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.
Χαρακτηριστικό προς χαρακτηριστικό
Calisto Deals δίπλα στο RD Station CRM
- 17 Και στα δύο
- 3 Μόνο στο RD Station CRM
| 20 λειτουργικότητες | Calisto Deals | RD Station CRM |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| 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.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| 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.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Automation | ||
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| AI | ||
| AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.Ελέγχθηκε 28 Οκτ 2026Πηγή | Ναι | Ναι |
| Gaps | ||
| Email Open and Reply AlertsAn alert when the recipient of a template email opens it or replies.Ελέγχθηκε 28 Οκτ 2026Πηγή | Όχι | Ναι |
| Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.Ελέγχθηκε 28 Οκτ 2026Πηγή | Όχι | Ναι |
| Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.Ελέγχθηκε 28 Οκτ 2026Πηγή | Όχι | Ναι |
Τι κινείται
Μεταφορά των δεδομένων σας από το RD Station CRM
Τα δεδομένα σας διαβάζονται στον δικό σας περιηγητή και αποστέλλονται στον λογαριασμό Calisto σας. Το Calisto ποτέ δεν βλέπει το login σας για το παλιό σύστημα.
Από ένα αρχείο εξαγωγής
Εξαγάγετε τα δεδομένα σας από το RD Station CRM και ρίξτε το αρχείο μέσα. Διαβάζεται στον browser σας και απεικονίζεται στο Calisto.
Κάθε πίνακας που εξαγάγετε από το RD Station CRM μπορεί να χαρτογραφηθεί στο Calisto, στήλη προς στήλη.
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.
Περισσότερες πληροφορίες
Όλα όσα κάνει το Calisto εδώ
Οι σελίδες πίσω από αυτή τη σύγκριση: το τομέα, οι εφαρμογές και οι οδηγίες.