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
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.
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.
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.
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.
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.
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
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.
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.
Keep a 360° view to control your customer relationship
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.
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.
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
Other categories
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
