Partners
Product Knowledge
Can we do this?
Tech Stack
Sales Terminology
100

What does ATS stand for? 

Applicant Tracking System

100

What is included in Namely's full-suite offering?

Core HR/Talent, Payroll, Benefits Administration and Benefits Brokerage

100

Can you use Namely for just payroll? 

No

The core HR/talent piece to Namely is the foundation for our platform. They must take that in addition to payroll

100

What tool do SDR's use to make calls and send emails?

Outreach

100
What does AE stand for? 

Account Executive

200

What are 2 ATS partners Namely has? 

Full List: JazzHR, Workable, Greenhouse, Lever, iCims, Jobvite, Applicant Manager, Jobscore, Comeet, Breezy, ATS OnDemand, RecruiterBox

200

What does PEO stand for? 


Professional Employer Organization


200

Can you use Namely's benefits administration tool if Namely is not your broker for health insurance? 

Yes

During implementation, Namely will configure the ben admin tool so that employees benefit options reflect that of their current broker

200

Sales Navigator is an extension to what tech tool?

LinkedIn

200

What is an SQL? 

Sales Qualified Lead 

This is also known as an opportunity (OPP) and is submitted when you have qualified and account and secured a meeting with your AE and the prospect

300

Who do we use for e-signature?

Adobe

300

At what employee headcount can a company shop Namely's modules in an a la carte fashion?

50

300

Can you access your paystubs within the Namely webpage and app? 

Yes

You can access your paystubs both within Namely.Namely and on the Namely app

300

What is OneLogin? 

OneLogin is the Single Sign-On (SSO) tool that Namely uses internally

300

What does a.N.t. stand for? 

Authority. Need. Timeline

In order for an account to qualify as an SQL, it has to check these three boxes

400

What do we partner with BlueMarble for? 

International Payroll

400

What are the 3 different market segments within Namely called? What is the employee range for each?

Select, MidMarket and Commercial

15-100, 101-300, 301+

400

Does Namely offer a native time & attendance tool? 

No

We white-label timeclock plus so it looks like Namely Time, but technically we do not have our own time & attendance module

400

When prospecting within Salesforce accounts or trying to find phone numbers and emails, what tool should be utilized? 

ZoomInfo

400

What does SAL stand for? 

Sales Accepted Lead

An AE has accepted an SQL into their pipeline with the hope of the company becoming a Namely client

500

What does LMS stand for? Does Namely have a native LMS tool? 

Learning Management System

We do not offer a native LMS. We have 5 partners in this space (Lessonly, Litmos, Travido, Bridge and Grovo).

500

What is Managed Services (MS)? At what headcount is a company required to take this? 

Namely's full suite of technology on top of having a dedicated Namely MS representative to handle the day-to-day HR, payroll and benefits processes for that particular company

25 employees or less

500

Can Namely administer 401K plans? 

No

Namely has a preferred partner (Vestwell) for 401K plans

500

What screen-sharing tool does Namely use for Discovery Calls and Product Demonstrations?  

Zoom

500

What does PEPM stand for? 

Per Employee Per Month

Namely's pricing model is based on a PEPM 

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