Reporting

Prospecting Reports

Case monitoring reports

Reports for the marketing function

Custom reports

Dashboards

Reporting

Prospecting Reports

Case monitoring reports

Reports for the marketing function

Custom 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 very customized reports and dashboards that suit your business, and allow everyone in your organization to access them, whether on PC, tablet or smartphone.

 

Cirrus Shield offers you a set of reports to monitor your commercial approach as standard. However, the Report Creation Wizard allows you to create custom reports according to your needs.

Prospecting Reports

Prospects by origin

This report allows you to quantify the leads for each of the sources that allow you to generate them. This analysis can be done quantitatively by studying the number of prospects by origin, or qualitatively by studying the profitability of each source. So you better invest your time trading time in order to focus on the approaches that are the most effective.

Prospects by origin

This report allows you to quantify the leads for each of the sources that allow you to generate them. This analysis can be done quantitatively by studying the number of prospects by origin, or qualitatively by studying the profitability of each source. So you better invest your time trading time in order to focus on the approaches that are the most effective.

Follow-up of team leads

To best manage the load on your sales teams, you need to be able to distribute prospects in a balanced way. The lead follow-up report by salesperson gives you visibility on current prospects or those that have been processed, by salesperson.

Follow-up of team leads

To best manage the load on your sales teams, you need to be able to distribute prospects in a balanced way. The lead follow-up report by salesperson gives you visibility on current prospects or those that have been processed, by salesperson.

Converted leads

Conversion is a key step in the business process. Its monitoring allows you to assess your effectiveness on several levels: what is the salesperson’s success rate? Are we focusing on the right targets? Are we converting enough leads to meet our sales targets?

Converted leads

Conversion is a key step in the business process. Its monitoring allows you to assess your effectiveness on several levels: what is the salesperson’s success rate? Are we focusing on the right targets? Are we converting enough leads to meet our sales targets?

Prospects by segment

It will be important to define your customer segmentation, whether it is based on the industry of your customers, on the size of the companies, or on any other factor or combination of factors. Once this is done, monitoring the effectiveness of your commercial prospection on the different targets will allow you to assess the accuracy of your segmentation (Are we focusing on the right targets?) And the attractiveness of your offer for the different targets. By doing this analysis early in your pipeline, you can adjust your targeting before you waste 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 customers, on the size of the companies, or on any other factor or combination of factors. Once this is done, monitoring the effectiveness of your commercial prospection on the different targets will allow you to assess the accuracy of your segmentation (Are we focusing on the right targets?) And the attractiveness of your offer for the different targets. By doing this analysis early in your pipeline, you can adjust your targeting before you waste too much effort trying to convert segments that are not your market.

Case Monitoring reports

Business tracking reports allow you to assess the business performance of your teams. They are a central tool in the management for the sales teams.

Current Opportunities

The ongoing opportunity tracking report gives you insight into your sales pipeline. It’s the main tool for facilitating the sales meeting. It can be broken down by salesperson, by month, by year depending on the average length of your sales cycle. It is the managers’ favorite tool because it allows them to analyze the strengths and weaknesses of each sales person’s approach and to personalize the manager’s support for each sales person

Lost Opportunities

Understanding why we lost an opportunity is essential in the process of continuously improving sales operating procedures. The volume of business lost will be compared to the volume of business won in order to calculate the ratio of business won to business lost.

Won Opportunities

The Won Opportunities report allows you to quantify the volume of Turnover you bring to the business. Its follow-up can be done by month, by year, by salesperson. It also helps initiate the sales administration process

F

Best-selling Products and Services

For businesses with a short sales cycle, this report helps identify the most successful products or services, trends depending on the season. For those with longer sales cycles, identifying trends allows the upstream offer to be adapted to meet new market demands.

Reports for the Marketing function

Campaign Monitoring

For emailing campaigns carried out with an emailing tool connected to Cirrus Shield (such as Sendinblue, Mailchimp, etc.), the reports allow you to have a summary view of the openings and clicks in order to trigger the actions of your commercial approach. For trade shows, campaign reports allow you to list the leads generated by the campaign and track them 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, etc.), the reports allow you to have a summary view of the openings and clicks in order to trigger the actions of your commercial approach. For trade shows, campaign reports allow you to list the leads generated by the campaign and track them accordingly. You can also report on any other type of campaign.

Response Rate by segment

In the same way as for prospects, you can identify with Cirrus Shield the response rate (in clicks, number of prospects generated, or any other indicator) by segment in order to see which targets have the most respondents to your offers or your marketing messages. You can thus adapt your marketing approach according to the results.

Response Rate by segment

In the same way as for prospects, you can identify with Cirrus Shield the response rate (in clicks, number of prospects generated, or any other indicator) by segment in order to see which targets have the most respondents to your offers or your marketing messages. You can thus adapt your marketing approach according to the results.

Custom reports

Filter criteria

Cirrus Shield allows you to define filter criteria on any field of the module on which you are reporting, but our solution also allows you to define filter criteria on all fields of modules linked to the module on which you report. For example, if you want to report on opportunities, you can define filter criteria on any field in the company associated with this opportunity.

Filter criteria

Cirrus Shield allows you to define filter criteria on any field of the module on which you are reporting, but our solution also allows you to define filter criteria on all fields of modules linked to the module on which you report. For example, if you want to report on opportunities, you can define filter criteria on any field in the company associated with this opportunity.

Groupings and Tabulations

In Cirrus Shield you can make simple reports or reports with groupings. Select up to three grouping fields (for example: opportunities by territory by salesperson and by month) and choose fields on which to tabulate.

A totalization is used to sum or average a field over the grouping fields, for example the amount of the opportunity.

Groupings and Tabulations

In Cirrus Shield you can make simple reports or reports with groupings. Select up to three grouping fields (for example: opportunities by territory by salesperson and by month) and choose fields on which to tabulate.

A totalization is used to sum or average a field over the grouping fields, for example the amount of the opportunity.

Customizable Graphics

Each report can be accompanied by a graph to represent the data in a synthetic way. Cirrus Shield offers you the possibility to choose between different types of graphs: pie, histogram, curve.

Customizable Graphics

Each report can be accompanied by a graph to represent the data in a synthetic way. Cirrus Shield offers you the possibility to choose between different types of graphs: pie, histogram, curve.

Roles and Profiles

When a user launches a report, the data displayed in that report is only what they have access to. You can also restrict the rights to export the report.

Roles and Profiles

When a user launches a report, the data displayed in that report is only what they have access to. You can also restrict the rights to export the report.

Export the report in Excel format

Cirrus Shield reports are exportable in Excel format. You can thus export the data for reprocessing, for example in a Business Intelligence tool.

Export the report in Excel format

Cirrus Shield reports are exportable in Excel format. You can thus export the data for reprocessing, for example in a Business Intelligence tool.

Dashboards

Custom Dashboards

Cirrus Shield’s custom dashboards allow you to aggregate a set of charts representing the indicators of your choice. You can create as many dashboards as you want and group indicators by theme: sales, marketing, customer service, invoicing, etc.

You have 3 types of graphs: pie charts, histograms and curves.

Custom Dashboards

Cirrus Shield’s custom dashboards allow you to aggregate a set of charts representing the indicators of your choice. You can create as many dashboards as you want and group indicators by theme: sales, marketing, customer service, invoicing, etc.

You have 3 types of graphs: pie charts, histograms and curves.

View dashboards

Sometimes it is necessary to have an overview on a particular indicator when you are in the process of working, whether it is on your commercial prospection, your invoicing, or any other activity related to your CRM. Cirrus Shield enables you to display view-level dashboards, so you can see the impact of your actions on an indicator without leaving your screen.

View dashboards

Sometimes it is necessary to have an overview on a particular indicator when you are in the process of working, whether it is on your commercial prospection, your invoicing, or any other activity related to your CRM. Cirrus Shield enables you to display view-level dashboards, so you can see the impact of your actions on an indicator without leaving your screen.

Customized pricing

Select the edition that best suits your needs. Cirrus Shield updates with new features rolled out regularly as well as support are included in all editions.

STARTER

 

15€HT/month

+ 15€ per additional user

PREMIUM

 

25€HT/month

+ 15€ per additional user

Customized pricing

Select the edition that best suits your needs. Cirrus Shield updates with new features rolled out regularly as well as support are included in all editions.

STARTER

 

15€HT/month

+ 15€ per additional user

PREMIUM

 

25€HT/month

+ 15€ per additional user