• Recent Posts: Influencer Relations

    Webinar: Survey shows new risks for analyst relations

    Webinar: Survey shows new risks for analyst relations

    A first glance at the Analyst Value Survey shows new risks emerging for analyst relations professionals. We’re hosting a webinar on November 30 to hear how leading AR professionals are responding to them, and what the best practice is for your analyst relations program. Three risks stand out massively. First, there a big gap between the firms that vendors think […]

    Vendors’ five key thoughts about analyst firms

    Vendors’ five key thoughts about analyst firms

    Five things stand out from vendors’ responses to a survey we conducted after our Analyst Relations roundtable at the English Speaking Union. Analysts (including analysts who call themselves consultants or advisors) are often thought to have bias, especially if most of their revenue comes from vendors. Sometimes the effort put into staying informed makes analysts seem very process-driven but less […]

    Join us for the Forum in San José on November 17

    Join us for the Forum in San José on November 17

    Should someone you know be at the year’s most important discussion on analyst relations? We’ll be at the free ARchitect User Forum 2016 in San José, CA, on November 17. Professionals from industry leaders will introduce the sessions: Lopez Research, Digital transformation; IBM, AR in large organizations; Cognizant, Managing analyst events;  Capgemini, AR knowledge management; Wipro, Intelligence-driven relationships; and ARinsights, AR […]

    Take the 2016/17 Analyst Value Survey

    Take the 2016/17 Analyst Value Survey

    The Analyst Value Survey is open! Each year several hundred users of analyst research tell us which analyst firms they use, and which are most valuable. In exchange, they get access to our results webinar, where they discover which firms are delivering the most value in key market segments. You can take part too. Go to AnalystValueSurvey.com and click on […]

    Guess Who’s Looking for Top Talent in Analyst Relations?

    Guess Who’s Looking for Top Talent in Analyst Relations?

    Looking for a new direction in your Analyst Relations career? October is a time when new opportunities pop up in the field. From IBM to Google, we gathered the top US Analyst Relations firms with vacancies needing to be filled. If you’d like to learn more about the opportunity and to schedule an interview, contact these firms directly. However, if […]

Tips from analysts about how to interact with them more effectively (new tips added 2/19/08)

(Editors Note:  Robin Bloor’s tips # 6-8, two by James Governor, two by Jeremiah Owyang and one by Charlene Li  added on 2/19/08)

I have been running across a number of interesting blog posts by analysts providing tips to the AR community. This is very useful information for AR professionals, both to improve their AR execution but also to get insights into one of their analysts. Here are the blog entries I have found so far (alphabetical order by firm):

Curt Monash, DBMS2, Monash Report, Strategic Messaging, Text Technologies

Charlene Li, Forrester

Jeremiah Owyang, Forrester

Dale Vile, Freeform Dynamics

Robin Bloor, Hurwitz and Associates & Bloor Research

 Henry Morris, IDC

Michael Cote, Redmonk

James Governor, Redmonk

John Toigo, Toigo Partners International

SageCircle Technique: AR professionals should ask analysts what are their preferences when it comes to interactions. AR teams should also closely monitor the blogs, if any, of their Tier 1 and 2 analysts to capture any insight into how the analysts like to be treated by vendors.

Bottom Line: For AR professionals, understanding what analysts like and don’t like can be a valuable piece of insight to make your interactions more productive. Remember, analysts are people and individuals, not some monolithic “analyst,” so treat them as individuals.


AR managers – Have you seen other analyst posts or published research on what AR should be doing? If so, please share them with SageCircle to expand this list.

Analysts – Do you have pet peeves about how vendors interact with you? If so, please share them with SageCircle so that we can enhance the AR profession.

AR Managers – Let’s put the shoe on the other foot. Do you have pet peeves about how analysts interact with you? If so, please share them, even anonymously if that makes you more comfortable.

How SageCircle can Help: SageCircle can help AR teams elevate their programs to best-in-class status through training and advisory. Please contact us at info [at] sagecircle dot com or 650-274-8309 for more information.

Interested in an analyst relations checkup?  Want to know how you stack up against best-in-class AR best practices? Request a free SageCircle AR Diagnostic.  Give us a half hour of your time, answer some questions, then we provide you with a concise analysis of your program.

6 Responses

  1. Excellent post, Carter. And thanks to all the others for the insight.

    I’m glad Robin Bloor thinks that I, as a media relations/PR expert, can occasionally fill in and do the job of an AR professional (“How To Deal With Analysts: #2 AR or PR?”). But wait, I best not spam them with the new sales office opening press release😉

    That said, I absolutely agree that the role of an analyst to his/her constituents is markedly different than that of a journalist’s remit. Especially in today’s media world – all about entertainment, sound bites, personalities rather than bits and bytes, conflict, etc.

    That said, the approach will differ, but the outcome/goal remains the same whether analyst relations or media relations – to foster and maintain a strong working relationships. And if we, AR and media relations, fail to understand how to approach either audience, we should simply change careers. We’re doing a disservice to our client/company.

  2. […] Tips from analysts about how to interact with them more effecSagetively (new tips added 2/19/08) […]

  3. […] Tips from analysts about how to interact with them more effectively […]

  4. These are great tips!..I will always keep them in mind..^^..

  5. […] an agenda for yourself that includes information that they will find interesting, exciting, and relevant to their work.  Keep the content simple and to the point.  You want this first meeting to be a dialog and to […]

  6. […] a good new trend, analysts are putting up explicit “How to pitch me” notes. (Carter Lusher has links to some of them.) Here’s […]

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