FAQs BtoB - HARi CRM

To access and use your HARi CRM, you need to connect to the online platform.

For a better user experience, we highly recommend using browsers with the latest updates available, such as:

  • Google Chrome
  • Mozilla Firefox
  • Safari

Connecting to Microsoft online

  • Access via https://login.microsoftonline.com/
  • Enter your email ID: company@haricrm.com
  • Enter the password received by e-mail
  • Click on “Sign in”

Accessing Dynamics365

  • In the items list, select “Dynamics 365”
  • Then click on the item “Dynamics 365 – custom, HARI CRM”
  • You will be redirected to the Home Page of your HARi CRM. By default, the Marketing dashboards views are displayed.

NB: Sometimes a pop-up window with an error message can appear on your screen, right after you log in. Press “Don’t Send” or close the window.

Once on your CRM platform, the most important part is getting used to it. Because it does not seem like an intuitive nor friendly tool at first, this User Guide is meant to make things a lot easier and clearer. It all starts with the environment itself, and what it actually represents for your business.

Getting to know the environment

On the Home Page of your HARi CRM, here are the first things you need to be comfortable with: the menu and the work areas. They are composed as follow:Sales

  1. Sales

The Sales section is divided into 4 sections: My workwith all the activities, dashboards views and marketing lists, Customerswith the Accounts, Contacts and Opportunities, Collateralwith all the sales tools, and Extensions to manage tags and venues.

  1. Marketing

The Marketing section is divided into 6 sections: My workwith all the activities and dashboards views, Customerswith the Accounts and Contacts, Marketingwith all the Marketing Lists and Campaigns management, Analyticswith the traffic generated on the website, Email Marketingto manage the EDM sendings, and Extensionsto connect socials to the CRM

  1. Settings

It is a company with which the organization has a relationship. Once an Opportunity gets won, it is converted to either an Account or Contacts.

It is accessible from both the Sales menu and the Marketing menu.

Creating an Account

  • Path: ‘Accounts’ tab > On the top menu, click on ‘+ NEW’
  • Fields framed in red are mandatory: Account name, Relationship type and Owner of the account.
  • Once all the information you want to provide is filled out, save the account and close this page.

Managing an Account

Path: ‘Accounts’ tab > Select an Account and open it

Once on the selected account, you can:

  • Modify all the account information
  • See the last emails sent from contacts linked to this account
  • Add tasks
  • Add phone calls
  • See contacts linked to this account
  • Have a look at the opportunities related to this account

Finding an Account

Path: Either in Sales or Marketing areas, go to the ‘Accounts’ tab > search bar on the right

To find an account, follow these steps:

  • Click on the search ‘Search for records’ (top right of the page)
  • Search by account name.

IMPORTANT: your research words and the contact profile information must have the same spelling in order to be matched.

Updating an Account

Path: ‘Accounts’ tab ❯> Select an account and open it

Updating and managing an account follow the same process. Once on the selected account, you can:

  • Modify all the account information
  • See the last emails sent from contacts linked to this account
  • Add tasks
  • See opportunities
  • See contacts linked to this account
  • Check the opportunities linked to this account

REMINDER: fields marked with an asterisk * are mandatory.

It is a person, or any individual, with whom the organization has a relationship. Mostly these Contacts are the customers of the organizations. Once an Opportunity gets won, it is converted to either an Account or a Contact.

It is accessible from both the Sales menu and the Marketing menu.

Creating a Contact

Path: ‘Contacts’ tab > On the top menu, click on ‘+ NEW’

You are now on the Contact creation page. Note that:

  • Mandatory fields are: full name, email address and owner of the contact.
  • Once all the information is filled out, click on Save or Save & Close

When scrolling down:

  • In the ‘Personal’ section you have all the contact’s interests and preferences
  • The ’Survey’ block will show all the surveys linked to the contact

Managing a Contact

Path: ‘Contacts’ tab > Select a Contact and open it

Once on the selected contact, you can:

  • Modify all the contact information
  • See the customer details
  • Have a look at the last activities with this contact
  • Add tasks

REMINDER: fields marked with an asterisk * are mandatory.

Finding a Contact

Path: Either in Sales or Marketing areas, go to the ‘Contacts’ tab > search bar on the right

To find a contact, follow these steps:

  • Click on the search ‘Search for records’ (top right of the page)
  • Search by email address or full name

IMPORTANT: your research words and the contact profile information must have the same spelling in order to be matched.

Updating a Contact

Path: ‘Contacts’ tab > Select a contact and open it

Updating and managing a contact follow the same process. Once on the selected contact, you can:

  • Modify all the contact information
  • Add or update personal notes regarding this contact
  • Have a look at the last activities linked to the contact
  • See the customer details
  • Add tasks
  • Have a look at the opportunities linked to this account
  • Manage interests

REMINDER: fields marked with an asterisk * are mandatory.

What are the Marketing dashboards (NEED CONTENT)

This list provides a way to gather all your Contacts, Accounts, and Leads together, to interact with them via the sending of promotional emails, event details, newsletters, and other updates. You can define the criteria to create your marketing lists (example: all contacts aged between 25 and 35) and choose between Dynamic or Static lists.

Path: ‘Marketing’ menu > Select ‘Marketing Lists’ tab

How to create a Marketing List?

From the top menu, click on ‘+ NEW’. You are now on the Marketing List creation page.

Note that:

Fields framed in red are mandatory: name of the marketing list, type of list (static or dynamic), target (account, contact or lead), and Owner of the list (user or team)

When all the information is filled out, save and close this page.

Static vs. Dynamic Marketing Lists:

Dynamic Marketing List – membership to that list is defined by an advanced search associated with the marketing list. Whenever a new record is created or updated, if it meets the criteria of the marketing list query, it will automatically be added to the marketing list.

Static Marketing List – members are added using various methods, except dynamically, through an advanced search. Each member can be added manually or through a lookup.

To manage a Marketing List

Path: ‘Marketing’ menu ❯> Select ‘Marketing Lists’ tab ❯> Select a marketing list and open it

Once on the selected Marketing list, you can:

  • Deactivate or delete the list
  • Manage members
  • Create a copy
  • Modify the information
  • Have a look at the members of the list
  • Choose to lock it or not

REMINDER: fields marked with an asterisk * are mandatory.

To see more details:

  • Click on “See the records associated with this view”
  • A new pop-up window opens, with all contacts included into the marketing list
  • You can search a specific contact by full name

Finding a Marketing List

Path: ‘Marketing’ menu ❯> Select ‘Contacts’ tab

To find a marketing list, follow these steps:

  • Click on the ‘Search for records’ bar
  • You will find the list you are looking for by searching it by its name.

Updating a Marketing List

Path: ‘Marketing’ menu ❯> Select ‘Marketing Lists’ tab ❯> Select a list and open it

Updating and managing a marketing list follow the same process. Once on the selected list, you can:

  • Deactivate or delete the list
  • Manage members
  • Create a copy
  • Modify the information
  • Have a look at the members of the list
  • Choose to lock it or not

REMINDER: fields marked with an asterisk * are mandatory.

If you look for specific contacts:

Path: ‘Marketing’ menu ❯> Select ‘Contacts’ tab > Select ‘Active Contacts’

Once on the Active contacts view you can:

  • Click on “Advanced find” (the funnel)
  • A new pop-up window opens
  • Click on “New”
  • Choose “Look for: Contacts”
  • Choose “Use Saved view: New”
  • Click on “Select” and choose, for example: “Address: Country/Region”

If you are looking for all contacts within the country/region “China” select “Contains” and manually enter “China”

  • Click on “Results” to see all the contacts in your CRM with the item “China” as Country/Region
  • You can see all the results, number of contacts and the country/region selected in the query, here “China”
  • To create a new Marketing List with these specific contacts, select all the contacts and click on “Add to Marketing List”
  • To save this new particular view with these specific contacts, go back to “Advanced find” and click on “Saved views”

An Electronic Direct Mail can be used to promote the company, products or services. Through an entertaining communication, you can increase your business.

Path: ‘Marketing’ menu ❯> Select ‘Email Sends’ tab ❯> On the left drop down list, select ‘All Email Sends’ ❯> Select the EDM campaign you are looking for

Each EDM is created with an HTML custom code that has been provided to your HARi Account Manager.

During the integration of the HTML code in your HARi crm account, you will receive some tests of the final EDM version, in order to validate the correct sending to your Marketing List.

After validation, we will proceed to the final sending to the appropriate marketing list.

When your EDM has been sent, you will have all the data from your sending synchronized in the CRM system, 24 to 48hrs after the sending. You will see:

  • Email statistics
  • Recipient of the sent emails
  • Email events → contacts who opened, clicked or unsubscribed from the emails
  • Excluded emails → the list of the emails to which the email has not been sent (most of the time it is due to a missing email address)
  • All the EDM information

What are the Sales dashboards? (Need content)

Path: ‘Sales’ menu >❯ Select ‘Venues’ tab

On the Active Venues view, you have access to all your venues’ details. In this listing you will see:

  • Venue details (name, brand, address…)
  • The owner of the venue (team or user)
  • Description of the venue
  • In this tab, you can edit the information for each of your venues, activate one if it is not, deactivate or delete one.
  • The same process view is available for the Inactive Venues.
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