Scale Research in your organization.
Disjointed and siloed User Research processes are inefficient, not compliant with GDPR, and can harm customer relationships. How teams get research off the ground is equally as important as where they store insights. Teams want less manual work and more streamlined ways to do research.
Rally is a User Research CRM designed to empower teams who do research. Recruit your own users, manage participants, scheduling, and incentives from one platform. Build efficient, compliant processes that anyone can adopt, and keep track of all studies happening across departments and teams.
Empower your teams with the best data
Research teams need open and connected platforms. Securely connect customer insights between data sources and eliminate data siloes.
- Field-level control with one-way or two-way sync.
- Access record types and lists in Salesforce.
- Auditable data sync history.
Simplify cross-team collaboration
Make research instantly more visible across teams and departments. Teams can see all studies happening in one place. No more status update meetings twice a week just to know what’s happening.
- See study status and progress across teams.
- Assign study owners so it’s clear who’s running the study.
- Get notifications when studies are published or completed.
Advanced roles and permissions
Set user roles and permissions that make sense for your Research teams. Manage everything with Super Admin permissions. Grant limited access with Observer roles for stakeholders.
Oversight and governance rules
Stop worrying about over-contacting your user base and let more people do research at scale.
- Contact limits and participation cooldowns
- Incentive limits
- Blocklist and opt-outs
- Contact history and overrides
Additional features for the enterprise
API access for opt-out management
Secure data import and export
Incentive tracking, funding, and reporting
Custom consent forms, NDAs, and research agreements
Configure workflows and quotas for studies
Custom email domains
Dedicated customer support and success
Qualtrics surveys integrated with studies
Secure and reliable
Easily enable single sign-on (SSO) for your workspace using SAML 2.0 identity management providers.
Your user data is protected with SOC 2, GDPR, and CCPA compliance. Data encryption and secure infrastructure ensure sensitive data remains safe.