00 00 00

Sales Force Automation

Lead generation Lead nurturing Sales prospecting 360° customer vision Partner management

Sales Force Automation

Lead generation – Lead nurturing – Sales prospecting – 360 customer vision – Partner management

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 in these forms are automatically created in your CRM, and you receive an email alert. The plugin also handles RGPD 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 in these forms are automatically created in your CRM, and you receive an email alert. The plugin also handles RGPD aspects such as legal notices, opt-in, double opt-in.

Mass data import

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

Mass data import

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

Creation form

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

Creation form

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

Queue management

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

Queue management

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

Lead nurturing

Customized Segmentations

Cirrus Shield allows you to segment your leads database by defining custom segmentation criteria. It allows you to better target your sales efforts and tailor your marketing messages for increased effectiveness.

Segmentation dashboards

Segmentation dashboards enable you to have an overview of the various dimensions of your target audience without having to leave your workspace.

Emailing / Campaigns

With its native connectors to popular marketing automation solutions such as Sendinblue or Mailchimp, you can synchronize your contact lists between Cirrus Shield and your email marketing solution. It allows you to automatically retrieve click, open, unsubscribe, and bounce data in Cirrus Shield once the campaign is launched.

Lead scoring

An automated scoring system calculates the maturity of each lead, allowing you to focus on leads that have the highest likelihood of converting.

Sales prospecting

What support is offered to Cirrus Shield's customers and how do I contact your customer support?

Tasks and Events

Because your sales action plan involves planning, executing, and tracking your 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. View them in a list, calendar, or KANBAN format to 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 just one click.

Quick Notes

Quick notes allow you to record the commercial exchanges with your prospects directly from their profile, ensuring a comprehensive history of interactions. Displayed at the top of the page, these notes give you a quick overview of the latest exchanges and upcoming prospecting steps.

Customer Journey

The journey view displays the history of actions and interactions performed with a customer, providing an overview of their engagement with your business. You have an overview of the relationship with the prospect at a glance, allowing you to quickly grasp the overall picture of the engagement.

Process view

On the prospect profile, you can quickly see the stage at which they are in the sales process, giving you immediate visibility into their position in the sales pipeline. Simply click on a step to update the prospect.

Access with any device (connected mode)

Cirrus Shield’s user interface adapts to all screens: desktop, tablet and mobile, thanks to “Responsive” technology.

Integration with Email Server (IMAP)

Display all email exchanges made with a lead or contact automatically, providing a comprehensive view of the communication history. Cirrus Shield connects to your email server (IMAP) and downloads and associates emails with the appropriate contacts, ensuring seamless integration and organization of your email communication. You can continue working with your preferred email software without changing your habits.

Sharing rules

Cirrus Shield enables you to manage the hierarchy of positions within your organization, ensuring that data access rights align with your company’s structure. You can choose who can see within your CRM..

One-Click calls

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

One-Click Contact Creation

On the contact form, a button lets you add the contact to your address book on your phone (on your mobile) or in your messaging software (on your computer).

Outlook plugin

Outlook connector lets you synchronize contacts and events (appointments) in your Outlook client with those in Cirrus Shield. You can choose whether to synchronize all contacts and events or only those with a specific category. This customization allows you to tailor the synchronization based on your preferences and specific needs. Synchronization takes place automatically in the background using the rules you have defined.

Groups

Groups allow you to manage access rights for individuals independently of their position in the hierarchy. It makes it possible to manage matrix organizations or sales teams. You can then assign a record, such as an opportunity or a support ticket, to a group.

Sales prospecting

What support is offered to Cirrus Shield's customers and how do I contact your customer support?

Tasks and Events

Because your sales action plan involves planning, executing, and tracking your 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. View them in a list, calendar, or KANBAN format to 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 just one click.

Quick Notes

Quick notes allow you to record the commercial exchanges with your prospects directly from their profile, ensuring a comprehensive history of interactions. Displayed at the top of the page, these notes give you a quick overview of the latest exchanges and upcoming prospecting steps.

Customer Journey

The journey view displays the history of actions and interactions performed with a customer, providing an overview of their engagement with your business. You have an overview of the relationship with the prospect at a glance, allowing you to quickly grasp the overall picture of the engagement.

Process view

On the prospect profile, you can quickly see the stage at which they are in the sales process, giving you immediate visibility into their position in the sales pipeline. Simply click on a step to update the prospect.

Access with any device (connected mode)

Cirrus Shield’s user interface adapts to all screens: desktop, tablet and mobile, thanks to “Responsive” technology.

Integration with Email Server (IMAP)

Display all email exchanges made with a lead or contact automatically, providing a comprehensive view of the communication history. Cirrus Shield connects to your email server (IMAP) and downloads and associates emails with the appropriate contacts, ensuring seamless integration and organization of your email communication. You can continue working with your preferred email software without changing your habits.

Sharing rules

Cirrus Shield enables you to manage the hierarchy of positions within your organization, ensuring that data access rights align with your company’s structure. You can choose who can see within your CRM..

One-Click calls

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

One-Click Contact Creation

On the contact form, a button lets you add the contact to your address book on your phone (on your mobile) or in your messaging software (on your computer).

Outlook plugin

Outlook connector lets you synchronize contacts and events (appointments) in your Outlook client with those in Cirrus Shield. You can choose whether to synchronize all contacts and events or only those with a specific category. This customization allows you to tailor the synchronization based on your preferences and specific needs. Synchronization takes place automatically in the background using the rules you have defined.

Groups

Groups allow you to manage access rights for individuals independently of their position in the hierarchy. It makes it possible 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° customer vision

When you work with Cirrus Shield CRM, your different actions will be combined to build a 360° view of the customer. On a customer’s profile, you have a comprehensive view of all the elements related to their life cycle.

Sales

Find the history of activities linked to this customer: tasks, appointments, notes, sales opportunities. Information is also automatically added to the route view.

U

Operations

Identify all quotations, invoices and products sold to this customer in the account file. You’ll be able to target your sales actions more effectively, with a view to cross-selling. You can also keep a history of contracts with this customer to complete the 360° view.

l

Custom Modules

The power of Cirrus Shield is revealed in its customization. All personalized modules linked to the customer’s file are also included in the 360° view of the customer.

i

Contact management

Because it’s important to identify the various contacts and their roles within an account, the contact management module lets you enrich the information with standard or customized fields. Identify the level of relationship with each contact, so you can work on your relationship network and increase your power within the accounts you’re targeting. And with IMAP functionality, you can automatically retrieve all emails exchanged with this contact.

Calculated Fields

Calculated fields can be used to display aggregation information at the record level. For example, display the amount of sales in a customer’s file to see where you stand in relation to the previous year. In the same way, you can display customer lifetime value.

Opportunity and sales funnel tracking

Because tracking business opportunities is central to managing your company, Cirrus Shield makes it easy to collaborate and share information on opportunities.

Management of business objectives

Cirrus Shield enables you to track sales targets. Define sales targets for each salesperson, then track achievement against target, in real time.

Management of business objectives

Cirrus Shield enables you to track sales targets. Define sales targets for each salesperson, then track achievement against target, in real time.

Vision of funnel in KANBAN mode

Visualize your funnel with KANBAN view, which lets you focus on opportunities according to the stage they’re at. Drag and drop the opportunity to change its current stage, which is automatically updated.

Vision of funnel in KANBAN mode

Visualize your funnel with KANBAN view, which lets you focus on opportunities according to the stage they’re at. Drag and drop the opportunity to change its current stage, which is automatically updated.

Sales teams

Work as a team around an opportunity with Cirrus Shield’s Groups feature.

Sales teams

Work as a team around an opportunity with Cirrus Shield’s Groups feature.

Process view

Identify opportunities and their status at a glance with the process view.

Process view

Identify opportunities and their status at a glance with the process view.

Income planning

Do you need visibility on your projected cash flow? Set up the income planning functionality. This feature allows you to identify the revenue schedule associated with a business opportunity.

Income planning

Do you need visibility on your projected cash flow? Set up the income planning functionality. This feature allows you to identify the revenue schedule associated with a business opportunity.

Collaboration

Add briefing notes to your opportunity to share information on its progress with your collaborators.

Collaboration

Add briefing notes to your opportunity to share information on its progress with your collaborators.

Converting prospects into customers

In Cirrus Shield, an opportunity can be associated with a prospect or a customer. When you win an opportunity with a prospect, converting them into a customer is just a click away. You’ll find the prospect’s entire history in the customer file.

Converting prospects into customers

In Cirrus Shield, an opportunity can be associated with a prospect or a customer. When you win an opportunity with a prospect, converting them into a customer is just a click away. You’ll find the prospect’s entire history in the customer file.

Partner management

Send leads
With WordPress forms connected to Cirrus Shield, offer your partners a lead registration form. Identify the most efficient partners and facilitate commission management with an automated, transparent process.

Follow-up on shared opportunities
Add your partners to the team in charge of an opportunity so that they can access it. In this way, you enable them to work together as a pack.

Partner portal
With Cirrus Shield CRM’s portal functionality, you can offer your partners a private, secure space for collaboration on sales initiatives. Choose the modules to which your partners have access, and define data sharing rules. Your partners can access shared data and collaborate with your teams.

Partner management


Send leads

With WordPress forms connected to Cirrus Shield, offer your partners a lead registration form. Identify the most efficient partners and facilitate commission management with an automated, transparent process.


Follow-up on shared opportunities

Add your partners to the team in charge of an opportunity so that they can access it. In this way, you enable them to work together as a pack.

Partner portal
With Cirrus Shield CRM’s portal functionality, you can offer your partners a private, secure space for collaboration on sales initiatives. Choose the modules to which your partners have access, and define data sharing rules. Your partners can access shared data and collaborate with your teams.

Data management and analysis

Cirrus Shield comes as standard with a set of reports and dashboards for monitoring your sales and marketing activities. With its powerful reporting tool, Cirrus Shield lets you create also the reports you need in just a few clicks. Measure the performance indicators of your choice and improve the effectiveness of the actions that will enable your company to grow.

Data management and analysis

Cirrus Shield comes as standard with a set of reports and dashboards for monitoring your sales and marketing activities. With its powerful reporting tool, Cirrus Shield lets you create also the reports you need in just a few clicks. Measure the performance indicators of your choice and improve the effectiveness of the actions that will enable your company to grow.

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

+ 75€ Excl.Tax per additional
user per month