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Pipeliner CRM Testing

https://www.pipelinersales.com

Pipeliner CRM promotes high-quality user interaction through its easy-to-use sales interface. Its consistent navigation and visual layout enable users to quickly understand and use the system, leading to high adoption rates and a quicker return on investment. Additionally, users can personalize the system to meet their specific needs.

The administrative backend of Pipeliner, which includes visual design and non-technical tools like drag and drop and in-line editing, is also easily manageable. One of its unique selling points is that it doesn’t necessitate a permanent administrator or costly specialized technical support.

The product also comes with a robust reporting engine that allows users to generate reports from any location or section within the system. Available reports vary from standard, to pivot, to advanced, and include graphic dashboards.

Pipeliner emphasizes its core skills, providing excellent sales force automation and delivering an effortless way for users to integrate with other top-quality systems like Ticketing, Marketing Automation, or any other system a user may have. Pipeliner also offers a selection of “Automation Add-ins,” automating routine tasks which would need manual input in other systems.

With features such as location and mapping, voice-to-text, business card scanning, and more, the highly advanced Pipeliner Mobile CRM App is a leader in the field. It’s also the only one to include the built-in artificial intelligence engine, Voyager, enabling efficiency while on the move.

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 Pipeliner 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 Pipeliner 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 Pipeliner 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 Pipeliner 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:
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 Pipeliner CRM, just fill out the form below:

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