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Salesmate Testing

Salesmate CRM is a comprehensive platform designed to streamline your marketing, sales, and service processes. It enables you to offer personalized touchpoints across different channels such as email, text, chat, web, calls, and eCommerce. The platform’s numerous features enhance lead generation, deal-closing, and the formation of lasting customer relationships. It supersedes multiple disconnected systems, resulting in time and cost savings.

Here’s a brief rundown of what Salesmate can provide for your enterprise:

Sales CRM – Consolidate, sort, categorize, and handle your prospects, leads, and client information centrally.

Lead Capture, Nurturing, and Scoring – Automatically capture, assign, and cultivate leads using web forms, emails, live chat systems, file transfers, and external lead sources.

Automation Journeys – Implement multi-channel drip campaigns, auto-schedule follow-ups, automate routine tasks, score leads, and automate complete customer journeys.

Sales Emails – Automate sales emails through a two-way emailing system, pre-designed templates, tracking mechanisms, scheduling, and large-scale campaigns.

Calling & Texting – Salesmate offers state-of-the-art native calling features such as call recording, transfer capabilities, voicemail drops, power dialing, text marketing, and more.

Live Chat & Shared Inbox – Convert site visitors into clients and provide chat support on both web and mobile. The shared team inbox enables collaborative email support.

Sales Sequences – Enable your reps to automate sales sequences, saving over 30 hours monthly and ensuring no lead is missed for follow-ups.

Automate Data Entry – Auto-fill contact information and log all emails, meetings, follow-ups, texts, etc., eliminating manual data entry.

Sales Pipeline – Construct a visual sales pipeline, predict sales, set targets, and track representative activities to ensure no deals are overlooked.

Meeting Scheduler – Allows your prospects to schedule meetings online, thereby saving field representatives approximately 10 hours of scheduling meetings.

Reporting & Dashboards – Harness data-driven insights to optimize sales performance and provide guidance to your representatives with pre-formatted or customizable insights and dashboards.

Salesmate is compatible with popular apps like Google Apps, Microsoft Apps, Quickbooks, PandaDoc, and over 700 other apps, making your sales processes seamless.

Priced from just $12/user, Salesmate offers exceptional value for money. It is the favored platform for businesses in the SaaS, software, marketing, real estate, insurance, financial sectors, among others. With 21+ industry awards just in 2020, and stellar customer reviews, you can avail of a 15-day free trial to experience the platform for your business.

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 Salesmate 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 Salesmate 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 Salesmate 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 Salesmate 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 Salesmate, just fill out the form below:

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