Simplified End-to-End CRM Testing with Tricentis Test Automation in the Cloud

Elevate Your CRM Testing to boost efficiency and quality


October 16, 2023 | Read time: 6 min


CRM systems are enabling organizations to elevate their customer experiences significantly. As companies harness the vast potential of CRM systems, ensuring the reliability and efficiency of the implementation becomes paramount. Test automation is a game-changing approach that enables businesses to validate and optimize their CRM system deployments while maximizing productivity and quality.

In this blog post, we explore test automation in the CRM ecosystem. We’ll dive into its fundamentals, uncover its benefits, and shed light on how it revolutionizes the testing landscape.

What is CRM Test Automation?

The concept of CRM Test Automation involves the automation of testing procedures for your CRM system, aiming to eliminate repetitive and error-prone manual testing tasks.

It entails the creation and maintenance of test scripts using software tools such as automated testing frameworks.

What are the benefits of CRM Test Automation?

By implementing CRM Test Automation, you can achieve the following benefits:

  •     Identify bugs in your CRM earlier and more efficiently
  •     Verify current features functionality
  •     Execute regression testing
  •     Validate custom code
  •     Automate repetitive manual testing tasks
  •     Improve efficiency and productivity by reducing repetitive manual testing tasks
  •     Minimize the chances of human errors from manual testing

What are the features of Tricentis Test Automation in the Cloud?

Quick and easy set-up

Tricentis Test Automation in the Cloud is a no-code testing solution that does not require any programming knowledge. This means your QA, IT and business teams can easily create and maintain reusable test cases together.

Efficiency and fast results

Tricentis Test Automation in the Cloud automates repetitive and time-consuming tasks, allowing test managers to focus on more important testing activities and speed up the testing process.

Advanced reporting and analytics

Tricentis Test Automation in the Cloud's comprehensive reporting and analytics capabilities provide insight into the entire testing process and support informed decision making.

Cloud-based, no-code test automation

Run tests anytime, anywhere. Tricentis Test Automation in the Cloud allows you to test faster and at scale by running multiple tests in parallel across distributed cloud infrastructures. There is no need for dedicated hardware and IT support, reducing the overall burden on your business.

Model-based test automation

Create resilient, long-lasting automated tests using a proven approach that separates the automation model from the underlying application. It requires no code, reduces maintenance, and modules makes it easy to stack use cases to support complex operations.

Scale testing and improve coverage

Ensuring comprehensive test coverage and maintaining high quality standards. Create and execute a wide range of tests, including functional, regression and performance tests, allowing test leads to thoroughly validate the software and identify potential issues early in the development cycle.

What types of software testing does Tricentis Test Automation involve?

  • Component Integration Testing - validates whether all units work harmoniously together. It involves integrating multiple units and verifying their proper interaction with one another.
  • System Testing - refers to the executed tests that evaluate if the system and its features compliance with the specified requirements. To do so, the test automation in form of Smoke Tests, Performance Tests, Component Tests and Interface Tests is triggered. The tests executed are often based on high level descriptions of system behaviour, business processes and system resources, which should be covered by the specified requirements.
  • System Integration Tests - are used to verify the proper functioning of integrated components within a system or between multiple systems in a shared environment. SIT includes Smoke Tests, Regression Tests, and Performance Tests. For comprehensive End-to-End (E2E) testing, a release-ready package is deployed in an environment resembling the production environment. Cross-system tests are conducted to ensure readiness for production. E2E testing is resource-intensive, slow, and time-consuming, so it should be minimized. 

CRM Test Automation best practices

To ensure effective CRM system Test Automation, the following best practices are recommended:

  • Use synthetic test data and masked production data
  • Leverage the speed and convenience of automated tests to cover the most at-risk business functionalities
  • Start the automation process by prioritizing your requirements and automate high-risk areas
  • Perform testing activities within a Test Environment to prevent flawed functionalities from being released on production


Test Automation for CRM systems is a game-changer for organizations seeking enhanced efficiency and software quality. By automating repetitive and error-prone manual testing activities, you can optimize your testing strategy within the CRM system ecosystem.