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A CRM solution allows you to keep track of customer and prospect contact information

Sales, customer service, business development, hiring, marketing, and any other line of business can benefit from a CRM system since it makes it easier to manage the external interactions and relationships that drive success. A CRM solution allows you to keep track of customer and prospect contact information, uncover sales possibilities, track service issues, and manage marketing campaigns all in one place – and make information about every customer encounter available to everyone who needs it at your organization.

Collaboration and productivity are easier to achieve when data is visible and accessible. Everyone in your firm can see how consumers were contacted, what they purchased, when they last purchased, how much they paid, and much more. CRM can help businesses of all sizes develop, but it’s especially useful for small businesses because employees are always challenged to achieve more with less.

CRM testing ensures that complicated CRM procedures run smoothly, that CRM data is consistent and secure, and that CRM integrates seamlessly with other corporate technologies.

Lincoln Technologies has 13 years of CRM testing experience and can evaluate custom and platform-based CRM systems for functionality, integration, compatibility, security, and usability.

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    Custom Software Development
    Outsoursing Development
    Software Product Development

    Types of Hospital Management System Modules

    Modules for managing patient relationships

    This administrative system is similar to a CRM used in traditional businesses. It enables healthcare providers to better manage interactions with patients in order to improve the patient journey and experience.

    Ticket-based healthcare activity-management modules

    This category includes medical appointment-scheduling software and other systems associated with specific hospital workflows: planning and execution of daily tasks, for example, hospital admissions and discharges.

    Modules for operational and tactical data management

    Modules for operational and tactical data management. These modules are responsible for the classification and maintenance of critical hospital data and are utilized for financial administration, patient healthcare planning, engineering difficulties, pharmaceutical distribution, inventory management, and much more.

    Personal patient data is stored in profile-based healthcare modules

    Such as Electronic Health Records (EHR) or Electronic Medical Records (EMR). It's also possible that medical HR systems with profiles of healthcare workers are involved.

    Billing and claim management modules

    These solutions work as gateways that allow interaction with third-party systems like secure banking systems and claims-management systems operated by U.S. insurance providers.

    Why Lincoln Technologies?

    We have more than 75 full-time quality assurance employees. Since 2010, we’ve performed over 400 testing projects. Test engineers who are ISTQB qualified. ISO 9001 accreditation confirms a mature quality management system. ISO 27001 certification for data security management.

    We Test CRM Aspects

  • CRM capabilities – Lincoln Technologies test engineers assess a wide range of CRM functionality to ensure that all functions are carried out as specified in the CRM requirements specification:Sales: tailored automated engagement with prospects via IP telephone, emails, web forms, lead, and case assignment are just a few examples.Marketing: automated campaign and event management, email marketing, and social media integration are all examples of marketing.Case management, assignment, and prioritizing are all examples of customer service.
  • Integrations with CRM – Each CRM integration is thoroughly tested by our test engineers (with a data warehouse, document management software, ERP, an eCommerce platform, a point of sale system, external analytical software). This is done to ensure that suitable data is passed to and from other systems, that data is accurate, that data changes are stored and displayed correctly in all connected systems, that data formats are consistent, and that there are no superfluous dependencies.
  • CRM effectiveness – Even if your CRM is swift and smooth in everyday use, you must ensure that it can withstand peak sales occasions like Black Friday and Cyber Monday. Your CRM’s scalability and stability are determined through performance testing. Our test team simulates hundreds or thousands of virtual users using CRM at the same time to assess response time and loading speed, as well as the maximum number of users, peak hour performance, and endurance under continuous stress.
  • CRM protection – Because your CRM stores a lot of sensitive client information, it’s subject to data breaches. So, in order for your CRM to be genuinely safe, the Lincoln Technologies test team conducts vulnerability assessments, penetration testing, and other operations. Furthermore, CRM is used by a number of employees with varying levels of access. As a result, you must ensure that each user has access that is specific to their role. Role-based access control validation is also performed by our test engineers.
  • CRM security – Your CRM is vulnerable to data breaches since it stores a lot of sensitive client information. Lincoln Technologies test team conducts vulnerability assessments, penetration testing, and other activities to ensure that your CRM is truly secure. CRM is also utilized by a variety of personnel with varying levels of access. As a result, you must make certain that each user has access restricted to their unique function. Our test engineers additionally do role-based access control validation.
  • Usability of CRM  – CRM must be user-friendly and convenient. Otherwise, its buggy and unpleasant UI may drive even the most loyal staff to abandon it. Our UX researchers conduct usability testing to determine how simple CRM is to use and what UI changes may be made.
  • We Follow a CRM Testing Process

    1. A CRM requirements specification is examined

    The test team at Lincoln Technologies delves into the nuances and needs of a CRM project. If any of the requirements (functional, UI, reliability, safety, and operational) are missing, our QA manager is ready to step in and help you gather and compile them.

    2. Developing a risk analysis and mitigation plan

    Our test lead identifies the potential hazards of a CRM testing project, assesses potential losses, and determines preventative measures. Testing mistakes and excessive testing spending can be avoided with early risk detection and a mitigation plan.

    3. The creation of a testing strategy and a test plan

    Our test lead creates a test plan, which is the most complete and high-level test document that includes testing objectives, scope, testing time, cost, and human resources, among other things. The strategy for future testing is another important test document that was prepared. It comprises test coverage, pass/fail test criteria, and a test timetable, among other things. Both documents are available for you to study and sign.

    4. Design and implementation of tests

    Our test engineers create and execute test cases and scenarios based on the test strategy. The test automation engineers at Lincoln Technologies write test cases that are suitable for automation and perform automated testing. They use well-known test automation tools (such as Selenium, Appium, Apache JMeter, and Coded UI Tests) to speed up CRM testing and assure extensive test coverage that would be impossible to achieve with simply manual efforts. The test team at Lincoln Technologies reports any flaws discovered utilizing bug reporting protocols that are handy for your CRM administrator or developers.

    5. Report on the test results
    The test lead at Lincoln Technologies generates a test summary report for you. This report includes a summary of testing activity, testing coverage, and CRM faults that were discovered.

    Healthcare CRM Software

    Healthcare CRM aids in the systematization of interactions with patients and referring physicians, the personalization of medical service promotion, and the enhancement of care quality and patient satisfaction. Lincoln Technologies has been providing CRM solutions based on Microsoft Dynamics 365 and Salesforce Health Cloud to the healthcare industry since 2005.

    Why Use CRM in Healthcare?

    • Prospective and current patients are profiled holistically.
    • Referring provider management that is outcome-oriented
    • Communication with patients prior to and after treatment is made easier.
    • Patient experience that can be measured
    • Automated notifications and warnings have improved chronic disease management.
    • Personalization of web content based on website-CRM-EHR interaction
    • Automated email marketing
    // our clients

    We are Trusted
    15+ Countries Worldwide

    Emilia Clarke
    Moonkle LTD,
    Client of Company
    "Very well thought out and articulate communication. Clear milestones, deadlines and fast work. Patience. Infinite patience. No shortcuts. Even if the client is being careless. The best part...always solving problems with great original ideas!."
    Emilia Clarke
    SoftTech,
    Manager of Company
    "Patience. Infinite patience. No shortcuts. Very well thought out and articulate communication. Clear milestones, deadlines and fast work. Even if the client is being careless. The best part...always solving problems with great original ideas!."
    Emilia Clarke
    Moonkle LTD,
    Client of Company
    "Very well thought out and articulate communication. Clear milestones, deadlines and fast work. Patience. Infinite patience. No shortcuts. Even if the client is being careless. The best part...always solving problems with great original ideas!."
    Emilia Clarke
    SoftTech,
    Manager of Company
    "Patience. Infinite patience. No shortcuts. Very well thought out and articulate communication. Clear milestones, deadlines and fast work. Even if the client is being careless. The best part...always solving problems with great original ideas!."
    // contact details

    Contact us

    Give us a call or drop by anytime, we endeavour to answer all enquiries within 24 hours on business days. We will be happy to answer your questions.
    Our Address:

    411 University St, Seattle, USA

    Our Mailbox:

    [email protected]

    Our Phone:

    +1 -800-456-478-23

      Ready to Get Started?

      Your email address will not be published. Required fields are marked *