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TrustCRM Development—25% Enhanced Efficiency & 30% Reduced Costs

  • 3

    months for project development

  • 2

    people in the development team

  • 95%

    reduction in data conversion time

  • 90%

    decrease in conversion errors

  • 30%

    reduction in costs

  • 25%

    boost in operational excellence

  • 15%

    surge in data insights

  • 20%

    increase in operational adaptability

  • 30%

    enhancement in data security


About client

  • Industry:

    Data processing, Fintech

  • Client Location:


  • Challenge:

    Manual file conversions inefficiency across different systems, many input mistakes, lack of automation, and a, short timeframe

  • Solution:

    Custom CRM development services to create a desktop tool for easier data processing and automated data conversion, data formats conversion tool development, creating a user-friendly interface, introducing filtering and bulk processing, and enhancing control

  • Services used:

    Software development, Project management, Project management, UX design, Business analysis, Architecture, Desktop tool development, Automated data conversion, Filtering and bulk processing implementation


Business Challenge

Our client, a well-known transfer agent and trust company that does business all over the world, ran into a big problem with how they managed their records. Dealing with valuable stocks, the client wanted to make existing complicated processes easier for their clients and owners around the world. However, an old data-handling system that was spread across many outdated systems was slowing down the company a lot. Each system was set up in its own private file format and had many other problems. That’s why our client came to ArtCodeVision:

  • Inefficiency of manual file conversions across diverse systems. This process required a lot of work and was prone to mistakes, which made it slow and expensive.
  • Need for automation. It was clear that there needed to be an automatic system that could work with all the different file types with speed and accuracy.
  • Working under a short timeframe. Our suiteCRM developers needed to provide solutions quickly and enhance efficiency by developing the formats converting tool while maintaining the high standards of our client service and shareholder satisfaction.

Technology Stack used

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Solution Image


Our custom CRM development team came up with a comprehensive response that changed the way our client’s system converted data. This is how we made it happen:

  • Developed a desktop tool. We made a custom desktop tool that meets all of our client’s data transfer needs. Formats converting tool development made the process easier by letting them view, change, and convert data between different forms.
  • Automated data conversion. The desktop tool streamlined the whole process of converting data, getting rid of the old way of exporting and importing files by hand. This technology greatly decreased the chance of mistakes and raised the efficiency of operations.
  • Created a user-friendly interface. Our specialists made sure that the tool has an easy-to-use interface that makes watching, changing, and applying unique rules easy.
  • Enhanced control. The client’s staff got more control over the process of converting data, which made sure that it was done correctly and consistently.

Filtering features integration into format conversion tool as well as bulk data processing capabilities development made it easy to clean up data, get rid of old records, and make the database more accurate.

Our custom CRM development services not only met the client's current needs but also gave them a base that could be expanded in the future for better data handling and advancement.


Business Results

  • Efficiency & time savings. The automatic data formats conversion software development allowed a decrease in the time to convert data by 95%. Therefore, the company became up to 20 times more efficient.
  • Accuracy & reliability. A huge improvement was seen in the accuracy of the data conversion process. Conversion mistakes dropped by 90%. It has also strengthened the integrity and reliability of the company’s data management.
  • Cost-effectiveness & operational boost. The advanced screening and bulk processing features of the tool cut costs by 30% by reducing the need for pricey proprietary software licenses. The company also saw a 25% rise in overall performance, thanks to the easy-to-use dashboard that gave them more control over the data exchange process. Because the tool was flexible, practical adaptability went up by 20%.
  • Enhanced data safety. The security of the data improved by 30%. Our solution strengthened the company's defenses by adding strong encryption and access controls to protect their valuable data.

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      I’m glad that there is such a thing as CRM outsourcing services, as when our in-house team wasn’t able to cover the demands, we got a professional boost from ArtCodeVision. The implementation and performance improvement were smooth and they were able to enhance our fitness management system with marketing tools and other things that increased brand visibility.

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      Before we partnered with ArtCodeVision, we were struggling with insufficient processes and much-needed optimization. The commitment of the development team throughout the comprehensive adaptation and improvement of the existing CRM system was on point. Clear communication, regular updates, timely delivery, and most importantly, the results went beyond our expectations. We would 100% recommend ArtCodeVision to our healthcare partners.

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