State of Analyst Relations (Report)

As new innovation, buyer behaviors and priorities emerge, AR leaders must adapt and prepare themselves (and their organizations) for this quickly evolving field.

Stronger together, over 400 AR leaders united, responding to the following survey questions in support of one another.

Thank you to all of the AR leaders who kindly contributed.

Come peek behind the scenes of hundreds of Analyst Relations teams located across North America.

Table of Contents:

(quick links to response summaries)

1. How many years of hands on experience do you have with AR? 2. How many employees hold AR initiatives as their primary focus? 3. Do you feel your team has the experience & skills needed to achieve desired KPI's? 4. In 2022, did you exceed, meet, or miss AR program objectives? 5. How valued and satisfied do you feel in your AR role? Satisfaction by team size, reporting line, and budget 6. What is your organizations Annual Reoccurring Revenue? 7. AR team size by company revenue? 8. What is your organizations AR budget this year? Follow-up question: Is this higher, lower, or the same as last year? 9. Do you feel clear on your company's business objectives & AR goals? 10. Are your AR KPI's, Program Plan, and Budget clearly documented? 11. How likely are you to be able to access the qualified spokespeople necessary to achieve AR goals? 12. Do your internal spokespeople complete training on messaging and effective analyst communication? 13. How many analyst firms did your organization work with in the previous year? 14. How many analyst firms do you plan to work with this year? 15. Do you provide analyst firms with customer references as proof points? 16. How many annual customer references do you need to source in order to achieve the desired program value? 17. How confident are you in receiving enough customer references to deliver the desired value? 18. Does AR drive, and exclusively communicate with firms to arrange briefings, inquiries, and account management?

19. Have you provided Analysts the option for interactive and self-guided product demos instead of, or combined with a guided demo? (followed up by either: "was it beneficial", or "why not")?

20. Which departments contribute to AR program planning and/or delivery?

21. Which departments do you feel receive value from AR efforts?

22. Which departments have provided positive feedback regarding their perceived value of AR efforts?

23. Do you measured and report on AR value received by any of the following teams?

24. How often is your AR programs' performance measured and report on for stakeholders?

25. Does your company usually attend at least one analyst firm's event each year? If so, have they proven beneficial for achieving objectives?

26. Is social media a part of your Analyst Relations strategy?

27. If 'yes', what is the primary goal for doing so? If 'no', why not?

28. Do you perform a value chain analysis when planning your AR program and/or budget?

29. Does AR use its own AR Management platform for tracking, analysis and reporting?

30. Which items do you measure (select all that apply)?

31. Summary and observations

Survey Responses:

Source: Analyst Relations Alliance February 2023 Survey

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