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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 NeoCEE?

A reliable, user-friendly, and efficient solution specifically designed for managing energy-related projects. This groundbreaking platform combines multiple functionalities, including insulation, heat pumps, VMC, and solar panels, while offering a detailed overview of your customer base. Performance metrics are prominently displayed on a customizable and easy-to-navigate dashboard. Improved teamwork is facilitated through fully integrated enterprise tools, minimizing the chances of expensive mistakes. Maintain a competitive edge by implementing effective procedures and utilizing appropriate resources, ensuring that all business information remains up-to-date and securely stored. You can manage your operations from anywhere! NeoCEE enables you to track every phase, from generating potential clients to the successful conclusion of projects. When both installers and managers leverage NeoCEE, they benefit from the seamless sharing of customer data, and our offerings are crafted to enhance communication among all stakeholders involved. Additionally, we provide options to customize the CRM to align with your unique workflow, drawing on our expertise in digital and process management to enhance your operational efficiency. This adaptability not only boosts productivity but also contributes to a more integrated and efficient workplace, fostering collaboration and innovation among all team members.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

NeoCEE

Company Location

United States

Company Website

neocee.ornsoft.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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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