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Jarvis CRM Testing

Jarvis is a comprehensive platform for marketing, sales, CRM, ERP, and project management. It taps into over two decades of industry experience, placing emphasis on a visually appealing and efficient design in its CRM/ERP offerings. Jarvis CRM even earned the 2017 FileMaker Business Alliance Excellence Award for Design. The platform values productivity and simplicity, reducing the number of clicks and searching time needed to get things done.

All data in Jarvis is consolidated in one location, accessible via desktop, web browser, and iPhone. This eliminates the need to sift through paperwork, emails, and different versions of spreadsheets. The platform is an all-in-one solution for successful business management, integrating features such as Quickbooks Online, SendGrid Email, Zoom, and Google.

Notably optimized for FileMaker 19, it boasts an updated interface, more user-defined options, and a layout that suits a 15-inch laptop screen. It also comes with a host of features across modules including calendar, campaigns, companies, contacts, commissions, documents, email, products and services, opportunities, projects, and user management.

Specific updates extend to new functionalities and improvements in visual sales performance graphs, task logging, invoice creation, marketing planning, lead qualification, project planning, hr management, and many more. In its email component, Jarvis integrates HTML-formatted SendGrid templates and a new feature for incoming emails.

Additionally, facilities for managing products and services have been enhanced. You can now generate and monitor purchase orders, handle inventory, use QR codes and manage related products. Opportunities within the platform are categorized into stages such as discovery, recommendation, and closing, with each stage featuring specific tasks.

The latest Jarvis 7 update has implemented extensive improvements, having been fully optimized for FileMaker 19. It now has the largest marketing module among FileMaker applications, featuring email templates, multiple marketing actions, HTML signatures, groups, and inbound email parsing among others. Two new modules – courses and job descriptions, have also been added to enrich its employee management capabilities. In total, Jarvis 7 features over 70 new updates and features.

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 Jarvis 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 Jarvis 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 Jarvis 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:

  1. 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.
  2. Say goodbye to worrying about new Jarvis 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.
  3. 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.
  4. 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.
  5. Make teamwork and collaboration a breeze with its expansive integrations. Everyone in your team can understand and contribute to the tests using plain English.
Here is a testRigor’s test case example:
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 Jarvis CRM, just fill out the form below:

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