Sales management - Cirrus Shield

Your challenges, our solutions

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

Lead Capture 360° vision Opportunity management Sending of quotations Revenue analysis

Request a demo

Your challenges, our solutions

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

Request a demo

Targeted sales management

Cirrus Shield eliminates repetition and streamlines the business process

Managing prospects

SAVE 29 HOURS PER WEEK

Capture your prospects with minimum effort

Whether it is through online contact forms or marketing campaigns, your prospects are automatically in a single unified database.

TEAM EFFICIENCY. COMPANY’S REACTIVITY

Flow management

Assign a lead to a flow manag so that it is handled by the first available salesperson.

CRITERION #2 QUALIOPI

Needs analysis

Trace all the information of your commercial exchanges and link it to an existing prospect.

Download the needs analysis report template

TARGETING SALES EFFORTS

Customized segmentation

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

DIFFERENTIATE YOUR CONTACTS

Enrichment of the database

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

CONTROL YOUR SALES CYCLE

Reason for the next step

Specify the date of the next step on your prospect’s and customer’s file. By connecting to the CRM you know when to perform the next actions of your contacts.

Request a demo

An intuitive tool for lead scoring

The lead score is the value at which a lead is considered ready to be transferred to the sales team. Cirrus Shield offers predictive lead scoring fields that help you prioritize leads based on perceived value.

Targeted sales management

Cirrus Shield eliminates repetition and streamlines the business process

Managing prospects

SAVE 29 HOURS PER WEEK

Capture your prospects with minimum effort

Whether it is through online contact forms or marketing campaigns, your prospects are automatically in a single unified database.

TEAM EFFICIENCY. COMPANY’S REACTIVITY

Flow management

Assign a lead to a flow manag so that it is handled by the first available salesperson.

CRITERION #2 QUALIOPI

Needs analysis

Trace all the information of your commercial exchanges and link it to an existing prospect.

Download the needs analysis report template

TARGETING SALES EFFORTS

Customized segmentation

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

DIFFERENTIATE YOUR CONTACTS

Enrichment of the database

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

CONTROL YOUR SALES CYCLE

Reason for the next step

Specify the date of the next step on your prospect’s and customer’s file. By connecting to the CRM you know when to perform the next actions of your contacts.

Request a demo

An intuitive tool for lead scoring

The lead score is the value at which a lead is considered ready to be transferred to the sales team. Cirrus Shield offers predictive lead scoring fields that help you prioritize leads based on perceived value.

Keep a 360° view to control your customer relationship

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

Centralization of contacts

Synchronize your different contact databases on a regular basis, with centralization in the CRM.

Tracking by status / stage

Visualize your funnel with the Kanban view that allows you to focus on the opportunities according to the stage.

Operations follow-up

Identify on the customer’s file, all contacts, quotes, invoices, tasks, appointments and products sold for a better targeting of your commercial actions.

Quick Notes

Keep track of your commercial exchanges with your prospects. The notes give you a quick overview of the next steps.

History of activities

Identify at a glance the history of all business activities chronologically with the “Journey” view.

Customer relationship level

Identify the level of relationship with each contact in order to work on your relational network and increase your power.

Sales funnel management

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

TRACK YOUR GOALS

Business opportunity management

These are potential projects that include a series of sales steps, a probability, a potential amount, a due date, activities, tasks and a decision path.

TRACK YOUR GOALS

Management of business objectives

Define the sales objectives of each salesperson, then track the achievement of the objective in real time.

Download the business objectives table

VISIBILITY ON FORECAST CASH FLOW

Income planning

Implement revenue planning functionality and identify revenues associated with a business opportunity.

IN ONE CLICK

Converting prospects into customers

When you win an opportunity with a prospect or customer, their conversion is one click away. You will find the entire history of the prospect on the customer file.

Request a demo

Keep a 360° view to control your customer relationship

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

Centralization of contacts

Synchronize your different contact databases on a regular basis, with centralization in the CRM.

Tracking by status / stage

Visualize your funnel with the Kanban view that allows you to focus on the opportunities according to the stage.

Operations follow-up

Identify on the customer’s file, all contacts, quotes, invoices, tasks, appointments and products sold for a better targeting of your commercial actions.

Quick Notes

Keep track of your commercial exchanges with your prospects. The notes give you a quick overview of the next steps.

History of activities

Identify at a glance the history of all business activities chronologically with the “Journey” view.

Customer relationship level

Identify the level of relationship with each contact in order to work on your relational network and increase your power.

Sales funnel management

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

TRACK YOUR GOALS

Business opportunity management

These are potential projects that include a series of sales steps, a probability, a potential amount, a due date, activities, tasks and a decision path.

TRACK YOUR GOALS

Management of business objectives

Define the sales objectives of each salesperson, then track the achievement of the objective in real time.

Download the business objectives table

VISIBILITY ON FORECAST CASH FLOW

Income planning

Implement revenue planning functionality and identify revenues associated with a business opportunity.

IN ONE CLICK

Converting prospects into customers

When you win an opportunity with a prospect or customer, their conversion is one click away. You will find the entire history of the prospect on the customer file.

Request a demo

Management of your quotations

Add your templates in the CRM

Import the quotation template(s) in the CRM.

Download the business objectives table

Creation of the quotation in one click

Create a quote in one click

Shortcuts to complete the quotation

Complete your quotation with a shortcut that automatically fills in the contact information stored in your CRM: address, email, company, etc.

Process view

Identify the stage of your quotation and update its status.

Generation of the quotation

Generate your quotation in one click in Word or PDF format

Follow-up of the team's quotations

Tracking your team’s quotations is made easier with customized reports. You identify the quotations that are closest to success and follow up with the prospects to win them.

Management of your quotations

Add your templates in the CRM

Import the quotation template(s) in the CRM.

Creation of the quotation in one click

Create a quote in one click

Creation of the quotation in one click

Complete your quotation with a shortcut that automatically fills in the contact information stored in your CRM: address, email, company, etc.

Process view

Identify the stage of your quotation and update its status.

Generation of the quotation

Generate your quotation in one click in Word or PDF format

Follow-up of the team’s quotations

Tracking your team’s quotations is made easier with customized reports. You identify the quotations that are closest to success and follow up with the prospects to win them.

Sharing rules

Each user is linked to a profile, a hierarchical position and a group. It helps you with customize data sharing rules and organize teamwork.
Learn more

Reporting

Through its powerful reporting tool, Cirrus Shield allows you to create the reports you need to measure the performance indicators of your choice and improve the actions that will allow your business to grow.

Access to the different reports

Other categories

Sharing rules

Each user is linked to a profile, a hierarchical position and a group. It helps you with customize data sharing rules and organize teamwork.
Learn more

Reporting

Through its powerful reporting tool, Cirrus Shield allows you to create the reports you need to measure the performance indicators of your choice and improve the actions that will allow your business to grow.

Access to the different reports