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Forma.ai

Enterprise sales performance management software company unifying compensation strategy and execution as a single source of truth for sales performance.

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About Forma.ai

Enterprise sales performance management software company unifying compensation strategy and execution as a single source of truth for sales performance.

Products

  • Data Integrations

    CRM & Revenue OperationsCustom pricing

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    Flexible data integrations and proprietary data model for loading, validating, cleaning, and transforming data from CRM, ERP, HRIS, and other sources.

  • Forma Operator (ICM)

    CRM & Revenue OperationsCustom pricing

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    Incentive compensation management software for designing, deploying, and automating incentive plans with AI-powered configuration.

  • Forma Architect

    CRM & Revenue OperationsCustom pricing

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    Territory and quota planning software enabling rapid, data-driven sales planning with balanced territory design and accurate quotas.

  • Forma Prophet

    CRM & Revenue OperationsCustom pricing

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    Sales planning advisory and analytics tech-enabled service combining proprietary AI models and expert advisory to optimize sales incentives, quotas, and territories.

What customers say

“With our old system, it wasn’t even possible to structure plans around strategic objectives—we had to design everything around its limitations. Forma.ai is the polar opposite. Now, the plan follows the strategy—not the other way around.”
CustomerForma.ai customer
“You can literally dream up any comp plan you want; there are no limitations to the implementation because you're not limited by any UI.”
CustomerForma.ai customer

  • Procom adopted Forma.ai's sales performance management platform to standardize compensation, automate calculations, and provide real-time earnings visibility. Forma.ai reports approximately $1 million in savings and a…

    Case study

  • Harry Rosen implemented Forma.ai to manage incentive compensation and improve earnings visibility. Forma.ai reports that sales contest reports previously requiring weeks could be deployed in days, with 80 compensation…

    Case study

  • Autodesk adopted Forma.ai as its full-stack sales performance management solution to centralize data, model compensation scenarios, and automate administration. Forma.ai reports that plans launched at fiscal start rather…

    Case study

Security and compliance

As reported by Forma.ai. Ask for audit reports before you buy.

  • SOC 1Compliant
  • SOC 2Compliant
  • GDPRCompliant
  • CCPA/CPRACompliant
  • vulnerability management
  • user authentication checks
  • third-party penetration testing
  • multi-level encryption for data at rest and in transit

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