Comprehensive testing for Customer Relationship Management systems to ensure seamless customer interactions and data integrity.
Customer Relationship Management (CRM) systems are the backbone of modern business operations, managing critical customer data, sales pipelines, marketing campaigns, and customer service interactions. A malfunctioning CRM can lead to lost opportunities, customer dissatisfaction, and revenue loss.
Our specialized CRM testing services ensure your Salesforce, HubSpot, Microsoft Dynamics, Zoho, or custom CRM platform operates flawlessly. We validate data accuracy, workflow automation, integration points, user experience, and performance under real-world conditions to keep your customer relationships strong and your business running smoothly.
Validate all CRM features including contact management, lead tracking, opportunity pipeline, and reporting.
Ensure data accuracy, validation rules, deduplication, and proper data migration across systems.
Test integrations with email, marketing automation, ERP systems, payment gateways, and third-party tools.
Validate automated workflows, triggers, email sequences, task assignments, and approval processes.
Ensure intuitive navigation, responsive design, and efficient user workflows across all devices.
Test system performance with large datasets, concurrent users, and complex report generation.
Verify role-based access control, data encryption, and compliance with privacy regulations.
Validate dashboard accuracy, custom reports, data visualization, and export functionality.
Test mobile apps for iOS and Android, offline capabilities, and data synchronization.
Sales Cloud, Service Cloud, Marketing Cloud, and custom Salesforce implementations
Sales, Customer Service, Marketing, and Field Service modules
Marketing Hub, Sales Hub, Service Hub, and CMS Hub
Complete Zoho ecosystem including CRM, Analytics, and integrations
Oracle Sales Cloud, Service Cloud, and Marketing Cloud
Proprietary and custom-built CRM solutions
Understand your CRM setup and business processes
Create comprehensive test scenarios and cases
Execute manual and automated tests
Document and prioritize defects
Deliver detailed reports and verification
Ensures data integrity across all customer touchpoints, preventing costly errors in customer records, sales pipelines, and marketing campaigns.
Validates connections between your CRM and email platforms, marketing automation, ERP systems, and other business tools to ensure smooth data flow.
Protects sensitive customer information through rigorous security testing, ensuring compliance with data protection regulations and industry standards.
A well-tested CRM eliminates bugs and workflow issues that slow down sales teams, allowing them to focus on closing deals and building relationships.
Ensures consistent, reliable interactions across all customer touchpoints, leading to higher satisfaction and stronger customer relationships.
Early detection of CRM issues prevents data loss, reduces support tickets, and minimizes the need for expensive emergency fixes.
Our expert testers meticulously examine CRM functionality through comprehensive hands-on testing, ensuring accurate customer data management, workflow automation, and validating complex business processes.
Using CRM-specific automation tools and frameworks, we implement automated testing for continuous validation of customer data integrity, workflow automation, and integration points.
Every project is overseen by highly experienced, fully qualified Senior Test Managers. They lead the requirements review, estimation, and full test planning—ensuring your project begins with a strong, strategic foundation. Because we believe: a project well planned is a project well delivered.
Let our experts ensure your CRM delivers exceptional customer experiences
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