Complete Analyst Relations Program Management and Execution

Research analysts are an important part of many companies’ buying decisions, and keeping them up to date on your market, your offering and your direction can be an important part of reaching your full potential. We help you pinpoint the analysts that have the greatest impact on your market and keep an open channel between you and these market-moving influencers.

We provide a wide range of analyst relations services, including:

  • providing strategic guidance for plans

  • tracking upcoming research

  • coordinating inquiries and briefings

  • managing logistics, content and deadlines for major reports

  • supporting analyst events

  • maintaining consistent communication with key analysts

  • following relevant analysts, their work and their influence

  • managing inbound requests

  • reviewing materials

  • sharing news, case studies, etc.

  • facilitating quotes and reprints

  • supporting contract negotiations

Peer Reviews

Peer review sites have become a key top-of-funnel source of intelligence for a wide range of markets, and have become an integral part of analyst engagements, influencing how firms cover markets and even replacing customer reference calls for Magic Quadrants. Navigating the nuances of these sites requires careful attention to customer review sourcing and timing of review campaigns, as well as ongoing interactions with the review sites themselves to optimize scores and present the best of what you do for customers. To support your peer review site performance, we can:

  • Work with customer success to produce lists of customers willing to participate on each platform

  • Manage calendars for milestones like the Voice of the Customer

  • Assisting in incentive program with sales for new reviews

  • Flagging negative reviews and assisting with response

  • Prepare customers so they optimize their reviews for acceptance at the site, and contribution to overall scores

  • Work with support teams at the sites to get reviews approved and improve performance of listings

  • Managing changing of categories or new areas

  • Track performance relative to key competitors

  • Tracking key quotes from Peer Insights for use in sales support/social media

AR Ops

Analyst Relations Operations (AR Ops) is the practice of organizing data about analyst interactions and analyst output, then strategically designing tools for that data to be accessed and used on demand. In doing so, AR Ops maximizes the efficiency and downstream impact of the analyst relations function. It can be as straightforward as making sure an analyst event runs smoothly and as nuanced as creating channels for sales, marketing, competitive intelligence and other stakeholders to receive insights from analyst interactions and research. Examples of AR Ops output include: 

  • internal knowledge management sites allowing centralized access to content and resources to support sales and marketing

  • internal communications to share insights from key analyst reports and coverage with leadership

  • management of logistics for successful analyst events

  • analysis of relative impact of time spent working with various research firms

  • processes for creating insights-driven briefing documents

  • enhanced reporting on key metrics and learnings to demonstrate ROI