When it comes to ensuring that your CRM has been designed right, you need to test it to check for low user adoption, inaccurate analytics or even customer data loss which is a great underscore of your CRM’s poor performance or customization.
A malfunctioning software brings about not only customers’ and employees’ frustration but project delays, financial losses and risked business continuity.Czario’s comprehensive experience of over a decade in CRM solutions ensures that our QA and test professionals deliver the best services with their cross-functional domain expertise. We perform comprehensive and thorough CRM testing with core expertise in CRM specifics, best testing practices, proven testing quality standards, and test automation tools.
To make sure all functions are carried out as stated in the CRM requirements Czario’s test engineers validate vast CRM functionality with a penchant to find ways of improving the existing product that is evolving in these areas.
Sales: customized automated communication with prospects via IP telephony, emails, web forms, lead and cases assignment.
Marketing: including automated campaign and event management, email marketing and social media integration.
Customer service: case management, assignment and prioritization, etc.
Our test engineers check each CRM integration reference point (with a data warehouse, document management software, ERP, an ecommerce platform, a point of sale system, external analytical software). This is done to validate appropriate data passing to and from the external systems, data accuracy, data flow, data changes saved and displayed in all the involved systems correctly, the consistency of data formats, and the absence of unnecessary dependencies.
Even if your CRM is quick and slick during every day use, you need to be sure it can endure peak sales periods like Black Friday or Cyber Monday. Performance & load testing determines whether your CRM is truly scalable, adaptable, and stable. Our test team simulates hundreds or thousands of virtual users working with CRM simultaneously to check its response time and loading speed, the maximum number of users, peak hours’ performance and endurance under continuous load.
Your CRM contains vast amounts of sensitive customer data, which makes it vulnerable to data breaches. Our test team executes vulnerability assessment, penetration testing and other activities for your CRM to be truly secure and robust. Besides, CRM is used by multiple employees with different access levels. Thus, you need to be sure that each user has access corresponding to their authorization. Our test engineers also perform role-based access control validation.
CRM should provide you with accurate statistics, which becomes the foundation for relevant sales forecasting. Our test team performs comprehensive data warehouse testing to check that your data warehouse doesn’t provide your CRM with incoherent or invalid data. To validate your CRM analytics results, our test engineers test the consistency of data presentation in reports and dashboards on different devices and geographic locations.
CRM needs to be convenient and user-friendly. Otherwise, its flawed and inconvenient UI can make the dedicated employees just give up on it. Usability testing organized by our UX researchers, gives an insight into how easy it is to use CRM and what UI improvements can be introduced. We do away with most of the heavy elements to ensure faster load and light-weight performance at speed and scale.
This cooperation model is suitable for CRM implementation companies looking for independent test teams and centre of excellence that enables bug-free and convenient CRM software delivery to the end customer. Czario’s test engineers are ready to step in at any stage of CRM development and implementation to realize this goal. To ensure seamless collaboration with an implementation team, our test leads agree with them on a conventional communication tool and a convenient bug reporting procedure.
Our test team can assist a CRM ordering company with final overall CRM testing. User acceptance testing provided by our test engineers validates delivered CRM against its requirements specification that may change from time to time. As this type of testing is carried out just before the CRM goes live, it’s the last frontier for the bugs to be visualized in a production environment.
This cooperation model implies the most comprehensive set of testing services. Our test team provides companies using CRM with the full scope of testing activities (functional, performance, integration, security, usability testing) and regular testing after changes are introduced into CRM.
Also, Czario offers business process validation services to large enterprises with complex CRMs that require regular amendments and add-ons. Business process validation is to ensure that the adding of third-party software along with any amendment introduced to the existing system don’t endanger the interdependent software landscape of the enterprise. Validation can be conducted occasionally when new software is introduced; or periodically when either CRM or third-party software CRM is integrated with is updated; continuously, when companies wish to keep the consistency of their business processes steadily maintained.
Czario’s requirements collection and test teams get into a CRM project’s specifics and requirements. In case the set of requirements (including functional, UI, reliability, safety, operational) is incomplete, our QA manager steps in and assists your team with gathering and compilation.
Our test lead outlines the potential risks of a CRM testing project, evaluates possible losses/benefits, and decides on preventive actions that will pre-empt losses. Early risks detection and a mitigation plan can help to avoid testing pitfalls and excessive time spent on testing.
Our test lead develops a test strategy, the most comprehensive and high-level test document comprising testing objectives, scope, estimation of testing time, cost, human resources etc. Another significant test document created is the plan of future testing. It includes such testing essentials as test coverage, pass and fail test criteria, a test schedule. Both the documents are provided for your review and approval.
Our test engineers design test cases and scenarios according to the test plan and execute them as per schedule. Czario’s test automation engineers script the test cases suitable for automation and carry out automated testing as per industry standards. Our hand-picked automation tools forerun the processes (for instance, Selenium, Appium, Apache JMeter, Coded UI Tests) to make CRM testing faster and ensure vast test coverage that may not be achieved with manual efforts alone. Czario’s test team reports the found bugs using bug reporting procedures convenient for your CRM administrator or developers.
Our CRM test lead provides you with a test summary report. This report comprises of the summary of testing activities, testing coverage, and found CRM defects that will help you deftly evaluate your solution including its sub-modules.
The initial CRM toolkit can’t be perfect and satisfy all user needs. Thus, your CRM functionality requires constant improvement. CRM customizations, custom-developed add-ons or additionally purchased functionality may cause serious regression errors in varied and interconnected customer management processes. Some test teams tend to leave out regression testing after customizing OOTB features as such features are supposed to be ready-to-use. Our testing team performs regression testing after all CRM changes and amendments to give your performant code and a bug-free solution.
Vast CRM functionality coverage, multiple workflows, and large amounts of customer data make CRM testing depend on automation. However, unwise test automation can result in excessive testing cost and time. Not every CRM testing project is appropriate for test automation. It is unyielding to automate tests for small-scale projects or the ones with an ever-changing set of requirements. Our experienced test automation engineers will advise on the scale of automated testing involvement appropriate for your CRM testing project during the analysis of software requirements and potentially testing risks (immediate and preordained).
User adoption is crucial for a CRM’s success. Inconvenient and illogical CRM UI can make sales, marketing and customer support employees neglect some of CRM functions or even avoid using the system. With our test team validating the usability of CRM navigation and structure, the logic of its workflows and use scenarios we have got you covered. Additionally, out test engineers can trace possible touchpoints that CRM users come across while executing their daily tasks and ensure that CRM content is logically and conveniently while being easily accessible.
Don’t compromise of the viability of your CRM solution. To ensure business continuity and timely adaptability of your CRM, contact our team of experts today to schedule a free CRM testing demo.
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