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Syncfusion GTM Playbook

Bold Reports GTM plan

Type
play
Status
draft
Owner
COE Team
Last reviewed
2026-11-07
Products
Bold Reports

Draft. Not yet reviewed. Check facts before you use it with customers.

One page that applies the shared demand-gen plays to Bold Reports, with SSRS and Crystal Reports migration as the lead use cases.

When to use

Planning a quarter of Bold Reports marketing, onboarding a new marketer or SDR, or resetting campaigns. For deal-level migration work, use the SSRS and Crystal Reports plays.

Goal and metric

More qualified migration and embedded-reporting pipeline from midsize+ companies. Measure qualified demo requests, trial signups from midsize+ companies, and pipeline from migration campaigns (CRM-imported).

Who does what

Role Responsibility
Product marketing Positioning, migration pages, objection FAQ
Paid media Google Ads and YouTube campaigns
SEO/content Migration content hub, AI-answer monitoring
SDR Follow up migration trials within one business day; book a report-sample review
Sales / solutions Migration scoping, demos, quotes

Steps

ICP and personas

Midsize+ organizations with a large SSRS or Crystal estate, and ISVs embedding paginated reports. See ICP and personas.

Positioning

Migrate, don’t rebuild. See Bold Reports positioning.

Pricing and packaging fit

Midsize+ buyers land on On-Premises: per user for internal reporting, per application for embedded/ISV. No per-developer fees and no feature limits between editions make the offer simple: “try your own reports free for 30 days” for developers, “book a migration review” for managers with large estates. Quote, PO and proforma paths go through sales. See pricing and licensing.

Priority keyword themes

  1. SSRS migration / alternative / replacement, SQL Server 2025 Reporting Services
  2. Crystal Reports migration / alternative / end of life, convert .rpt to RDL
  3. RDL/RDLC viewer for ASP.NET Core and Blazor, web report designer
  4. Embedded reporting for SaaS
  5. Reporting-tool alternatives (Telerik, DevExpress, Stimulsoft)

Follow Google Ads strategy.

  • Brand: sitelinks to pricing, migration pages, security.
  • SSRS migration: CTA migration review; landing page per the SSRS play.
  • Crystal migration: CTA migration review; landing page per the Crystal play.
  • Category (developer): RDLC/viewer/designer terms, CTA trial.
  • Competitor: reporting-tool alternatives, CTA trial.
  • Remarketing: migration-page and docs visitors, CTA migration review.
  • Pricing-page CTA only for brand and “pricing” queries.

YouTube ad angles

Per YouTube ad messaging:

  • “Your SSRS reports, running in minutes”: upload an RDL file on screen.
  • “Crystal to RDL”: converter run, then the validation step shown honestly.
  • “Reports in your web app”: viewer embedded in Blazor/React.
  • “Run it on Linux or Kubernetes”: deployment freedom.

Blog pillars

Per blog program: SSRS and SQL Server 2025 changes; Crystal Reports maintenance timelines and migration steps; RDL how-tos by framework; migrate vs rebuild decision guides; embedded reporting architecture.

AI-monitoring prompts

Add to AI answer monitoring:

  1. “What are the alternatives to SSRS after SQL Server 2025?”
  2. “How do I migrate SSRS reports to another platform?”
  3. “Best Crystal Reports alternative for .NET”
  4. “Can I convert Crystal Reports .rpt files to RDL?”
  5. “Best embedded reporting tool for ASP.NET Core”
  6. “RDLC report viewer for Blazor”
  7. “Bold Reports vs Telerik Reporting”

Competitors

Microsoft (SSRS), SAP (Crystal Reports), Telerik, DevExpress, Stimulsoft. Method: competitive selling.

Objections

See Bold Reports objections.

First 30 days

  1. Run the website buyer-fit audit on the two migration pages first.
  2. Add effort guidance and the converter limitation link beside “minutes” claims.
  3. Launch separate SSRS and Crystal campaigns after the ads account audit.
  4. Set up the AI-monitoring prompts and log a baseline.
  5. Publish one SQL Server 2025 post and one Crystal timeline post per the SEO/GEO program.
  6. Brief two YouTube ads (SSRS upload, Crystal convert).
  7. Confirm migration-help terms with sales before using them in copy.

Checklist

  • Separate SSRS and Crystal campaigns and landing pages
  • Migration claims match the docs
  • AI-monitoring baseline logged
  • Objection top 3 live on site

Talk track / messaging

Lead with the 30-second pitch. Always offer a sample test: “send us your ten hardest reports”.

Assets

Examples

TODO: add a real example

Common mistakes

  • Promising zero rework for Crystal conversions.
  • Mixing SSRS and Crystal messaging in one ad group.
  • Quoting prices in ads.

Product notes

No product notes: this plan is product-specific.