Zero-copy integrations improve efficiency and data security

- From the CEO’s Desk

According to a survey, large enterprises end up using on average, 367 applications. Their employees spend one-third of the week, or 2.4 hours a day, finding the data and information required to do their jobs effectively. Each of these multiple applications creates and stores data in its database leading to data silos and hundreds of integrations, thereby increasing complexity and costs.

Apart from this, we are still copying sensitive data to multiple places. Duplication of data results in regulatory risks, security threats, and privacy liabilities.

This is where Zero-copy integration comes in.

What is Zero-copy integration?

As the name suggests, Zero-copy implies that the data is NOT copied to the local system. Whenever the data is needed, it is fetched from the external application.

Use cases of Zero-copy integration

1) Real-Time Inventory Visibility

  • Show current stock availability by fetching it in real-time from the ERP application, without storing it locally.

2) Enriched Customer Profiles

  • Fetch additional information about contact from data providers.

3) Financial Data Integration

  • See Invoice payment statuses by fetching data in real-time from accounting systems. 

4) Social Media Listening

  • Fetch the latest posts from social media when needed.

By eliminating data duplication and ensuring real-time access, zero-copy integration fosters better data quality, improves operational efficiency, reduces storage overhead, and empowers sales teams with a more holistic view of the customer.

Vtiger Application Platform (VTAP) now includes the Data Source Designer which makes it easy for developers to build zero-copy integrations. For more details, please view our help article.

 
 
 

The Vtiger Blog

 
 

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The Bot Management feature in Vtiger CRM helps you manage bot interactions in a centralized location. It provides a platform to view customer inquiries, bot responses, the source of inquiries, bot performance data, etc. You can also refine bot responses by editing or creating new FAQs.

Read our blog to learn how you can use Bot Management to optimize bot performance and elevate customer experience.

 
 

Vtiger Academy & Knowledge Base

 
 

Have you signed up for Vtiger Academy yet? 

We have a list of how-to videos demonstrating how to use and configure the CRM. It is our one-stop learning destination for all things Vtiger CRM. We have new courses on the Organizations and Sales Enablement modules.

Jumpstart your Vtiger CRM journey today!

 

Knowledge Base is our repository of articles (help documentation) and FAQs. Search for and read an article for quick know-how about a feature.

Read our latest article on how to manage Quarantine emails in Microsoft.

Also, take a quick look at the June Release Notes to learn about feature enhancements made in June 2024.

 

Have you signed up for Vtiger Academy yet? 

We have a list of how-to videos demonstrating how to use and configure the CRM. It is our one-stop learning destination for all things Vtiger CRM. We have new courses on the Organizations and Sales Enablement modules.

Jumpstart your Vtiger CRM journey today!

 

Knowledge Base is our repository of articles (help documentation) and FAQs. Search for and read an article for quick know-how about a feature.

Read our latest article on how to manage Quarantine emails in Microsoft.

Also, take a quick look at the June Release Notes to learn about feature enhancements made in June 2024.

 
 

My Favorite Feature

 
 
Varshita S
Developer

VTAP - WEBHOOKS

Webhooks are a game-changer for anyone needing real-time data transfer between sources. With webhooks, you can seamlessly update or create records in Vtiger whenever a new record is created in another application/service, enhancing data accuracy.

The feature has significantly improved my ability to resolve customer issues. It makes the process faster and more efficient. It has become indispensable in meeting customer requirements and ensuring timely responses. 

Webhooks are, therefore, my favorite feature in Vtiger, as they greatly help me assist customers.

 
 

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