Research methods
Desk Research
Desk research is a preparatory exploratory analysis conducted through the collection, analysis, and systematic review of information from open and other secondary sources. This research relies on up-to-date data and helps gain a preliminary understanding of a specific marketplace or a particular sphere of both economic and social relations.
Commonly used information sources for desk analysis include:
- Various directories and handbooks;
- Statistical data from recent years;
- Published scientific and academic articles;
- Websites and social media accounts;
- Publicly available financial and other corporate reports;
- Specialized databases.
Quantitative Research
Quantitative research is grounded in statistical and mathematical principles. A critical component of this research is the scientific sampling of respondents. One of the primary advantages of the quantitative method is its extensive reach and scale. Quantitative studies primarily provide numerical information and answer the fundamental question: “How much?”
In our quantitative studies, we utilize the following survey methodologies:
- Face-to-Face (CAPI)
- Telephone Surveys
- CAWI (Online Surveys)
- Mystery Shopping
- Hall Test
- Retail Census
- Retail Audit
Face-to-Face (Personal Interviews)
Face-to-Face (F2F) interview is one of the most popular quantitative methods in both sociology and marketing. The essence of this method lies in conducting a survey with a respondent using a pre-designed questionnaire via the CAPI (Computer Assisted Personal Interviewing) method on electronic devices.
CAPI is the modern industry standard for personal interviewing, where the interviewer uses a tablet or smartphone instead of a traditional paper questionnaire. The interviewer reads the questions and response options aloud, recording the respondent’s choices directly into the device. The digital questionnaire is programmed with built-in logic and skip patterns to ensure data accuracy and flow.
Advantages of the method:
- Elimination of errors (logical control): The software automatically monitors transitions between questions and filters.
- Errors that are possible when filling out paper questionnaires are completely eliminated.
- Multimedia capabilities: We can show respondents audio and video clips, packaging designs, or advertising banners directly on the tablet screen, which is critical for marketing tests.
- Quality control and geolocation: The system records the exact start and end times of the interview, as well as the GPS coordinates of the survey location. This guarantees 100% reliability of fieldwork.
- Instant data transfer: Data is entered into a shared database immediately after the interview is completed. This allows us to start analyzing it in SPSS or Excel without a lengthy manual data entry stage.
- Convenience for the respondent: The electronic format makes the survey process more dynamic, modern, and less tedious.
Erfolg Consult provides a full cycle of CAPI research: from programming complex questionnaires to providing analytical reports based on “clean” and verified data.
CAWI (online surveys) is an interactive data collection method in which respondents fill out a questionnaire themselves by clicking on a special link. This format is ideal for quickly studying the opinions of Internet users, evaluating advertising creatives, and deeply segmenting audiences. Online research provides the opportunity to conduct virtually all types of traditional research at minimal cost and in a short period of time, as well as to use new and non-standard methods.
Advantages of the method:
- Scale and speed: We can reach thousands of respondents in different regions and countries simultaneously. Data is received in real time, which significantly reduces the project implementation time.
- Visual interactivity: The online format allows you to integrate photos, videos, audio materials, and interactive elements into the survey. This makes testing logos, videos, or product concepts as visual as possible.
- Sincerity of responses: The absence of an interviewer reduces the “social desirability” effect. Respondents feel more comfortable answering sensitive or personal questions in an environment that is convenient for them.
- Automatic quality control: Software algorithms filter out inattentive participants (speeders) and check the logic of responses directly during the questionnaire completion process.
- Ease of access: The questionnaire is perfectly adapted to any device—smartphones, tablets, or computers. Respondents can take the survey at any time.
Erfolg Consult takes care of the entire process: from programming the complex logic of the questionnaire to selecting the target sample and conducting an in-depth analysis of the data sets obtained.
Telephone surveys
are an effective tool for direct communication with your target audience. We specialize in conducting interviews based on provided databases, which allows us to obtain the most accurate and in-depth insights from those who are already familiar with your brand or project.
Features of our approach:
- Working with your target audience: We conduct professional surveys based on your databases (customers, partners, program participants). This guarantees high data relevance and allows you to study in detail the opinions of the people who are important to your success.
- Intelligent moderation: Our interviewers are trained specialists who know how to conduct a dialogue, hold the respondent’s attention, and get detailed answers to complex questions.
- Software quality control: Each interview goes through a specialized recording system. We record conversations and monitor call duration, ensuring 100% reliability and “purity” of the information collected.
- Logic automation: The use of software scripts eliminates errors in transitions between questions. The data is immediately formed into a digital array, ready for in-depth analysis in SPSS or Excel.
- Operational feedback: The telephone format allows you to quickly measure satisfaction levels (NPS), assess loyalty, or test the perception of a new product/service.
Erfolg Consult provides professional programming of the conversation script, correct interaction with your respondents, and preparation of a detailed analytical report.
Mystery shopping
Erfolg Consult has proven experience in conducting mystery shopping research in industries such as banking, retail, and healthcare. This experience allows us to adapt our approach to assessing customer service quality in other industries.
How this method benefits your business:
- An objective outside perspective: You get an honest picture of how employees actually behave when management is not present.
- Monitoring compliance with standards: Checking compliance with sales scripts, politeness, cleanliness of the location, and adherence to service timing.
- Sales skills assessment: We analyze how effectively staff handle objections, offer additional products (cross-sell), and fight for customer loyalty.
- Competitor analysis: This method allows you to compare your service with that of your competitors, identify their strengths, and find areas for growth.
- Evidence base: Each check is accompanied by a detailed questionnaire and, upon request, an audio recording of the visit, photos of receipts, or photos of the storefront.
At the end of the mystery shopping project, our company provides a detailed analysis report that includes practical recommendations for addressing weaknesses. We also provide a detailed description of the mystery shopper’s visits along with audio recordings. This analysis report will help you understand what decisions are necessary to improve the quality of your services.
Hall test
is a quantitative survey in which the target audience tests the product, examines the packaging design, taste, ease of use, etc. A hall test is indispensable when it is impossible to conduct a telephone survey or face-to-face survey. As a result of the Hall test, the customer will receive the audience’s opinion in quantitative terms (numbers, percentages).
Advantages of this method for your business:
- Direct interaction: Respondents can hold the product in their hands, taste it (tasting), or test the functionality of the new product. This provides much more accurate data than a regular survey.
- Control of conditions: We provide the same testing conditions for all participants (product temperature, lighting, demonstration order), which guarantees the purity of the experiment and the objectivity of the comparison.
- Complex scenarios: The method allows for “blind testing” (without a brand logo) or comparative tests with competitors’ products to reveal the true preferences of the audience.
- Instant reaction recording: The interviewer records not only the answers in the questionnaire (via a CAPI tablet), but also the consumer’s emotional reaction to the packaging, price, or commercial.
- High-quality sample: We invite only those people who match the profile of your ideal buyer, making the results as relevant as possible.
Erfolg Consult takes care of the entire cycle: from selecting the location and recruiting respondents to professional data processing and preparing an analytical report with recommendations for improving your product.
Retail Census
is an inventory of the entire retail network “in the field.” Our specialists walk every street in a selected district or city to record every active retail outlet. This provides a realistic picture of the market, which often differs from official statistical reference books.
What Retail Census offers your business:
- Up-to-date database: You receive an accurate register of retail outlets with addresses, types (supermarkets, kiosks, pavilions, etc.) and their exact GPS coordinates.
- Distribution potential assessment: The method allows you to see “white spots” on the map — areas where your product is not yet represented but where there is sales potential.
- Retail classification: We segment retail outlets by format, retail space, availability of special equipment (refrigerators, shelving), and customer traffic intensity.
- Market share analysis: You will learn not only the total number of outlets, but also the share of those where your product category or competitors’ products are already represented.
- Logistics optimization: Precise coordinates and classification of outlets help to build the most efficient routes for sales representatives and freight forwarders.
How Erfolg Consult does it:
- Field survey: Our sensors physically survey the territory, without missing a single point.
- Photo recording and GPS: Each record is confirmed by a photo of the facade and an accurate geotag in the system.
- Digital processing: Data is instantly aggregated into a database, eliminating duplicates and manual entry errors.
- Analytical visualization: Based on the census results, we provide not just a table, but an interactive map and a detailed report on the retail structure.
When we recommend Retail Census:
- When a brand enters a new regional market.
- To audit the work of your own distribution service.
- When you need to update outdated customer databases.
Erfolg Consult transforms the chaos of the market space into a clear and understandable structure for your growth.
Retail Audit
is professional monitoring of key product indicators at points of sale. Our auditors visit selected retail outlets to capture a realistic picture of how your brand looks to the buyer and how it is represented relative to competitors.
What you will learn from the audit:
- Availability and assortment (Distribution): We record the actual availability of your product on the shelf. Is there a shortage (out-of-stock) or, conversely, a surplus?
- Share of Shelf: What percentage of retail space does your brand occupy compared to your main competitors? We measure the share in meters or number of facings.
- Price monitoring: We collect data on the actual retail prices of your products and competitors’ products.
- Display quality: Does the store follow your planograms? Is additional equipment used, and what is the condition of the advertising materials (POS materials)?
- Sales and inventory: If necessary, we analyze sales volumes and balances at retail outlets to forecast demand.
Advantages of our audit:
- Objectivity of “field” data: We provide real figures from stores, which may differ from the reports of distributors or chains.
- Photo confirmation: Each auditor visit is accompanied by a series of photos of shelves and price tags, which eliminates errors in reports.
- High accuracy (CAPI): Data is entered into tablets in real time, undergoes logical control, and immediately enters the analytical database.
- Comparative analysis: You get not just figures for your brand, but a complete picture of the market niche, taking into account the activity of competitors.
When we recommend Retail Audit:
- To evaluate the effectiveness of sales representatives and merchandisers.
- When launching promotions or bringing new products to market.
- To adjust pricing policy based on real data from the shelves.
- When you need to increase your market share in key chains.
Erfolg Consult gives you “eyes” at every point of sale, turning the chaos on the shelves into clear figures for your sales growth.
Qualitative research
Qualitative research can reveal people’s true motivations and hidden needs. The analysis is based not on statistical figures, but on open-ended responses and discussions on the research topic.
Based on the results of the research, you can find the best solutions for adapting your products, services, and brands to the needs of your target audience. We use the following methods to conduct qualitative research:
- Focus group discussions (FGD)
- In-depth interviews (II)
- Expert interviews (EI)
Focus group discussion is one of the qualitative research methods used for a more detailed and in-depth study of the target audience. It is a moderated discussion in a small group (usually 6–10 people) selected according to strict criteria. Unlike questionnaires, this method allows participants to interact with each other, argue, and share associations, which reveals deep insights that cannot be obtained through individual surveys.
The purpose of such group interviews is to determine the social mood, the attitudes of participants towards pressing issues, and their reasons and motives. Conducting a full-cycle study using the focus group method includes: renting a venue for focus group discussions, developing a guide, recruiting respondents, moderation, transcription, and an analytical report.
In-depth interviews – qualitative method of obtaining information, where there is direct contact between the respondent and the moderator. The conversation is both free-form and structured. In-depth interviews are necessary in cases where it is necessary to reveal the respondent’s opinions, attitudes, positions, and personal preferences in depth. The format of a confidential one-on-one conversation allows for the most detailed study of the respondent’s personal experience, beliefs, and hidden motives. Unlike questionnaires, there are no answer options here — only a live search for meaning.
Our specialists will professionally prepare a guide for in-depth interviews, taking into account your research objectives. An independent recruitment of respondents from your target audience will be conducted. Experienced moderators will professionally conduct in-depth interviews. All audio recordings will be transcribed into text, after which a substantive analysis will be compiled by our experienced analysts.
Expert interview is qualitative research method consisting of a series of in-depth conversations with recognized opinion leaders, industry experts, and representatives of government or public organizations. This format provides access to unique insights, forecasts, and “inside” expertise that is not available to the average consumer. Experts have a broad view of the market, knowledge of hidden mechanisms, and an understanding of promising trends. This method allows you to assess the viability of innovations, predict changes in legislation, or forecast the development of the industry for years to come. Experts help confirm or refute your project’s hypotheses based on their many years of experience and professional authority.
We take on the most difficult stage of recruiting experts (niche specialists, top managers, scientists), preparing specialized guides for conversations, and conducting interviews on an equal footing. The result is an expert analytical report with an in-depth interpretation of the data obtained.
