• 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 […]

Notes on managing your budget in a recession — SageCircle’s Coffee Talk

icon-budget-cuts-105w.jpgOn Tuesday April 1 SageCircle conducted a web-based Coffee Talk around the potential impacts of budget cuts and how AR teams can best handle them.  We began with a few slides to review the techniques for managing a budget and then opened the session to questions from the participants.

Often when resources are trimmed certain areas experience across-the-board and significant cuts.  While some of these areas can be quick to recover in the future analyst relations is generally not one of them.  Developing relationships that can truly provide a positive revenue impact takes sustained effort over time.  Once your program begins to slip the effort required to get it back on target can be very large and long.  We have seen programs take years to recover, if at all.

A quick poll showed that about half of the people had already seen some budget restrictions or were expecting them.  Our introduction suggested ways to proactive deal with budget issues rather than accepting an across-the-board cut.

Focus and Innovate

  • Review charter, mission, objectives and current spending patterns to see if you are spending on the right activities or are being charged for things that rightly belong to other departments.
  • Find ways to reduce costs for events while improving the impact
  • Shift sponsorships to the lead generation group

Analyst Contracts

  • Review services and cut underutilized activities
  • Use boutiques or less expensive firms where appropriate
  • Shift to less expensive services such as using inquiry in place of some analyst consulting days
  • Shift “pet” analysts to sponsoring executives

The participant questions included:

  • What do you mean by refining the charter, objectives and priorities?
  • How do we prove the ROI of AR?
  • What do you mean by “deep dive?”
  • Won’t the analysts think less of us if we do not hold our annual analyst conference at a nice resort?
  • Won’t the analysts get angry if we cut our spending with them?
  • Won’t we annoy the analysts if we transfer analyst conference sponsorships to the field marketing people who decide not to sponsor a conference?
  • How can inquiry substitute for SAS?

Bottom Line: Budget restrictions can be an opportunity to review your current programs and find different and perhaps better ways of meeting your goals. 

Question: AR Teams: Are you facing budget restrictions?  How much control do you have in allocation those resources?

Our next Coffee Talk will be May 7.  See the link on the website for more information and to register.

Want more information on budget planning? SageCircle can:

  • Review your AR goals and objectives
  • Assist in creating a balanced scorecard for metrics and ROI
  • Provide advice on more efficient ways to conduct analyst events and briefings

SageCircle AR Diagnostic Mini-WorkshopA SageCircle Strategist can conduct a free SageCircle AR Diagnostic and provide you with a concise analysis of your program.

Click here or on grahic for SageCircle’s AR Diagnostic Mini-Workshop brochureIt’s free, it’s fast and it’s easy. 

Contact us at info [at] sagecircle dot com or 650-274-8309 for more information about how SageCircle can help take your AR program to the next level.

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