• 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 […]

AR’s turn – How industry analysts can come to briefings better prepared

After we published Research consumer’s turn – How industry analysts can be better prepared for inquiries we received several suggestions about how we should give AR managers’ their turn. In this case, the AR managers wanted to give the analysts a few friendly tips to the analysts about how the analysts can come to briefings better prepared.

In private conversations, AR professionals are more than happy to critique the analysts’ level of preparedness for a briefing. However, the AR pros are loath to actually say something to the analyst for fear of hurting the relationship or courting retaliation. We think that these fears are unfounded as most analysts would appreciate reasonable suggestions for how they can improve what they do. AR pros can leave suggestions via comments to this post (anonymously if you like) or by sending SageCircle an e-mail (info [at] sagecircle dot com). We will aggregate e-mailed suggestions and add them to this post.

To get the ball rolling here are few ideas that should only take an analyst a few minutes to do immediately prior to a briefing:

  • Review the information or materials that the vendor has (hopefully) sent you regarding the briefing.
  • Review notes on past briefings from this vendor
  • Use Google News to quickly scan recent headlines for potential surprises
  • Visit the vendor’s PR webpage and quickly scan recent press releases
  • If the vendor is a public company, quickly review the relevant parts of the most recent financial announcement
  • Jot down recent relevant end-user comments about the vendor to get you in the frame of mind to ask targeted questions
  • If this is a product or services briefing review similar offerings from competitive vendors

Now some analysts might react to these suggestions thinking it adds a lot of work to a briefing which they are not “paid to do”.  It is SageCircle’s opinion that this should not be a lot of work – and that the information you are receiving from the vendor helps in your overall client research and therefore has a lot of value.  If you have an ongoing relationship with this vendor this should be a very easy process.  If this is an unfamiliar vendor you might ask for some of this when accepting the briefing.  In either case, take the time to review all materials from the vendor before the briefing starts.

Bottom line:  Analysts should prepare themselves appropriately when accepting a vendor briefing.  Hopefully the information received will add to the overall understanding of the market strategy, products, and services that are available to the clients of the analyst firm.

Question:  Vendor AR Teams – What examples do you have of analysts attending a briefing without any preparation?

Are you getting the most from your analyst contracts? SageCircle can help. Our strategists can:

  • Evaluate the usage of your contracted analyst services and suggest ways to maximize business value from your investment
  • Train your colleagues with analysts seats (e.g., Gartner Advisory and Forrester Roleview) through efficient and effective distance learning via webinar or teleconference
  • Critique your upcoming analyst contracts to ensure you are getting the right services from the right firms to meet your business needs
  • Save you time, money and aggravation

To learn more contact us at info [at] sagecircle dot com or 650-274-8309.

One Response

  1. One of the thing I find the most irritating are analysts who send you a 26 page questionaire before a briefing and expect to cover all in 2 hours. Usually most of the questions are really basic (–> check our website) or we can’t answer (i.e. what’s your revenue for Dupasupa widget in Syldavia).
    But you can avoid that by asking the analysts to send their questions in advance.

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