SWITCH FROM RD STATION CRM
RD Station CRM to Calisto Deals
Deals routes and claims leads, moves deals through your own stages, sends quotes as versions until one becomes the contract, hands off the sale and records commissions, with Mail, Voice, Live, Proposals and Sign built in.
ميزة تلو ميزة
Calisto Deals بجانب RD Station CRM
- 17 في كلا الحالتين
- 3 فقط في RD Station CRM
| ٢٠ ميزة | Calisto Deals | RD Station CRM |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Required Fields Before a StageCalisto: stage gates hold a deal until its required fields are filled or its value clears a minimum in a named currency.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Quotes and Contracts | ||
| Quotes With Line Items From a DealCalisto: quotes on a deal with lines from your inventory and price models, totals worked on the server.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Automation | ||
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| AI | ||
| AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | نعم | نعم |
| Gaps | ||
| Email Open and Reply AlertsAn alert when the recipient of a template email opens it or replies.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | لا | نعم |
| Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | لا | نعم |
| Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.تم التحقق ٢٨ أكتوبر ٢٠٢٦المصدر | لا | نعم |
ما يتحرك
جلب بياناتك من RD Station CRM
تُقرأ بياناتك في متصفحك الخاص وتُرسل إلى حسابك في Calisto. لا يرى Calisto أبداً كلمة المرور الخاصة بك للنظام القديم.
من ملف تصدير
قم بتصدير بياناتك من RD Station CRM وأفلت الملف داخله. يتم قراءته في متصفحك وتعيينه على Calisto.
أي جدول بيانات تصديره من RD Station CRM يمكن مطابقته على Calisto، عمودًا بعمود.
Moving from RD Station CRM
Questions about switching
Do we keep our pipeline stages?
Yes. Stages, required fields and probabilities are set per pipeline in Settings, and deals come across from a spreadsheet, each with its own currency.
Is a lead the same as a deal?
No. A lead is worked in Leads until someone converts it, and Convert to Deal opens its deal on the pipeline.
Who sees deal values?
The owner decides, with See Deal Values and See Sales Reports. A person always sees their own deals.
المزيد من المعلومات
كل ما تفعله Calisto هنا
الصفحات خلف هذه المقارنة: القطاع، التطبيقات، والدليل.