Case Study: SyCom improves customer success and LCI outcomes with Netformx

SyCom Technologies Customer Success Program Takes Off

SyCom, a full-service IT integrator and Cisco Gold Partner, faced the challenge of building a scalable Customer Success practice to maximize Cisco Lifecycle Incentive (LCI) rewards. Their new Director of Customer Success, unfamiliar with Cisco's specific programs, initially relied on inefficient manual methods to track opportunities, which caused missed deadlines and lost incentives. The vendor, Netformx, provided its LifecycleXpert features and the Pipeline Insight Tool (PIT) to address these difficulties.

The Netformx solution gave SyCom crucial early visibility into its sales pipeline, allowing the Customer Success team to identify and prioritize LCI-eligible deals during the presales phase. This enabled them to engage customers earlier, collaboratively create required success plans, and ultimately close deals faster. The tools automated previously manual data filtering tasks, saving hours of work each month and ensuring timely submissions. As a result, SyCom transformed its customer engagement, increased efficiency, and positioned itself to capture more LCI rewards and growth opportunities.

SyCom

Ryan Webb

Director of Customer Success