Announcing a new “Page” – Analyst Tips for AR

There are many interesting blog posts by industry analysts providing tips to the analyst relations (AR) community on how best to interact with the analyst. This is very useful information for AR professionals, both to improve their AR execution, but also to get insights into their analysts.

For awhile, SageCircle has kept a running list of links to these suggestions in a blog post originally published in early February and then updated periodically. The problem is that this particular post is not easy to find unless you knew to look for it. Starting today we have elevated this information into a “Page” called Analyst Tips for AR. A Page is a non-dated post and always shows up in the “Pages” box, which we have at the top of the left navigation bar. A feature of this Page will be a list of updates. This should make it easier for SageCircle readers to keep up with the tips and tricks that the analysts are offering.

In today’s rather large update we have added 14 34 suggestions from three nine analysts. However, because we got a bit behind in updating the list, there are going to be new links added throughout […]

Moving the Dot: the Magic Quadrant & Tech Vendors [part 5]

Repositioning your “dot’ on a Gartner Magic Quadrant does not happen just because you have a great product or service. It takes information, a plan, AR execution and avoiding mistakes. 

Expanding Your Goals – Moving the dot should not be the only goal of every analyst interaction. AR teams and spokespeople should insure that you accomplish your goal of moving the dot while working on other aspects of your analyst relationship such as competitive intelligence gathering, relationship building, training a novice analyst, strategy review, etc. Rarely will a vendor be interested in accomplishing one goal when interacting with the Gartner analyst in charge of a MQ. Some goals specifically concerning the MQ include:

  • Moving your dot, either up or to the right or both
  • Moving your competitors’ dots either down or to the left or both
  • Increasing the distance between you and competitors
  • Preventing your competitors from […]

Homework – Talk to the Analyst: the Magic Quadrant & Tech Vendors [part 4]

It is critical for AR to thoroughly research a particular Magic Quadrant and its history. Even AR staffs that have been working with Gartner on a MQ for a long time could benefit from doing a little digging into the background of the MQ in order to separate reality from faulty memory and myth.

SageCircle Technique:

Talk with the analyst Obviously, AR should be interacting with their Tier 1 analysts on a regular basis on a number of issues. In many cases being in charge of a MQ means automatic Tier 1 status for a Gartner analyst. Many of those interactions will provide valuable insights into the MQ and the analyst’s criteria for it. However, there needs to be a dedicated call on the MQ* that occurs once a quarter. Topics to be covered include:

  • Changes in the analyst’s responsibility, new additions to the team, both creation and peer review
  • If you are on a Magic Quadrant with more than one author, what is the current […]

Published research is only the tip of the iceberg

By Carter Lusher, Strategist

One of the worst things that can happen to a vendor sales representative or a vendor executive is being blindsided by a piece of information that they did not know existed – but should have known. It makes them look uniformed and out of the loop, and can negatively impact the interaction they are currently conducting. Unfortunately for AR teams, industry analyst commentary is a prime source of “gotcha” moments for their companies’ sales representatives, CEOs, CFOs, and the PR staff.

It does not have to be that way. AR programs must work to monitor analyst opinions and commentary and provide relevant, near real-time actionable advice to impacted groups. Unfortunately, when it comes to monitoring analyst opinions, too many AR teams only capture published research notes and press quotes. As the graphic illustrates (click to enlarge), these two forms of analyst opinion are only the tip of the iceberg. There are a number of ways (see list below) that analyst opinions get into the marketplace with more being invented on a seemingly regular basis. 

The problems associated proliferating communications platforms are compounded by […]

Homework – Gather Background Information: the Magic Quadrant & Tech Vendors [part 3]

It is critical for AR to thoroughly research a particular Magic Quadrant and its history. Even AR staffs that have been working with Gartner on a MQ for a long time could benefit from doing a little digging into the background of the MQ in order to separate reality from faulty memory and myth.

 SageCircle Technique

Check on past Magic Quadrants The first task is to obtain past versions of the Magic Quadrants. You can search Gartner’s research database, but frankly you still have to ask. While Gartner analysts published dozens of distinct Magic Quadrants in the traditional Research Note format every year, there are so many publishing platforms at Gartner (e.g., presentations and toolkits) that a MQ can show up in either as an original piece of research or a reprint of something published earlier. Because not all […]

Common Mistakes: the Magic Quadrant & Tech Vendors [part 2]

For a variety of reasons, communications and IT vendor AR and executives make a number of mistakes concerning the Gartner Magic Quadrant (MQ) and how their companies should react to it. Decision makers at IT vendors need to take a step back and carefully consider the appropriate level of effort to put into “moving the dot.”

The first mistake is proceeding without understanding how your prospects and customers/clients value and use the MQ. You should be surveying your customer/clients and prospects about which research firms and reports they use.

The second mistake is assuming that you know what the underlying market-specific criteria and assumptions are for the MQ without talking to the appropriate analysts. Repositioning your “dot” on a Magic Quadrant doesn’t happen just because you have a great product or service. Often the most […]

Don’t Obsess, Don’t Ignore: the Magic Quadrant & Tech Vendors [part 1]

Even with the blogosphere and other forms of social media, Gartner’s Magic Quadrant remains the IT market’s most highly visible piece of commentary. Because the Magic Quadrant impacts billions of dollars of corporate IT purchases, some IT vendor executives put too much emphasis on “moving the dot” which drains resources from the overall AR plan. Other vendors decide to ignore Magic Quadrants, missing an opportunity to leverage an effective marketing channel. Neither approach is 100% appropriate. In this post, we provide background on the Magic Quadrant and suggest that vendors take a middle approach between obsession and indifference.*

It is not uncommon for a SageCircle strategist to hear the following comment from an analyst relations (AR) manager: “Our execs – or even board of directors – have made improving our position on the Magic Quadrant THE (not ‘a’) goal for AR.” While ignoring the Magic Quadrant (MQ) can be perilous to a vendor’s top line, too much emphasis on a MQ can drain scarce AR resources from influencing all the analysts covering your particular market. The downside is that AR won’t be able to develop counterbalancing relationships with analysts in other firms, leaving the vendor dangerously reliant on Gartner and the MQ for positive analyst coverage.

We think it’s time that vendors take […]

Why technology buyers use the IT industry analysts

Sometimes IT and telecommunications vendors express frustration at the very existence of IT advisory analysts and their influence with the technology buyers (aka end users or IT managers). Often the vendors accuse the IT buyers of being lazy or stupid because they use the analysts instead of doing the research themselves. Bloggers are equally amazed at why end users would spend money on analyst contracts when there is so much information available for free on the Internet.

The reality is that the advisory analysts provide valuable services to technology buyers and have earned the trust of those buyers over the years. When they don’t understand the true reasons why the advisory analysts are widely used, vendor executives will miss opportunities to invest in analyst relations efforts.  This is also true for the sales force who need to understand the motivations for using the analysts,  Training is critical for preparing sales reps to handle lucrative deals that are impacted by IT analysts.

There are a number of reasons why IT advisory analysts exist and […]