Mastering B2B Tech Public Relations: A Modern PR Toolkit for Marketers

Key takeaways:
- The right PR partner is invaluable to help build brand credibility, thought leadership, and refine brand messaging
- Know your audience, their careabouts, and speak to them in their language
- Create foundational storytelling with a robust owned content strategy
B2B tech marketing has evolved dramatically in the past few years with the emergence and explosion of AI, the rapid proliferation of tech, and more. Marketers must be able to use data to quantify their results without being overly analytical. They must be diligent and focused; laser-committed to their mission. Trust, visibility, and thought leadership are paramount to success, at a time when the demand for growth and innovation is at an all-time high.
The right partner and advisor is crucial.
Enter the role of a B2B PR agency; a credible thought partner capable of amplifying brand stories, garnering media placement, and helping businesses navigate the everchanging landscape of technology.
Driven by decades of experience, along with firsthand knowledge about how to navigate today’s landscape of B2B technology marketing, Escalate PR’s team of experts has put together this PR toolkit with practical takeaways for your team to immediately implement.
Why PR matters for B2B technology marketers
First and foremost, PR’s ability to help B2B tech marketers lies in:
- Building credibility with customers and the media
- Helping turn complex, technical solutions into compelling stories
- Showcasing executive thought leadership
There is a lot of “sameness” in the world of B2B technology. Each industry has dozens of players all claiming to provide the leading solution. Standing out, especially in industries like AI, SaaS, and cybersecurity comes down to storytelling. Tech buyers who rely heavily on third-party validation want to learn about a product without immediately being sold to.
“Today’s modern B2B tech public relations program should be centered around meeting your audience where they are and informing without selling,” says Escalate co-founder Jason Ouellette.
Marketers can sometimes struggle to clearly articulate their solution in ways that resonate with buyers. PR can help refine your messaging clearly and concisely in ways that educate, inform, and inspire curiosity.
With so many players in tech, messaging needs to stand out in ways that are eye-catching but not over the top. PR can help shape unique narratives driven not just by your products, but by your people. Executives are stepping into the public eye like never before, and their words carry tremendous weight. They must have a keen understanding of industry trends, their customers, and be seen as trusted voices.
Every industry is feeling the impact of AI. As AI provides unprecedented opportunities to businesses, brands must lean into its capabilities when and where it fits their business goals. With the rise of generative AI, companies are increasingly looking to craft their content so it appears in AI search results. PR works hand-in-hand with answer engine optimization (AEO), SEO, digital campaigns, and more to build your brand as an established authority that is attractive to AI engines.
How to Implement
The Top Six Tactics for Tech Marketers
1. Establish thought leadership and navigate media relations
When it comes to securing media coverage and being viewed as a trusted thought leader, companies need to have a keen understanding of their audience. A tech marketer can talk about product features until they are blue in the face, but an intimate understanding of who you are in business to serve is the foundation.
Thought leadership ensures that your brand is leading conversations, and not simply partaking in them.
In written content, knowing who exactly you are writing for is key. Every industry has their own jargon, so knowing how to “speak the speak” of an industry is crucial so that those groups see their problems being talked about.
As important as it is to know your place in the market, it is equally as important to know that your product does not solve everything. This extends to how your leadership team weighs in on public issues. Keeping your public perspectives to technical expertise, sector-specific insights, or even relevant ethical views shows the media that you can provide focused perspectives on trending topics.
Here are some ways to garner coverage that increases the likelihood of the media viewing you as a trusted voice:
- Partner with experienced B2B tech PR agencies who can streamline these efforts by connecting your brand with the right outlets and platforms
- Provide unique perspectives on broader industry trends that bring a new approach to their audience
- Establish an online presence for your executives or spokespeople to showcase continuing engagement with the public
- Build real relationships with journalists, and not just when you want to be quoted in an article
A client of ours built their B2B technology business by providing Wi-Fi solutions to hospitality services, senior housing, and student living. Rather than compete on a “speeds and feeds” narrative with the bigger ISPs, we crafted a thought leadership narrative around how those entering senior living facilities grew up in the dot com era and understand technology, meaning that senior living facility owners and property managers needed to service the ‘Tenants of Tomorrow’. We were able to steer our client to the discussion around what properties should be thinking about from a tech stack perspective as they go through a new build, positioning themselves as trusted voices on long-term innovation in the senior living marketplace.
In summary:
- Have a true understanding of who your audience is and what they are trying to accomplish
- Demonstrate a track record of success and knowledge before going to publications
- Provide a unique but informed perspective on what is happening in the industry
Journalists are bombarded with noise every day, and our team at Escalate can help you build a robust media relations strategy so that your story is compelling and ends up in front of the right audience.
2. Build a crisis communications PR plan
At some point, every company will be faced with a crisis. No industry is immune, and in today’s world where cyber breaches and leaks happen every day, it is a matter of when and not if a company will find itself in the public eye. Businesses no longer have 24-72 hours to provide a statement after an incident; the media is too fast, social media is too opinionated, and people are all too willing to jump to their own conclusions in the absence of facts.
While a crisis communications PR handbook will not solve everything, “It allows a communications team to have a jumping off point and really focus on what matters in that moment and not put your head in the sand,” says Ouellette.
Having the framework of a plan provides:
- Precious time saving in the gathering of initial materials
- Assigns dedicated roles and responsibilities
- Scenario planning for a variety of incidents
- A tiered list of how to classify, identify, and address situations
All too often, we’ve seen blindspots from companies who either think “It could never happen to us,” or are unwilling to provide statements to the media. In the absence of perspective, people will jump to their own conclusions.
As an example, we helped a drone delivery company navigate a situation by working with key stakeholders in the company and local officials in the town to ensure a transparent and rapid response. Having a crisis communications plan in place didn’t eliminate the risk, but it allowed for a swift response to community and media members.
This is where B2B tech PR strategy proves critical, helping safeguard reputation while maintaining transparency. Our crisis communications service works to deliver a tailor-made playbook that will help protect your brand’s reputation and address any situations that may arise.
Summary:
- Having a crisis communications handbook gives you a headstart to confront issues head-on
- As Jason Ouellette puts it, “You are starting from second base instead of first”.
- Blindspots from previous clients include not having any plan in place or providing no comment to media requests
- Laying out defined roles and responsibilities reduces ambiguity and aligns key stakeholders
3. Why it is important to integrate AEO/SEO into your Content Syndication
For brands to maximize visibility online, B2B technology marketers must take control of their owned content. Each article, blog post, or resource should intentionally support the broader business and marketing objectives. It must entertain, educate, and explain who you are and why you exist.
With the rise of generative AI like ChatGPT, Perplexity, and Gemini being used as search engines, visibility in these search results will help amplify your brand as a thought leader and trusted source. This starts by creating focused and intentional owned content. In your owned content you have the control. Earned content is in the hands of journalists and news outlets and the stronger your content is, the more you can maximize your visibility opportunities.
That doesn’t mean you are creating content only so that it gains visibility for AEO purposes (it is still a human who is purchasing your product), but rather structuring content in a way that AI search engines favor. Here are core best practices that marketers can use to maximize their content and improve visibility for AEO.
- Provide an executive summary: Provide a summary of key points at the top of the article.
- Write in a Q&A format: Provide questions as if they were prompts to a search engine and treat the subsections as direct answers.
- Structure content intentionally with headings: Use H1/H2/H3 headings to provide content previews. Use natural phrasing so readers can easily skim and understand main takeaways.
- Create an FAQ section: Write conversationally about the most important questions and topics, and write short and concise answers (1-3 sentences).
- Write like a human speaks: Write conversationally but authoritatively. It will resonate with your audience more and makes it more likely your content will be cited.
- List citations and sources: This builds authority, especially when referencing stats and data.
Go deep versus wide: Get technical and have multiple points of view. Provide a summary and key takeaways.
From a distribution standpoint, knowing where your audience lives, whether it is on Reddit, Slack, LinkedIn, or other forums will extend the reach of your owned content and get embedded into those communities.
Our Content Strategy & Development service can help your brand maximize the value of your story while securing placement in front of your customers.
4. Establish presence at key industry events and secure speaking opportunities
Businesses are using speaking engagements and podcast appearances not just as opportunities to promote their brand, but as multi-faceted ways to talk about their products, reach new audiences, and showcase expertise and thought leadership.
As professionals working in B2B technology PR, there is tremendous opportunity in these engagements. Instead of pitching a single executive, offering a pre-packaged panel of experts to conference organizers brings diverse perspectives which ensures a richer dialogue, new viewpoints on trending topics, and gives you multiple ways to continue the conversation after the fact.
At SXSW 2024, we secured a speaking engagement for one of our clients on the topic of drone delivery for retail and medical industries. The panel included executives from retail, transportation, and medical industries which allowed for a wide-ranging but focused conversation that highlighted how interconnected so many services are these days. From there, our client was able to take this appearance and repurpose into media content for promotion across social media, web, and more.
While brands are more selective about where they invest their in-person presence, securing the right speaking engagements is crucial to establishing yourself as a leading B2B tech marketer. Our Speakers Bureau and Event Promotion can help identify the best opportunities for you, and build a robust plan to prepare, execute on-site, and ensure post-event coverage delivers tangible results.
Summary:
- Present packaged panel of speakers to conference organizers to provide diverse perspectives and increase attractability
- Use video clips and soundbites from the speaking engagement as marketing materials to drive traffic back to your site
- Events are a great opportunity to promote your brand, talk about new products, reach new audiences, and showcase thought leadership
5. Use your customer’s voice in case studies and stories
It is one thing for a business to talk about how great their product is. It is another to be able to show how it was accomplished and what the results were.
The more you can show that a solution or product helped solve a problem, the better for lead generation, media coverage, and citation by AI engines. Beyond that, customer stories are attractive to tech buyers who want to see how you are tackling trending issues in their industry.
By leveraging customer stories in marketing materials, you allow others to evangelize your product and let them explain in their own words how you helped them succeed.
This ties back to taking control of your owned content. When someone is doing their own research on your business, they want to see how you can solve their problems. By leveraging case studies and customers stories, you are providing proof as to the merits of your product, building credibility amongst your audience, and establishing yourself as a reputable authority. This is a core element of effective B2B tech public relations, where customer proof points drive credibility.
Summary:
- The more you can show that a solution helped solve a problem, the better for lead generation
- Tech buyers want to see how others are tackling key issues and similar problems
6. Leverage data-driven reports and surveys
Customers don’t just want to know that you can solve their problems, they want proof of how you have done it before and what is actually happening in the broader industry. When woven into storytelling and messaging, data and numbers provide clarity to the complex.
- Using trusted and verified third-party data can give validation to claims you are making. Look at trustworthy data sources from organizations like IDC to see what is being said about current trends.
However, it’s not enough just to reference some numbers; the data should support a compelling story. You can’t just throw numbers at your audiences and expect them to know what it means, and you don’t want to turn your content into an Excel spreadsheet.
Conducting surveys around industry trends with reputable subjects builds further credibility. Listing the job titles of those who were surveyed for the report shows prospects the point of view that the survey is from. This data should then be analyzed and woven together to create newsworthy angles and support your organization’s overall narrative. When a major survey is published by a reputable outlet, other companies, the media, and customers all take notice.
By combining data points with customer stories, you provide validated results alongside customer anecdotes and experiences.
However, not all companies are set up to conduct their own in-depth research. Our work in creating surveys and studies, from one-time reports to annual studies, is designed to position our clients as highly sought-after resources who drive industry-leading conversations. In addition, our B2B tech PR agency taps into company data and intellectual property to extract storylines, highlight industry trends, and develop narrative direction rooted in the results.
Summary:
- Follow what reputable data research firms are saying about current trends
- Combine data with customer stories for impactful stories
- Conduct surveys with focused points of view from industry professionals
How to Assemble & Use Your B2B PR Toolkit
Now that you have your B2B PR toolkit, it’s time to put what we’ve discussed here into practice. All of these tactics integrate with one another, and there is no one single approach.
Using a mix of owned, earned, and optimized content provides a well-rounded approach to product messaging and creates compounding effects to ensure your message is having the largest possible impact.
For example, combining data with customer stories: This showcases an in-depth, contextual understanding of complex issues, providing both rich qualitative insights and measurable quantitative results that resonates with tech buyers.
Media relations pairs nicely with events and speaking engagements. Interactions with the media allows for thought leaders to expand on what they talked about, answer follow-up questions for context, and increase the reach through publication in the media.
To implement your digital PR toolkit, our team suggests a phased approach that includes these components:
- Build a strong foundation of owned content. Establish topical authority and show that you understand your audience, the trends of the industry, and where your brand fits in the market.
- Showcase a proven track record of success so that media and news outlets want to hear your perspective on trends they are seeing across industries.
- Expand into media appearances and events. Bringing a perspective that will resonate with your existing customers and entice new audiences.
- Use data and customer results to show that you’ve helped solve real-world problems, and be seen as someone who has their finger on the pulse of the industry.
What Are The Common Mistakes B2B Tech Marketers Make
In an effort to keep up with the pace of innovation, tech marketers are bound to make mistakes.
Here are a few to be aware of, and how to avoid them:
- Over-reliance on product launches: With everyone chasing the shiniest new object, it is easy to bring something to market simply to have something to talk about. Without clear communication about why you have brought a new product or feature to market and what the problem is that you are solving, the news may be skipped over entirely, and you’ll have lost an opportunity to educate and inform your audience.
- Using jargon-heavy messaging: While it is important to accurately talk about the value of your product or technology, overloading messaging with too much industry jargon or buzzwords can make it hard for people to know what your product actually does.
- Lacking a consistent measuring program: It is crucial to have measurement systems in place to know the effectiveness of your messaging. Working and living in an A/B testing world, not every campaign is going to succeed. Tech marketers need to know how a campaign performed so they can make adjustments when needed.
- Being unaware of your competition: You can learn a lot from your competitors including how they are approaching specific problems, where they are meeting their customers, and how they are optimizing messaging in an increasingly AI-centric world.
What does this all mean?
As your team goes forward, here are a few considerations.
- PR for B2B tech is no-longer just a “nice to have” – the right partner builds trust and credibility, amplifies brand stories, and works hand-in-hand to ensure your messaging is resonating with the right audience.
- The right B2B technology PR toolkit builds authority, attracts coverage from both media and new customers, and makes your brand discoverable by both AI engines and the humans you are trying to help.
Escalate PR is uniquely positioned to help your business thrive in a fast-paced world and deliver transformative results, led by a team of seasoned experts who have deep experience-based knowledge in the B2B technology landscape.
FAQs for B2B Tech Marketers
What PR tactics work best for B2B tech marketers?
The most successful B2B tech PR strategies use a combination of media relations and thought leadership, crisis communications planning, content syndication integration with AEO, events and speaking opportunities, case studies, and data-driven reports help tech marketers broadcast their message, reach their audience, and earn new customers.
How does PR support B2B tech brand growth?
Strong B2B tech public relations programs build credibility and trust, turn complex ideas into clear and engaging stories, drive SEO and answer engine content visibility, and ensure consistent visibility across industry publications.
Why is crisis communication important in tech PR?
When a crisis happens in the tech industry, it is important for companies to respond quickly, clearly, and confidently. Having a PR playbook allows for rapid response to media requests, ensures key stakeholders know their roles and responsibilities, and allows companies to get ahead of any negative press.
How can PR and SEO work together?
PR can generate media coverage and backlinks from high-domain authority websites with well-placed media coverage. Being featured in industry publications builds brand authority and helps your company rank higher for relevant search results.
What role does PR play in AI and answer engine visibility?
Media placement in trusted news sources increases the likelihood of being referenced by generative AI tools. Your PR partner can also review your web content for AI-readability, and provide recommendations to optimize owned content and ensure the correct structure is favorable to AI search
