Sage CRM Testing

Anushree Chatterjee

About Sage CRM

Sage CRM is Sage’s flagship customer relationship management (CRM) software designed to help businesses manage interactions with their customers, streamline processes, and improve sales, marketing, and customer support. With Sage CRM, you can be operational in a matter of days. Above all, its affordability ensures that you get the maximum value for your investment.

Some features of Sage CRM that make it a great pick are:

• Customer Management: It helps businesses store and manage detailed information about their customers like contact details, past interactions, and purchasing behavior. This makes it easier to know and serve customers better.
• Sales Management: Sage CRM helps sales teams track leads, opportunities, and sales processes from start to finish. It allows for easier pipeline management, which helps sales teams prioritize tasks and close deals more effectively.
• Marketing Automation: With Sage CRM, businesses can design and automate marketing campaigns, such as email newsletters and promotions, to target specific customer segments. This makes it easier to stay connected with customers and generate leads.
• Customer Support: The software helps businesses provide better customer service by tracking support requests and providing tools for managing and resolving issues. It also allows customers to log tickets and track progress.
• Reporting and Analytics: Sage CRM provides detailed reports and dashboards that help businesses understand key metrics such as sales performance, customer satisfaction, and marketing effectiveness. This helps in making data-driven decisions.
• Integration: It integrates with various other business tools (like ERP and Accounting) and email platforms, making it easier for businesses to keep all their systems in sync.
• Customization: Sage CRM is customizable to suit the specific needs of different businesses. You can adjust the fields, workflows, and features to align with how your team works.

Testing Sage CRM

You might choose to integrate Sage CRM within your ecosystem of business tools. That means you need to test the various system integrations and look at the entire user experience while working with the whole system.

The types of testing that you should focus on are:

• End-to-end Testing: For Sage CRM, end-to-end testing checks that the whole system works smoothly. Each aspect of the CRM system, like Marketing, Sales, and Services, should be operational and customized for your organization. This also covers integrations with other systems like ERP and Accounting.
• Integration Testing: Given that Sage CRM can interface with various enterprise systems like ERP, Accounting, and others, it becomes crucial to conduct integration tests. For example, if Sage CRM integrates with other software (like Sage Intacct, email systems, or calendar apps), make sure the integration works. Test syncing customer data across different platforms and ensure no data is lost or corrupted. If you’re using Sage CRM’s APIs to connect with other systems, test the APIs to ensure they return the correct data and respond quickly.
• Usability Testing: If you’ve customized the UI or made some integrations, it’s crucial to ensure the system is user-friendly and intuitive, especially considering the diverse range of users interacting with Sage CRM.
• Security Testing: While the individual modules might be secure, you need to test the entire system as a whole so that your product is secure, end to end. This could involve testing different user roles to make sure they only have access to the data and features they’re authorized to use.
• Performance Testing: Handling large amounts of data can exhaust systems, and hence, you should do performance testing regularly.

End-to-End Testing in Sage CRM

End-to-end testing in Sage CRM involves testing the entire process flow of the software, from the beginning to the end, to ensure that all parts of the system work together as expected. The goal is to simulate real-world user actions and verify that everything functions correctly, including customer data handling, sales processes, and other business operations.

It is prudent to automate end-to-end tests using test automation tools to make the process faster and more efficient.

Challenges in Testing Sage CRM

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 Sage 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.

Both manual and automated methods can be used for the testing mentioned above.

Traditionally, these checks are run manually by QA teams or a few assigned team members. With your organization’s growth, the Sage 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.

Additionally, manually testing all scenarios across various browser combinations can be challenging. 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.

Here are the main challenges while automating Sage CRM testing:

• Constant Updates and Maintenance: CRM systems like Sage CRM keep evolving and growing, so your automation scripts might break when they release new changes. You have 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. It requires the use of 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.

Utilizing testRigor for Sage CRM Testing

In End-to-end testing, testRigor consistently stands a step ahead of its competitors. Its distinctive features make it stand out as a cloud-based, AI-driven, codeless automation tool.

Here’s how the tool helps improve Sage CRM testing.

• AI test generation: Utilizing generative AI, testRigor facilitates the automatic creation of test scripts. The person only needs to provide the test case title or description.
• Easy test script creation/maintenance: testRigor allows crafting test cases in plain English which eliminates the need for programming languages. This approach empowers anyone to create or modify test cases and simplifying the script debugging process. 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.
• Cross-browser and cross-platform support: With testRigor, you can write test cases that can run across various browsers, browser versions, and platforms.
• Custom element locators: testRigor doesn’t depend on unreliable XPaths or CSS selectors. Instead, it employs a unique method of identifying elements powered by its AI algorithms. Users can specify the element’s name or its position, such as click “cart” or click on button “Delete” below “Section Name” to the right of “label”.
• Seamless integrations: testRigor offers built-in integrations with most CI/CD tools, test management systems, defect tracking solutions, infrastructure providers, and communication applications.
• Test data support: 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.
• Support for other types of testing: Along with end-to-end testing, you can create regression tests, functional tests, API tests, and even UI validations. testRigor offers powerful capabilities that let you automate 2FA, email testing, SMS and phone call testing, working with tables, and much more.

click on “My Profile”
click on “Administration”
click on “Users”
click on “New Users” roughly above “Create a new user or resource”
fill up new user form //reusable rule
click on “Save”
check that page does not contain stored value “duplicateErrorMsg”

The example above demonstrates how simple it is to create test scripts in testRigor. It is just like writing manual test cases. Through data-driven testing and reusable rules, you can use the same set of data and test steps respectively across different test cases.

The points mentioned above are just a glimpse of the many impressive features that testRigor offers. You can explore all the fantastic functionalities here. You can also sign up for a demo and begin your exploration here.

“We spent so much time on maintenance when using Selenium, and we spend nearly zero time with maintenance using testRigor.”

Keith Powe VP Of Engineering - IDT