Steering
Prospecting reports Business monitoring reports Customized reports Marketing reports Dashboards
Steering
Prospecting reports- Business monitoring reports – Customized reports – Marketing reports- Dashboards
To make the right decisions at the right time, you need to be able to leverage the data in your CRM. Cirrus Shield allows you to create customized reports and dashboards that are tailored to your business needs. These reports and dashboards can be accessed by all members of your organization, whether they are using a PC, tablet, or smartphone.
Cirrus Shield offers a set of standard sales tracking reports to help you monitor your sales process. The report creation assistant in Cirrus Shield allows you to create customized reports according to your specific needs.
To make the right decisions at the right time, you need to be able to leverage the data in your CRM. Cirrus Shield allows you to create customized reports and dashboards that are tailored to your business needs. These reports and dashboards can be accessed by all members of your organization, whether they are using a PC, tablet, or smartphone.
Cirrus Shield offers a set of standard sales tracking reports to help you monitor your sales process. The report creation assistant in Cirrus Shield allows you to create customized reports according to your specific needs.
Prospecting Reports
Prospects by origin
This report allows you to quantify the prospects for each of the sources that help generate them. This analysis can be conducted both quantitatively by examining the number of prospects by source and qualitatively by studying the profitability of each source. By conducting this analysis, you can invest your sales time more effectively and focus on the approaches that are most effective.
Prospects by origin
This report allows you to quantify the prospects for each of the sources that help generate them. This analysis can be conducted both quantitatively by examining the number of prospects by source and qualitatively by studying the profitability of each source. By conducting this analysis, you can invest your sales time more effectively and focus on the approaches that are most effective.
Tracking the team’s prospects
To effectively manage the workload of your sales teams, it is important to distribute prospects evenly. The prospects tracking report by salesperson provides you with visibility on the current prospects or those that have been handled by each salesperson.
Tracking the team’s prospects
To effectively manage the workload of your sales teams, it is important to distribute prospects evenly. The prospects tracking report by salesperson provides you with visibility on the current prospects or those that have been handled by each salesperson.
Converted prospects
Conversion is a key step in the sales process. Tracking conversion allows you to evaluate your effectiveness at various levels, such as the success rate of your salespeople. Are we focusing on the right targets? Are we converting enough prospects to meet our sales goals?
Converted prospects
Conversion is a key step in the sales process. Tracking conversion allows you to evaluate your effectiveness at various levels, such as the success rate of your salespeople. Are we focusing on the right targets? Are we converting enough prospects to meet our sales goals?
Prospects by segment
It will be important to define your customer segmentation, whether it is based on the industry of your clients, company size, or any other factor or combination of factors. Once this is done, tracking the effectiveness of your prospecting efforts on different target segments will allow you to assess the accuracy of your segmentation (Are we focusing on the right targets?) and the attractiveness of your offering to different segments. By conducting this analysis early in your pipeline, you can adjust your targeting before wasting too much effort trying to convert segments that are not your market.
Prospects by segment
It will be important to define your customer segmentation, whether it is based on the industry of your clients, company size, or any other factor or combination of factors. Once this is done, tracking the effectiveness of your prospecting efforts on different target segments will allow you to assess the accuracy of your segmentation (Are we focusing on the right targets?) and the attractiveness of your offering to different segments. By conducting this analysis early in your pipeline, you can adjust your targeting before wasting too much effort trying to convert segments that are not your market.
Reports on deal tracking
Business tracking reports enable you to assess the sales performance of your teams. They are a central tool in the management of sales teams by managers.
Current Opportunities
The main tool for animating sales meetings, the current opportunities report gives you an overview of your sales pipeline. It can be broken down by salesperson, by month, by year, depending on the average length of your sales cycle. This is the favorite tool of sales managers, as it enables them to analyze the strengths and weaknesses of each salesperson’s approach, and to personalize the manager’s support to each salesperson.
Lost Opportunities
Understanding why we lost an opportunity is an essential part of the continuous improvement process for sales-related operating procedures. The volume of lost deals should be compared to the volume of won deals in order to calculate the win-loss ratio.
Won Opportunities
The report on won opportunities allows you to quantify the volume of revenue that you bring to the company. Its tracking can be done on a monthly, yearly, or per-salesperson basis It also initiates the sales administration process.
Best-selling Products and Services
For businesses with a short sales cycle, the report on won opportunities helps identify the products or services that are most successful and understand trends based on seasons. For those with longer sales cycles, identifying trends enables us to adapt our offer upstream to meet new market demands.
Marketing reports
Campaign monitoring
For emailing campaigns carried out with an emailing tool connected to Cirrus Shield (such as Sendinblue, Mailchimp,…), the reports give you an overview of opens and clicks, so you can take action as part of your sales approach. For trade shows, campaign reports allow you to list the leads generated by the campaign and follow them up accordingly. You can also report on any other type of campaign.
Campaign monitoring
For emailing campaigns carried out with an emailing tool connected to Cirrus Shield (such as Sendinblue, Mailchimp,…), the reports give you an overview of opens and clicks, so you can take action as part of your sales approach. For trade shows, campaign reports allow you to list the leads generated by the campaign and follow them up accordingly. You can also report on any other type of campaign.
Response rate by segment
Similarly to prospects, with Cirrus Shield, you can identify the response rate (in clicks, number of generated leads, or any other indicator) by segment to see which target audiences are most responsive to your offers or marketing messages. This allows you to adapt your marketing approach based on the results.
Response rate by segment
Similarly to prospects, with Cirrus Shield, you can identify the response rate (in clicks, number of generated leads, or any other indicator) by segment to see which target audiences are most responsive to your offers or marketing messages. This allows you to adapt your marketing approach based on the results.
Custom reports
Filter criteria
Cirrus Shield allows you to define filter criteria on any field within the module you are generating the report on. However, our solution also enables you to define filter criteria on all fields within the modules that are related to the module you are generating the report on. For example, if you want to create a report on opportunities, you can define filtering criteria on any field related to the company associated with that opportunity.
Filter criteria
Cirrus Shield allows you to define filter criteria on any field within the module you are generating the report on. However, our solution also enables you to define filter criteria on all fields within the modules that are related to the module you are generating the report on. For example, if you want to create a report on opportunities, you can define filtering criteria on any field related to the company associated with that opportunity.
Groupings and aggregations
In Cirrus Shield, you can create both simple reports and reports with groupings. Select up to three grouping fields (e.g., opportunities by territory, by sales representative, and by month) and choose fields on which to perform summarization or totalization.
A totalization is used to sum or average a field over the grouping fields, for example the opportunity amount.
Groupings and aggregations
In Cirrus Shield, you can create both simple reports and reports with groupings. Select up to three grouping fields (e.g., opportunities by territory, by sales representative, and by month) and choose fields on which to perform summarization or totalization.
A totalization is used to sum or average a field over the grouping fields, for example the opportunity amount.
Custom graphics
Each report can be accompanied by a graph to summarize the data. Cirrus Shield lets you choose between different types of graphics: pie charts, histograms and curves.
Custom graphics
Each report can be accompanied by a graph to summarize the data. Cirrus Shield lets you choose between different types of graphics: pie charts, histograms and curves.
Roles and profiles
When a user launches a report, only the data to which he has access is displayed. You can also restrict the export rights for the report.
Roles and profiles
When a user launches a report, only the data to which he has access is displayed. You can also restrict the export rights for the report.
Export the report in Excel format
Cirrus Shield reports can be exported in Excel format. This enables you to export data for further processing, for example in a Business Intelligence tool.
Export the report in Excel format
Cirrus Shield reports can be exported in Excel format. This enables you to export data for further processing, for example in a Business Intelligence tool.
Dashboards
Customized dashboards
Cirrus Shield’s customized dashboards allow you to aggregate a set of graphs representing the indicators of your choice. You can create as many dashboards as you like, and group indicators by theme: sales, marketing, customer service, invoicing, etc.
There are 3 types of graph: pie charts, histograms and curves.
Customized dashboards
Cirrus Shield’s customized dashboards allow you to aggregate a set of graphs representing the indicators of your choice. You can create as many dashboards as you like, and group indicators by theme: sales, marketing, customer service, invoicing, etc.
There are 3 types of graph: pie charts, histograms and curves.
Dashboard views
It’s sometimes necessary to have an overview of a particular indicator when you’re working, whether on prospecting, invoicing or any other CRM-related activity. Cirrus Shield lets you display dashboards at view level, so you can see the impact of your actions on an indicator without leaving your screen.
Dashboard views
It’s sometimes necessary to have an overview of a particular indicator when you’re working, whether on prospecting, invoicing or any other CRM-related activity. Cirrus Shield lets you display dashboards at view level, so you can see the impact of your actions on an indicator without leaving your screen.
Tailor-made pricing
Select the version that best suits your needs
ENTERPRISE
50€ Excl.Tax/month
+50 € Excl.Tax per additional user
per month
ULTIMATE
75€ Excl.Tax/ month
+ 75€ Excl.Tax per additional user
per month
Tailor-made pricing
Select the version that best suits your needs
ENTERPRISE
50€ Excl.Tax/month
+50 € Excl.Tax per additional user
per month
ULTIMATE
75 € Excl.Tax/ month
