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Consider this case study from the healthcare industry

Posted: Thu May 29, 2025 5:09 am
by Mostafa044
Read this article 5 to learn the technical aspects of Vtiger Data Source Designer and Virtual Modules. MedFirst, a San Francisco-based clinic, was using two different software applications—one to record detailed patient histories and another to record test results. This posed a significant challenge for nurses, who had to access this detailed information when scheduling appointments or addressing patient concerns. The process required them to log into three separate applications, which was time-consuming.

What difference would it make if they used Vtiger's Virtual Modules and Data Source Designer features?

Using the Data Source Designer, they can establish secure connections between Vtiger CRM and other systems.
Once set up, they can easily create two virtual modules by europe cell phone number list defining names like 'Patient Medical History' and 'Recent Test Results'.

Once the modules are defined, they can access real-time patient data from external applications directly into Vtiger CRM.
Nurses can see all patient related data in CRM.

This can also eliminate the creation of duplicate copies of sensitive medical information.
Top 4 Industries That Will Benefit from No-Duplication Integration
Outside of healthcare, there are a number of other sectors that could benefit from such a distinct integration. They are:


Benefits of Using Data Source DesignerHere are the key advantages of Vtiger Data Source Designer:

Seamless Integration: The data source designer makes connecting to external systems simple using the No Copy concept.
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 required.
Scalability: Handle large data sets efficiently and adapt to changing business needs to accommodate more data sources, applications, or platforms in your CRM.