Trade associations
Trade association management software for corporate members and sponsors
A trade association’s members are companies with several contacts each, its revenue is a mix of dues, sponsorship and events, and its public directory is the reason suppliers join.
SOL · 05 · 01
What usually goes wrong
- 01
A member company has four contacts and the newsletter goes to the one who left two years ago.
- 02
Sponsorship benefits are promised in a PDF and nobody tracks what was delivered.
- 03
The supplier directory on the website is a static page that lists companies that lapsed.
- 04
Events, dues and sponsorship are invoiced from three different tools.
SOL · 05 · 02
The modules that matter here
AMS · 01
Membership CRM
Companies as members with the people who represent them, roles per contact, tiers by company size.
AMS · 09
Sponsors & partners
Packages with benefits as deliverables, banners on the portal and directory, a sponsor portal, an exposure report at renewal.
AMS · 05
Directory & map
A public supplier directory by category and area, kept current by the register and by members themselves.
AMS · 06
Events & QR check-in
Conferences with sessions and tracks, exhibitor enquiries on the event page, badges and check-in at the door.
AMS · 03
Dues & payments
Corporate dues, sponsor invoices and event tickets through the same billing, into the association’s own account.
SOL · 05 · 03
A season with SupaGuild
- Setup
Import companies and contacts together; set tiers by size; define service categories for the directory.
- Renewal
Corporate invoices go to the billing contact; the primary contact sees the status in the portal; lapsed companies leave the public directory.
- Conference
Sessions and tracks on the event page, member and non-member tickets, exhibitor enquiries collected, badges printed from the attendee list.
- Sponsors
Gold, silver and bronze packages sold; each benefit has an owner and a due date; the exposure report goes to the sponsor before renewal.
Questions
Trade associations
01Can a company have several logins?
Yes. Each contact has their own portal login; one of them is the billing contact and one the primary contact.
02Can non-members be listed in the directory?
The public directory lists members in good standing. Prospects are kept in the register but are not published.
Related solutions