Netformx – Your tooling fast pass for the Cisco CX Advanced Audit

Hello Cisco Partners,

Do you want to speed up passing the Cisco CX Advanced Specialized audit and reap the benefits of Lifecycle Incentive rewards sooner? If so, here are the 7 steps you need to take!

Step 1: Understand the CX Advanced Specialized Audit Requirements

For Cisco Partners who desire to achieve the higher certification level, Cisco Advanced Customer Experience Partner Specialization requires substantial investment in people and organizations, automation tools, processes, and data analysis. Partners must pass an independent third-party audit to verify their compliance with the spirit and intent of the Advanced specialization requirements. Along with an investment in processes, the Partner must show, via live demonstration, the adoption and incorporation of a customer success tool (or tools) for a range of functions.

Step 2: Evaluate the Cisco recommended CSM Tooling options

Using traditional Customer Success Management (CSM) applications recommended by Cisco, Partners have discovered they must spend many months preparing for the audit due to the complexity of designing and implementing one of these robust CSM infrastructures. Additionally, once they start building out the CSM environment, Partners uncover a second hard truth. Today’s CSM applications cannot use automation or leverage Cisco APIs to consume, store, and present the data required to meet the audit tooling needs. Consequently, additional months must be spent building systems to manually transpose critical live customer data and information from various applications into the CSM application to pass the audit.

Step 3: Look for a more affordable and faster alternative

Netformx has already done the design work for you to quickly pass the tooling requirements for the audit with our Cisco Partner-ready solution. And as Cisco Partners have experienced over the years, we already capture all of the Cisco data needed. You will not only pass the audit, but there are many more benefits, which you would never get from the customized CSM systems. Netformx provides clear visibility to all your LCI eligible opportunities to increase your potential payouts both pre and post-sale.

This way you can spend your time preparing for all the other Audit requirements, and significantly reduce costs and resource time on the tooling aspects.

Step 4: Get Onboarded

Following the standard Netformx processes to grant access to your data can be done as little as 2 weeks with minimal support from your company’s PXP/PSS administrator, and IT team. Once we have received the required CCOID and permissions, we can start capturing your data to populate the tooling.

Step 5: Get Trained to demo to the Audit Team to pass the Tooling Audit

We will thoroughly train you on the steps you need to walk through to demonstrate your ability to meet the requirements for the tooling aspects of the audit.

Step 6: Pass the Tooling portion of the Audit with ease

Partners leveraging Netformx solutions have found that passing the tooling portion of the audit is as simple as following a roadmap.

Step 7: Manage and optimize LCI rewards on an ongoing basis after you pass the audit

• Get a presales view of LCI-eligible opportunities for Cisco direct and distribution deals and receive weekly LCI reports.
• Identify LCI opportunities, manage the LCI reward process, and track payments.
• Prioritize LCI opportunities and focus on upcoming activities by due date.
• Easily manage Smart Net contract, software subscription, and asset renewals.

Download the 7 Steps infograph

Do you want to hear more about how we have helped other Cisco Partners? Contact me or your account manager today or reach out to sales@netformx.com to learn more.