Best practices

October 29, 2018

Three steps to prepare for a perfect advisory day

When briefings, inquiries, and interviews can only get you so far, we know you use strategic advisory days to understand an analyst better, influence his or her perception, and ideally, get leads on new customers. ...

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Advanced AR techniques,Case studies

September 17, 2018

Evaluation research… to participate or not to participate? That is the (very good) question

“Is it better to be in a Wave or Magic Quadrant even if we don’t show well? Or are we better off declining participation?” I often get asked this question from my clients, and the ...

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Advanced AR techniques

September 5, 2018

Four ways to discover where you stand with analysts

Uncovering an analyst’s perception of your business can feel a bit like searching for hidden treasure. You know their real beliefs are there, but they may not be obvious to you. Your executives and product ...

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Best practices

August 9, 2018

Have the answers to your speakers’ questions, before they even ask them

“Why am I talking to this analyst?” How many times have you received this question from one of your speakers? Or maybe it was this question, right before the call started: “Oh yeah, Joe Analyst, ...

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Advanced AR techniques

August 7, 2018

How to determine what analysts actually perceive of you

Consider this scenario: While prepping your executive team for a Wave briefing, your CEO asks, “Where exactly do we stand with this analyst? It seems like she’s skeptical of our strategy.” What do you say? ...

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Advanced AR techniques

July 25, 2018

Spotting opportunities and planning for obstacles in your analyst relations strategy

The circus of analyst relations For those on the outside of analyst relations, it may be easy to think of AR as just a sporadic briefing or two with a handful of seemingly relevant analysts. ...

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Advanced AR techniques

July 19, 2018

Why comprehensive planning can save your analyst relations strategy

The daily grind of analyst relations It’s what every AR pro is up against each day. You attend back-to-back calls, send countless emails to your team, are in constant communication with analysts and representatives from ...

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