The Netformx Application Suite

IT solution provider profitability is being challenged on multiple fronts. To win deals you need to understand complex customer requirements, quickly and accurately create a proposal that meets their business needs and is priced competitively, and then successfully implement it on-time, on-budget, and without problems. But the customer engagement doesn’t end there. Successful partners stay engaged with the customer during the complete lifecycle, through activation, adoption, and expansion. The Netformx Application Suite supports partner-to-customer interactions throughout the customer lifecycle, from estimate to order to deal, to expansions and subscription renewals, all with a focus on partner and customer success.

And to optimize profitability, you need to take maximum advantage of vendor promotions and incentives, both pre- and post-sale. Cisco, in particular, offers generous partner programs to increase profitability, but understanding and maximizing them can be complex. Netformx brings efficiency to your interaction with Cisco by automatically analyzing consolidated, digestible data from distributors and numerous Cisco platforms and then providing you with insights and tracking capabilities so you can meet Cisco program requirements and maximize partner rewards.

From presales to renewal, Netformx expertise in Cisco programs is built into our applications supplying insights to increase partner profitability throughout the customer lifecycle, provide automated partner Lifecycle Incentive reward and VIP and CSPP rebate management, and to deliver a better customer experience.

Application Suite

The Netformx Application Suite features:

  • Proactive management of your sales business for better outcomes
  • Automation across your sales and customer experience workflows
  • Powerful intelligent and integrated solutions
  • Automatically analyzed, consolidated, digestible data from distributor and numerous Cisco platforms to eliminate manual uploads and processes
  • Pre- and post-sales business intelligence, actionable insights, and analytics, in real time
  • Automate and scale your customer success practice
  • Shared projects and data across teams
  • Incorporation of your own high-margin products and services
  • Device selection guidance based on profitability
  • Solutions ordered in the most profitable manner

Build customer relationships

With the subscription economy, if you are to keep annuity revenues flowing, you must build and maintain strong relationships throughout the customer experience lifecycle, not just sell a product and move on. That means efficiently managing customer assets, contracts, and subscriptions, as well as the customer experience and business outcomes.

Gain efficiency across the sales lifecycle

The Netformx Application Suite provides innovative solutions that simplify IT sales complexity and increase seller profitability. They bring efficiency to the sales lifecycle, including pre-sales, post-sales, and asset management and give you the tools you need to optimize rebates and rewards. Our applications help Cisco partners and multi-vendor IT solution providers deliver solutions faster and more efficiently while improving profitability and customer success.

Simplify the sales process

By applying automation, optimization, and analytics throughout the sales and renewals lifecycle, Netformx applications shield you from the complexity of products, services, and vendor programs and incentives. By eliminating manual drudgery, you can focus on your customers and on winning profitable deals.

The Netformx Application Suite includes:

  • Discovery: Ensure accuracy by quickly baselining the existing network and comparing to what was sold
  • DesignXpert: Create validated, professional multi-vendor diagrams and proposals
  • Pipeline Insight Tool: Gain critical business insights with a 360-degree view of your Cisco pipeline
  • VIP Calculator: Analyze Cisco VIP rebates and gain insights on potential payouts
  • ChannelXpert: Manage your sales business and optimize Cisco incentive program participation from a single pane of glass
  • AssetXpert: Easily manage Cisco SmartNet® contracts, software subscriptions, and customer assets

The Power of 3 to Manage and Capture Cisco Lifecycle Incentive Rewards

Customer Experience (CX) teams are now able to leverage automation to analyze and prioritize Cisco Lifecycle Incentive (LCI) reward opportunities throughout the customer journey. With visibility to all the data to properly plan during presales, you will be able to better manage activation and adoption post-sales and ensure timely renewals. Learn about the Netformx Power of 3 Advantage for a full Lifecycle Incentive journey that is ready to use today. The advantage of combining the Pipeline Insight Tool, ChannelXpert, and AssetXpert will automate full lifecycle management and increased reward capture.

Application Suite

Customer Testimonials

Pat Henson
Pat Henson
VP of Operations at Veytec

Quickly Passing Cisco’s CX Advanced Audit
“Excellent customer experience is a competitive differentiator. SuccessXpert helped us to not only quickly pass Cisco’s CX Advanced Specialization audit, but we also continue to use it daily to maximize our LCI rewards and ensure ongoing customer engagement.”

Deanna Davenport
Deanna Davenport
Director of Lifecycle Services at ConvergeOne

Consolidated and Actionable Insight to Manage LCI
“It is easy to track our success with the program thanks to at-a-glance analysis, charting, and reporting of our historical and new opportunities. Netformx LifecycleXpert enables us to take a bird’s eye view and to really manage our LCI program rather than getting lost in the details of data acquisition and analysis. That is a huge benefit to us.”

 

Ryan Webb
Ryan Webb
Director of Customer Success at SyCom Technology

Netformx Tools simplify Cisco LCI program details
“The Netformx tools have helped me make sense of the intricacies of Cisco and their LCI program. All the Netformx staff have been incredibly responsive. The first PIT tutorial not only showed me how to use the tool, but included deal booking benchmarks based on other customers and recommended what we should look at to stay competitive. Their knowledge and insights were fantastic.”

Mike McLaughlin
Mike McLaughlin
CIO & VP of Pro. Services, Technologent

Immediate Productivity Improvements & Better CX
“The Netformx Application Suite helps us run faster for our clients.  Automating manual tasks ensures best practices & processes across the company, delivering better results to customers. Ready access to deal & vendor incentive insights, directly impacts our profitability. Instead of spending hours gathering information related to Cisco’s LCI program, ChannelXpert provides it to us in minutes. The result is immediate productivity improvements & a major impact on the customer experience.”

 

 

Sean Troy
Sean Troy
VP at AEC Group

Doing Things Differently to be Competitive
“The Netformx Application Suite gives us a single pane of glass to evaluate the solutions we are putting in front of our customers. We have visibility into different frontend and backend incentives, bundles, and promotions, and VIP calculations as well as VIP forecasts. We can quickly identify gaps and see ways to do things a little differently to be competitive in the market. Netformx tools give us a competitive edge.”

Steven Robb
Steven Robb
Senior VP of Solutions at LaSalle Solutions

Automation to Better Scale and Grow the Business
“Manufacturer incentive programs are changing rapidly—from quarter to quarter or every 6 months, or massive, fundamental changes. Without having good data and the intelligence in front of you, it’s very difficult to steer your business. It would be like driving in the dark. And as we grow our business, we can’t scale by just adding people; we need to incorporate tools that build automation into the business and increase the accuracy of our data.”

Brad Zonghetti
Brad Zonghetti
VP at AEC Group

Automate & Analyze Data from Many Systems
“The Netformx Application Suite give us visibility into our business in ways we never had before. Netformx automates and analyzes the data from numerous systems and puts the results at our fingertips in easy-to-understand dashboards. We can now see at a glance whether we are optimizing Cisco promotions and incentives, and the status of customer renewals.”

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Discover how customers succeed with Netformx
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