A right way to begin CRM software testing

Customer relationship management is an important part of any sales-oriented or marketing-oriented business. It contains the minimum important data about your customers which can be analyzed to shape further future sales and marketing efforts. For several companies, CRM is part of business, so a poorly implemented CRM system can spell disaster. Testing before the implementation of CRM software and testing it again afterward is of prime importance.

CRM testing is just like all other software testings. Software testing engineers need not be ready to test CRM fully before it goes live due to the subsequent reasons:

• Non-availability of your time
• Fixing of the bugs found within the later stage when acknowledged
• Inadequate or improper training

Training on the CRM system must be provided to everyone. CRM should be tested by trained and experienced engineers but the question is training is provided before or after the merchandise goes live.

Now let's evaluate the CRM testing process.

Essentials of the CRM testing:

The basics do not have anything to do with people and training; it's all about data. In essence, this is often an IT exercise. Confirm the data is correct and within the accurate fields. Test whether the data flows the way it is intended to flow. Make sure the security settings are appropriate to the user. Test the integrations (if any) to make sure the triggers are working and thus the info is flowing properly.
This is the only part of the testing because, unlike employees, data doesn't need to learn anything new. Data doesn't need to train and learn a replacement skill set.

CRM testing: What to test?

In this phase of CRM testing, we have to make a decision on what to check. The goal of this phase is to convince the user and the management that we'll take the specified action to perform a task expected from us. As the testing begins (and before making the CRM application live), we must make sure that we've tested the following:

• Quality and uniqueness of data: Software test engineers must verify that the software correctly handles data when it's entered, that it's retrievable fully and partial searches, which it's sorted correctly.
• Validating the data: Software test engineers should verify that reports, graphs, tables, and diagrams represent data accurately. The extract-transform-load process is required to be tested properly and therefore the data warehousing structure.
• Software Integration: Software test engineers ensure that CRM software is integrated properly with other systems i.e., accounting software or enterprise resource planning software.
• Functionality: Software test engineers should test workflows typically employed by employees, including sales, marketing, and management.

Newcomers within the project must be trained well before they perform the testing because as long as they have the specified skills they will test the appliance fully and make it error-free before the CRM goes live.
One can face more scenarios while testing the CRM application and every one of them needs to be handled right because only then we will give surety to ourselves and therefore the management that we will make the CRM live and it's bug-free.

We are an ERP development company with a goal of transforming enterprises with our futuristic development solutions. Our developers hold expertise in custom-designing ERP solutions to best suit enterprise needs. Aligned with your business goals, we provide CRM development services with all-round access to organized and insightful customer data. Get in touch with our experts to test and implement CRM software into your business software suite.