Veytec Uses Netformx SuccessXpert to Rapidly Pass Cisco’s Advanced CX Specialization Audit

Out-of-the-box tool enabled Regional Cisco Partner to achieve audit quickly with no CSM platform customization

SAN JOSE, Calif. & ORLANDO, Fla.–(BUSINESS WIRE)–Netformx®, a leader supporting the IT solutions lifecycle from presales to renewals for IT solution and service providers and distributors, announced today that Veytec has used Netformx SuccessXpert™ to pass the tooling portion of the Cisco Advanced Customer Experience (CX) Specialization audit. Veytec is an innovative, one-stop regional Premier Cisco Partner that designs, implements, and maintains converged communication networks for small and mid-sized clients.

Until now, Cisco Partners anxious to get their Advanced CX tooling in place for the audit had no alternative but to select a generic Customer Success Management (CSM) platform. They endured costly and extensive build out process to customize the platforms in an effort to align with Cisco’s requirements. However, Veytec chose to wait for the Netformx partner-ready solution to be available. They knew, based on previous experience, that Netformx’ vast expertise in building tools for Cisco Partners would be incorporated to streamline their CX motions and provide ongoing access to Cisco data.

As an early adopter of Netformx SuccessXpert while it was still in Alpha, Veytec became one of the first 20 Cisco partners in the US and the first Regional Cisco partner to achieve Cisco Advanced CX Specialization status. This accomplishment positions them to compete directly with much larger Gold Partners while offering a more localized personal experience.

SuccessXpert was particularly valuable to Veytec since it could be used out of the box without requiring Veytec to hire developers or consultants. Tight API integration with multiple Cisco platforms and database systems enabled consolidation of customer and deal information. With SuccessXpert now generally available, by using the dashboards, Veytec can quickly understand customer issues and prioritize resources to address them. In minutes instead of weeks, and at a single glance, SuccessXpert customer health scores and utilization metrics allow Veytec to catch and address issues they might not have seen previously.

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

Though we needed to make some organizational resource changes to meet Cisco requirements for Advanced Customer Experience (CX) Specialization, Netformx SuccessXpert easily met the Cisco audit tool requirements out of the box. We couldn’t have achieved our audaciously rapid audit goal without SuccessXpert and plan to use it daily to run our CX department and maximize our Lifecycle Incentive rewards.

— Pat Henson, VP of Operations at Veytec

Veytec and Netformx share the foundational aspects of Customer Experience (CX) and the importance of being process-focused organizations. Veytec’s collaboration and trust during the creation of SuccessXpert was key to simplifying processes so in the end they can “do the little things right every day.” This ongoing engagement will ensure the end-customer receives a better return on their investment and, through processes, achieve their business outcomes. Veytec is at the forefront of providing outstanding CX.

— 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

About Veytec

Veytec is an innovative, one-stop business communication provider specializing in designing, implementing, and maintaining converged communication networks for small and mid-sized clients worldwide. We deliver comprehensive voice, data and video solutions from best-in-class manufacturers and premier support services that optimize the way companies communicate with customers and across the enterprise. We are a full-service integration partner, positioned to assist our clients with every aspect of their communication needs. More information is available at veytec.com.

Contacts

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

Veytec
Patrick Henson
Vice President
+1 407-849-6391

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:
Cloudflare Becomes a Certificate Authority to Tackle Post-Quantum Signatures
October 2, 2026
Article
Article

Cloudflare Becomes a Certificate Authority to Tackle Post-Quantum Signatures

Fernando Montenegro, VP at Futurum, analyzes Cloudflare's plan to become a public certificate authority issuing post-quantum Merkle Tree Certificates, a credible move on the harder, signature side of the web's migration....
Synopsys Investor Day 2026 Turns EDA Into a Royalty and AI Model Revenue Share Business
October 2, 2026
Article
Article

Synopsys Investor Day 2026 Turns EDA Into a Royalty and AI Model Revenue Share Business

Brendan Burke, Research Director at Futurum, shares insights on the Synopsys Investor Day 2026, where a $1 billion Amazon royalty deal and GPT-Synopsys with OpenAI reprice EDA around customer volumes and outcomes....
Zendesk's New CFO Is Built for the Billion-Dollar AI Bet
October 2, 2026
Article
Article

Zendesk's New CFO Is Built for the Billion-Dollar AI Bet

Zendesk appoints Rachita Sundar as CFO to drive financial discipline behind its AI-first strategy, leveraging her proven success scaling AI transitions to translate agentic CX ambitions into measurable growth....
IFS Bets on Saudi Arabia's Industrial AI Opportunity
October 2, 2026
Article
Article

IFS Bets on Saudi Arabia's Industrial AI Opportunity

Keith Kirkpatrick, Vice President, Research, at Futurum, IFS's partnership with Riyadh-based Echelon positions industrial AI to capture surging enterprise demand in Saudi Arabia's $1.1 trillion economy....
Latest Research:
Cyber Resilience Is Now the Mandate: A CXO Checklist
October 2, 2026

Cyber Resilience Is Now the Mandate: A CXO Checklist

In its latest thought leadership brief, Cyber Resilience Is Now the Mandate: A CXO Checklist, completed in partnership with Everpure, Futurum Research lays out ten questions every leadership team should...
When AI Is Everywhere, Data Becomes the Differentiator
September 30, 2026

When AI Is Everywhere, Data Becomes the Differentiator

In our latest Thought Leadership Brief, When AI Is Everywhere, Data Becomes the Differentiator, completed in partnership with Oracle, Futurum Research examines why industry-specific AI requires industry-specific data and how...
Where AI Delivers Real ROI: AI-First Integration and Orchestration
September 24, 2026

Where AI Delivers Real ROI: AI-First Integration and Orchestration

In our latest thought leadership report, Where AI Delivers Real ROI: How AI-First Integration and Orchestration Transform Workflows, completed in partnership with IBM, Futurum Research examines why AI delivers the...

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.