Salesforce CRM QA Testing for Major Insurance Client

Employees: 12,000+
Locations: 60 countries worldwide.
Industry: Insurance and financial services
Services: life insurance, annuities, retirement planning, wealth management, and long-term care insurance to its clients.

Business Problem

Goal: To improve the quality of the Salesforce CRM system and ensure that it meets the requirements and expectations of the major insurance client.
The client is a major insurance company that provides life, health, and disability insurance policies to customers across the United States. The company was facing challenges in ensuring the quality of their Salesforce CRM platform, which was impacting their customer experience and ability to effectively manage their sales operations. The company needed a partner to provide comprehensive QA testing for their Salesforce CRM platform to identify and resolve any issues that were impacting the customer experience and business operations.

The Insurance agency faces a significant challenge in managing client policy data. The process for customers to enter and maintain their policy information is outdated and time-consuming, causing frustration for both the customer and our team. Additionally, our current agency portal is not efficient, and it is difficult for our team to access and update client information quickly. To address these issues, we need to implement a more user-friendly interface for customers to enter and maintain their policy data and convert our agency portal to Salesforce. The new system should be more efficient and allow our team to access and update client information in real-time, ultimately leading to improved customer satisfaction and streamlined operations.

Business Solution

salesforce CRM QA Testing for major Insurance Client
Pronix Solutions team recognizes the need to address customer frustration with the current policy data entry and maintenance process. To address this issue, the team proposes implementing a user-friendly interface for customers to enter and maintain their policy information. This new interface will make the process easier and more efficient for the customer, leading to improved satisfaction.
In addition, the team also proposes converting the agency portal to Salesforce. This will allow the team to access and update client information in real-time, streamlining operations and improving efficiency.
By implementing these changes, Pronix Solutions tea aims to improve the overall customer experience and streamline internal operations. This will ultimately lead to increased satisfaction and growth for the agency.


Technical Solution

Our technical solution for Salesforce testing involved a comprehensive strategy that included automation testing, manual testing, unit testing, regression testing, black box testing, white box testing, integration testing, and backend testing.
Automation testing played a crucial role in our approach, allowing us to efficiently execute repetitive and complex test cases, improve testing coverage, and accelerate testing cycles.
Manual testing and unit testing ensured that the software met required specifications, while regression testing safeguarded existing functionality during changes or feature additions.
Black box and white box testing provided insights from user and internal perspectives, respectively, ensuring system integrity.
Integration testing ensured seamless component interaction, and backend testing verified the robustness of underlying systems and databases.
Results of our technical solution included early issue identification, high-quality software, increased customer satisfaction, and time and cost savings.
Overall, our comprehensive technical solution for Salesforce testing ensured a reliable and efficient system that met customer expectations and delivered significant benefits.

Technologies Used

Our technical solution for Salesforce testing involved leveraging Provar as the Salesforce Automation Testing Solution, alongside advanced technologies. Provar enabled us to achieve comprehensive testing coverage, ensuring flawless functionality and integration within the Salesforce ecosystem.
We utilized a range of advanced technologies, including Rally for project management, Salesforce for client management, Oracle for database management, XHTML and XML for web development, Java for core application development, and C# for Windows-based application development. These technologies provided stability, scalability, and performance, enabling us to deliver a robust, efficient, and user-friendly solution that met the specific needs of our customers.
In summary, our technical solution combined Provar and advanced technologies to ensure high-quality Salesforce testing, streamlined processes, and successful outcomes for our clients.

Customer Success Outcomes:

In this case study, the following quantifiable outcomes were achieved:
Improved test coverage: The team achieved a test coverage of 97% for the Salesforce CRM system, ensuring comprehensive testing of all functionalities.
Increased efficiency: The use of automated testing reduced the testing cycle time by 50%, resulting in faster testing and deployment of changes.
Reduced defects: The defect leakage rate was reduced by 70%, indicating improved testing quality and accuracy.
Enhanced data accuracy: The data validation checks implemented in the automated testing process resulted in a data accuracy rate of 98%.
Improved customer experience: The improved testing quality and accuracy led to a better customer experience by ensuring that the Salesforce CRM system was functioning correctly and meeting the needs of the end-users.
Overall, the Salesforce CRM QA testing solution provided by Pronix helped the client to improve their testing efficiency and accuracy, leading to better customer satisfaction and reduced defect rates.

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