Sales Force Automation

Lead generation

Lead breeding

Business Development

360 ° View of the Customer

Partner Management

Track Opportunities and Sales Funnel

Lead Generation

Customizable and GDPR compliant online forms

With the Cirrus Shield plugin for WordPress, deploy online forms or landing pages connected to Cirrus Shield. Visitors to your website who fill out these forms are automatically created in your CRM and you receive an email alert. The plugin also manages GDPR aspects such as legal notices, opt-in, double opt-in.

Customizable and GDPR compliant online forms

With the Cirrus Shield plugin for WordPress, deploy online forms or landing pages connected to Cirrus Shield. Visitors to your website who fill out these forms are automatically created in your CRM and you receive an email alert. The plugin also manages GDPR aspects such as legal notices, opt-in, double opt-in.

Bulk Data Import

The data import wizard allows you to import your lead files into the CRM in a few clicks. Duplicate imported leads are automatically recognized by Cirrus Shield to keep your database clean.

Bulk Data Import

The data import wizard allows you to import your lead files into the CRM in a few clicks. Duplicate imported leads are automatically recognized by Cirrus Shield to keep your database clean.

Quick Creation Form

Do you identify a lead during your prospecting activities? A quick creation form allows you add it to the CRM in seconds. You stay efficient and focused on your business.

Quick Creation Form

Do you identify a lead during your prospecting activities? A quick creation form allows you add it to the CRM in seconds. You stay efficient and focused on your business.

Queue Management

Optimize the efficiency of your teams and your company’s responsiveness to incoming leads. With the Cirrus Shield Groups feature, you can assign a lead to a queue so that it is processed by the first available salesperson.

Queue Management

Optimize the efficiency of your teams and your company’s responsiveness to incoming leads. With the Cirrus Shield Groups feature, you can assign a lead to a queue so that it is processed by the first available salesperson.

Lead Nurturing

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Customized Segments

Cirrus Shield allows you to segment your leads database by defining customized segmentation criteria. You can better target your sales efforts and tailor your marketing messages for more efficiency.

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Segmentation dashboards

Segmentation dashboards allow you to have an overview of the different dimensions of your target in real time and without leaving your working screen.

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Emailing / Campaigns

With native connectors to the most popular marketing automation solutions such as Sendinblue or Mailchimp, Cirrus Shield allows you to synchronize your contact lists with your emailing solution. Clicks, opens, unsubscribes and bounce events are synchronized back into Cirrus Shield once the campaign is launched.

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Lead scoring

An automated score calculating the maturity of each lead lets you focus on the leads that are most likely to succeed.

Prospection

Tasks and Events

To reach your sales objectives, you need to plan, execute and be able to track sales activities such as tasks and appointments, Cirrus Shield makes it easy to create, view and report on your tasks. Create your tasks and appointments in seconds with the quick creation form, display them in list, calendar or KANBAN format so you can focus on the right actions at the right time. You can add your tasks and events to your email software (Outlook, Mail, Thunderbird, Google Calendar) with one click.

Quick Notes

Quick Notes allow you to log the interactions with your prospects on the corresponding record details page. Displayed at the top of the page, these notes give you a quick overview of the latest exchanges and the next steps in your sales process.

Customer Journey

The journey view displays the history of actions and interactions carried out with a customer in a timeline format. This view is automatically generated by Cirrus Shield, it gives you a view of the relationship history with a prospect.

Process view

On the prospect details page, the process section lets you easily see the stage at which the prospect is in the sales process. Click on a step in the process and the prospect will be automatically updated.

Access with any device (connected mode)

Access Cirrus Shield from your home, office, or while you’re on the go. Thanks to a responsive user interface Cirrus Shield is compatible with any device such as a desktop, a tablet or a mobile.

Integration with Email Server (IMAP)

View all email exchanges made with a lead or a contact, automatically. Cirrus Shield connects to your email server (IMAP) and downloads and associates emails with the right contacts. You keep on working with your emailing software such as Outlook or Google Mail, Cirrus Shield takes care of the rest.

Data visibility

Cirrus Shield allows you to manage the hierarchy of positions in your business so that data access rights respect your business organization. You choose who can see what in your CRM.

One-Click calls

When you click on a contact’s phone number in Cirrus Shield, it initiates the call with the configured phone application, whether on mobile or desktop.

One-Click Contact Creation

On the contact card, a button allows you to add the contact to your phone book (on your mobile) or your messaging software (on your computer).

Outlook plugin

The Outlook plugin allows you to synchronize contacts and events from Outlook with those in Cirrus Shield. Choose whether you want to sync all contacts and events or only those with a predefined category. The synchronization is then done in the background automatically according to the rules you have defined.

Groups

Groups allow you to manage access rights to users regardless of their position in the hierarchy. This allows you to manage matrix organizations or sales teams. You can then assign a record, such as an opportunity or a support ticket, to a group.

360 ° View of the Customer

When you work with Cirrus Shield CRM, all of your actions and records will combine to form the 360 ° view of the customer. You get a vision of all information related to a customer in one single place.

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Sales

Find the history of activities related to this client: tasks, appointments, notes, quotes, sales opportunities, invoices, etc. All information related to the customer is also displayed in the Customer’s Journey view.

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Operations

Get a view on the quotes, invoices and products sold to a customer while looking at its customer 360° view in order to better target your sales actions and identify cross-selling opportunities. Contracts can also be recorded to complete the 360 ° view.

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Custom Modules

Cirrus Shield stretches its power whenever you need to adapt it to your business. You can easily create additional custom modules that will enrich the client’s 360° view.

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Contact Management

Because it is important to identify the different contacts and their roles within an account, the contact management module allows you to enrich the information about a contact whether with standard or custom fields. Identify the level of relationship with each contact in order to build your relationship network and strengthen your relation with the accounts you target. And with the IMAP functionality, automatically find all emails exchanged with this contact in your CRM.

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Calculated Fields

Calculated fields allow you to aggregate information coming from different records. For example, you can display the calculated turnover amount on a customer’s record for the previous and current years so that you can compare the two. Another example is to calculate the customer’s lifetime value.

Manage Opportunities and your Sales Funnel

Because tracking business opportunities is core to running your business, Cirrus Shield makes it easy for your team to collaborate on opportunities and share information so that everyone can have a clear view on the sales funnel.

Sales Objectives Management

Cirrus Shield allows you to set up and track sales objectives. Define the sales objectives for each salesperson and then monitor the achievement versus the objective, in real time.

Sales Objectives Management

Cirrus Shield allows you to set up and track sales objectives. Define the sales objectives for each salesperson and then monitor the achievement versus the objective, in real time.

Viewing your Sales Funnel in KANBAN mode

Get a clear view of your sales funnel with Cirrus Shield’s KANBAN view. With the KANBAN view, you get an overview of all your opportunities and the stage they’re at. Drag and drop an opportunity to move it to the next stage, it will be automatically updated.

Viewing your Sales Funnel in KANBAN mode

Get a clear view of your sales funnel with Cirrus Shield’s KANBAN view. With the KANBAN view, you get an overview of all your opportunities and the stage they’re at. Drag and drop an opportunity to move it to the next stage, it will be automatically updated.

Sales Teams

Building the right team to win an opportunity sometimes requires people across the organization. Cirrus Shield’s Groups allow you to build a cross-organizational team of users who can share access and collaborate on the same opportunity, account and contact.

Sales Teams

Building the right team to win an opportunity sometimes requires people across the organization. Cirrus Shield’s Groups allow you to build a cross-organizational team of users who can share access and collaborate on the same opportunity, account and contact.

Process View

Get a view on the stage at which the opportunity is in the blink of an eye and update your opportunity stage in one click with the process view.

Process View

Get a view on the stage at which the opportunity is in the blink of an eye and update your opportunity stage in one click with the process view.

Revenue Schedule

Need to have visibility on your forecasted cash flow? Configure Cirrus Shield with a revenue planning functionality. This feature allows you to identify the schedule of revenue associated with a business opportunity.

Revenue Schedule

Need to have visibility on your forecasted cash flow? Configure Cirrus Shield with a revenue planning functionality. This feature allows you to identify the schedule of revenue associated with a business opportunity.

Collaboration

Foster collaboration among your teams with briefing notes that they can add to opportunities, accounts or contacts. Briefing notes are only visible to users according to their position in your organization.

Collaboration

Foster collaboration among your teams with briefing notes that they can add to opportunities, accounts or contacts. Briefing notes are only visible to users according to their position in your organization.

Converting Prospect to Customer

In Cirrus Shield, an opportunity can be associated with a prospect or a customer. When you win an opportunity with a prospect, converting it to a client is a click away. Upon conversion, all data associated with the prospect becomes associated with the client.

Converting Prospect to Customer

In Cirrus Shield, an opportunity can be associated with a prospect or a customer. When you win an opportunity with a prospect, converting it to a client is a click away. Upon conversion, all data associated with the prospect becomes associated with the client.

Partner Management

Lead Registration
Create a lead registration form with the Cirrus Shield for WordPress plugin and let your partners register their leads in a snap. Identify the most efficient partners and facilitate the management of sales commissions with an automated and transparent process.

Joint Opportunities With the groups feature, add your partners to the opportunity so that they can collaborate with your team and increase the chances of winning. Partners will only see the opportunities they have access to.

Partner portal
Leverage the Cirrus Shield Portals functionality to deploy a private and secure space where your teams and your partners can collaborate on sales opportunities, share information, access files, register leads and deals, and apply for funding for marketing initiatives. Choose the modules to which your partners have access and define the sharing rules on the data.

Data Management and Analytics

Cirrus Shield gives you a set of standard reports and dashboards out-of-the-box to track your sales and marketing KPIs. With Cirrus Shield’s advanced reporting engine, you can also create in a few clicks custom reports and dashboards to measure the KPIs that are important to you. Design your own reports and dashboards and track the KPIs that will allow you to improve your company’s results.

Data Management and Analytics

Cirrus Shield gives you a set of standard reports and dashboards out-of-the-box to track your sales and marketing KPIs. With Cirrus Shield’s advanced reporting engine, you can also create in a few clicks custom reports and dashboards to measure the KPIs that are important to you. Design your own reports and dashboards and track the KPIs that will allow you to improve your company’s results.