Netformx SuccessXpert Automates Customer Success Management for Cisco CX Advanced Specialized Audits

Cisco Partner-ready CSM tool provides quick Time to First Value

SAN JOSE, Calif.–(BUSINESS WIRE)–Netformx®, a leader supporting the IT solutions lifecycle from presales to renewals for IT solution and service providers and distributors, announced today the General Availability of Netformx SuccessXpert™. The application enables Cisco Partners to automate and scale their customer success practice to deliver an excellent customer experience and meet Cisco program requirements.

Netformx SuccessXpert provides Time To First Value (TTFV) in weeks, not months since no professional services are needed. Partners can use SuccessXpert immediately to comply with Cisco Customer Experience (CX) Advanced Specialization tooling audits and then keep on using it to manage their customer success program daily. This ensures customer engagement on an ongoing basis to support timely subscription renewals and ensure the end-customer receives a better return on their investment and achieves their business outcomes.

SuccessXpert delivers ongoing value, and the actionable insights partners need to achieve successful business outcomes (SBO’s) by providing:

  • Automated, comprehensive Cisco data feeds and correlation that eliminate manual uploads
  • Deep Cisco program knowledge
  • Consumption-based customer success health scores
  • Simplified customer interactions based on custom playbooks or built-in templates
  • Automated alerts to ensure Cisco Lifecycle Incentive (LCI) rewards are earned and paid

In conjunction with the Power of 3 Netformx applications, partners have all the tools they need to comprehensively manage the full customer experience process and to maximize their LCI rewards, from presales to postsales and renewals.

Netformx Application Suite provides automation and insights to simplify the complexity of providing end-customers with future-ready IT solutions that increase profitability for Cisco partners and solution providers and leverage rewards and rebates. Users deliver a better customer experience from presales to renewal with ongoing access to consolidated, and digestible distributor and vendor data combined with applied logic to ensure users have the right data at the right time to deliver value to the customer throughout their digital transformation journey.

Supporting Quotes

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.

— Pat Henson, VP of Operations at Veytec

Netformx has unique expertise from years of demystifying Cisco programs and analyzing partner information from a vast array of data sources. We turn those insights into simplified processes to enable partners to optimize rewards and rebates throughout the customer lifecycle. Nowhere is that more important than the complex processes involved in customer experience management. Netformx SuccessXpert streamlines and automates that to ensure desired business outcomes are realized.

— Ittai Bareket, CEO at Netformx

About Netformx

Netformx cloud-based applications simplify how Cisco Partners and IT Solution Providers can increase profitability from Lifecycle Incentives, VIP rebates, CSPP/SPP, and more throughout the sales cycle. We merge our deep expertise of Cisco programs with complete, consolidated, and digestible data from Distributors and numerous Cisco platforms to deliver the right data to the right people at the right time. Business outcomes are further enhanced with timely insights to manage customer success and renewals.

Netformx users globally leverage our Suite of Applications to offer a better customer experience and help them to be future-ready. This is done through optimized and accurate proposals, ongoing in-depth analysis to efficiently manage the customer lifecycle, and at-a-glance insights into customer network assets, software subscriptions, and support contracts. Netformx customers include AEC, ALE, AT&T, Bell Canada, BT, Cisco, ConvergeOne, Insight, Logicalis, Optus, NTT, SyCom, Telstra and Veytec. www.Netformx.com, Twitter, and LinkedIn

Contacts

Netformx
Tina Morarity-Breunig
+1 408-423-6619
[email protected]

Author Information

As a detail-oriented researcher, Sherril is expert at discovering, gathering and compiling industry and market data to create clear, actionable market and competitive intelligence. With deep experience in market analysis and segmentation she is a consummate collaborator with strong communication skills adept at supporting and forming relationships with cross-functional teams in all levels of organizations.

Sherril holds a Master of Business Administration in Marketing from University of Colorado, Boulder and a Bachelor of Arts in Psychology from Rutgers University.

Latest Insights:
Cadence AuraStack
October 23, 2026
Article
Article

Nokia Designs Network Hardware 5x Faster on Cadence's Agentic Supercomputer

Brendan Burke, Research Director at Futurum, shares his insights on Nokia deploying Cadence's AuraStack AI Super Agent on the Millennium M2000, why the on-premises system sale answers Synopsys Autopilot, and what a...
OpenShell agent security
October 23, 2026
Article
Article

SUSE OpenShell Agent Security: Enforcement Is Table Stakes, Proof Is Not

Vikram Rathnam and Mitch Ashley of The Futurum Group share insights on SUSE's OpenShell agent security news and why proof of what an agent did, not enforcement, will separate the enterprise Linux...
Google Cloud Marketplace Can It Become Gemini's Front Door to the Enterprise
October 23, 2026
Article
Article

Google Cloud Marketplace: Can It Become Gemini’s Front Door to the Enterprise?

Alex Smith, Analyst at The Futurum Group, shares insights on how Google Cloud Marketplace is becoming the commercial engine for Gemini, industry agents, and agentic ISV solutions....
IBM Q3 FY 2026 Software Growth and Deal Recovery Lift Execution
October 23, 2026
Article
Article

IBM Q3 FY 2026: Software Growth and Deal Recovery Lift Execution

Futurum Research examines IBM’s Q3 FY 2026 earnings, including software execution, infrastructure deal recovery, sovereign AI demand, and consulting delivery efficiency....
Latest Research:
The Storage Squeeze How Smart Organizations Are Funding Their AI Future
October 20, 2026

The Storage Squeeze: How Smart Organizations Are Funding Their AI Future

In our latest Thought Leadership Brief, The Storage Squeeze: How Smart Organizations Are Funding Their AI Future, completed in partnership with CTERA, Futurum Research examines how unmanaged data growth drains...
Closing the Enterprise Context Gap
October 16, 2026

Closing the Enterprise Context Gap

In our latest thought leadership brief, Closing the Enterprise Context Gap, completed in partnership with Teradata, Futurum Research examines why autonomous AI agents stall before reaching production and outlines the...
Delegating Outcomes: How a Universal Agent Changes the Way Enterprises Work
October 15, 2026

Delegating Outcomes: How a Universal Agent Changes the Way Enterprises Work

In our latest thought leadership brief, Delegating Outcomes: How a Universal Agent Changes the Way Enterprises Work, completed in partnership with Google Cloud, Futurum Research examines why first-generation agent programs...

Book a Demo

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.