Ad stack assessment and roadmap
A read of your order system, the CRM, the ad server, and the spreadsheets between them that ends in a plan: what to fix, what to rebuild, whether to move.
Read moreNaviga practice
Where the deal becomes an order.
We implement, migrate onto, and connect Naviga Ad for publishers, broadcasters, and B2B media companies. Most of the order systems we meet are capable and half-used, with the orders still keyed in by hand from the CRM. The distance between the two is the work.
- Digital and print orders in one system
- Connected to HubSpot, Salesforce, NetSuite, and the ad server
- Implemented, migrated onto, or a lot better connected
When teams call us
Eight reasons a Naviga conversation starts.
You’ll recognize at least one.
- 01
A closed deal is keyed into Naviga by hand. Someone retypes the advertiser, the products, and the terms, and the two systems disagree about what was sold.
- 02
The legacy order system is retiring. You want the history moved onto Naviga Ad properly, not exported once and reconciled forever.
- 03
Digital and print live in two systems. One advertiser is two accounts, one campaign is two orders, and month-end reconciles neither without a spreadsheet.
- 04
Make-goods are tracked by memory. Delivery shortfalls surface in the ad server, get settled in email, and reach the invoice as a surprise.
- 05
The Naviga app for Salesforce is installed. And nobody can say exactly what it syncs, in which direction, or what happens when the two disagree.
- 06
Fulfillment runs on email. Orders reach ad ops as attachments and start their real life in a different system than the one that sold them.
- 07
An acquisition brought a second order system. Two sales teams, two product catalogs, and a consolidation that has to keep billing while it happens.
- 08
Billing and delivery never quite agree. The invoice says what was booked, the ad server says what ran, and the difference is settled by hand every month.
A media deal is not done when it is closed-won. It is done when the order is in the system, the campaign is delivering, and the invoice matches both.
What we do in Naviga
Ten services. One order-to-cash workflow.
The same practice we run in HubSpot, Salesforce, and NetSuite, on the order system. Each service stands on its own and each one is designed to fit the same connected system.
Plan
Know what to build, fix, or leave before spending on any of it.
Build
Implement, migrate, connect, and extend.
Naviga Ad implementation
Naviga Ad set up around your advertisers, agencies, products, and rate cards, or an existing instance rebuilt on a model that fits.
Read moreMigration onto Naviga Ad
A controlled move from a legacy order system onto Naviga Ad, with the advertisers, orders, and campaign history intact and billing unbroken.
Read moreNaviga Ad integrations
Naviga Ad connected to the CRM, the ledger, and the ad server, so an order is entered once and every system agrees.
Read moreCampaign and fulfillment workflows
The path from a booked order to a running campaign: creative, placements, revisions, make-goods, and the month-end position, with owners at every step.
Read moreCustom development
Configuration first, then built extensions, reports, and API work for the parts of the order workflow Naviga Ad cannot configure.
Read moreRun
Keep it working, keep people using it, keep improving it.
Booked, delivered, billed
Reporting on campaigns, delivery, and revenue that sellers, ad ops, and finance all recognize: pipeline from the CRM, delivery from the ad server, billing from the ledger.
Read moreManaged Naviga Ad
Ongoing administration, configuration, workflows, and data hygiene from a named team who knows your instance, on a monthly retainer.
Read moreTraining and adoption
Role-based training for sellers, ad ops, billing, and admins, and the follow-through that turns a launch into a habit.
Read moreAI and automation in Naviga Ad
Workflow automation and governed assistants for the manual steps between a closed deal, a running campaign, and an invoice, while people keep the decisions.
Read moreWhere we work in the platform
The parts of Naviga Ad revenue depends on.
An order system is four jobs wearing one name: what was sold, what runs, what delivered, and what gets billed. We work across all four, on one connected record.
Advertisers · Agencies · Rate cards
Orders and packages
Advertiser and agency records, products and packages that match how you sell inventory, and order types that mean the same thing to a seller and to billing.
Scheduling · Digital and print
Campaigns
Campaign setup, scheduling, and the digital and print sides of the same sale on one record instead of two systems.
Creative · Placements · Make-goods
Fulfillment
The workflow from booked to delivered: creative and assets attached to the order, placements tracked, and make-goods handled with an owner.
Invoicing · Month-end · Position
Billing and reconciliation
The booked-to-billed line: what the order says, what the ad server delivered, and the month-end position that comes from the system.
Naviga app · Field mapping
The Salesforce app
The Naviga app for Salesforce, configured where it fits and documented for what it does and does not carry.
CRM · Ad server · ERP
APIs and connections
The built connections to HubSpot, Google Ad Manager, NetSuite, and the reporting layer, with reconciliation proving they agree.
We work in and around Naviga Ad, the order system at the center of the ad stack. The CRM it connects to is its own practice, on the HubSpot, Salesforce, and NetSuite pages.
How an engagement runs
Five phases. The same five every time.
What changes from engagement to engagement is how long each phase takes, and that is decided by what discovery finds, not by a template.
- 01
Discover
Map the workflow as it is.
- Interviews with sellers, ad ops, billing, and the people who run month-end
- A read of the instance, the data, and every system that touches an order
- A written finding: what works, what is manual, what is silently wrong
- 02
Design
Decide the model before the build.
- Advertisers, agencies, products, rate cards, and the workflows between them
- Integration architecture with field ownership written down
- A migration plan with owners, cutover rules, and what happens to open orders
- 03
Build
Configure first. Build only where it earns its place.
- Products, workflows, and reporting built to the design
- Migration in controlled loads with reconciliation at each step
- Integrations built and tested against real orders, not samples
- 04
Enable
Make it the way work gets done.
- User acceptance testing with the people who will live in it
- Role-based training: sellers, ad ops, billing, admins
- A cutover plan with a freeze, a rollback, and a named decision-maker
- 05
Run
Stay until it is steady, then keep it steady.
- Stabilization after go-live with fixes shipped as they are found
- Thirty, sixty, and ninety-day reviews against the original finding
- Handoff to your admin, or managed services if you would rather we keep it
The order system you have is the sum of every workaround nobody retired. The one you want takes someone deciding.
How we work
The order is the record.
These are the rules we build by, whichever system the order lives in.
- The catalog comes from the business, not the default.
- Products, packages, and rate cards are how you sell inventory. If sellers keep a shadow price list, the system is wrong, not the sellers.
- Configuration before code.
- The standard workflows go further than most instances use. Code only where it removes a manual step nothing else can.
- Connected to the systems that sell and bill.
- An order is not done when it is entered. It is done when the CRM, the ad server, and the ledger all agree with it. We build to that line.
- Every make-good has an owner.
- Delivery shortfalls are settled by a person, on the record, before the invoice. Not by memory, and not at month-end.
- Inspectable by design.
- You should be able to see what the system did and why. Documentation, naming conventions, and change logs are deliverables, not favors.
- The people who scope it, build it.
- No handoff from a sales engineer to a delivery team you have never met. The person in discovery is the person in the build.
Proof
On the record.
What we can point to publicly. Ask us for the detail behind any of it.
Certified implementation and integration partner. Naviga is one of four platforms we hold a certification on, alongside HubSpot, Salesforce, and NetSuite.
PMMI Media Group. Live on Naviga Ad with the Naviga app for Salesforce, in a project that consolidated three disparate systems.
Tribune Publishing. A strategic consulting partnership with MediaNews Group and Tribune Publishing; the client interview reports launching Naviga Ad for digital a year later and retiring the legacy digital OMS contract.
Farm Journal. Advancing digital operations with Naviga Ad, selected after an evaluation of lead-to-cash platforms.
Work and news
Notes from Naviga engagements.
Case studies and announcements from work that runs on Naviga Ad.
Supercharge Your HubSpot & Naviga Ecosystem with Indigo Trigger
Indigo Trigger is excited to introduce a world-class integration between Hubspot Sales Hub, Service Hub, and Naviga Ad — purpose-built to...
June 2025Indigo Trigger, MediaNews Group & Tribune Publishing
In the Summer of 2022, Indigo Trigger and MediaNews Group, along with Tribune Publishing, solidified a partnership to help one of North...
April 2024How Farm Journal is advancing digital operations with Naviga Ad
With Indigo Trigger, Farm Journal began an evaluation of a number of different Lead-to-Cash platforms found the solution for the future.
August 2022Indigo Trigger Brings PMMI Media Group Live on Naviga Ad
Project Consolidated Three Disparate Systems; Included Naviga App for Salesforce PORTSMOUTH, NH — WEDNESDAY MAY 19th, 2021 — Indigo...
May 2021Questions we get
Before you ask.
Do you implement Naviga Ad or just connect to it?
Both. Implementation and migration onto the platform, the integrations around it, and the ongoing running of it. It is one of four platforms we hold a certification on, and the only order system among them, which is why so much of our integration work passes through it.
Can Naviga Ad talk to HubSpot, Salesforce, NetSuite, or Google Ad Manager?
Yes. The Naviga app for Salesforce covers part of the Salesforce side, a purpose-built integration connects HubSpot Sales Hub and Service Hub to Naviga Ad, and the ledger and ad server connections are built where the rules are yours.
We are on a legacy order system. Migrate or stay?
The assessment answers that. A migration is warranted when the old system cannot carry your products, your digital business, or your billing accurately. Some legacy systems are ready to retire; some are quietly doing the job. We would rather tell you which yours is than sell you the move.
How long does an implementation take?
It depends on what discovery finds: the products and rate cards to model, the systems to connect, the data to migrate, and how many teams have to agree on the workflow. We scope a timeline after discovery and hold to it.
What does it cost?
Engagements are either fixed-scope projects or ongoing managed services, and both are priced after discovery, when we know what the work is. A conversation is the right way to get a number. This page is not.
Do you do this for print, digital, or both?
Both, and the mixed campaign is the reason most teams call us. The implementation models digital and print on the same advertisers, products, and billing, so a package that spans both is one order instead of a negotiation between systems.
Who owns the configuration when the project ends?
You do. Every engagement ends with documentation, an admin handoff, and a trained owner on your side. Managed services are available if you would rather we keep running it, but they are never a condition.
Other platforms
The same practice, in the systems around it.
Most engagements touch more than one of these. The method is the same in each; the handoffs between them are the point.
- HubSpot
CRM, marketing, service, and the front of the lead-to-cash workflow.
- Salesforce
Sales Cloud and Service Cloud, built, cleaned up, or connected to the systems that bill.
- NetSuite
The ledger end of lead to cash: orders, invoices, revenue, and the CRM connection that keeps them honest.
Start with the stuck point
What should the order system be doing that it isn’t?
Bring the handoff, the reconciliation, or the make-good that keeps resurfacing. We will tell you whether it is a Naviga problem, a workflow problem, or a systems problem, and what to do about it.