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Migrating to ReloTalent from a Legacy Software

Updated: Jul 28, 2021

No one likes the idea of change, but often, it’s the best thing for us. So, if you are currently using a legacy relocation management software, or CRM, here are a few things to consider. You can make use of our Advanced Onboarding process to migrate from your old software to ReloTalent. Here’s how it works:

  1. First, we’ll let you know what can be migrated, and what can’t, with a plan.

  2. Second, you'll export your files from your current CRM, or give us access to do this for you.

  3. Third, we’ll review and configure your ReloTalent environment.

  4. Fourth, and finally, we organise a “go live” meeting while still offering you ongoing support afterwards.

New customers can work with the sales team to request this service.

With our Advanced Onboarding process, you’ll be running your relocation team and providing your clients a modern relocation management experience in no time at all.



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