A satisfaction survey is an evaluation questionnaire that you send to participants before or after the training session. Click here to fill in the answers from a questionnaire sent to participants. Note that this Module is connected to the satisfaction form on your website: each questionnaire filled out online is directly synchronized in this section.

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Activities

Tasks

A task is a piece of work to be done within a specific time. Click here to create a new task. Specify a deadline, a priority, a type, and associate it with a contact, trainer, or collaborator.

Appointments

An appointment is an event such as a call or a meeting. Click here to create a new Appointment and associate it with a contact, a trainer, or a company.

Documents

A document is a file or an item such as a photo, an Excel or Word file, a quote, an agreement, a contract… Click here to add a new document and save the information. Once created, click the “Send for signature” button.

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Management

Reports

A report is a summary in the form of a table and graph, designed to help you sell smarter, track progress towards your objectives, and quickly identify problems. Click here to access all the reports linked to the data saved in your CRM.

Dashboards

A dashboard is a management tool that groups together several reports of your choice. Click here to create a new dashboard and add the reports you want.

Quel support est-il proposé aux clients de Cirrus Shield et comment contacter votre support à la clientèle?

Boutons

Convert Prospect

Click the convert prospect button to turn your prospect into a client.

Send Invitation

Click the send invitation button on the Session object to send the invitation to your participants.

Send Satisfaction Survey

Click the send satisfaction survey button to send the link to the satisfaction form/questionnaire to your learners.

Electronic Attendance Sheet

Click the “Electronic Attendance Sheet” button on the Day object, found in the Session, to generate the trainees’ attendance sheet.

Electronic Signature

Click on the Document object and add a document with a recipient as a contact. Then, click the electronic signature button to send the document to the contact so they can sign it electronically via Docusign or Hellosign.

Migrate to Sendinblue

In the Prospects/Contacts/Trainees object view, click the migrate to Sendinblue button to synchronize the contacts to a list in Sendinblue. You can then send a targeted campaign.

Create Training Session

On the Quote or Agreement object, you can click the “Create session” button for it to be created automatically.

Fill Address

To save time, click the “fill billing address” button on the Quote and Invoice objects so that the client’s address is filled in automatically.

Kanban

Display the Kanban view (button present on the general view).

Data Import

Click the data import button located at the top left to import your Excel file.

Quel support est-il proposé aux clients de Cirrus Shield et comment contacter votre support à la clientèle?

Configuration

Configuration is the section dedicated to the CRM administrator. In this section, all the settings are made (Creation, Modification, Customization, and Deletion of modules). Click here to start customizing your Cirrus Shield interface.

Quel support est-il proposé aux clients de Cirrus Shield et comment contacter votre support à la clientèle?

Terminologies

Object

An object is similar to a table containing your data. Each column of this table corresponds to a field in your object.

Fields

Each object has several fields (Ex: Name, Phone, Street, Postal Code, Email…). There are 18 types of fields in the CRM. Click here for more information.

Record

A record is a piece of data created in the CRM. Ex: Create a new contact Alain Allemont. In this case, Alain Allemont is a record.

Tab

A tab is the folder in which an object is located. You can choose a color for your tab, specify its visibility rights within your team, and associate it with a URL instead of an object (Ex: Your website).

Page Layout

The page layout is the space that allows you to customize the way a record page will appear, including the sections and the order of the fields.

Application

An application is a set of tabs. In most cases, the platform only includes the CRM application, but you can create others by clicking here.

Templates

A template is a document that you install in the CRM to be able to generate it in the corresponding object (Quote, Agreement, Contract, Invoice…).

Related Lists

A related list is found on a record’s page when you click on its name. It is located at the top next to “Detail”. Related lists contain the tabs linked to the record you are viewing.