Enabling defect free CRM software rollouts
In today's increasingly competitive environment, maximising organic growth through sales momentum has become a priority for Banks and Financial institutions. To build this momentum banks are focusing on Customer relationship management initiatives to improve
- Customer satisfaction and loyalty
- Customer insight/ 360º view of customer
- Speed to market for products and services
- Increase products-to-customer ratio
- Improve up sales and cross sales
- Capitalizing on New market opportunities
Business challenges
To achieve the above objectives, a CRM application implementation has become a necessity for Banks. However, during the implementation stage, they face several challenges including
- Integration with legacy systems
- Gathering and analysis of large amounts of customer data
- Privacy and compliance issues
- Cost and maintenance of software
- Huge implicit costs in defective rollouts
- User training
Testing challenges
- Understanding heterogeneous business processes across organizations
- Aligning Testing with the business process
- Strategizing Testing to cover the links between all the entities
- Design of Test artifacts to address rapid changes in functionalities during the course of Testing phase
- Preparation of Test data and Test bed to resemble the live scenario with high volumes
Products Tested
- Siebel
- Unica Mart
- Microsoft Dynamics CRM
- ECCM
- Clarity Q
How we can help
- Domain focused test methodologies
- 100% functional coverage of documented functionalities, in testing
- Flexible scalable operations
- Parallel engagements
- Disciplined test management
How you benefit
- 'First time right' rollout
- Faster time to market
- Happy end users
- Avoiding imputed costs of defect
- Downtime cost
- Image, brand value
- Auditability
Functions Tested
- Client Contacts
- Legal Entities
- Customer Creation
- Lists - Group of contacts
- Events
- Objectives
- Call Reports
- Follow Ups
- Bulletins
- Customer Service Desk
- User Profiles
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- Campaign management
- Identifying Opportunities
- Creation of Campaigns
- Creation of source codes
- Customer Selections
- Data Modeling
- Customer Modeling and Analytics
- Debarring accounts from campaigns
- Retention Eligibility Criteria
- Pre-approved Loan Flagging
- Data sets, Data Quality, Model Scores
- Reports
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