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.
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.