Professional Services

Netformx Professional Services

The services you need to stand out and deliver differentiated proposals and services throughout the sales lifecycle

Over 2,000 customers in more than 120 countries rely on Netformx’s tools to deliver IT solutions quickly and effectively by simplifying the pre-sales, post-sales and subscription lifecycle, resulting in improved profitability and customer success. For customers who want to further customize their Netformx experience, we offer professional services to enable the rapid delivery of highly targeted proposals that are differentiated from the competition.

Netformx Professional Services can help you differentiate your proposals by incorporating your unique products, services, and best practices into Netformx solutions. From enforcing your business methodologies and including your unique services to uploading proposals to your third-party tools, we offer the customization options you need to generate more wins.

Netformx Professional Services include:

  • Custom Solutions to automate time consuming manual tasks and help fill in the gaps in your workflow.
  • Systems Integration facilitates the direct interfacing with your internal tools and systems to accelerate the delivery of solutions to your customers. By connecting Netformx solutions with your in-house systems, such as enterprise resource platform (ERP), customer care management (CRM), order management, inventory management, and content management tools, you can streamline your collaborative sales-to-delivery process and generate revenues faster.

Netformx Professional services provides:

  • Increased sales process collaboration – Extend Netformx solutions to seamlessly combine with your existing tools to create a continuous workflow. This ensures improved collaboration between all internal and external sales touch points including customers, channel partners, sales, marketing, and engineering. By leveraging a continuous workflow, information is disseminated faster and the cost of training personnel is greatly reduced.
  • Rapid product scalability – Easily integrate between Netformx solutions and a multitude of external systems by relying on the knowledge and special tools available from Netformx consultants. Netformx has experience delivering integrations using a variety of technology and output options, including XML, Open APIs, web services, and common data transfer outputs, to enable straightforward integration with most systems.
  • Better visibility to sales forecasts – By connecting Netformx solutions to your sales and reporting systems, such as, management teams gain up-to-date and accurate visibility into current sales performance and future forecasts.

Netformx also offers flexible deployment options, packaging our services to meet your specific budget, location, and resource constraints. From ongoing consulting to one-time engagements, our team can scale up or down to meet your project goals.

Netformx Professional Services Team Delivers Proven Results

Are you ready to customize your Netformx solution to differentiate your proposals by incorporating your unique products, services, and best practices to generate a sustained competitive advantage in the marketplace?


  • “The benefits of using Netformx are easy to quantify and this helps me obtain budget approval for support or enhancements. I can easily document the increased productivity for our teams since we create error-free designs and implementations and eliminate costly reworking of them.”

    ---Michael Fitz
    Vice President of Solution Engineering and the Wireline Business Unit, Sprint
  • “The integration of vendor incentive promotions and programs into DesignXpert is enabling us to select alternate parts that meet our customers’ needs while at the same time increasing our potential profit margins. This has also increased our productivity since we can consider manufacturer promotions during the design phase rather than off-line after the order has been created.”

    ---Tom Christian
    Networking Presales Engineer, Sirius Computer Solutions
  • “The hardware vendor did some preliminary work and handed the job over to [us] for integration. I ran the design through DesignXpert and caught a configuration error… that saved AT&T from a $100,000 parts error, as well as at least another $100,000 in the time it would have taken to determine why the network was not working.”

    ---Bryan Payne
    Sr. Network Engineer, 
AT&T Business
  • “Validated BT WAN designs and proposals are created much faster and more accurately — and with fewer expert hours — than previously. This means the design process is not a bottleneck and existing staff can create more designs. Also, accurate designs and quotes support error-free implementations. The end result is an enhanced Customer Experience; more deals won, and reduced operating costs. The benefits exceeded our expectations.”

    ---Jason Peacock
    Business Operations Director, BT