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  • Recent Posts: Kea SageCircle

    AR Classics: Identifying and Measuring Impact and Influence

    AR Classics: Identifying and Measuring Impact and InfluenceHow can analysts in non-traditional, freemium, analyst firms prove their value, and how should analyst relations professionals respond to their growing impact? Until analysts start to track their impact in the fullest way, they will always be underestimated by suppliers in the high technology and telecommunications industries. Back in 2015, when this was posted, Edelman’s Read more about AR Classics: Identifying and Measuring Impact and Influence[…]

    Investor relations head takes over AR at Tata

    Investor relations head takes over AR at TataThe IIAR is discussing a big surprise: one of the big 3 IT services brands just put its analyst relations (AR) under the control of its head of investor relations (IR). It would be unimaginable in most firms, and perhaps Tata Consultancy Services (TCS) is one of the few firms that can do that well. Tata Sons’ Read more about Investor relations head takes over AR at Tata[…]

    Peter O’Neill joins Kea Company as Research Director

    Peter O’Neill joins Kea Company as Research DirectorLONDON. February 1st 2018 — Longtime industry analyst Peter O’Neill has been appointed Research Director by Kea Company, the world’s largest analyst relations (AR) consultancy. O’Neill was previous research director at Forrester Research, leading the firm’s services for analyst relations professionals as well as research for B2B Marketing professionals.   At Kea Company, O’Neill will Read more about Peter O’Neill joins Kea Company as Research Director[…]

    AR Classics: Barbara French on how to grab an Influential Analyst’s Attention

    AR Classics: Barbara French on how to grab an Influential Analyst’s AttentionBarbara French’s Grab an Influential Analyst’s Attention: 3 Secrets & 4 Tips helps companies to avoid some of the most common errors in analyst relations. We especially appreciated these points in the article. Marketers can use analysts and analyst research to add credibility to their businesses without ever having the analyst specifically endorse their company. Read more about AR Classics: Barbara French on how to grab an Influential Analyst’s Attention[…]

    What research users can learn from analysts’ use of competitors’ analysis

    What research users can learn from analysts’ use of competitors’ analysisFor the first time, Kea Company is making reports from our Leaders Service generally available. The first discusses what research users can learn from analysts’ use of competitors’ analysis Although our Analyst Value Survey reports and Firm Awards exclude many analysts’ responses, this supplementary analysis suggests that many analysts are regular uses of research produced by Read more about What research users can learn from analysts’ use of competitors’ analysis[…]

The value to team collaboration – The ROI of an Analyst Relationship Management System [part four]

icon-tools.jpgThis is the fourth in a series of posts that will explore the resources required and the advantages gained in using a formal analyst relationship management (ARM) system.  In this post we investigate how these systems can enhance collaboration.  Other posts will explore metrics and look at the values that can be obtained.  Your comments are encouraged.

It is 11 PM, do you know where your analyst is?

AR teams should know the perception of analysts long before the curfew of a Magic Quadrant.  Getting blindsided by a presentation, or knowing you have been dropped from a short list is never fun.  There are many ways to determine current analyst perception – but one not to be overlooked is simple team collaboration.  This becomes especially true with larger AR teams, or those that are organizationally or geographically distributed.

Tracking your AR activities and the perceptions that analysts have about your company is not an individual effort, but requires teamwork.  Methods that promote easy sharing of Continue reading

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Getting value out requires putting effort in – The ROI of an Analyst Relationship Management System [part three]

icon-tools.jpgThis is the third in a series of posts that will explore the resources required and the advantages gained in using a formal analyst relationship management (ARM) system.  In this post we review some best practices in using a system.  Other posts will explore metrics and look at the values that can be obtained.  Your comments are encouraged. 

Data entry needs

A good ARM will allow you to append interaction information to each analyst record.  This information can include personal entries about analyst perception, but most significantly it can be the corporate memory of analyst interactions.  By recording the date, type, and results of each interaction with each analyst you build a history that is available to the entire AR staff as well as new members. 

We have heard comments from AR managers who believe that data entry into any ARM takes too much effort and the value is not worth the work involved.*  This is a short sighted view for several reasons.

  • Generating metrics – SageCircle is a strong believer in metrics. If you don’t record your activities and Continue reading

Commercially available systems – The ROI of an Analyst Relationship Management System (part two)

icon-tools.jpgThis is the second in a series of posts that will explore the resources required and the advantages gained in using a formal analyst relationship management (ARM) system.  In this post we look at some of the commercially available products.  Upcoming posts will suggest some best practices in using a system, and look at the values that can be obtained.  Your comments are encouraged. 

Where is your ARM?

Analyst Relations programs can use systems that are built in-house or use commercially-available software either on-site or hosted.  Significant factors in making the decision are the available IT support resources and the methods and resources you use to maintain the database.  Some teams have also expressed concerns about data privacy with hosted applications, but these concerns are effectively addressed by commercial providers with state-of-the-art security features.

If you do elect to create and maintain the database internally you will need to plan AR resources for ongoing research and maintenance Typical AR teams do not have Continue reading

Definition and basic characteristics – The ROI of Analyst Relationship Management Systems (part one)

icon-tools.jpgThis is the first in a series of posts that will explore the resources required and the advantages gained in using a formal analyst relationship management (ARM) system.  In this post we will look at the characteristics of a good system.  In future posts we will review some of the commercially available products, suggest some best practices in using a system, and look at the values that can be obtained.  Your comments are encouraged. 

What is an ARM?

Sales and service organizations have long used customer relationship management (CRM) systems to provide customer service, track and promote sales, and maintain general customer records.  These can range across home-grown in-house systems, commercially-available software run by IT, and hosted solutions provided by outside firms.  The value of these systems is well documented.  Public Relations departments often track their work in PR-specific systems that fit into the same three categories.  Analyst Relations teams need to look to Continue reading