Training Organizations

When it comes to CRM, the needs of training organizations are very specific and a traditional solution cannot fully meet them. Cirrus Shield is a CRM that is specially adapted to the needs of training organizations and capable of managing all their processes.

Enrich your base of prospects and customers

Cirrus Shield allows you to manage all of your prospecting actions, from phone calls to hard prospecting, online sales and marketing activities. The WordPress plugin allows you to receive leads from your website directly into the CRM. You’ll be able to enhance your base of prospects and customers, as well as share information in a centralized database accessible to your employees. Visibility rights can also be defined so that each user has access to specific data.

Enrich your base of prospects and customers

Cirrus Shield allows you to manage all of your prospecting actions, from phone calls to hard prospecting, online sales and marketing activities. The WordPress plugin allows you to receive leads from your website directly into the CRM. You’ll be able to enhance your base of prospects and customers, as well as share information in a centralized database accessible to your employees. Visibility rights can also be defined so that each user has access to specific data.

Sending targeted and customized emails

Being connected with the Sendinblue (or Mailchimp) emailing tool, you can carry out your marketing operations with just a few clicks. Segment your targets based on their interests, and send customized messages to turn those prospects into customers. The shared base of prospects and customers allows your sales team to work together to achieve sales targets.

Sending targeted and customized emails

With Sendinblue (or Mailchimp) emailing tool, you carry out your marketing operations in a few clicks. Segment your targets based on their interests, and send targeted messages to turn those prospects into customers. The shared base of prospects and customers allows your sales team to collaborate to achieve sales targets.

Centralize the Management of Trainers, The Training Catalog and OPCOs

Create the list of training courses comprising your offer. Review the list of trainers, whether they are internal or external, in order to call on the right person to lead a training course, according to their availability and geographical location. You can also manage the list of the OPCOs that you deal with.

Centralize the Management of Trainers, The Training Catalog and OPCOs

Create the list of training courses comprising your offer. Review the list of trainers, whether they are internal or external, in order to call on the right person to lead a training course, according to their availability and geographical location. You can also manage the list of the OPCOs that you deal with.

Online Registration for Training Sessions

With WordPress online forms, you’ll be offering your prospects and customers an easy tool to register for your trainings. Being fully integrated with Cirrus Shield, these forms send data to your CRM while you receive email alerts, making the registration management process easier for your customers as well as employees.Online Registration for Training Sessions

With WordPress online forms, you’ll be offering your prospects and customers an easy tool to register for your trainings. Being fully integrated with Cirrus Shield, these forms send data to your CRM while you receive email alerts, making the registration management process easier for your customers as well as employees.With the customizable quote samples, you’ll have adapted illustrations that can be generated in one click. Select the training from your catalog, fill in the financial elements, then click to generate the quote.

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Managing the Sales Funnel

The Kanban format display gives you the big picture of your sales funnel. Just drag a sales opportunity from one column to another to update its progress status.

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Management of Sales Targets

Define the sales targets of your sales teams in Cirrus Shield, the application does the rest and gives a real-time view of the turnover achieved by each salesperson versus their goal. By aggregating this data, you track your company’s sales performance and are able to better anticipate actions based on your degree of achievement.

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Other Advantages

Generation of training agreements

With Cirrus Shield you can edit your training conventions with one click from the session. All the data relating to the agreement are automatically filled in. Click, send.

Organize Your Training Sessions Create a training session in Cirrus Shield, associate it with the most suitable trainer (s) based on their availability and geographic location, and then add participants to it. You will find on the sessions sheet all the relative information (trainer, participants, location, topic, documentation, etc.), on the participants sheet all the sessions in which they have attended and on the trainers sheet all the trainings that they have instructed.

Planning of Trainings and Trainers

With the planning view, you have an overview of all planned training sessions and can filter to focus on trainings related to a theme, a trainer, or a given geographic area. Hence, you are able to manage the trainers’ schedules in order to better optimize their time.

Manage The Quality of Training

Digitize the process of quality management of your trainings by offering participants an online satisfaction form integrated with Cirrus Shield. The data from the forms is sent to Cirrus Shield, and you can combine this satisfaction data in both the participant file and the trainer file. Reports and dashboards give you an overview of the quality of your services and client satisfaction.

One-click invoices

You can generate invoices in one click with fully personalized invoice templates. Invoices can be paid directly online using different means thanks to the Stripe integration: credit card (VISA, MasterCard, American Express), SEPA direct debit or digital wallet (Apple Pay, Google Pay, Wechat Pay, etc.) . The moment the client pays, the status of your invoice in Cirrus Shield is automatically updated. Payments are therefore monitored in real time.

Monitoring of Unpaid Bills

Invoices awaiting payment are easily identifiable. So you can track these invoices directly in Cirrus Shield.

Rapid Generation of session documents (training program, invitation, certificate of attendance, etc.)

In the same way as the conventions, Cirrus Shield allows you to generate all the documents associated with a training course: program, invitations, training certificates. You thus comply with your legal obligations regarding the provisions of these documents.

Incident Management

In the event of an incident, a ticket is created in Cirrus Shield and allows you to follow up with the facts until the incident is resolved. You are therefore able to make your service reliable, even after the training is completed.

Customer Portal

With the Portal functionality, you can offer your customers (B2C or B2B) access to a private space that is accessible with a username and password and in which the latter can find, following your choosing, all the sessions in which the employees participated, the corresponding certificates, invoices, a subscription form, the list of incidents and their statuses.

Management and Monitoring of Your Company’s Key Indicators

With the customizable reports and dashboards, you can follow all the key success indicators of your business: Follow-up on prospecting and sales funnel, trainer load, generated turnover, best sales. Cirrus Shield allows you to summarize all the data in your CRM.