CRM

Relationship Management Across the STI Network

3
Active Pipelines
360°
Member View
AI
Lead Scoring
Multi-channel
Communication

Pipelines Three Relationship Pipelines

Every relationship the Forum manages follows a structured pipeline from first contact to active engagement. Each pipeline has defined stages, conversion metrics, and automated follow-up triggers.

Membership Pipeline
Inquiry
47
Leads captured
Application
28
Forms submitted
Verification
19
KYC/KYB in progress
Approval
14
Committee review
Activation
12
Active members
Partnership Pipeline
Contact
22
Initial outreach
Concept Note
15
Value articulated
Proposal
9
Terms drafted
Review
6
Board assessment
Active
4
Agreements live
Sponsor Pipeline
Introduction
18
Prospects identified
Briefing
11
Sponsor deck sent
Commitment
7
Terms agreed
Active
5
Sponsoring events
Renewal
3
Multi-year partners

Member Intelligence 360-Degree Member View

A unified profile for every member, partner, and sponsor showing their complete history of engagement with the Forum — from events attended to dues status to working group participation.

Member Profile — Nomvula Dlamini, CEO at SolarTech Innovations
Nomvula Dlamini
SolarTech Innovations (Pty) Ltd
Chapter: Corporate
Joined: March 2025
Region: Gauteng
Sector: Clean Energy
BBBEE: Level 1
Working Groups
WKG 3: Green Hydrogen Economy
WKG 9: Clean Energy & Carbon
Events Attended
Annual STI Lecture 2025
Gauteng Roadshow Q4
WKG 3 Workshop: Hydrogen Policy
Compliance Status
KYC: Verified
KYB: Verified
BBBEE: Level 1
Dues & Billing
Annual Fee: R50,000
Status: Paid
Next Due: March 2027

Intelligence AI Lead Scoring

Every prospective member and partner is scored automatically based on behavioural signals and profile attributes. Higher scores trigger priority follow-up from the membership team.

Scoring Factor Signal Type Weight Example
Company Size & Revenue Profile High 500+ employees, R100M+ annual revenue
STI Sector Alignment Profile High Core WKG sector match (e.g., hydrogen, aerospace)
Event Attendance Behavioural Medium Attended 2+ STI events before applying
Website Engagement Behavioural Medium Visited membership page 3+ times in 30 days
Referral Source Network High Referred by existing Corporate chapter member
BBBEE Level Profile Medium Level 1-3 BBBEE contributor
Geographic Proximity Profile Low Based in Ekurhuleni or greater Gauteng
Content Downloads Behavioural Low Downloaded STI whitepaper or event programme

Engagement Communication Hub

Centralised multi-channel communication ensures no lead, member, or partner interaction falls through the cracks. Every touchpoint is logged in the CRM timeline.

Email Campaigns
Segmented newsletters, event invites, and renewal reminders by chapter and WKG
In-Platform Messaging
Direct messaging between members, WKG channels, and automated notifications
Event Integration
RSVP tracking, attendance logging, and post-event follow-up sequences
Activity Timeline
Complete interaction history per contact: emails, events, payments, WKG activity

Every Relationship, Managed

The CRM ensures every member feels known, every partner feels valued, and every opportunity is pursued systematically.

Member Portal ERP / Finance