Companies have access to various customer related information and data that were unimaginable a few years ago.   

The high-quality and usable information requires extraction abilities in a marketing environment of fragmented communications media with trailblazing technologies like e-commerce, web-based supply chains, and mobile messaging.   

Due to advancement, companies are relied on software because it helps them convert information into actionable intelligence and lets them communicate this intelligence to customers at the right time.   

Customer management software is an essential component of analytical and operational CRM (Customer Relationship Management) implementations.  

Yet, how companies are using CRM software to support their customer management processes and activities and how they satisfy them with results and experiences depends on the software implementation related to improved business performance.   

Maintaining good relationships with customers is necessary for the overall company’s growth. Thus, if you have invested a lot of money in CRM-based software, it’s time to think about its performance.   

Must-Know Tips to Improve the CRM App’s Performance   

Select the Right Performance Testing Tool   

Performance testing tools play a significant role in improving the CRM application’s performance, so the first step is to choose the appropriate performance testing tool to initiate the CRM app testing.   

Usually, companies use some advanced levels of tools for CRM testing, such as Selenium, Cucumber, LoadStorm, CloudHarmony, and Blazemeter. With such tools, it becomes easy to check the sensitive data and information of businesses without compromising with quality.   

Apart from that, many automated and paid tools are available online to check the performance of CRM applications.   

For instance, StresStimulus is a paid tool that one can use to examine the performance of websites or web applications and any kind of CRM applications.   

This tool is designed for recording different web application scenarios, and it allows to replay those scenarios with load patterns produced through Virtual Users during performance monitoring.   

The purpose of automated CRM performance testing tools is to provide the utmost ease for managing the entire life cycle.   

The different phases for the performance testing life cycle are as follows:  

  • Non-functional Requirements Elicitation and Analysis.   
  • Performance Test Strategy.   
  • Performance Test Design.   
  • Performance Test Execution.   
  • Performance Test Result Analysis.   
  • Benchmarks and Recommendations.   

With the CRM performance monitoring tool, one can easily record the end-user activity and use the data as scripts that are further used to create performance testing scenarios or sessions that define a combination of typical end-users’ activities.   

Moreover, these end users’ activities are actual performance tests that can be executed at any time or until any app’s performance testing needs are not correctly met.   

With the best CRM performance testing tool, you can ensure that the application responds quickly in terms of speed. It can handle the maximum user load in terms of scalability, and it works with stability with varying loads.  

Choose the Well-Trained Workforce   

The stringent testing is requisite for the CRM app’s performance testing with pre-built test cases, testing procedures, and automated test frameworks as it helps your business improve customer loyalty, insights, and customer satisfaction.   

Therefore, always choose the well-trained workforce for CRM performance testing as the qualified experts can help satisfy your business needs.  

They focus on eliminating performance bottlenecks that influence the accuracy, speed, stability, and overall quality of the CRM software.   

With an experienced workforce, you can enhance the app’s performance and experience ROI-generated customers and profits.   

Check Functional Stability   

Before taking the step for CRM performance measurement, it is crucial to ensure that the application is working as expected and functionally stable.   

All the bugs or defects should be identified and removed in the functional testing of the CRM application.   

The CRM performance testing role is to analyze the software behavior under continuous and peak load conditions.   

For example, if the application is developing for 100 users, then chances are high there will be more users in the future who will interact with you in your CRM platform.   

To make this application for multiple users, it is a must option to check the load time, response time, along with getting the app ready for the maximum number of users.   

Understand the Major Types of Performance Monitoring/Testing  

In SDLC (Software Development Life Cycle), there are six major types of performance testing for any application.  

Likewise, Stress Testing, Spike Testing, Load Testing, Endurance, Volume & Scalability Testing. Based on your application’s requirements, you can consider different types of CRM performance measurement steps.   

However, load testing is vital for the CRM application because it confirms that it will give a higher number of user’s satisfaction and fulfill the required needs of the web design and optimization process.   

Running load tests during any system customization or upgrade is suggested to validate stability, performance, and end-user experience.   

Also Read: Best Practices and Checklist For CRM Testing

Create a Timeline   

In the competitive era, providing quality-made, error-free, and faster software is the basic step that we keep in mind while improving the CRM app’s performance.   

However, the most important task is to set or create a timeline to deliver the project on time. If you already have a dedicated test environment for CRM performance monitoring, you can start this activity in quick minutes.   

On the other hand, if you don’t have any test environment, you may have to build the environment first, and it can consume you a lot of time and money.   

You must have sufficient time and resources to inject the load, identify and prepare use cases, test creation, and final execution.   

Don’t forget to check the CRM app’s performance against different servers, databases, networks, and devices.   

Furthermore, if you are integrating your CRM software with other applications or adding some new themes, you still have to check its performance and get ready your document at each step without showing ambiguity in the scripting process.   

Other than that, CRM performance monitoring should be done through the identification of all input data requirements with expected responses.   

Determine the different user types and check the performance of the application accordingly. You need to decide whether the use cases are at an active stage or a passive stage.  

To obtain the benefits as Devs or Architects, you need to validate design goals, establish scalability patterns and validate the capacity requirements.   

Besides, you need to optimize both hardware and software configurations for increased throughput.   

You even need to measure the metrics of your CRM, such as customer churn, product usage, closure rates, retention percentage, and recurring revenue.   

After improving the app’s performance of your CRM, you can analyze how many loyal customers you have obtained for your brand.   

CRM software is an integrated suite of cloud applications such as sales cloud, marketing cloud, and service cloud to gather and store all customers’ data.   

It provides a centralized solution for sales teams to manage customer interactions and prioritize activities that helps in boosting the customer’s experience.   

It is the most needed tool nowadays to spend valuable time with customers and bring loyalty to them. The more time customers will spend on your CRM, the better sales and the faster growth you can experience in your business.   


There is no magic trick to enhance the CRM app’s performance. For this, you need to check the tips that we have given above. With the right performance testing tools, experience, best testing metrics, checklist of non-functional requirements, you can ensure that your CRM software is responsive, stable, reliable, speedy, scalability, and can work under a particular workload. 

Posted by Miley

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