Our software for training organizations: manage your training from A to Z

A CRM for a training organization is used by training providers to manage their entire activity. The tool manages the sales, marketing, and training parts and provides you with reports to track the key figures of your training organization and generate more clients. Cirrus Shield CRM aims to automate administrative tasks related to your training as much as possible. This means fewer Excel files, less administration time, and a better customer experience.

Thanks to the versatility of a modern training management system, it’s safe to say that features exist that can add value to almost every training organization. That said, in terms of return on investment, you need to know precisely what value it can offer your training business. The functionality within a training management system generally has the greatest impact for training providers who are faced with one or more of these 6 common challenges.

Our CRM solution dedicated to training centers and organizations allows you to manage your entire activity from a single platform. Here are its main strengths:

• Centralization of all data: contacts, sessions, catalogs, schedules, documents, learners, trainers, etc.;

• Considerable time savings thanks to the automation of administrative tasks (up to 4.6 hours saved per day);

• Improved sales follow-up and prospect reminders via advanced management of opportunities and marketing campaigns;

• Easy online registration and automation of training request processing;

• Automatic generation of agreements, summons, schedules, attestations, and certificates;

• Simplified management of financing, evaluations, questionnaires, and post-training feedback;

• Better collaboration between educational and sales teams thanks to a shared history and clear task assignment;

• Real-time tracking of key indicators: fill rate, revenue, number of learners, upcoming sessions, etc.;

• Dedicated portal for learners and trainers with access to documents, summons, and evaluations;

• Compliance with Qualiopi requirements thanks to complete traceability and document centralization;

• Better customer satisfaction thanks to an optimized journey and smooth end-to-end support;

• Increased revenue thanks to an improved conversion rate and strategic management of training.

When you are looking for a new tool for your business, there is a good chance you are also considering (or already using) a CRM or LMS system. All these tools have their place in training, but distinct differences exist in terms of functionality and, ultimately, the business’s objective.

An LMS offers a virtual environment where users can connect and access a range of online training courses. A CRM for a training organization like Cirrus Shield helps you record and store your clients’ information in one place, no matter where they come from. This simplifies your administration process and allows you to increase the overall efficiency of your training organization.

The pricing of a training management software depends on 4 factors:

• The level of functionality and custom development you need

• The number of users requiring access

• The number of learners you train per year

• The implementation package

Most training management software on the SaaS market are sold as an annual license with implementation fees.

The price of a Cirrus Shield license is €50 excl. tax per month; implementation fees vary according to your needs (between €1980 and €9870 for the first year only).

The return on investment from Cirrus Shield generally comes from:

• Time and resource savings thanks to more efficient work.

• Revenue generated by selling more training courses.

• The integration of the CRM within your organization and your company’s position before its implementation.

If you have a comprehensive training offering and currently rely heavily on manual processes, it is not uncommon to expect a return on investment up to four or five times higher than the cost of your system.

The advantage of our CRM for training centers is its ability to adapt to your processes while covering all your educational, administrative, and sales needs. Here are the features to prioritize:

• Centralized management of contacts, learners, trainers, sessions, courses, and documents;

• Tracking of leads, sales opportunities, and registration progress;

• Automation of tasks: reminders, emails, summons, evaluations, attestations;

• Creation of quotes, agreements, training calendars, and invoices in a few clicks;

• Integrated electronic signature to streamline administrative processes;

• Sending targeted emailings and fine segmentation of audiences (clients, funders, trainees);

• Synchronization with your website, mailbox, calendar, and existing tools;

• Intuitive and responsive interface, accessible everywhere for educational and sales teams;

• Customizable dashboards and reports to manage your activity in real time;

• Specialized modules: financing management, quality questionnaires, learner and trainer portals;

• Possible integration via API for perfect coherence with your information system.

You can expect time savings from Cirrus Shield as soon as your team is operational. Benefits like reusable document templates, automated communications, instant reports, and self-service online registration are all precious time gains that can have an instant impact on your daily routine.

After the implementation period, depending on the time savings you achieve and the impact it has on your sales and marketing efforts, it is not uncommon to expect a complete return on investment in the following months.

You should be perfectly clear that you will not be left on your own once your allocated implementation hours have been used up. Cirrus Shield’s consultants and experts have built a proven process that defines what you can expect from us at different time scales throughout a project. Once the implementation is complete, you are about halfway on your journey towards optimization, and the support team is always available to help and guide you.

The implementation period will involve a certain number of meetings with a designated consultant who will present the system to you, involve your colleagues, and require certain tasks (such as data transfer) to be carried out between sessions. This is all generally done remotely and will follow deadlines according to a predefined plan.

The duration depends on the following factors:

• The time you and your team are able to dedicate to the integration.

• The extent of data migration required.

• The level of customization required.

As standard, Cirrus Shield offers an implementation period of 60 man-days. This tends to be in the longer range of implementations for the reasons mentioned above.

The reality is that you can be operational much sooner, but this depends on the availability of both parties, effective correspondence, and a certain level of mastery of the technology!

Are you still hesitating to take the leap? Here is why our solution is made for your training organization:

• An immediate efficiency gain: up to 35% of time saved on administrative management thanks to automation;

• An all-in-one solution: management of training, customer relations, quotes, agreements, invoicing, quality tracking… everything is centralized;

• A concrete and measurable impact: cost reduction, improved fill rate, resource optimization, and better learner satisfaction;

• An excellent quality/price ratio: competitive pricing, without compromising on functional richness or performance;

• An innovative and recognized platform: Cirrus Shield is ranked among the 100 most innovative French start-ups according to the firm Weston;

• A flexible and customizable solution: our CRM adapts to your processes, your regulatory constraints (Qualiopi), and your internal organization;

• A tool designed for your profession: designed for training centers, it meets the concrete needs of educational, sales, and administrative managers.