CRM testing is performed at the beginning of your adoption process to ensure the system is working properly and meeting the goals defined in the project charter. The goals can include usability, quality, performance, and scope. Test cases are produced directly from user stories and are included in sprint evaluation testing, data quality testing, integration testing, functionality testing, and finally acceptance testing. Effectively, CRM testing ensures that the solution you built to solve your problem works.

Data integrity is crucial when using a CRM. Incorrect data is useless to your teams, and there are many ways it can be wrong. Duplicate data, data inaccuracies, incomplete data, and irrelevant data are all examples. These discrepancies can emerge from a combination of employee error, outdated record keeping, or invalid data pushing from another system. TAI offers services that can resolve all these problems to keep your data clean and accurate.

Moving from one CRM to another isn't a data dump. To get true value from the new system, the migration tool must be fast, flexible, and scalable. You must have a strategy for migrating custom fields and functions so you don't lose valuable information. Technology Advisors provides the expertise and skills to migrate to your new system using best practices and time-tested techniques. We'll make sure your data doesn't get left behind.

If your teams don't understand the system, they won't use it. TAI offers role-specific CRM training for sales, services, marketing, administrators, project teams, and developers to learn the skills that best serve their position. Check out our training page for more details on our training courses.

Even when you cross every "T" and dot every "I", it's still easy to run into unexpected issues. When those problems arise, a personalized support team can help facilitate faster issue resolution. Whether you're trying to fix a bug, need help with an update, or are having trouble with a function in your system, our support staff is your direct lifeline. Click the link below to learn about our support packages.

For many CRM projects, requirements evolve throughout the development process as new ideas surface. TAI provides change management by engaging a change board and a transition management team to help determine if any proposed changes should be included in the current release or deferred for a future release.