Naviga Ad Training Tailor Made for You
Classes to Choose From – Select any combination that adds up to 24 hours
CRM
My List Reports
Powerful reporting tool to convert lists to Opportunities, Call Lists, Interests, Action Items, and more
Rep Budgets
With dashboards to track progress to goal by Financial Period
Marketing List
Assign Individual Contacts to outside email blast lists
Marketing Campaigns
To track sales via internal marketing initiatives
HTML Templates
Standardized forms to communicate effectively
Transfer/Change Reps
Easy management process to handle rep turnover or changes
New Leads feature
Leads to be qualified before Account is created
New Opportunity Configuration
Additional configuration for multiple Opp Types and Stages
Lead to Opportunity to Proposal workflow
The intended workflow for maximum success
ADV
Ranking & Comparison Reports
Year Over Year and Issue by Issue Analyses
Pinpoint Analysis
Powerful reporting tool to drilldown into order data
HTML Templates
Standardized forms to communicate effectively
Report Templates on Orders by Product
On-screen report writer tool with new saved template report versions
Production Workflow & Calendar & Reminders
Copy chasing stages, Newsletter Calendars, and Automated Email Reminders
Events via AD Products with Billing Schedules
Order Management for Conferences and Date-Based Events
Display Packages and Incentive-based Pricing
Optional Pricing Packages and Rules
Campaign Tickets & Adjustment Tickets
New ways to communicate and get approvals or notifications on Campaigns or Price Adjustment requests
Inventory Availability reports
For tracking Premium Position availabiltiy and more
Commissions
Shows eligible orders per Sales Rep per Financial Period, including cancelled and credited orders
Client Type Defaults
New Account setup default options
Ratecard Settings and Rate line features
To review new settings and features
Account Approvals and Campaign Approvals
For credit checks before extending payment terms and for approving deep discounts
Accounts Receivable
Revenue Categories
Could be used to compare to P&L reports
Pay Links
New email option for secure credit card payments
HTML Templates
Standardized forms to communicate effectively
Balance Forward vs. Activity Statements
Advanced options for running Statements
Aging Report advanced features
Sort Code and Parameters for more detailed Aging Reports
Credit Control & Collection Statuses
For Credit Controllers to chase for payment and track delinquent accounts
Duplicates & Merge/Purge
Easy account management and clean up features
Misc Invoicing
To send invoices for anything outside the Advertising Module
ADV/AG Payment Application screen
Best screen to see the full accounting by Account and apply COA and Credits easily
Write-offs & Refunds
Bad Debt or Credit Write-offs and check or credit card Refunds
Payment Receipt Templates
Standardized forms to communicate effectively
General Ledger
Trial Balance & G/L Transactions reports
Includes External G/L Interface Codes
G/L Budgets
To set goals and track progress by G/L code
G/L Code Groups
Could be used to compare to P&L reports
Post to G/L & Month-end Close
Review best practices and reports
Admin
Naviga Parameters
Overall System Settings
Country/Address Setup
Defaults for Address and Phone number formats
Informer 5 with new Dashboards
Includes Naviga Ad on-screen Widgets too!
Full Security review
Module, Menu, Group, and User levels
Customer Account Maintenance
Full review of new features and settings
Portals
Customer Portal
Setup, Customizations, and Best Practices
Sales Rep Portal
For Sales Reps to access their Advertisers, Opportunities, and Campaigns
Classified Self-Service Portal
Order Management and Classified Ad Design
We understand each site’s uniqueness, hence our training program accommodates businesses of all maturities.
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about any of our products and services.
