Customer Marketing

G2 Strategy for Companies That Aren't Salesforce

G2 is not just for category leaders. Here is the playbook for smaller companies competing for category presence.

· By Matt Ruggiero

Customer MarketingStrategy

G2 is dominated by category leaders for high-traffic categories (CRM, marketing automation, ERP). For smaller companies, this can feel like the platform is not for them. It is. The strategy for smaller companies is different: focus on smaller categories, niche positioning, and consistent review collection.

The smaller-company G2 playbook: identify a niche category where you can credibly compete for the top 5 (e.g., 'AI compliance management for financial services' rather than 'compliance management'), apply for inclusion in that category, run a quarterly review collection campaign with current customers (target 5-10 new reviews per quarter), respond to every review (positive and negative), and update your profile content (screenshots, video, comparison content) every 6 months.

The tactical lift: a 'leave a review' email sent to 30 customers will produce 8-12 reviews. The campaign takes a marketing manager 2 hours to send and follow up. Repeating quarterly produces 30-50 new reviews per year, which is enough to climb category rankings in most niches.

The compounding effect: G2 traffic to category and profile pages produces leads who arrive pre-qualified (they have already compared you to alternatives). Conversion from G2 traffic to qualified meetings is typically 3-5x higher than generic search traffic. Below 50M ARR, G2 is one of the highest-ROI inbound channels available.

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