The role of a software tester while being part of a Customer Call

The role of a software tester during customer calls can vary depending on the company structure, project specifics, and the nature of the customer call. Here are some common scenarios where a software tester’s presence can be valuable:

Customer Calls for Gathering Requirements:

Providing User Insights:
Testers have a deep understanding of how users interact with software. They can share valuable insights into potential user experience issues or areas where the application might not meet user expectations based on their testing experience.

Identifying Potential Usability Problems:
Testers can anticipate usability challenges based on their testing and suggest improvements to the application’s design or functionality during the customer call.

Customer Calls for Demonstrations:

Showcasing Functionality:
Testers are familiar with the application’s functionalities from a user perspective. They can be instrumental in demonstrating specific features relevant to the customer’s needs during the call.

Identifying Potential Bugs:
During a demo, a tester might spot potential bugs or unexpected behavior that the sales or customer success representative might miss. This allows for early identification and resolution before deployment.

Customer Calls for Addressing Complex Issues:

Technical Expertise:
Testers have a strong understanding of the application’s inner workings and potential failure points. They can provide technical insights and collaborate with developers to diagnose and troubleshoot complex customer issues.

Test Case Reference:
Testers might have existing test cases related to the customer’s reported issue. Sharing these test cases can help pinpoint the root cause of the problem more efficiently.

Overall Benefits of Tester Involvement:
Improved Customer Experience: Testers’ focus on usability and user experience can ensure the application truly meets the customer’s needs.

Early Detection of Issues:
Testers can identify potential problems early in the sales cycle, preventing post-deployment issues and customer dissatisfaction.

Stronger Technical Collaboration:
Collaboration between testers, sales/customer success representatives, and developers fosters a more comprehensive understanding of customer needs and a smoother development process.

Additional Points to Consider:

Communication Skills:
While technical expertise is crucial, testers need strong communication skills to explain complex functionalities or potential issues to non-technical customers.

Active Listening:
It’s important for testers to actively listen to customer concerns and identify areas where their testing expertise can be most beneficial during the call.

Not All Calls Require Testers:
Not every customer call will necessitate a tester’s presence. The need depends on the call’s purpose and complexity.

By understanding these scenarios and their communication skills, software testers can play a valuable role in customer calls, ensuring a more informed sales process, a well-functioning application, and a satisfied customer base.