Streamline the sales life cycle in CRM for Quality Assurance
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Sales Life Cycle in CRM for Quality Assurance
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FAQs online signature
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What is the sales life cycle?
Let's break down the seven main stages of the sales cycle: prospecting, making contact, qualifying your lead, nurturing your lead, presenting your offer, overcoming objections, and closing the sale.
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What is the sales cycle in Salesforce?
The sales life cycle in Salesforce refers to the sequence of stages an opportunity goes through, from initial contact to the final sale closure.
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What is CRM in quality assurance?
A CRM system is meant to improve the sales and customer relationship management services of an organization. Since the whole idea of a CRM is to make everything more client-centric, the tester should thus focus on ensuring that relationship channels with the client, such as means of communication, are efficient.
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What is the sales life cycle in CRM?
A sales cycle is the collection of sequential stages sales reps follow when converting a prospect into a customer. Think of it like the structure of a deal — the building blocks, like lead qualification and sales calls, that need to be stacked in a specific order so it's possible to drive deals to close.
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What is the CRM life cycle?
The customer lifecycle refers to the process of prospects becoming aware of a product, making a purchase from a brand, and ideally becoming a company's longtime customer. The process is made up of five stages: reach, acquisition, conversion, retention, and loyalty.
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What is the sales cycle in CRM?
A sales cycle is the collection of sequential stages sales reps follow when converting a prospect into a customer. Think of it like the structure of a deal — the building blocks, like lead qualification and sales calls, that need to be stacked in a specific order so it's possible to drive deals to close.
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What are the 7 stages of the sales cycle process?
The Seven Stages of the Sales Cycle Let's break down the seven main stages of the sales cycle: prospecting, making contact, qualifying your lead, nurturing your lead, presenting your offer, overcoming objections, and closing the sale.
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What is the sales process in CRM?
For your sales team, that comes in the form of your sales process: the series of steps your salespeople take to move prospects through the buying journey and convert them into paying customers. A sales process is only effective when it's repeatable and scalable.
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[Music] hello everybody my name is marina welcome to our webinar independent testing of sales apps and trim systems popular questions and common myths I would like to introduce our speaker Vitaly who will tell us about independent testing of serum systems and answered the most frequent questions from our clients hello everybody firstly let me say a few words about Kate's lab kirisaki's independent provider of QA and testing services we are located in Ukraine with head office in cave and provide our services worldwide we have more than 250 a professional key engineers and provide all kinds QA services fo various industries so let's start vitaly please tell us about what the independent testing of what it is and please explain the concept of it independent testing is a set of tests performed by one or more professional software testers which are involved externally to ensure objective testing and quality assessment it gives companies an opportunity to be more focused on business affairs and solve capacity issues the independent kratom is involved only in the quality assurance process of the company and helps to arrange or improve great activities more our it provides a fresh look and overall Creepers s and quality of the product ok great thank you alot so product companies in most cases or in some cases conduct internal testing and maybe satisfied by the results so why should they engage the independent testing control and maybe it's better to then in-house key activities enhance query model certainly has its benefits still there are situations when internal if force isn't enough and additional resources can be in good solutions for external for example pre-release overloads when it comes to release there is always much work to do even if all separate units had been fully tested and all the components come together into one integral product there are a lot of issues that appear on the surface secondly a lack of time for testing or required competence trying to launch the product faster often there is not enough time allocated for testing so Qi is compromised in favor of quick market launch a good decision in both cases is an external creative with independent K provider you can scale the team in a few days to meet deadlines without our times also in case the budget is limited engaging third party provider can be a rather cost effective way to get additional resources and form the testing infrastructure for a specific goals okay thank you a lot and I think it may be interesting for our listeners whether we can combine the effort of in-house key and independent testing provider and if so what are the benefits and how it can be implemented yes I will gladly answer the question actually in many companies choose to combine their in-house teams with independent key force there are a lot of reasons and one of them is to relieve in-house team delegate is the time-consuming or low priority tasks and get a fresh look able to find new box one reason is to get services of create engineers with expertise in zaire field avoiding recruitment process also to meet deadlines to meet deadlines having more than 200 devices in house and more than excuse me having more than 200 in-house testers we can extend the team urgently and covered tasks quickly next reason is to automate tests and spend last time on manual testing also is very important to test the product on various mobile devices because we have more than 200 iOS and Android smartphones tablets Mark and PC and last reason I think is to reduce the budget on K vitaly thank you a lot for the detail to answer and they think we talked mostly about independent testing in general but if to talk about exactly about it cerium systems what it is essential to check during testing such system and what is better to pay attention to to create a checklist for testing serum correctly a QA engineer should understand the main task of any serum the main task is to increase sales efficiency and customer service therefore first of all you need to wallet item li check all communication channels with the client for example when installing open or direct lines with portable social media services all communication with the client should be conducted without delays and saved in chat history also serum should be compatible with IP telephony and use all its functions for example record in conversations automatic call forwarding automatic launch of answering service etc such functions need to be checked especially accurately case REM system really has such a interesting functions and very specific are there anything else commonly tested in cerium systems well you need to check the correct operation of robots and crickets for example automatic sending of the emails to the client using particular templates a client should automatically receive a letter with promotional offers and company news after he registers on the site and doesn't make an order within two hours off another example if one more than if one sorry if more than a month has passed since the last purchase the customer should receive a promotional code for a discount and it often happens that such letters understand the chance that one-time customer will grow into a regular customer is greatly reduced another very important point is checking CRM updates before the release of each update you need to test not only the new functions that the update carries but also make sure that the old functionality works excellent the box can appear in the most unexpected places and it's very important that the query engineer who tested serum even earlier prior to the update is engaged in testing and knows all its functionality perfectly he will be able to detect more bugs and will not and will do it faster than others such update will be really useful for the user will increase the reputation of the developer company and we would create a part of problems as is often the case ok great thank you a lot really used for examples and if to talk about the recommendations on how to test the serum sustain of what can you recommend yeah each system needs an individual approach an experience and experiences engineer should not only conduct a quality check but also identify with and view recommendations to the customer for further improvement okay thank you and let's talk about something interesting like typical issue sandbox interim system so can you enumerate some examples yeah an experienced engineer knows that the more complicated functionality is the more bug it contains modern CRM system is a complex product which uses many other additional services a lot of critical box could be found during testing the integration of ceará with external services also many bugs are found during checking communication channels and in end integration with social media services for example it often happens that serum doesn't see an incoming call on an IP phone or an incoming calls comes it comes in when the customer has already heard five links in the receiver also often happens that messages on Facebook do not come to CRM at all and you have to correspond directly on Facebook in both cases the user massage serum is close to losing the leads and buying such a serum certainly has no purpose but it's worth checking not only the interact interaction with other services but also the internal serum processes and this case ok great thank you a lot so we talked about stream systems independent testing and also I would like to touch that such a topic as some common myths on independent testing since some companies may adopt to engage the dependent QA so for example there is an opinion that it is time consuming to find the independent provider and cooperate with the additional creating so we tally what do you think about it we are quite flexible and quickly engaged into the process adapting to the system process okay I think it can be reason so another one myth is that independent testing it might be not secure enough to share important data so stream systems may have some such data so what do you think about it to go into the security of your data we sign the NDA and keep the professional service agreement so there is no need to worry about security matters I see so maybe the question concerning the control how when there's activities could be controlled from the company from the side of the company and well to optimize activities we provide full test documentation and detail it regular reporting due to the transparent workflow and effective management the client has a full control over the process now well vitaly i think i'm really satisfied with your answers and i hope our listeners as well so especially customer in the midst so I think we ruined and break broke them in some way so when it comes to start the cooperation maybe there is also that such question is written so what we should do to start the cooperation in our case it's very simple contact us to discuss your requirements we sign the NDA and get access to your environment then we sign a contract where we agree on testing scope deadlines and work model and here your start of cooperation great so I think from my side hate there is no questions and I think your answers were really great so I think we'll wait for some questions from our audience so please let us answer your questions let me see if there are also some questions uh-huh I see a question concerning how does an external team cooperate with the in-house presbytery so let me answer so I think I can answer this question too so there are several stages of cooperation of workflow which we propose firstly it is necessary to recognize the demand analyze the requirements then we plan our work so we can prepare the estimation of the project said the environment and create team so then it comes to preparing the test documentation the following step it is testing itself so when we execute test cases provide bug reports many little bugs then retest the fixes and also we can provide some recommendations on how to improve the quality of the product so in general it looks like that that many also depends on the project as well so whether it is short term or long term so I think this question maybe I can be discussed additionally with the precise company so I hope I've answered your question this was question sorry from Kate and we have another one question from the Italian speaker but with the same name do you use mobile devices for seriously cerium testing yes of course most sharing system have a mobile application for Android and iOS so it also should be tested as well as when the desktop also we do the cross browser in testing on mobile versions of popular browsers there are all models of iPhones iPads Mac books different Android phones and tablets in our offices that we use for testing ok another one question from the same listener what testing types are most frequently used before cerium test testing most of the time we spent on functional testing and in addition to the functional test and we also conduct security and performance testing it I would like to mention that we have highly skilled engineers in security and performance testing and of course we always perform layout and usability testing because each CRM should be user-friendly and the layout should merge the designers mock-ups I see thank you so for now now those are all questions I see we can wait some time so maybe you will have some additional questions so we can await in general I see that CRM systems are really complicated products and usually they involve many features many functions so I think destiny is essential for it so and in case of course companies may have in-house key testers but in case there are some urgent deadlines or mmm release some complex cases so independent guests in destiny is maybe some solution [Music] [Music]
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