• 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 […]

Are you wasting time on the wrong analysts? Announcing “Ranking and Tiering,” a SageCircle webinar

seminar.jpgOne of the biggest ongoing mistakes that AR professionals make is not using a rigorous methodology for managing their analyst lists. This often leads to too many analysts on their lists and too many analysts designated as “Tier 1.” This state of affairs leads to inefficiency and ineffectiveness as AR teams are spread too thin to effectively influence the most relevant analysts. Another problem is a list that is missing relevant analysts, which can lead to uninformed analysts negatively impacting your sales cycles. While bad enough in good economic times this mistake can be fatal in recessions when all corporate functions are being scrutinized for efficiency as well as contribution to revenues and corporate/business unit objectives. The quality of your analyst list brings up a number of key issues for AR:

  • Do you have a formal analyst list management process that can withstand executive scrutiny?
  • Are your list management processes efficient enough to permit quick changes to reflect the changing company priorities or upheavals in the analyst community like layoffs?
  • Do you have the content to educate your stakeholders about how analyst lists are managed and the importance of prioritizing the analysts?
  • Are you prepared for the analysts to “go around” you and interact directly with your executives to get their “tier” upgraded?
  • Do you have the tools to efficiently manage and share your lists?

To help out AR professionals and teams take a strategic approach to creating and maintaining analyst lists, SageCircle is announcing a new public webinar focused on the methodology for creating an airtight analyst list.

In this SageCircle AR Webinar, we will provide you with succinct and actionable information that will help you develop a solid and efficient analyst list management process. The agenda for the 90-minute session includes:

  1. What is the business value of having a formal analyst list management process?
  2. Defining ranking and tiering
  3. Defining the service level framework
  4. Identifying types of analyst lists
  5. Developing the ranking criteria and associate weights
  6. Picking the right tools for list management, e.g., spreadsheets or AR management applications
  7. Deciding which analysts are included or excluded from consideration
  8. Completing your ranking
  9. Setting tiers relative to resources
  10. Updating your analyst lists
  11. Educating stakeholders and get their buy-in
  12. Saying “no” – diplomatically – to an analyst

There will be plenty of time for your observations and questions.

The cost of this information-packed session is only $95. You can register by clicking here or visiting www.SageCircle.com.  In addition, the cost is per login not per person. Feel free to schedule a meeting with your colleagues in a conference room and have all of you participate via a single ticket. Then afterwards you can discuss how to apply what you learned during the webinar.

We are scheduling two sessions to make it easy for you to fit the webinar into your busy schedule. The sessions will be held:

            Tuesday, February 17th at 8:00 am US Pacific Time

            Thursday, February 26th at 10:00 am US Pacific Time

If you have any questions about the webinar or wish to arrange a private session for your company, please call SageCircle at 503-636-1500 or send an email to “info [at] sagecircle.com”

4 Responses

  1. […] Want to know the best practices for managing your analyst lists? Attend our “Ranking and Tiering Analysts Lists” webinar on February 17th or February 26th. During the webinar we will provide you with succinct and actionable information that will help you develop a solid and efficient analyst list management process. The agenda for the 90-minute session and other information can be found by clicking here.  […]

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