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What is Netformx SuccessXpert?

Cisco Partners enhances customer success management through automation. Set to launch in Summer 2021, Netformx SuccessXpert is a Customer Success Management Platform tailored for Cisco Partners, designed to empower Customer Success and Customer Experience Teams in effectively overseeing their Customer Experiences (CX) by: Automatically calculating customer success scores Enabling customers to streamline and expand their interactions based on personalized playbooks Delivering tailored Notifications and Alerts Guiding users in the steps necessary to earn and receive Lifecycle Incentive rewards Ensuring alignment with the customer's business objectives Adhering to the automation tools requirements of Cisco CX Advanced Specialization Providing automated Cisco data feeds that remove the need for manual uploads Developed collaboratively with Cisco Partners, SuccessXpert leverages Netformx's established reputation for equipping Cisco Partners with top-tier data collection, correlation, analysis, and insights, thereby enhancing overall operational efficiency and effectiveness in customer engagement.

What is IntouchCX™ Platform?

The IntouchCX™ Platform brings surveys, mystery shops, audits and inspections into one connected view, helping multi-location brands understand how operations influence customer experience. Key features include: ● Integrated data across programs for a complete view of performance ● Real-time dashboards by region, location, channel, or program ● Predictive analytics that reveal satisfaction drivers and forecast outcomes ● Case management tools to assign, monitor, and resolve issues faster ● Automated workflows and alerts that improve execution and reduce costs ● Enterprise integrations with Salesforce, Slack, APIs, and other systems ● Scalable architecture with role based access and performance rollups With all programs connected, leaders can identify issues sooner, compare results clearly, and focus teams on the actions that matter most. The platform helps improve satisfaction, strengthen compliance, increase operational consistency, and show the business return of every improvement.

Media

Media

Integrations Supported

InfoTrack
IntouchCheck®
Microsoft Excel
NetSuite
SAP Analytics Cloud

Integrations Supported

InfoTrack
IntouchCheck®
Microsoft Excel
NetSuite
SAP Analytics Cloud

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Netformx

Date Founded

1994

Company Location

United States

Company Website

www.netformx.com/products/successxpert/

Company Facts

Organization Name

Intouch Insight

Date Founded

1992

Company Location

United States & Canada

Company Website

www.intouchinsight.com

Categories and Features

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Categories and Features

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Loyalty

CRM
Corporate Memberships
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management

Customer Satisfaction

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

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