As a B2B platform, we primarily conduct research with existing users that have familiarity with our platform. Rally has been absolutely instrumental in helping us approach the recruitment of users in an organized and strategic way. This includes having a clear overview of available participants, knowing when we last contacted them, adding granular criteria to the profile we are looking for (e.g., company size, feature usage, CSAT score, previous screener submissions), and setting up guardrails for who can contact customers. Another huge plus with the platform is that the Rally team is incredibly responsive and continuously looking for feedback, growing their functionality to meet our evolving needs.

I constantly run into a lack of specialized tools to help me keep up with research operations alongside actual research and analysis work, and so many existing tools have disappointing gaps in functionality and usability. The team at Rally has been excellent at responding to our team’s unique needs and rapidly iterating on their product in order to help us build scalable solutions, not workarounds. I am confident that the Rally team will emerge as a leader in the space and I highly recommend this product to anyone looking to scale the impact and efficiency of your research function! It will help your team focus on the actual research work instead of stressing about the intensive logistics to stand up a new study. The customer support has been excellent and top-tier. I have direct access to many members of the team and hear back almost immediately when I have questions or concerns about the software. Lots of super useful integrations with many tools such as Qualtrics, Salesforce, Calendly, etc. The team is always open to new suggestions here.

Rally has a simple UI which makes it easy to navigate and quick to train new employees on the platform. It has everything we need in a UXR CRM platform. We used two other platforms for recruiting purposes and the Rally platform blows those out of the water. They are continuously working to add features and make the current platform better. They listen to our feedback and they are supportive, quick to respond, and overall great to work with.