About the Customer
Industry: Automotive / Enterprise CRM Software
Client: Multinational Automotive Enterprise Software Provider
Deployment Scope: Over 90 countries, nearly 3,000 car dealerships, and more than 100,000 end-users
Our client is a German-headquartered MNC that provides enterprise software to the automotive industry globally. Their CRM solution for automotive dealerships and manufacturers is used by major brands such as Volvo, BMW, Ford, Lincoln, Opel, and the Volkswagen Group. They required a reliable CRM testing partner to ensure their Microsoft Dynamics-based CRM system worked flawlessly for dealers, sales teams, and regional managers.
Business Challenges (CRM Testing for Automotive Enterprise Software)
The client was building its proprietary customer and vehicle relationship management system (CRM) specifically for car manufacturers, importers, and dealerships. Because the CRM was based on Microsoft Dynamics CRM, they needed quality assurance experts with deep experience in CRM testing, as well as specific domain knowledge of the automotive industry. Their main challenges were:
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- The CRM had highly customized modules for sales leads, business opportunities, orders, and contracts, which increased complexity.
- Role-based workflows had to work cleanly for different user types, e.g. sales backoffice teams, sales managers, marketing managers, lead-generation managers, and case managers.
- Dashboards and reporting templates needed to be customized for each role, and these forms and templates had to be thoroughly validated.
- The CRM was integrated with a third-party enterprise system for warehousing and accounting, running on Microsoft Dynamics NAV, which meant integration testing was critical.
- The customer needed both hosted and on-premise deployments to be tested in different environments.
Consequently, they wanted a quality assurance partner that could handle functional, integration, regression, and automated testing, while also optimizing test coverage to minimize risk and time to market.
Our Solution: End-to-End CRM Testing for Automotive Enterprise Software
CredibleSoft assigned a dedicated CRM testing team for this long-term engagement. Over 21 months, between 3 and 10 CRM QA engineers worked on this project, depending on the phase. We followed a structured, quality-first approach to ensure rigorous testing of their automotive enterprise CRM system.
1. Functional CRM Testing
First, our QA team validated all the custom CRM forms, such as leads, opportunities, customer accounts, orders, and contracts to ensure that business workflows worked exactly as designed. We mapped each CRM object to its real-world business flow, and verified the creation, update, and life cycle transitions of these objects.
2. Integration Testing
Next, we tested end-to-end integration between the Dynamics CRM system and the third-party enterprise software for accounting and warehouse management. Since the integrated system was based on Microsoft Dynamics NAV, we ensured that data flows (such as orders, inventory, and invoicing) transferred seamlessly, with no data loss or inconsistency.
3. Automated Regression Testing
To reduce manual effort and avoid regression defects, we implemented automated regression suites. This allowed us to catch regressions early, minimize human error, and accelerate the release cycle. As a result, we improved reliability across repeated test cycles, strengthening the CRM’s overall stability.
4. Role-Based Workflow & Dashboard Testing
Because multiple roles access the CRM, e.g. sales backoffice, sales teams, lead-gen managers, marketing, and case management, that’s why we performed detailed workflow testing for each role. We also validated dashboard views tailored to each persona, checking data accuracy, performance, and layout correctness.
5. Custom Reports & Templates Testing
We validated all CRM reporting templates. Our team ran tests on custom reports, dashboards, and analytics modules to ensure they reflected accurate data, pulled correctly from various CRM entities, and met the client’s business reporting needs.
Business Outcome (Automotive Enterprise Software)
Here are the key performance indicators (KPIs) and the business impact of our CRM testing engagement:
KPI |
Impact |
|---|---|
| Defect Leakage Rate | Reduced by over 60% compared to previous CRM releases |
| Regression Defects | Significantly lower regression failures across major releases |
| Time to Market | Accelerated release cycles thanks to faster regression testing |
| Integration Accuracy | 100% accurate data flows between CRM and the enterprise NAV system |
| User Role Stability | Role-based dashboards and workflows validated, minimizing user-reported issues |
These outcomes demonstrate how our CRM testing services improved overall software quality, reduced risk, and increased confidence in the client’s automotive CRM system.
Technology Stack and Tools Used
For this CRM testing engagement, we used:
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- CRM Platform: Microsoft Dynamics CRM (on-premise and cloud)
- Testing Tools & Frameworks: Microsoft Test Manager, Coded UI Test
- Programming / Scripting Languages: C#, JavaScript
- Collaboration & Version Control: Microsoft Team Foundation Service
- Automation & Regression Testing: Automated UI test cases, structured via Coded UI
Strategic Value Delivered
Through this QA engagement, CredibleSoft delivered strategic value by:
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- Ensuring High Quality: Rigorous functional and integration testing improved the reliability of the CRM platform.
- Scaling QA Efficiency: Automated regression testing reduced manual workload and sped up test cycles.
- Supporting Global Deployment: Testing across roles and environments meant the CRM could scale to hundreds of dealerships across multiple countries reliably.
- Reducing Risk: Thorough integration testing with NAV reduced the risk of data inconsistencies and business-critical faults.
- Enhancing User Experience: Role-based dashboards and workflows meant that sales teams, managers, and back-office users could rely on the system to make business decisions.
CredibleSoft Capabilities (CRM Testing for Automotive Enterprise Application)
CredibleSoft offers comprehensive QA and software testing services, especially in the area of CRM testing for large-scale enterprise software. Our strengths include CRM functional testing, integration testing, automated regression suites, role-based workflow validation, and custom report testing. We combine deep domain expertise in automotive systems with strong testing frameworks to deliver high-quality, reliable CRM solutions.
Why This Matters to You
If you operate in the automotive software space or if you build enterprise CRM systems for dealerships, manufacturers, or distributors then robust CRM testing is essential. A flawed CRM deployment can lead to lost leads, poor customer engagement, data inconsistencies, and operational risk. With CredibleSoft’s proven QA track record in automotive CRM testing, you can confidently roll out your platform globally and maintain high quality at scale.
If you are building or enhancing a CRM system especially in the automotive, manufacturing, or enterprise software space, then we would love to partner with you. Please schedule a meeting with us to discuss your CRM testing project, talk about your quality assurance challenges, and build a tailored QA strategy together.
