{
  "schema_version": "1.0",
  "sample": false,
  "release_id": "2026-08",
  "release_date": "2026-08-28",
  "license": "CC BY 4.0 with attribution to Broadcastwell",
  "doi": "10.5281/zenodo.22150322",
  "method": {
    "question_shapes": [
      "best option",
      "specific workflow",
      "top tools",
      "alternative",
      "buyer evaluation"
    ],
    "engines": [
      "ChatGPT",
      "Claude",
      "Perplexity",
      "Google AI Overviews"
    ],
    "repeats": 3,
    "questions_per_category": 10
  },
  "categories": [
    {
      "id": "crm",
      "name": "CRM",
      "definition": "Systems that centralize customer and prospect records, sales activity, pipeline management, and related revenue workflows.",
      "selection_rule": "A vendor is in the checked set if it appears on the relevant category page of at least two major software directories as of the capture date.",
      "source_captures": [
        {
          "source_label": "g2.com category page",
          "source_url": "https://www.g2.com/categories/crm",
          "captured_on": "2026-08-28"
        },
        {
          "source_label": "capterra.com category page",
          "source_url": "https://www.capterra.com/customer-relationship-management-software/",
          "captured_on": "2026-08-28"
        }
      ],
      "commissioned_engagement": false,
      "run_configuration": "4 engines, 3 repeats, 10 fixed buyer questions, and one checked set.",
      "exclusions_note": "3 answers are excluded because an engine returned the recorded reason. Excluded answers reduce their question bases and are not counted as misses.",
      "exclusion_records": [
        {
          "question_id": "10",
          "repeat_tag": "run-1",
          "engine": "google_aio",
          "reason": "no AI Overview returned for this query"
        },
        {
          "question_id": "10",
          "repeat_tag": "run-2",
          "engine": "google_aio",
          "reason": "no AI Overview returned for this query"
        },
        {
          "question_id": "10",
          "repeat_tag": "run-3",
          "engine": "google_aio",
          "reason": "no AI Overview returned for this query"
        }
      ],
      "csv_path": "data/crm.csv",
      "questions": [
        {
          "id": "1",
          "text": "What is the best CRM for a growing B2B sales team?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "2",
          "text": "Which CRM is best for managing a complex sales pipeline?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "3",
          "text": "What are the top CRM tools for a mid-market company?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "4",
          "text": "What are good alternatives to a traditional CRM?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "5",
          "text": "Which CRM options work well for a small sales team that is scaling?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "6",
          "text": "What CRM should a revenue team consider when replacing spreadsheets?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "7",
          "text": "How do the main CRM platforms compare for reporting and forecasting?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "8",
          "text": "Which CRM approach is better for a team with multiple sales motions?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "9",
          "text": "What should a buyer evaluate in a CRM?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "10",
          "text": "How can a sales team use a CRM to improve handoffs and follow-up?",
          "base": 9,
          "excluded_answers": 3
        }
      ],
      "vendors": [
        {
          "name": "Salesforce Sales Cloud",
          "mention_rate": {
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            "base": 117,
            "rate": 66.7,
            "lower": 57.7,
            "upper": 74.6
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
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          "questions_appeared": 10
        },
        {
          "name": "HubSpot CRM",
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            "count": 77,
            "base": 117,
            "rate": 65.8,
            "lower": 56.8,
            "upper": 73.8
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
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          "questions_appeared": 9
        },
        {
          "name": "Pipedrive",
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            "count": 63,
            "base": 117,
            "rate": 53.8,
            "lower": 44.8,
            "upper": 62.6
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
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          "questions_appeared": 9
        },
        {
          "name": "Zoho CRM",
          "mention_rate": {
            "count": 63,
            "base": 117,
            "rate": 53.8,
            "lower": 44.8,
            "upper": 62.6
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
          },
          "questions_appeared": 9
        },
        {
          "name": "Nimble",
          "mention_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
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          "questions_appeared": 0
        },
        {
          "name": "Microsoft Dynamics 365",
          "mention_rate": {
            "count": 23,
            "base": 117,
            "rate": 19.7,
            "lower": 13.5,
            "upper": 27.8
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
          },
          "questions_appeared": 6
        },
        {
          "name": "Freshsales",
          "mention_rate": {
            "count": 15,
            "base": 117,
            "rate": 12.8,
            "lower": 7.9,
            "upper": 20.1
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
          },
          "questions_appeared": 5
        },
        {
          "name": "Copper",
          "mention_rate": {
            "count": 1,
            "base": 117,
            "rate": 0.9,
            "lower": 0.2,
            "upper": 4.7
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
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          "questions_appeared": 1
        },
        {
          "name": "Insightly",
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            "count": 3,
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            "rate": 2.6,
            "lower": 0.9,
            "upper": 7.3
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
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          "questions_appeared": 2
        },
        {
          "name": "Close",
          "mention_rate": {
            "count": 5,
            "base": 117,
            "rate": 4.3,
            "lower": 1.8,
            "upper": 9.6
          },
          "citation_rate": {
            "count": 0,
            "base": 117,
            "rate": 0,
            "lower": 0,
            "upper": 3.2
          },
          "questions_appeared": 3
        }
      ],
      "presence": [
        {
          "question_id": "1",
          "vendor_counts": {
            "Salesforce Sales Cloud": 12,
            "HubSpot CRM": 12,
            "Pipedrive": 12,
            "Zoho CRM": 10,
            "Nimble": 0,
            "Microsoft Dynamics 365": 1,
            "Freshsales": 1,
            "Copper": 0,
            "Insightly": 0,
            "Close": 3
          }
        },
        {
          "question_id": "2",
          "vendor_counts": {
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            "HubSpot CRM": 12,
            "Pipedrive": 9,
            "Zoho CRM": 9,
            "Nimble": 0,
            "Microsoft Dynamics 365": 6,
            "Freshsales": 0,
            "Copper": 0,
            "Insightly": 0,
            "Close": 0
          }
        },
        {
          "question_id": "3",
          "vendor_counts": {
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            "HubSpot CRM": 9,
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            "Zoho CRM": 9,
            "Nimble": 0,
            "Microsoft Dynamics 365": 9,
            "Freshsales": 3,
            "Copper": 0,
            "Insightly": 1,
            "Close": 1
          }
        },
        {
          "question_id": "4",
          "vendor_counts": {
            "Salesforce Sales Cloud": 7,
            "HubSpot CRM": 4,
            "Pipedrive": 3,
            "Zoho CRM": 3,
            "Nimble": 0,
            "Microsoft Dynamics 365": 0,
            "Freshsales": 2,
            "Copper": 0,
            "Insightly": 2,
            "Close": 0
          }
        },
        {
          "question_id": "5",
          "vendor_counts": {
            "Salesforce Sales Cloud": 11,
            "HubSpot CRM": 12,
            "Pipedrive": 12,
            "Zoho CRM": 12,
            "Nimble": 0,
            "Microsoft Dynamics 365": 0,
            "Freshsales": 6,
            "Copper": 1,
            "Insightly": 0,
            "Close": 1
          }
        },
        {
          "question_id": "6",
          "vendor_counts": {
            "Salesforce Sales Cloud": 11,
            "HubSpot CRM": 12,
            "Pipedrive": 9,
            "Zoho CRM": 8,
            "Nimble": 0,
            "Microsoft Dynamics 365": 1,
            "Freshsales": 3,
            "Copper": 0,
            "Insightly": 0,
            "Close": 0
          }
        },
        {
          "question_id": "7",
          "vendor_counts": {
            "Salesforce Sales Cloud": 9,
            "HubSpot CRM": 9,
            "Pipedrive": 7,
            "Zoho CRM": 7,
            "Nimble": 0,
            "Microsoft Dynamics 365": 5,
            "Freshsales": 0,
            "Copper": 0,
            "Insightly": 0,
            "Close": 0
          }
        },
        {
          "question_id": "8",
          "vendor_counts": {
            "Salesforce Sales Cloud": 1,
            "HubSpot CRM": 0,
            "Pipedrive": 2,
            "Zoho CRM": 2,
            "Nimble": 0,
            "Microsoft Dynamics 365": 0,
            "Freshsales": 0,
            "Copper": 0,
            "Insightly": 0,
            "Close": 0
          }
        },
        {
          "question_id": "9",
          "vendor_counts": {
            "Salesforce Sales Cloud": 2,
            "HubSpot CRM": 3,
            "Pipedrive": 0,
            "Zoho CRM": 0,
            "Nimble": 0,
            "Microsoft Dynamics 365": 0,
            "Freshsales": 0,
            "Copper": 0,
            "Insightly": 0,
            "Close": 0
          }
        },
        {
          "question_id": "10",
          "vendor_counts": {
            "Salesforce Sales Cloud": 4,
            "HubSpot CRM": 4,
            "Pipedrive": 1,
            "Zoho CRM": 3,
            "Nimble": 0,
            "Microsoft Dynamics 365": 1,
            "Freshsales": 0,
            "Copper": 0,
            "Insightly": 0,
            "Close": 0
          }
        }
      ]
    },
    {
      "id": "project_management",
      "name": "Project management",
      "definition": "Systems for planning, assigning, tracking, coordinating, and reporting on work across projects.",
      "selection_rule": "A vendor is in the checked set if it appears on the relevant category page of at least two major software directories as of the capture date.",
      "source_captures": [
        {
          "source_label": "g2.com category page",
          "source_url": "https://www.g2.com/categories/project-management",
          "captured_on": "2026-08-28"
        },
        {
          "source_label": "capterra.com category page",
          "source_url": "https://www.capterra.com/project-management-software/",
          "captured_on": "2026-08-28"
        }
      ],
      "commissioned_engagement": false,
      "run_configuration": "4 engines, 3 repeats, 10 fixed buyer questions, and one checked set.",
      "exclusions_note": "No excluded answers were recorded for this category.",
      "exclusion_records": [],
      "csv_path": "data/project_management.csv",
      "questions": [
        {
          "id": "1",
          "text": "What is the best project management software for a cross-functional team?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "2",
          "text": "Which project management platform is best for coordinating several concurrent client projects?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "3",
          "text": "What are the top project management tools for a mid-market organization?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "4",
          "text": "What are good alternatives to a spreadsheet-based project management process?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "5",
          "text": "Which project management options work well for a distributed team?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "6",
          "text": "What project management software should a services business consider when project visibility is poor?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "7",
          "text": "How do the main project management platforms compare for planning and resource coordination?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "8",
          "text": "Which project management approach is better for teams using both agile and structured planning?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "9",
          "text": "What should a buyer evaluate in project management software?",
          "base": 12,
          "excluded_answers": 0
        },
        {
          "id": "10",
          "text": "How can a project team use project management software to improve delivery predictability?",
          "base": 12,
          "excluded_answers": 0
        }
      ],
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        {
          "name": "Jira",
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            "base": 120,
            "rate": 26.7,
            "lower": 19.6,
            "upper": 35.2
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          "citation_rate": {
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            "base": 120,
            "rate": 0,
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            "upper": 3.1
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          "questions_appeared": 8
        },
        {
          "name": "Asana",
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            "base": 120,
            "rate": 51.7,
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          "name": "Smartsheet",
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          },
          "citation_rate": {
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        },
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          "name": "monday.com",
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          "name": "Basecamp",
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            "Basecamp": 2,
            "Trello": 6
          }
        },
        {
          "question_id": "5",
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            "monday.com": 12,
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            "Wrike": 2,
            "Basecamp": 4,
            "Trello": 6
          }
        },
        {
          "question_id": "6",
          "vendor_counts": {
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            "monday.com": 6,
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          }
        },
        {
          "question_id": "7",
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            "Wrike": 11,
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        },
        {
          "question_id": "8",
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        },
        {
          "question_id": "9",
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          "question_id": "10",
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        }
      ]
    }
  ]
}