Insightly CRM Testing
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Insightly is a contemporary, economically priced Customer Relationship Management (CRM) system adored by teams for ease of use, customization and scalability with a growing business. It effectively provides solutions for issues traditionally faced with outdated CRM systems. Insightly assists in constructing and converting sales streams, enhancing productivity, and fostering enduring clientele associations.
With Insightly, it’s a breeze to amalgamate and handle all your customer, sales, and business data including leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports. All this data can be managed securely in this flexible, user-friendly CRM that adaptively grows with your business.
Insightly’s comprehensive enterprise-grade Products, Price books, and Quotes (PPQ) capabilities provide substantial sales efficacy and transparency. It enables fast searching, tracking, and managing of numerous unique products and services within the platform, reducing human errors, delays and inconsistencies. Insightly’s PPQ allows for field teams to create customized quotes, contracts, and proposals for their opportunities with minimal effort. This grants full control and understanding of all selling aspects.
Insightly’s customizable features and apps allow for the tailoring of workflows and processes matching unique company requirements and preferences, assuring high usage and satisfaction.
Additionally, AppConnect allows Insightly to collaborate with more than 500 recognized apps, including Gmail, Google Workspace, Drive, QuickBooks Online, Xero, Slack, Dropbox, Box, MailChimp, Evernote, Zapier, Facebook Lead Ads, and more.
Manage everything conveniently on mobile with highly-rated apps for Android and iOS. This includes the ability to scan business cards and upload all information quickly, update projects and records in real time, and allow field members to modify opportunities directly at the client site.
With the ability to perform powerfully in any sector, Insightly CRM users can supplement additional products for marketing automation, customer service, and integrations within the same platform. Finally, Insightly’s CRM is trusted globally by more than a million users.
All CRM systems are ultra-flexible and meant to be tailor-made for your organization’s unique needs and processes. If you want to set up Insightly CRM for your business or already have it, here is the news. It might get tricky with time because they release updates, new patches, and configuration changes every now and then. So, you have got to make sure that all the custom tweaks you have made still work after these updates.
Traditionally, these checks are run manually by QA teams or a few assigned team members. With your organization’s growth, the Insightly CRM workflows get complicated, and the volume of data being handled also turns massive. Manual testing could be time-consuming and prone to errors. Plus, it’s hard to cover everything with manual checks, given the vast breadth of the system.
That is where test automation comes in to save you from all this validation chaos. It can save you a ton of time and make sure everything runs smoothly, with minimum effort. But, of course, it is not all sunshine and rainbows. There are some challenges:
Constant Updates and Maintenance: CRM systems like Insightly CRM keep evolving and growing, so your automation scripts might break when they release new changes. So, you have got to keep an eye on these changes and have the test scripts updated and maintained accordingly. What an overhead!
Complex UI: The power of CRM systems lies in their ability to handle complex business workflows. Consequently, it reflects on its user interface with dynamic object IDs, nested iFrames, and detailed object trees. Automating it with traditional automation tools is like solving a puzzle; now and then, it will put you in a tight spot.
Custom Reports: The reports here are tailor-made for your specific needs, and automating them with legacy test automation tools requires your engineers to have expertise in programming skills.
Test Data: Handling massive data and sensitive information is a big deal. You need to be super careful with it. Requires using test data management to extract, mask, edit, and maintain the test data.
Skilled Engineers: You need smart people who know their way around automation tools and coding. Finding and keeping them can be a real challenge.
But wait, keep hope. Fortunately, here is a solution: testRigor, an absolute game-changer!
It is like your AI buddy who speaks English and creates tests just like a human would.
With testRigor, you can:
- Let anyone in your team build test automation in plain English, regardless of their technical skills. It is super easy to use because it is a no-code solution. Use the power of generative AI to build robust test cases quickly in plain English.
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Say goodbye to worrying about new Insightly CRM updates and versions that keep breaking your tests. testRigor is smart and adapts automatically, saving you tons of time.
Unlike other test automation tools, testRigor does not rely on detailed implementation specifics like XPath/CSS locators. Moreover, testRigor’s self-healing capabilities automatically incorporate these new changes in the test scripts and result in unparalleled stability, saving you countless weekly maintenance hours. - Manage your test data like a pro. It can generate all sorts of data (we have built-in 50+ test data types), which is perfect for testing complex workflows containing email, phone numbers, names, URLs, credit card numbers, SSNs, Google authenticator codes, etc.
- Quickly test sending and receiving emails, SMS, phone calls, etc. You can easily test file upload, download, and check file content, which is quite a task using manual testing or traditional test automation.
- Make teamwork and collaboration a breeze with its expansive integrations. Everyone in your team can understand and contribute to the tests using plain English.
login create new lead go to leads check that table at row containing stored value "lastName" and column "Status" contains "Created"
To see testRigor in action with Insightly CRM, just fill out the form below:
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