Reviews & Profile for PlanBeyond

We needed to better understand how we could position ourselves against competitors while also considering introducing production services. PlanBeyon did competitive audits so we could understand who else was out there + assessed our product offering and service advantages. It gave us definite guidelines on how to improve our website and messaging to stand out more. They also evaluated our sales process so we could formalize the process and have a better qualification process.

I had a great experience with the PlanBeyond team. They were very responsive, professional, and accommodating. They worked with us to develop research objectives and questions that met the needs of our project. They also provided guidance and advice throughout the process, allowing me to learn a lot in a short amount of time. The team was highly knowledgeable and communicated clearly, providing me with timely updates and feedback. Their attention to detail was evident in their work, and they went above and beyond to ensure that I was satisfied with the end product. All in all, it was a great experience and I would highly recommend PlanBeyond to anyone looking for research services.

I worked with Plan Beyond at Remitly (NASDAQ: RELY) on a number of projects including: -A competitive analysis of marketing positioning and messaging across competitors to isolate ways the company could begin differentiating itself in a crowded market. -A custom approach to measuring customer satisfaction measures within the remittance category, and then developed a method to objectively collect these measures across competitors and across their multi-lingual customer experiences. - Enabled satisfaction benchmarking, and gave the internal team key measures to meet or exceed in order to make specific marketing claims. The work was completed ahead of schedule and provided a set of actionable recommendations we applied to increase customer engagement and loyalty. At the start, the project was loosely defined and my account manager at PlanBeyond pushed for a tighter and more focused plan that improved the time to market and insights. I would hire PlanBeyond again for any research, market, and customer analysis.

We needed to better understand how we could position ourselves against competitors while also considering introducing production services. PlanBeyon did competitive audits so we could understand who else was out there + assessed our product offering and service advantages. It gave us definite guidelines on how to improve our website and messaging to stand out more. They also evaluated our sales process so we could formalize the process and have a better qualification process.