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The Gartner Magic Quadrant and Forrester Wave are the most notorious evaluative reports in B2B tech and the RFIs for each report are estimated to require 150-200+ hours of work. Analyst relations professionals know that they can be chaotic without the correct processes and analyst relations software.
For analyst relations professionals, it’s important to have the correct tools in your toolbox to ensure a smooth and thorough RFI response for a Magic Quadrant or Forrester Wave.
Gartner Magic Quadrants and Forrester Waves shouldn’t be treated as bespoke events, in a healthy and proactive analyst relations program, your tools should be helping you build toward these key events each and every day. AR tools support these submissions by:
AR software helps with Magic Quadrant and Wave submissions by centralizing institutional knowledge and automating the labor-intensive RFI process. Instead of treating an evaluation as a “one-off” fire drill, AR software allows teams to build a year-round repository of analyst intel that informs the final submission.
| Technology | Purpose | Examples |
|---|---|---|
| AR Software | Aggregate and scale the feedback and insights collected from analyst interactions | Spotlight Oz |
| RFI Automation | Ingest existing documentation and product a first draft of responses for lengthy RFIs | Loopio, Responsive, and Spotlight RFI Assist |
| Project Management | Align stakeholders and create a plan for what each person is responsible for in the questionnaire, demo, fact check, and final publication and promotion. | Smartsheet, Quickbase, Airtable, Asana, Monday.com, and AR Consulting |
Read the 7 Essential Steps to Manage Your Gartner Magic Quadrant or Forrester Wave Submission.
To track evaluation report milestones effectively, you should use a dedicated Planning Calendar within your AR software. General project management tools (like Jira or Monday) often lack the nuance of the analyst lifecycle.
There are lots of details that can fall through the cracks for even the smaller tasks like the product demonstration. Using analyst relations software that includes functionality for tracking action items and prep calls, ensures that you put your best foot forward for the evaluation.
Key dates to track in your AR software include:
Using a tool like Spotlight Oz, these milestones appear directly on a unified calendar, allowing your team to see the bird’s-eye view of how evaluations overlap with other engagements like events or analyst inquiries.
Once a report is published, the “now what?” phase begins. In the past, AR pros spent days dissecting strengths and cautions. Today, AI report analysis provides an immediate strategic advantage.
Your analyst relations software can make or break your performance. Don’t just manage the report; master the strategy behind it. See how Spotlight Oz makes sure that you always perform your best.