A data migration solution for estate and letting agents
We’ve all been there. You’re disillusioned with the system you’re currently using, but the thought of changing is just too much.
We call them ‘blockers’ – the niggling doubts that prevent you from upscaling or enhancing your property software solution. And we know from our own customers that data migration is the biggest blocker of all.
We also know from experience that it doesn’t have to be a burden. With the right preparation, Alto’s data migration solution doesn’t need to be arduous. In fact, it can unlock new opportunities for your business.
If you’re not put off by the thought of data migration, book a consultation with an Alto team member to get started.
If you are daunted by the data migration process, you’re not alone. We’ve answered some key questions below to help you understand the process and navigate your way towards greater efficiencies.
What is the best approach for data migration?
The best approach for data migration when investing in estate agent software is to spend time upfront to make sure your existing data is ‘clean’. Remove any duplicates, populate missing fields, make sure any mistakes are rectified – your migration to Alto will run more smoothly if the data being transferred has already been reviewed.
Using advanced filtering, you can fine tune properties to the right prospects and export property lists to send matches to applicants quickly and easily by email, text and post. But this is only possible if the data is ‘clean’.
What should a data migration plan include?
A data migration plan should include a number of relatively simple actions, each designed to support the switch to a new software platform.
The most important thing is to start early. Give yourself as much time as possible to get your data right and minimise the risk of challenges once data has been migrated to the new system.
Key steps to data migration in estate agency software can include (but are not limited to):
- Check the accuracy of data, including status of sales or tenancies
- Complete any unpopulated fields to maximise marketing opportunities
- Remove duplicate entries to prevent duplicates in your new system
- Extend the expiry date of applicants if applicable
- Prepare for migration day – remember any changes made on the day of migration are unlikely to be included in the new system
Tips to drive up data accuracy
Let’s consider additional few simple steps to improve the accuracy of your data:
- Invest in property management software. OK, we’re biased, but it’s the only way to effectively store, filter and export data.
- Put data collection at the heart of business processes. Reinforce the importance of good data to your staff; the more quality data they input with each new application, the more you will be able to get out of it in the coming months and years.
- Regularly check the accuracy of data on your system. Setting regular reminders within workflows will help ensure that the information you have is still correct and, in doing so, support GDPR compliance too.
Managing your property data migration with Alto
Choose Alto and you will be assigned a project manager to lead your implementation, from the second you sign up.
This means fully managed, fuss-free data migration, overcoming any possible concerns when transferring customer and property data from your existing platform.
Your project manager is on hand to manage the entire migration process from start to finish (and solve any teething issues should they occur), leaving you to reap the rewards of a smarter, quicker and more effective property software solution.
Then once you’re live, our dedicated trainers help you and your team get the best out of Alto – another potential ‘blocker’ solved.
We’re big believers in treating your data with the value it deserves at all times, not just when you’re ready to switch systems.
Want to see more? Find out other benefits of Alto property software for letting agents.