Rally
16 Case Studies
A Rally Case Study
Calendly, a SaaS company that automates scheduling, faced a challenge in managing its user research operations. Their process was uncoordinated, with teams using personal emails and scattered spreadsheets to contact customers, which risked respondent burnout. They implemented Rally, a research operations platform, to bring order to this process.
Using Rally as a centralized 'research CRM,' Calendly gained control over its outreach with vetted customer rosters and participation tracking. The solution enabled faster, higher-quality research and managed a pool of 50,000 potential respondents. Rally helped Calendly operationalize its research, preventing customer fatigue and allowing teams to get insights more quickly.