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Testing during CRM implementation
Suitable for: CRM Implementation Firms
- Independent CRM testing guarantees optimal functioning of the end-user's CRM system, facilitating seamless journeys, and meeting performance standards
- Offers flexible CRM engagement, from conception to deployment
- Adaptable testing teams match your team's communication style and schedule, using defect reporting tools and procedures tailored to your implementation process
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User acceptance testing
Optimal for CRM order management businesses.
- Sfinitor's CRM validation ensures complete compliance of delivered systems, encompassing functional, usability, performance, and security standards
- Our team specializes in CRM integration testing, verifying seamless communication and data exchange between your CRM and other corporate systems. This ensures smooth end-to-end business processes and consistent business data flow
Managed testing services
Suitable for: Businesses requiring persistent CRM testing during order processing.
- Sfinitor executes comprehensive User Acceptance Testing for CRM systems, encompassing functional, performance, integration, security, and usability evaluations
- Supports CRM evolution through exploratory, regression, and release testing
- Cybersecurity specialists offer routine security and compliance testing upon request
CRM Aspects We Test
Test engineering team equipped to execute comprehensive testing for both on-site and cloud-hosted CRM systems – web and mobile – utilizing proven and robust frameworks and tools.CRM functionality
Sfinitor's test engineers rigorously verify extensive CRM functionalities, aligning with the outlined specifications from the CRM requirements specification.
- Sales strategies involve personalized communication automation with leads via IP telephony, emails, web forms, along with lead and case allocation
- Marketing encompasses: automated campaign & event management, email marketing, and social media synchronization
- Case Management, Assignment, Prioritization: Streamlined Customer Service Solutions
CRM integrations
The comprehensive testing of CRM integrations encompasses verification of seamless data exchange with a data warehouse, document management software, ERP, ecommerce platforms, point-of-sale systems, and external analytical software. This process ensures correct data flow, data precision, proper saving and displaying of changes across all integrated systems, format consistency, and elimination of redundant dependencies for optimal system performance.
CRM performance
Ensuring your Customer Relationship Management (CRM) system performs optimally during high-traffic sales events like Black Friday and Cyber Monday is essential. Performance testing verifies if your CRM is genuinely scalable and stable. Our testing team replicates hundreds or thousands of virtual users concurrently using the CRM to assess its response time, loading speed, maximum user capacity, peak hour performance, and resilience under continuous load.
CRM security
Sfinitor's testing team meticulously conducts vulnerability assessments, penetration tests, and other security activities on your Customer Relationship Management (CRM) system to ensure it remains robust against potential data breaches. Given the CRM's multi-user functionality with varying access levels, it's crucial to verify that each user has precise access rights aligned with their role. Sfinitor's test engineers also validate role-based access control as an additional security measure.
CRM analytics
A robust Customer Relationship Management (CRM) system relies on precise statistics for effective sales forecasting. To ensure this precision, our testing team meticulously examines the data warehouse. They verify that the data supplied to your CRM does not contain incongruous or incorrect information. Moreover, our test engineers validate the analytical results of the CRM by assessing the consistency of data representation in reports and dashboards.
CRM usability
A user-centric CRM system is essential to ensure employee engagement, as a complex or malfunctioning user interface may prompt even dedicated staff to abandon its usage. Our UX researchers orchestrate usability testing to assess the CRM's ease of use and suggest necessary UI enhancements.
CRM Testing Procedure Used
Sfinitor's testing team delves into the intricacies of a CRM project, examining its specific functional, UI, reliability, safety, and operational requirements. Should any aspects be missing, our Quality Assurance Manager stands ready to aid in assembling and consolidating the necessary requirements.
The Test Lead delineates potential hazards in a CRM testing undertaking, estimates possible financial setbacks, and proposes proactive measures. Identifying risks early and devising a mitigation strategy can prevent testing predicaments and unnecessary testing expenditure.
The assigned test strategist formulates a comprehensive test strategy, encompassing key elements like testing objectives, scope, time and cost estimations, human resources requirements, and more. Additionally, a plan outlining future testing is prepared. This blueprint incorporates essential aspects such as test coverage, pass/fail criteria, and a detailed schedule. These crucial documents are submitted for your evaluation and approval.
Test engineers at Sfinitor meticulously construct test cases and scenarios in accordance with established test plans, and subsequently execute them. Concurrently, our dedicated automation engineers develop automated scripts for these test cases, employing robust tools such as Selenium, Appium, Apache JMeter, and Coded UI Tests. This approach expedites CRM testing and broadens test coverage beyond the limitations of manual efforts. Bugs discovered during this process are efficiently communicated to your CRM administrators or developers using streamlined bug reporting procedures.
Sfinitor's test results offer a comprehensive test summary, detailing performed testing activities, coverage, and identified CRM issues for rectification.
Overcoming CRM Testing Obstacles
CRM modifications linked to critical regression issues
A comprehensive Customer Relationship Management (CRM) system may not initially cater to every user's specific needs due to its inherent complexity. To meet evolving requirements, the functionalities of a CRM system must be continuously enhanced. Customizations, custom-developed add-ons, or additional purchased features can introduce significant regression errors that can disrupt various and intricately linked customer management processes. Negligence in performing regression testing post-customization, particularly on out-of-the-box (OOTB) features perceived as ready-to-use, is common among some test teams. In contrast, our testing team ensures comprehensive regression testing following all changes and modifications within the CRM system, regardless of whether they appear harmless or not.
Test Automation Irrelevance Avoided
CRM testing, characterized by complex functionalities, intricate workflows, and voluminous customer data, lends itself to automation. Yet, hasty test automation can lead to escalated costs and time consumption. Not all CRM testing endeavors necessitate automation; small-scale projects or those with constantly fluctuating requirements do not benefit from it. Sfinitor's skilled test automation engineers assess the degree of automated testing involvement required specifically for your CRM project during software requirement analysis and risk evaluation.
Low CRM user adoption
A streamlined user interface (UI) is integral to achieving success with Customer Relationship Management (CRM). An overly complex or illogical UI may prompt sales, marketing, and customer support personnel to disregard certain CRM functions or altogether refrain from utilizing the system. Sfinitor's test team scrutinizes the usability of a CRM's navigation and structure, verifying the logic behind its workflows and use scenarios. Moreover, our test engineers identify potential touchpoints that CRM users encounter while performing their daily tasks and guarantee that the CRM's content is logically arranged and effortlessly accessible.
Success Stories
Explore how we've helped clients build impactful mobile apps tailored to their industry needs and business goals. Use the filters to browse our case studies by industry or region to find the most relevant projects.
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