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 The process for customers to enter and maintain their policy information is outdated and time-consuming, causing frustration for both the customer and our team.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

Pronix Solutions is committed to ensuring that our software is of the highest quality. To achieve this goal, we propose a comprehensive testing strategy that includes a combination of manual testing, unit testing, regression testing, black box testing, white box testing, integration testing, and backend testing.
Manual testing will involve testing the software by hand to ensure that it meets the required specifications. Unit testing will focus on testing individual units or components of the software to ensure they function as intended. Regression testing will ensure that changes or new features do not negatively impact existing functionality.
Black box testing will focus on testing the software from the user's perspective, while white box testing will focus on testing the internal structure and code of the software. Integration testing will ensure that all the different components of the software work together seamlessly. Backend testing will focus on testing the underlying systems and databases that support the software.
By implementing this testing strategy, we will be able to identify and fix any issues early in the development process, ensuring that our software is of the highest quality and meets the needs of our customers.

Technologies Used

Pronix Solutions team is committed to using the latest and most effective technologies to implement our solution. We will be utilizing Rally for project management and tracking, Salesforce for client management, Oracle for database management, XHTML and XML for web development, Java for building the core application, and C# for developing any windows-based applications.
Rally is a powerful project management tool that will help us keep track of the progress of our development and ensure that we deliver on time and within budget. Salesforce is a leading customer relationship management platform that will allow us to manage client information and interactions in real-time. Oracle is a widely used database management system that is known for its scalability, security, and reliability.
XHTML and XML are used for creating web pages and applications, Java is a versatile and powerful programming language, and C# is widely used for creating windows-based applications. These technologies are widely adopted, widely supported and provide the stability, scalability, and performance needed for our solution.
By using these technologies, Pronix Solutions  team is confident that it will be able to deliver a robust, efficient, and user-friendly solution that meets the needs of our customers.

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.

Latest Case Studies

Our Case Studies

Pronix is committed to protecting and respecting your privacy. Please confirm that you agree with our privacy policy by checking the box below.

* I agree with the privacy policy and consent to receive communications from Pronix.