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Training Organization

 

When it comes to CRM, the needs of training organizations are very specific and a traditional CRM solution cannot fully meet them. Cirrus Shield has designed a CRM specially adapted to the needs of training organizations and capable of managing all the processes of a training firm.

 

Training Organization

 

When it comes to CRM, the needs of training organizations are very specific and a traditional CRM solution cannot fully meet them. Cirrus Shield has designed a CRM specially adapted to the needs of training organizations and capable of managing all the processes of a training firm.

 

Enrich your base of prospects and customers

 

Whether through phoning operations, hard prospecting, or online sales and marketing actions, Cirrus Shield allows you to manage all of your prospecting actions. The WordPress plugin allows you to receive leads from your website directly into the CRM. You enrich your prospect and customer base and thus share information within a centralized database accessible to your employees. Visibility rights can also be defined so that each user can access the data that concerns him.

 

Enrich your base of prospects and customers

 

Whether through phoning operations, hard prospecting, or online sales and marketing actions, Cirrus Shield allows you to manage all of your prospecting actions. The WordPress plugin allows you to receive leads from your website directly into the CRM. You enrich your prospect and customer base and thus share information within a centralized database accessible to your employees. Visibility rights can also be defined so that each user can access the data that concerns him.

 

Sending targeted and adapted emails

 

The connection with the Sendinblue (or Mailchimp) emailing tool, you carry out your marketing operations in a few clicks. Segment your targets based on their interests, and send targeted messages to turn those prospects into customers. The shared base of prospects and customers allows your sales team to collaborate to achieve sales goals.

 

Sending targeted and adapted emails

 

The connection with the Sendinblue (or Mailchimp) emailing tool, you carry out your marketing operations in a few clicks. Segment your targets based on their interests, and send targeted messages to turn those prospects into customers. The shared base of prospects and customers allows your sales team to collaborate to achieve sales goals.

 

Centralize the Management of Trainers, The Training Catalog and OPCOs

 

Establish in your CRM the list of training courses composing your offer. Inform the base of trainers, whether they are internal or service providers, in order to call on the right person to lead a training course and this according to their availability and geographical location. You also manage the base of the OPCOs you work with.

 

Centralize the Management of Trainers, The Training Catalog and OPCOs

 

Establish in your CRM the list of training courses composing your offer. Inform the base of trainers, whether they are internal or service providers, in order to call on the right person to lead a training course and this according to their availability and geographical location. You also manage the base of the OPCOs you work with.

 

Online Registration for Training Sessions

 

With WordPress online forms, you offer your prospects and customers a simple tool to register for your training. Fully integrated with Cirrus Shield, these forms send data to your CRM while you receive an email alert. You make the registration management process easier for your customers and employees.

 

Online Registration for Training Sessions

 

With WordPress online forms, you offer your prospects and customers a simple tool to register for your training. Fully integrated with Cirrus Shield, these forms send data to your CRM while you receive an email alert. You make the registration management process easier for your customers and employees.

 

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Make your quotes in one click

Avec les modèles de devis personnalisables, vous disposez de modèles adaptés qui se génèrent en un clic. Sélectionnez la formation depuis votre catalogue, renseignez-y les éléments financiers, puis cliquez pour générer le devis.

Managing the Sales Funnel

The Kanban format display gives you the big picture of your sales funnel. Just drag a sales opportunity from one column to another to update its progress status.

 

Management of Sales Targets

Define the sales objectives of your sales teams in Cirrus Shield, the application does the rest and gives a real-time view of the turnover achieved by each salesperson versus their goal. By aggregating this data, you track your company’s sales performance and are able to better anticipate actions based on your degree of achievement of your goals.

 

Other Advantages

Generation of training agreements

With Cirrus Shield you edit your training conventions with one click from the session. All the data relating to the agreement are automatically filled in. Click, send.

Organize Your Training Sessions Create a training session in Cirrus Shield, associate it with the most suitable trainer (s) based on their availability and geographic location, and add participants to it. You will find on the session sheet all the associated information (trainer, participants, location, topic, documentation, etc.), on the participant sheet all the sessions in which he has participated and on the trainer sheet all the training that he animated.

Planning of Trainings and Trainers

With the planning view, you have an overview of all planned training sessions and can filter to focus on training related to a theme, a trainer, or a given geographic area. You thus manage the trainers’ schedule in order to optimize their time.

 

Manage The Quality of Training

Digitalisez le processus de mesure et de gestion de la qualité de vos formations en proposant aux participants un formulaire de satisfaction en ligne intégré avec Cirrus Shield. Les données des formulaires sont envoyées dans Cirrus Shield, et vous agrégez ces données de satisfaction à la fois sur la fiche participant et sur la fiche formateur. Les rapports et les tableaux de bords vous donnent une vision d’ensemble sur la qualité de vos prestations et sur la satisfaction client.

One-click invoices

You generate invoices in one click with fully personalized invoice templates. Invoices can be paid directly online by a multitude of means thanks to the Stripe integration: credit card (VISA, MasterCard, American Express), SEPA direct debit or digital wallet (Apple Pay, Google Pay, Wechat Pay, etc.) . As soon as the payment is made by the customer, the status of your invoice in Cirrus Shield is automatically updated. Payments are therefore monitored in real time.

 

Monitoring of Unpaid Bills

Invoices awaiting payment are easily identifiable. So you track these invoices directly in Cirrus Shield.

Rapid Generation of session documents (training program, invitation, certificate of attendance, etc.)

In the same way as the conventions, Cirrus Shield allows you to generate all the documents associated with a training course: program, invitations, training certificates. You thus comply with your legal obligations regarding the provision of these documents.

Incident Management

In the event of an incident, a ticket is created in Cirrus Shield and allows you to follow the incident until it is resolved. You are thus able to make the quality of your service reliable, even once the training is completed.

Customer Portal

With the Portal functionality, you offer your customers (B2C or B2B) access to a private space accessible with a username and password and in which the latter can find, according to your choice, all the sessions. in which the employees participated, the corresponding certificates, invoices, a subscription form in order to subscribe an employee to training, the list of incidents and their status.

Management and Monitoring of Your Company’s Key Indicators

 

With the customizable reports and dashboards, you follow all the key success indicators of your business: Follow-up of prospecting and sales funnel, trainer load, generated turnover, best sales, … Cirrus Shield allows you to summarize all the data in your CRM.

Cirrus Shield CRM allows you to integrate all the applications you use every day

Spend less time managing your software, and more time managing your business

 

Cirrus Shield CRM vous permet d’intégrer toutes les applications que vous utilisez au quotidien

Passez moins de temps à gérer votre logiciel, et plus de temps à gérer votre business

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‚ā¨HT/mois

+ 15‚ā¨ per additional user

 

PREMIUM

 

25‚ā¨HT/mois

+ 15‚ā¨ 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‚ā¨HT/mois

+ 15‚ā¨ par utilisateur suppl√©mentaires

PREMIUM

 

25‚ā¨HT/mois

+ 15‚ā¨ par utilisateur suppl√©mentaires