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.
기능별 기능
Calisto Deals 옆에 RD Station CRM
- 17 양쪽 모두에서
- 3 오직 RD Station CRM 에서만
| 20 기능 | Calisto Deals | RD Station CRM |
|---|---|---|
| Pipeline | ||
| Pipeline Board With Custom StagesCalisto: board, list and calendar over the same deals, on stages of your own.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Multiple PipelinesCalisto: as many pipelines as you sell through; Listings, Talent, Trades and Events work theirs on the same engine.2026년 10월 28일 확인됨출처 | 예 | 예 |
| 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.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Stale Deal FlagsCalisto: deal aging per stage, and Stale Deals lists what stopped moving.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Leads | ||
| Leads Kept Apart From DealsCalisto: Leads, Inbox and Unclaimed lenses over one lead list, and Convert to Deal opens its deal.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Automatic Lead AssignmentCalisto: routing rules, and pools that hand a lead out in turn or keep it to claim.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Web Forms That Create LeadsCalisto: any form with Create a Lead switched on, with Forms.2026년 10월 28일 확인됨출처 | 예 | 예 |
| 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.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Contacts | ||
| Companies With Their People and DealsCalisto: a company holds its people, deals and brands, and can play the vendor role.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Activities | ||
| Follow-Ups on a CalendarCalisto: Activities as a list, board, calendar or timeline of every follow-up.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Calls, Emails, Meetings and Notes on the DealCalisto: Log Activity records how each went and how long it took, on the deal’s timeline.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Automation | ||
| Rules on Deal and Lead EventsCalisto: Automations rules on deal and lead events, edited in Deals or in Automations.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Reporting | ||
| Sales ForecastCalisto: the forecast from each deal’s stage and expected close, with a rep’s overrides.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Targets With AttainmentCalisto: targets for revenue, deals won or activities, for a rep or the business, for any period.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Built-In Reports and DashboardsCalisto: pipeline, win and loss, revenue trend, team performance, lead source and speed to lead, and dashboards of your own.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Communication | ||
| Built-In CallingCalisto: Voice’s calls and texts inside Deals, with Voice.2026년 10월 28일 확인됨출처 | 예 | 예 |
| AI | ||
| AI on DealsCalisto: deal health, meeting prep, drafts, contract review, lead triage and transcription.2026년 10월 28일 확인됨출처 | 예 | 예 |
| Gaps | ||
| Email Open and Reply AlertsAn alert when the recipient of a template email opens it or replies.2026년 10월 28일 확인됨출처 | 아니요 | 예 |
| Lead Data EnrichmentInformation about a lead looked up automatically before the first conversation.2026년 10월 28일 확인됨출처 | 아니요 | 예 |
| Competitor Mentions in MeetingsWhich competitors come up in deals, in what context and with which arguments.2026년 10월 28일 확인됨출처 | 아니요 | 예 |
무엇이 움직이는가
RD Station CRM 의 데이터를 가져옵니다
귀하의 데이터는 귀하의 브라우저에서 읽혀 Calisto 계정으로 전송됩니다. Calisto 는 이전 시스템의 로그인 정보를 절대 확인하지 않습니다.
내보내기 파일에서
RD Station CRM 에서 데이터를 내보내고 파일을 여기에 드롭하세요. 브라우저에서 읽혀 Calisto 에 매핑됩니다.
RD Station CRM 에서 내보낸 모든 스프레드시트는 열별로 Calisto 에 매핑할 수 있습니다.
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.
자세히 알아보기
Calisto 가 여기에서 수행하는 모든 작업
이 비교 뒤에 있는 페이지: 섹터, 앱 및 가이드.