How to reduce business risks through testing CRM

How to reduce business risks through testing CRM
January 20 08:47 2022 Print This Article

CRM system ensures efficiency of sales, database processing and communication with clients. The smallest system error will affect teamwork and productivity. In cases of late stage errors, fixing will take a long time. Testing can help avoid such consequences and ensure that the system runs smoothly.

Failures of CRM systems that can lead to business risks

If you skip the testing stage while developing a CRM, you will face different business risks. In bad cases, the company can lose profits and customers. Below are the most common problems with CRM systems that can affect a company’s business. These problems prove that testing is necessary and a very important part of CRM development.

Difficulties with access rights

All employees do not have the same level of access to the database. It can be difficult for employees to get the job done because they will not be able to carry out their duties without access. There is also a possibility of a breach of confidentiality in a company. It will not be good if the wrong person gets access to data that was intended for another person.

System performance delays

Ideally, a CRM system should be responsive. Unfortunately, delays can be caused not only by slow equipment but also by inconsistencies in the system code. Because of this, companies may discover the inability of a CRM system to be multitasking and highly productive.

Incorrect status display

If the client’s status is displayed incorrectly or employees cannot change it, more than one employee may contact the client several times. Such a situation can spoil the impression of the company, and the client will think that the team is too persistent or that the work in the company is not organized.

Inaccuracies in telephony

The well-coordinated work of communications in CRM systems is vital. Without testing communication channels, there is a risk of blocking incoming messages or calls and erroneous forwarding, leading to the loss of potential customers.

Problems with the mobile app

The use of mobile CRM systems significantly increases the advantages over competitors. Employees can track and enter data, as well as provide quick responses and service. However, without testing the applications, the company may lose this opportunity.

Errors in notification

Reminders are an essential part of working with clients. If the CRM system sends incorrect notifications or ignores them, employees may miss important events or information.

Incorrect data

Testing is needed to make sure that the CRM system meets all the standards and requirements. Otherwise, the system may not work correctly, which as a result will lead to the loss of data, the appearance of duplicates, and the display of classified data.

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Benefits of testing CRM systems

Companies often choose to skip the testing phase because they don’t know what it can do. Experts do not just determine whether the system can do what is expected; they do important things for business purposes.

Avoid additional costs

If bugs are discovered too late, this can lead to a reorganization of the entire system. Specialists can find potential or real shortcomings that can be eliminated in the first stages.

Save time

Testers can identify inaccuracies in the system, so that developers no longer need to waste their time doing it.

Have the edge over other competitors

Testing a CRM system will help avoid deadline violations, production downtime, or misunderstandings in the team and with customers.

An independent testing team can provide a ‘fresh look’ to find new bugs and offer a wide range of services of QA engineers with expertise in the relevant field avoiding recruitment process. It can extend the team to cover tasks urgently, and reduce the downtimes.

What we can test

Our team can perform the following checks to be sure that your software works correctly:

  • all communication channels with the client as the main task of any CRM is to increase sales efficiency and customer service;
  • CRM updates – before the release of each update, it is vital to test not only the new functions that the update carries, but also make sure that the old functionality works excellently;
  • integration of CRM with external services, since the CRM system is a complex product, which uses additional services.


Bugs in the CRM system affect the company’s financial position, can lead to the loss of customers, and reduce profits or cause budget overruns. Therefore, it is worth remembering the vital stage of testing a CRM system to avoid such consequences. Our team will be happy to help you test your product. If you want to get the best CRM software testing for your company or business, contact us.

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Karolina Shevaniuk
Karolina Shevaniuk

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