• Recent Posts: Influencer Relations

    IDC could flourish after IDG’s sale to Chinese consortium

    IDC could flourish after IDG’s sale to Chinese consortium

    As we predicted in our April Fool’s Joke last year, IDC has been sold as part of a Chinese-led purchase that leaves CEO Kirk Campbell at the helm. IDG Capital will take control of the IDG Ventures; China Oceanwide will control IDG and most of IDC, and an independent trustee will take control of IDC’s High Performance Computing (HPC) practice, […]

    Kea Company acquires UK analyst relations consultancy Active Influence

    Kea Company acquires UK analyst relations consultancy Active Influence

    Merger consolidates Kea Company’s position as world’s largest analyst relations consultancy January 19, 2017. London — Kea Company, the world’s largest analyst relations consultancy, today completed its acquisition of Active Influence. Founded in 2010, Active Influence has helped many of the world’s largest technology companies to gain measurable business benefit from their relationships with analyst firms. Founder Richard East has become […]

    Top ten global analysts: 2016’s outstanding research

    Top ten global analysts: 2016’s outstanding research

    2016 produced some outstanding analyst research. We’ve picked the best articles from each of the world’s ten leading analysts firms, as ranked in the 2017 Analyst Firm Awards. Together they show how diverse analysts’ most compelling content can be, including deep quantitative research into mature markets, like cellphones; pointed competitive insight into corporate changes, like Dell’s integration of EMC, and […]

    IDC overtakes HfS in 2017 global Analyst Firm Awards

    IDC overtakes HfS in 2017 global Analyst Firm Awards

    Gartner and Forrester’s leadership is no surprise, but this year IDC has won back third place in our annual Analyst Firm Awards, pushing HfS Research into a still-impressive fourth place. PAC and Ovum have also risen substantially this year, rounding out the top six. In last year’s awards, we saw that firms that could create business leads for their clients […]

    Analyst Value Survey shows deeper frustration with industry analysts

    Analyst Value Survey shows deeper frustration with industry analysts

    I’ve been in New York this week discussing the Analyst Value Survey with both Kea clients and industry analysts. The 2017 report will be available early in January, but the responses show that many users of analysts’ services are reaching out to more firms than before, and are gathering quite uneven value. Firstly, the good news is that many users […]

Presentation Tip: Watch out for the notes on PowerPoint slides

If you send industry analysts PowerPoint files of your presentations, do make sure that you review the text in the Notes section of each page. You’ll want to delete any text that is inappropriate to give to the analysts. This is a step that is easy to miss and which will give you great heartburn. Add this step to your standard presentation critique checklist — you do have a presentation critique checklist, right? — is a simple way to avoid reaching for the antacid pills.

BTW, sending PowerPoint and Word files is a best practice that AR managers should consider using. Providing content in Microsoft Office format makes it easier for analysts to repurpose your content. No, silly, this is not “stealing.” It is called “leverage” and savvy AR managers use this practice to get their companies’ message into the marketplace with enhanced credibility and build relationships with the analysts. 

There is more detail about this technique in SageNoteTM AR120 “Analysts: Originality is not the Goal.” Advisory Clients can request a copy of this SageNote today and schedule an inquiry about how to apply this technique with their analysts. Starting July 1, this SageNote and hundreds of other SageNotes will be incorporated into the SageCircle Analyst Relations Wiki, expanded and cross linked for easy use. Sign up today to get the charter client pricing which expires on July 31. The AR Wiki will also have many checklists, such as a presentation critique checklist, that you can download in Word to save you the time and effort to reinvent the wheel.

One Response

  1. I usually send everything in PDF rather than heavy DOC or PPT -it’s easier to download on the move and don’t blow the analyst email quota off. Some analysts ask for individiual slides.

    Best practice question: how many AR dpt have set up FTP sites or AR portals for sharing heavy files?

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