• Recent Posts: Influencer Relations

    Fersht: some IIAR award-winners “just tick the boxes”

    Fersht: some IIAR award-winners “just tick the boxes”

    Some of the firms mentioned by the IIAR’s analyst team awards fall short of excellence. That’s the verdict of several hundred analysts who took our Analyst Attitude Survey, and of the CEO of one of the top analyst firms. Phil Fersht left the comment below on our criticism of the IIAR awards. We thought we’d reprint it together with the […]

    Do the IIAR awards simply reward large firms?

    Do the IIAR awards simply reward large firms?

    The 2016 Institute for Industry Analyst Relations’ awards seem to be rewarding firms for the scale of their analyst relations, rather than their quality. In a blog post on July 6th, the IIAR awarded IBM the status of best analyst relations teams, with Cisco, Dell and HP as runners-up. Together with Microsoft, which outsources much of its analyst relations to […]

    Unmaking fruit salad: 6 ways to help analysts segment markets

    Unmaking fruit salad: 6 ways to help analysts segment markets

     It’s a common challenge for providers: some new or fast-changing market contains very different solutions. Clients want either apples or oranges, but the analyst research reads more like fruit salad. As new solutions come into old markets, or as analysts try to squeeze hot new solutions into their less-exciting coverage areas, it’s increasingly hard for users of analyst research to make […]

    Control in Analyst Attitude Surveys

    Control in Analyst Attitude Surveys

    Because a lot of analysts take part in our Analyst Attitude Surveys, we are able to offer clients what we call a control group. In the language of research, a control group is a group of people who don’t get the treatment that we want to measure the effectiveness of. For example, most firms might be focussed on a top tier […]

    Time for a new direction in AR measurement?

    Time for a new direction in AR measurement?

    Worldwide, Analyst Relations teams are committed to fostering the best information exchange, experiences and trusted relationships with tightly-targetted global industry analysts and influencers. Sometimes the targeting is too narrow and analysts are treated inhumanly. However, the technology buying process is transforming and so must the benchmarking of analyst relationships. There’s already a long-term transformation of analyst relations. Over one-third of technology […]

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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