• Recent Posts: Influencer Relations

    Your pitch to analysts isn’t just about your solution

    Your pitch to analysts isn’t just about your solution

    In pitches to analysts, there are many conversations going on. At one level, there’s a communication about the business solution. There’s also a conversation about the wider market and about the personal credibility of the participants. Sometimes the slides used in pitches are just excuses for the interaction. The slides are used to assess both the market vision of the firm and the […]

    KPMG pushes out 451 in 2017 Strategy Analyst Firm Awards

    KPMG pushes out 451 in 2017 Strategy Analyst Firm Awards

    For the strategic heavy lifting, executives are reaching out to a very wide range of advisors. Gartner heads up the list when we look at the Analyst Value Survey data to find the analyst firms most valued by people who work on strategy. It creates almost 19% of all the value being produced by analyst services around strategy (If CEB, […]

    Save the date for our Analyst Firm Awards

    Save the date for our Analyst Firm Awards

    This year we’re publishing our analyst firm awards more or less monthly. Please put the dates in your diary. If you’re a subscriber to the Analyst Firm Awards, you can also access a webinar for each of these events, held on the final Thursday or each month. January – Global January 18 – Outstanding reports February 17 – Strategy March 15 – Internet […]

    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 […]

Hone your AR skills by attending AR Measurement Week

AR Metrics & MeasurementMark your calendars for a week (dates are listed below) of intense training on AR measurement topics. Every day for a straight week, SageCircle will be putting on a different webinar on one of the most critical foundational functions for AR: measurement. Each webinar is only $95 and you can find links to the individual webinars on SageCircle.com webinar page. There is a special offer if you register for all five sessions: a $50 discount (see the special link at the bottom of this webpage to sign up with the discount).  Each 90-minute session is packed with practical tips, information, and insights.

Certificate of Completion for Analyst Relations Measurement – SageCircle is starting a new program where we will be sending a signed, hardcopy “Certificate of Completion” to AR professionals who have completed a series of training sessions on a particular topic. The first Certificate to be awarded will go to attendees of all five AR measurement webinars.

 A “Certificate of Completion” will be a useful item to add to your resume as it shows you have invested in upgrading your AR skills and your commitment to the AR profession.

The Certificate of Completion for AR Measurement will be issued for those who have attended all five of the measurement webinars.  This includes the ones you may have taken in the past as well as those in one of the upcoming Measurement Week! series. Future public webinars will also count toward completion of the training for a Certificate. Another way to earn a certificate is to attend a half-day AR Measurement Workshop, either a public version or a privately scheduled session for just your company. 

Two sets of dates: October 19-23 and October 26-30 –“What!” you say “The first week is the same week as US Symposium!” Right, but if you are not going to be in Orlando schmoozing with the Gartnerians that week it would be a great use of your time to get in some training.  Alternatively “Measurement Week Two” will be held the week after Symposium.  You can even mix the sessions across both weeks if that is more Continue reading

AR Measurement – Moving beyond operational metrics

AR Metrics & MeasurementWithin one week, we received inquiries from two different AR-savvy clients about the measurements and metrics they should employ to track activities and benchmark progress against stated goals.  Both clients realized their existing measurement programs – primarily focused on counting AR activities and written research and press quote mentions – were not capturing the full picture of AR activities and effectiveness.  Therefore, the clients were unable to communicate effectively AR’s impact on sales to executives. 

First, before diving into what measurements and metrics to track, clients need to define performance vs. operational metrics.  Performance metrics measure AR’s progress against strategic results such as trends in analyst opinions by market, product, etc. or number of sales opportunities supported by the AR team.  Operational metrics, on the other hand, measure AR’s utilization and productivity against plan.  Some examples include briefings, inquiries, roadshows, summits, etc. and volume of analyst research publications tagged and monitored. 

Second, clients must examine the company’s overall performance goals and then define the AR goals needed to achieve these objectives.  For example, Continue reading

Defining “Operational Metrics for Analyst Relations”

Background:  When building AR measurement programs, AR practitioners must distinguish between performance and operational metrics.  Performance metrics help AR teams measure progress against strategic goals while operational metrics measure utilization and productivity against plan.   

Operational metrics measure AR’s utilization and productivity against plan.  They primarily are internally focused and fall into one of three categories: 1) utilization and Continue reading