Using this feature, you can map data from third-party applications to Vtiger, creating external data views within your CRM. This can be achieved by creating virtual modules, allowing your team to gain a 360-degree view. of information from multiple systems without leaving Vtiger, thereby increasing efficiency.
Read this article 5 to understand the technical aspects of Vtiger Data Source Designer and Virtual Modules.
To better understand, consider this case study from the healthcare industry:
MedFirst, a clinic in San Francisco. used two different software applications – one for recording detailed. Patient histories and another for recording lab results. This posed a major challenge for nurses as they had to access these details. when scheduling appointments or handling patient inquiries. This process required them to south africa phone number data log into three separate applications, which was very time-consuming.
What would be different if they used the Vtiger Data Source Designer and Virtual Modules feature?
- Using the Data Source Designer, they can establish secure connections between Vtiger CRM and other systems.
- Once set up, they can easily create improved user experience two virtual modules by defining names like “Patient History” and “Recent Lab Results.”
- Once the modules are defined, they can access patient data in real-time from external applications directly in Vtiger CRM.
- Nurses can view all patient-related data in the CRM.
- This also avoids creating copies of sensitive medical information.
Four industries benefiting from zero-copy integration
In addition to the healthcare industry, several other industries can also take advantage of this unique integration. They are:
Benefits of using the Data Source Designer
Following are the key benefits of Vtiger Data Source Designer:
Seamless Integration: The data source b to c database designer uses the concept of zero copy to connect with external systems easily and effortlessly.
Unified data view: By creating virtual modules, you can interact with data from multiple applications within the CRM interface, creating a single source of truth.
Personalized display: You can choose to display only the most relevant data, providing your team with all the necessary information they need.
Scalability: Efficiently handle large data sets and adapt to changing business needs to accommodate more data sources, applications, or platforms in the CRM.
