Comprehensive CRM Testing Handbook

Optimized testing costs

Efficient resource management combined with strategic methodologies and automated solutions can yield greater output at reduced costs.

Pursuing Flawless Manufacturing

Shift-left testing strategy offers extensive coverage in regression tests, expediting release cycles without delay.

Fast onboarding

Sfinitor's testing specialists will initiate comprehensive testing on your CRM project within a week, ensuring complete testing activities are carried out.

Test Automation Framework Design

2-4 week project initiation period.

• Defines what test scenarios should be automated
• Architects test automation structure
• Configures suitable test automation tools and frameworks tailored for various CRM testing scenarios

Test automation engineer

• Specializes in creating, executing, and maintaining automated CRM test scripts
• Analyzes test outcomes, reports defects found
• Collaborates consistently with dev teams for enhancing test script precision and sustainability
• Develops and sustains a robust, automated regression test environment tailored for continuous CRM testing within a CI/CD workflow

QA manager

• streamlines CRM requirement development for testing purposes
• Formulates CRM testing strategy and blueprint considering the specific CRM type and associated demands
• Chooses test management tool
• Overseeing CRM test team, continually refining and optimizing testing methodologies

Test engineer

• Assesses CRM needs across varied user groups via detailed specifications analysis
• Develops, implements, and manages CRM test scenarios
• Reports found defects

UX researcher

1-4 week involvement of a UX professional is crucial for effective CRM system testing due to its impact on future user adoption. The usability of the system directly influences its acceptability by users.

• Gathers user requirements directly from CRM user group representatives through interview sessions
• Assesses CRM UI prototype alignment with user needs and usability guidelines for both web and mobile applications
• Evaluates CRM UI element arrangement logic

Functional testing

In the realm of Customer Relationship Management (CRM) testing, functional testing is predominantly employed. This method ensures all necessary functions are integrated within the CRM solution, allowing for uninterrupted workflows across various user roles. For platform-driven CRMs, it's crucial to verify that configurations and customizations do not impede the application's performance.

Integration testing

The business worth of a Customer Relationship Management (CRM) system hinges on its ability to exchange data with other enterprise applications, such as ERP and financial systems, an email server, or a data warehouse. Integration testing for CRMs ensures that customer data remains comprehensive and unaltered throughout the transfer process. It also guarantees that any changes made within the systems are consistently reflected across all connected platforms.

Performance testing

Performance testing evaluates a CRM system's performance under sustained and peak loads, assessing the impact of simultaneous user interactions. Key metrics include loading speed, reaction time, and the optimal concurrent user limit.

Security testing

CRM testing encompasses vulnerability checks, role-based access control verification, and compliance assessments. The aim is to safeguard sensitive client information and adhere to various regulatory requirements such as GDPR, PCI DSS, HIPAA, GLBA, among others.

Usability testing

Evaluates the intuitive and streamlined organization of CRM user interface components, content structure, and step count based on the requirements of diverse CRM user groups and industry-standard usability norms and benchmarks.