CRM Testing for an Automotive Enterprise Software Provider

Summary

A Germany-based provider of enterprise software for the automotive industry was developing a proprietary CRM product for car manufacturers, dealers, and importers, and needed a reliable software testing partner with cross-disciplinary competencies in both testing and CRM. INNERLUXES partnered from the earliest project stage, providing a dedicated QA team and substantial test automation across the Dynamics CRM-based product.

About the Client

The Client is a multinational company headquartered in Germany, providing enterprise software products and services specific to the automotive industry. It has a broad international presence and serves a large base of end users and dealerships of major car manufacturers.

The Challenge

While developing its proprietary CRM product for car manufacturers, dealers, and importers, the Client was looking for a reliable vendor of software testing services. As the product was based on Microsoft Dynamics CRM, cross-disciplinary competencies in testing and a solid comprehension of CRM were essential. Fluent in both, INNERLUXES partnered with the Client from the earliest project stage.

The Solution

The CRM product was designed to automate lead management, optimize the processing of customer inquiries, and improve customer engagement and loyalty — all specific to the automotive industry. Technically, this meant customizing Microsoft Dynamics CRM (both hosted and on-premise) with role-tailored functions, features, and workflows, coupled with integrating the product with Microsoft Office and an automotive-specific enterprise accounting and warehouse management system running on Microsoft Dynamics NAV.

INNERLUXES's dedicated team worked on the project over roughly two years, with 3 to 10 testing professionals at various times. The tested functionality included:

• Tailored forms for leads, opportunities, customers (individuals and businesses), orders, contracts, and trade-ins.
• Workflows for all the listed CRM objects.
• Dashboards for all user roles: Sales Backoffice, Sales Person, Sales Manager, Lead Manager, Case Manager, and Marketing Manager.
• Custom reporting templates.
• Integration with the enterprise accounting and warehousing system based on Microsoft Dynamics NAV.

To sustain consistently high quality, a considerable part of the testing was automated.

The Results

• The Client successfully added another competitive product — a tailored customer and vehicle relationship system — to its proprietary suite of enterprise solutions for the automotive industry.
• First integrated at one of the European dealerships of a major car manufacturer, this INNERLUXES-tested product went on to be introduced at large-scale dealer networks internationally.

Technologies and Tools

Microsoft Dynamics CRM, Workflows, Microsoft Team Foundation Service, Microsoft Test Manager, Coded UI Test, C#, JavaScript.