Professional Documents
Culture Documents
Survey Research Services Case Study
Survey Research Services Case Study
Survey Research Services Case Study
1. Client background
2. Project deliverables
3. Initial analysis
4. Action plan
6. Blog marketing results
7. Work timeline & team insights
8. Conclusion
The American firm was searching for an Indian based team to conduct
the offline survey.
Below were the major goals of the research and survey project:
GOAL 1
GOAL 2
In-person surveys in 5
Indian locations
GOAL 3
Data analysis and report
creation
SURVEY PLANNING
Survey planning was critical to gather the required insights from
vendors as well as users. Hence, we dedicated first 3 days to plan the
survey and finalize both questionnaires.
Our goal was to maintain equal ratio for men and women to make sure we
understand gender preferences as well.
We dedicated a lot of time to finalize the survey locations since client wanted to
gather insights from urban, semi-urban and rural regions. We recommended
below 5 regions to conduct the survey:
The locations were approved by client and we went ahead to create the team to
conduct the survey.
Interviewee details:
Yes, both online & offline Never used a digital payment method
8) What method of payment do you use most frequently when making an online purchase?
9) What method of payment do you use most frequently when making an offline / in-store
payment?
11) If you have used UPI payments, which of the following things have you used UPI payments for?
12) On a scale of 1 to 5 (1= low, 5= high/same level of acceptance as cash), how much are UPI
payment methods accepted by merchants? Please circle.
Not sure 1 2 3 4 5
Television Friends
Any other
14) What feature or change do you want in your favourite mobile wallet?
_______________________________________________________________________________________________________________
_______________________________________________________________________________________________________________
Interviewee details:
Business location:
Before Discount
After discount
___________________________________
Other
Yes No
b) If you have considered offering digital payments, why did you choose not to?
Other
Yes No
Other
Yes No
Yes No
Yes No
8) Do you think accepting payments through mobile wallets will make a difference in your sales
numbers?
Yes No
Interviewer observations:
___________________________________________________________________________________________________________
_________________________________________________________________________________________________________
SURVEY FINDINGS
In smaller towns and cities, cash is still the first choice of trade.
• Credit & debit cards are the first choice in digital currency while
dealing with merchants.
• Users are majorly using UPIs to make bank transfers and peer to
peer transfers.
• Since UPIs are mostly being used for p2p transfers, incentives on
the same and linking it with referral program can help acquire as
well as retain users.
• Most wallet users also transact with debit and credit cards at
merchant storefronts. Introducing offers and schemes that will
make wallets more rewarding than debit & credit cards can
greatly help push usage.
Audience divide
• Businesses having youth as major audience (like restaurants and
beauty salons) embraced wallets since their target audience use
them and ask for it.
Merchant recommendations
• Educating merchants is a challenge that ought to be overcome in
rural areas. Incentives for merchants coupled with technical
support will pay off in the long run.
Conclusion
Our team of survey experts and researchers specialize in conducting
comprehensive offline and online surveys. Having delivered various
offline surveys and online research projects, we have the relevant
experience and expertise to help entrepreneurs & organizations with
their data goals.
● All images and screenshots used in this case study belong to their respective
owners.
● This case study is the digital property of Upreports.com. Duplicating it or
sharing it to solicit business or commercial benefit will attract strict legal
action & penalties.