1 min read
What Online Mystery Shopping Reveals About Your Digital CX
Thousands of customers visit you online every day. Some can’t find what they need. Others hit errors, confusing apps, or unclear support loops. Many...
3 min read
Sarah Beckett
July 16, 2024
Curious to learn how Intouch Insight's data collection and analysis solutions helped a global CPG company gain actionable insights into the effectiveness of retail merchandising across various customer purchasing channels at thousands of North American locations?
Dive into the full story by watching the video below, or keep reading to find out.
Substance Collective is a strategy, design, and marketing boutique firm that works with Fortune 500 clients on their most complex challenges.
With three core partners and a global network of independent experts, Substance Collective offers solutions across various specialties, including design, technology, writing, research, and strategy.
The North American arm of a large, global CPG company that distributes its products across countless retailers and distribution partners faced challenges in controlling the presentation of its brand at the point of sale.
Focusing on one of its major retail channels, the CPG company needed to collect comprehensive data on consumer experiences, pricing, and promotional materials across both physical retail locations and mobile experiences.
Leveraging Intouch Insight’s mystery shopping services, Intouch and Substance Collective partnered to collect detailed pricing data and brand experiences.
The data collected was organized and tagged, generating upwards of 800,000 different data fields from 30,000 visits performed within 14 weeks, including the collection of photographic evidence.
"Intouch Insight's ability to provide strong photographic evidence and firsthand accounts was crucial for us to analyze real-life consumer experiences effectively.” Patrick Palmer, Partner at Substance Collective.
The sampling plan encompassed both a statistical sampling approach to purchase channels and complex hierarchical requirements to support the end client’s location list. This extensive data set was analyzed using machine learning algorithms to identify key insights and to provide strategic recommendations for the client.
Through mutual collaboration, this initiative enabled the end client to look at the totality of market presence in actual retail channels to understand where they can make improvements.
This enabled senior leadership to make informed decisions about its brand, pricing, and overall strategy and understand how the signage and other materials are utilized at the retail locations.
Ultimately, the data collected resulted in:
Substance Collective and Intouch Insight were able to deliver significant insights that allowed our client to make meaningful changes in their go-to-market strategy." Patrick Palmer, Partner at Substance Collective.
One key element of success for this project was Intouch’s robust and professional approach to large-scale sampling in a short amount of time, leveraging its large network of contractors to perform high-quality data collection.
"The quality of the interaction with the field team was very good because the data came back flawless. We tested [the data] in a number of different ways against our own comparison sets, and it always came back to be quite reliable, so we were impressed with that part of Intouch. I'm not sure of other companies that do the same thing." Patrick Palmer, Partner at Substance Collective.
The partnership between Substance Collective and Intouch Insight resulted in:
Want to know how Intouch Insight’s CX solutions can help you gather actionable insights and enhance your brand’s presentation?
The company faced fragmented brand presentation at the point of sale across many retailers and needed comprehensive data on consumer experiences, pricing, and promotional materials across physical retail and mobile channels.
Over 30,000 visits were completed in 14 weeks, producing photographic evidence and roughly 800,000 tagged data fields covering pricing, brand experiences, promotions, and other in-store observations.
The sampling plan combined statistical sampling across purchase channels with complex hierarchical requirements to match the end client’s location list and ensure representative coverage.
Machine learning algorithms were applied to the large, tagged dataset to identify key patterns and generate strategic recommendations from the field observations.
Substance Collective gained a clearer picture of real-world brand presentation, actionable steps to control and improve go-to-market tactics, and data-driven insights for leadership decisions on brand, pricing, and signage.
Success was attributed to Intouch Insight’s robust, professional sampling and contractor network, high-quality and reliable data (including photos), and effective collaboration with Substance Collective for analysis and recommendations.
Engage a large-scale mystery shopping/CX provider, define a rigorous sampling plan, collect photographic and field evidence, tag and organize data thoroughly, and apply analytics or ML to turn findings into actionable recommendations. Contact us for our solutions.
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