Your challenges, our solutions

Cirrus Shield CRM offers everything your training organization needs, in one place. Optimize your training actions and start getting results from the 3rd month after implementation.

Capture leads 360° Vision Opportunity management Send quotes Revenue analysis

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Target sales management

Cirrus Shield eliminates repetition and streamlines the sales process

Lead Nurturing

SAVE 29 HOURS PER WEEK

Capture your prospects with minimum effort

Whether it’s through online contact forms or marketing campaigns, your prospects automatically end up in a single unified database.

DIFFERENTIATE YOUR CONTACTS

Database Enrichment

Cirrus Shield allows you to insert any type of contact into your centralized database: prospects, clients, companies, employees, OPCA, funders, etc.

QUALIOPI CRITERION #2

Needs analysis

Track all the information from your sales exchanges and attach the summary to an existing prospect.

Download the needs analysis summary template

TARGETING SALES EFFORTS

Personalized segmentation

Segment your contact base by defining personalized segmentation criteria: categorize them by type, by region, by age, by need, or by stage.

DIFFERENTIATE YOUR CONTACTS

Database Enrichment

Cirrus Shield allows you to insert any type of contact into your centralized database: prospects, clients, companies, employees, OPCA, funders, etc.

MASTER YOUR SALES CYCLE

Next Step Purpose

Specify the next step date on your prospect and client’s record. By logging into the CRM, you know when to perform the next actions for your contacts.

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An intuitive tool for prospect scoring

Prospect scoring, or “Lead score,” designates the value at which a prospect is considered ready to be transferred to the sales team. Cirrus Shield offers predictive prospect scoring fields that help you prioritize them according to their perceived value.

Maintain a 360° vision to master your customer relationship

Quel support est-il proposé aux clients de Cirrus Shield et comment contacter votre support à la clientèle?

Contact centralization

Regularly synchronize your different contact databases, with centralization in the CRM.

Operations tracking

Identify on the client’s record all contacts, quotes, invoices, tasks, appointments, and products sold for better targeting of your sales actions.

Suivi des opérations

Identifiez sur la fiche du client, l’ensemble contacts, devis, factures, tâches, RDV et produits vendu pour un meilleur ciblage de vos actions commerciale.

Quick notes

Log the sales exchanges with your prospects. The notes give you a quick overview of the next steps.

Activity history

Identify the history of all sales activities chronologically at a glance thanks to the “Journey” view.

Customer relationship level

Identify the relationship level with each contact in order to work your relational network and scale up.

Sales funnel management

Because tracking business opportunities is central to your company’s management, Cirrus Shield facilitates collaboration and information sharing around opportunities.

TRACK YOUR OBJECTIVES

Sales opportunity management

These are potential projects that include a series of sales stages, a probability, a potential amount, a due date, activities, tasks, and a decision-making circuit.

TRACK YOUR OBJECTIVES

Sales objective management

Define the sales objectives for each salesperson, then track the actual results versus the achieved objective, in real time.

Download the sales objectives table

VISIBILITY ON FORECASTED CASH FLOW

Revenue Planning

Implement the revenue planning feature and identify the revenues associated with a sales opportunity.

IN ONE CLICK

Prospect to client conversion

When you win an opportunity with a prospect or a client, their conversion is done in one click. You will find the prospect’s entire history on the client record.

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Quote Management

Add your templates to the CRM

Import the quote template(s) that match your brand into the CRM.

Download the sales objectives table

Download the sales objectives table

One-click quote creation

Create a quote in one click from an opportunity

Shortcuts to complete the quote

Complete your quotes thanks to a shortcut that automatically fills in the contact’s information saved in your CRM: address, email, company, etc.

Process View

Identify the stage of your quote and update its status.

Quote Generation

Generate your quote in one click in Word or PDF format.

Team quote tracking

Tracking your team’s quotes is made easy thanks to personalized reports. You identify the quotes closest to closing and follow up with prospects to win them.

Quote Management

Add your templates to the CRM

Import the quote template(s) that match your brand into the CRM.

One-click quote creation

Create a quote in one click from an opportunity

Shortcuts to complete the quote

Complete your quotes thanks to a shortcut that automatically fills in the contact’s information saved in your CRM: address, email, company, etc.

Process View

Identify the stage of your quote and update its status.

Quote Generation

Generate your quote in one click in Word or PDF format.

Team quote tracking

Tracking your team’s quotes is made easy thanks to personalized reports. You identify the quotes closest to closing and follow up with prospects to win them.

Règles de partage

Chaque utilisateur est lié à un profil, une position hiérarchique et un groupe. Ceci vous aide à personnaliser les règles de partage sur les données et à organiser le travail en équipe.
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Pilotage

Avec son puissant outil de reporting, Cirrus Shield vous permet de créer les rapports dont vous avez besoin pour mesurer les indicateurs de performance de votre choix et améliorez les actions qui permetteront à votre entreprise de se développer.

Accéder aux différents rapports