Redtag Helps Relocation Remedies Achieve 27% Efficiency Gain with Sales Cloud

Learn how Redtag helped Relocation Remedies reduce manual tasks and accelerate data processing with Sales Cloud. By automating manual tasks and improving data management, the solution allowed the team to spend more time supporting clients and processing relocation requests faster.

About:

Relocation Remedies has always stood out for its commitment to stress-free, socially responsible employee relocations. Serving U.S.-based and global employees since 2014, the company helps make the tough process of relocating seamless and productive by offering innovative and environmentally friendly solutions. Their core values—integrity, service, sustainability, and giving back to local communities—underline every aspect of their approach. But even a trusted leader like Relocation Remedies faced challenges when it came to outdated systems and tedious data management. Here’s how Redtag stepped in and provided a smart, effective solution.

Industry:

HR & Workforce Management

Partners since:

2024

CLOUDS & TECHNOLOGIES:

Salesforce Sales Cloud

Apex

LWC

Salesforce Flow

The challenges

Tackling Data Overload and Compliance Issues

When managing sensitive customer data from different locations, Relocation Remedies was grappling with multiple issues. Complying with data privacy regulations required hours of manual work to anonymize old records. Adding to the challenge, tracking financial transactions and their environmental impact involved error-prone processes due to outdated tools.

The team found themselves diverting time from their primary focus—helping clients—towards labor-intensive, repetitive tasks that had little upside. That resulted in slowed operations, spotty reporting, and frustration amongst employees.

The solution

Smart Solutions for Smarter Relocation Services

Relocation Remedies partnered with Redtag to overhaul their processes, implementing an intelligent, Salesforce-based system that streamlined operations from end to end.

Here’s what Redtag delivered:

Data anonymization interface. A dedicated interface securely removed or replaced sensitive customer information while ensuring essential business data remained intact. This dramatically reduced the time required for compliance-related tasks. ‍
Automated workflows. Tracking financial and environmental impact no longer required painstaking manual updates. Automated workflows kept everything accurate—whether it was invoice totals, referral fees, or carbon footprint metrics.

Integrated dashboards. Real-time reporting gave Relocation Remedies the full picture at a glance, helping leaders make faster, more informed decisions. These dashboards displayed vital metrics like sustainability achievements, client satisfaction scores, and financial performance.

The system wasn’t just functional—it was flexible, designed to grow alongside Relocation Remedies as they continue to expand globally.

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The RESULT

A New Era of Smooth Operations

Relocation Remedies witnessed improvements across the board with Redtag’s solution in place:

25–30% Boost in reporting accuracy – Real-time, accurate data eliminated inconsistencies for seamless compliance and reporting.
30–35% Faster compliance processes – Time-consuming manual tasks became streamlined, leaving room for strategic work.
23–27% Efficiency bump in data management – Automation and centralization helped the team focus on what mattered most—helping employees transition stress-free.

That's what we've heard straight from the client: "Redtag did a great job. They were super easy to work with and even provided some additional value just trying to identify better ways to do things," said a representative from Relocation Remedies.

With Redtag’s help, Relocation Remedies now has the tools to improve internal processes and deliver an even stronger experience for their clients. Automation and improved insights have not only made operations more smooth but also empowered the team to double down on maintaining their exceptional standards of service.

Q&A Session