ERP & CRM Systems Testing Services
ERP and CRM systems are not just software. they are the operational backbone of your business. A data integrity issue in Salesforce can corrupt your pipeline. A misconfigured SAP workflow can disrupt operations. A broken HubSpot automation can cost you leads.
- 01Data integrity across modules
- 02Integration with third-party tools
- 03Custom workflow automation
- 04Role-based access and permissions
- 05Report and dashboard accuracy
ERP and CRM systems hold your most critical business data. test them accordingly
These systems are complex, heavily customised, and deeply integrated with your other tools. Testing them requires domain expertise in the platform, the business processes they support, and the integrations they connect to.
We provide specialist testing for Salesforce, SAP, HubSpot, Microsoft Dynamics, and custom ERP/CRM implementations. covering data integrity, workflow automation, role-based access, and third-party integrations.
What We Test on ERP & CRM Systems
A comprehensive breakdown of every testing area we cover for this platform.
Data Integrity
- ✓Data migration accuracy validation
- ✓Record creation and update integrity
- ✓Duplicate detection and prevention
- ✓Reporting data accuracy
Workflow Automation
- ✓Trigger and action validation
- ✓Approval workflow testing
- ✓Email automation sequences
- ✓Custom rule and formula accuracy
Integration Testing
- ✓Third-party API integrations
- ✓ERP-to-CRM data sync
- ✓Bi-directional sync accuracy
- ✓Webhook and event testing
User & Permission
- ✓Role-based access control validation
- ✓Profile and permission set testing
- ✓Field-level security verification
- ✓Data visibility rules
Reports & Dashboards
- ✓Report accuracy vs raw data
- ✓Dashboard filter and drill-down
- ✓Scheduled report delivery
- ✓Custom formula field validation
Performance Testing
- ✓Large dataset query performance
- ✓Bulk data operation timing
- ✓Concurrent user load testing
- ✓API limit and throttling handling
How We Test This Platform
A structured process with clear deliverables at every stage.
Business Process Mapping
We map your critical business processes and workflows to identify the highest-risk areas and design test scenarios around business outcomes, not just technical functions.
Test Data Setup
We create comprehensive test data sets covering all business scenarios, including edge cases like duplicate records, incomplete data, and multi-currency scenarios.
Integration Validation
We test all integration points. ERP-to-CRM sync, third-party connectors, and custom API integrations. validating bidirectional data accuracy.
Regression Testing
After every configuration change, customisation, or platform update, we run regression testing to ensure existing functionality is not broken.
UAT Support
We facilitate User Acceptance Testing with your business users, managing test execution, defect triage, and sign-off documentation.
Go-Live Validation
Pre-go-live validation covering all critical business processes, integrations, and data migration accuracy. before you switch over production.
Technology Stack for This Platform
We are tool-agnostic. we always select the best technology for your specific needs.
Real Bug Examples We Catch on ERP & CRM Systems
Real issues we find regularly. bugs that cost businesses money or reputation.
Common Questions
Everything you need to know about how we test this platform.
Have a specific question?
We're happy to discuss your platform, tech stack, and testing needs in a free 30-min discovery call. no commitment required.
Book a Free Call →Salesforce (Sales Cloud, Service Cloud, Marketing Cloud), SAP, HubSpot, Microsoft Dynamics 365, Oracle NetSuite, and custom-built ERP/CRM systems.
Related Platforms
Other platforms we test that are commonly used alongside this one.
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