Is automating your Customer Success keeping you up at night?

Are you in the category that you don’t have the Customer Success Management (CSM) toolset you need, or are you not using the toolset you have invested in for Cisco’s CX Advanced Specialization? We have some exciting news to share on a new CSM platform from Netformx that is coming soon. Check out the “SuccessXpert” article below.

Other great news is that the Pipeline Insight Tool (PIT) now delivers data for all CCW Approved Deals through Cisco Direct and Distribution providing 360-degree pipeline insights for calculating potential VIP rebates, and highlighting LCI eligible opportunities.

SuccessXpert – a CSM Platform designed for Cisco Partner Customer Success Teams

We are excited to announce that our new Customer Success Management (CSM) tool, Netformx SuccessXpert will be available this summer. Based on our deep understanding of Cisco programs and years of experience our Partner-ready CSM Platform will immediately enable Cisco Partners to manage their Customer Experience (CX) motions to:

• Automatically calculate the customer success health scores
• Simplify and scale customer interactions according to your custom playbooks
• Deliver customized Alerts and Notifications
• Complete steps to ensure Lifecycle Incentive rewards are earned
• Ensure the customer’s desired business outcomes are realized
• Comply with Cisco CX Advanced Specialization automation tool requirements
• Provide automated Cisco data feeds for subscription, utilization, incentives, LCI activity and order data, thereby eliminating manual uploads

We look forward to sharing more with you in the coming weeks and months, but in the meantime feel free to reach out to sales@netformx.com.

PIT now supports visibility to Deals through Distribution

We are pleased to share that the recent release of v5.3 of the Pipeline Insight Tool (PIT) supports all Deals purchased through Distribution in addition to Direct Deals providing a 360-degree view of your entire pipeline. Filtering capabilities make it a breeze to gain insights through any purchase method, providing added capabilities for Potential VIP Rebate in the Deal Pipeline report, the LCI Pipeline report, and more.

Success with Recapturing Potential VIP 36 Rebates

Netformx assisted partners with raising Cisco cases to recapture potential VIP 36 rebates. While we submitted many cases for partners, looking at a handful of the cases over half a $million has been recaptured so far. The Netformx Success team is here to make sure you are successful with ChannelXpert and all your Netformx solutions. Just reach out to your account manager for assistance.

Don’t forget to leverage Cisco’s Lifecycle Ignite funding

If you want help with covering automation costs consider Cisco’s Lifecycle Ignite funding which is available until July 31, 2021. Partners are having success with getting funds to support pre-sales and post-sales tools that help them manage Lifecycle Incentives (think Pipeline Insight Tool, LifecycleXpert, and ChannelXpert 😉). Contact your account manager for more information

We continue to serve your needs and help you achieve your expected business outcomes with our solutions to impact your profitability goals. Let us know if you need any assistance or want to hear more about the coming CSM Platform at sales@netformx.com.