CRM Application Testing

The first test cycle in CRM testing should focus on issues related to data quality and conversion. At every step of a migration or update the testers should verify that the CRM is working as expected for both with and without data.

Below is the check list to ensure data quality:
1.Duplication of data: No redundancy should be allowed.
2. Hidden data is indeed hidden: Only the appropriate data should be visible according to the user roles and type.
3.Data maps correctly: Grid issues where a selected row’s data goes out of alignment with the fields when scrolled down. This should be eliminated.
4.New and updated data should be saved properly: Customer information and card information should save and update properly.
5.Partial and full search work as desired: Users should be able to search by first name, last name, company, card is deemed necessary.
6.No data is missing: All of the required data should be available to the right user levels.
7.Graphs should represent data correctly: Critical data like store-specific and program-specific filters and sales percentages should be accurate.
8.Data sorting: All of the fields that need to be sortable should works as desired.
9.CRM installs correctly: No critical GUI issues should arise during installation even when the user misses the data during installation.
10.Data saved in one field does not move to another field after saving it: Fields like address, which may need more than one field, should save to the correct fields.
11.Check that data which is not supposed to be editable is indeed not editable: Data like date and time of transaction should not be editable.