A name on a participant list does not tell the whole story. Give members a directory with profiles, expertise and ways to get in touch, making the next useful connection easier to find.
A member directory with an expertise filter and a member profile.
A member profile with company and contact details.
It is harder to get in touch when all you know is a name. Bring a member’s profile, company and contact details together. Help others understand who they could have a useful conversation with.
The member directory filtered by an expertise tag.
Members do not always know who can help. Use tags for industries or areas of expertise and filter the directory by them. Give members a more direct route to relevant people.
Contact options on a member profile.
The facilitator does not have to make every introduction. Members can find contact options on a profile and take the conversation further. Give relationships somewhere to continue after the in-person meeting.
Members use the directory to find one another. If your organising team needs notes, tasks and a contact owner, that is the role of Samli CRM.
No. The directory helps members find and contact one another. CRM is your team’s internal tool for contacts, notes and assigned tasks. They support the same relationships but serve different needs for members and organisers.
Yes. Tags can describe relevant categories and help people filter the directory. You can also choose whether members may select their own tags within a category. A matrix can show tags across groups, but it does not by itself enforce industry exclusivity.
Yes. Profiles bring contact options together so members can make the next connection themselves. Samli also offers chat for conversations within the community. The profiles and information a member can see depend on your group structure and access.
Let’s look at your member groups and the expertise you want to make easier to find.