Forma AI Inc. Unclaimed

Optimize sales performance with agile, automated incentives and data-driven analytics.

Accelerate territory and quota planning with agile, data-driven design and deployment.

Optimize sales planning and decision-making with AI-driven insights and analytics.

Empower your organization with automated and AI-driven incentive compensation management.

Streamline your sales performance management with effortless data integration and validation capabilities.

Ensures data protection and compliance for enterprises using advanced security features.

Ensures compliance with Sarbanes-Oxley requirements through robust governance and reporting features.

Unlock revenue with structured, data-driven activity-based incentives that motivate sales teams effectively.

Maximize sales insights through robust data management and validation for optimal decision-making.

Optimize your sales compensation with seamless, AI-driven crediting processes.

Optimize sales compensation with data-driven, agile planning for better revenue outcomes.

End-to-end automation and orchestration of incentive plan design, crediting, calculations, and payouts to improve accuracy and speed of sales compensation processes.

Design, model, and deploy territory and quota assignments with scenario planning and rapid rollouts to align coverage to revenue goals.

Enterprise-grade ETL, validation, and unified data models that centralize sales activity and performance data for planning and analytics.

AI-driven analytics and advisory capabilities for optimizing sales plans, forecasting outcomes, and recommending data-backed plan adjustments.

Controls, auditability, and governance features (including SOX controls and security) to ensure compliant, auditable compensation operations.

Forma Operator

Forma Operator is the complete sales performance management platform that blends AI and data science to design, automate, and govern incentive programs and analytics for enterprises. It provides a single source of truth for analytics, automates plan configuration and logic, and integrates data from multiple sources to support enterprise-grade incentive management and performance governance.

• Enhance Incentive Management
  Utilize advanced AI capabilities to streamline the creation and management of incentive plans, boosting overall efficiency and effectiveness.
• Drive Data-Driven Decisions
  Leverage comprehensive analytics to inform strategic decisions, ensuring alignment with business objectives and improving operational performance.
• Ensure Data Validity
  Streamline data aggregation processes through robust integrations, maintaining data integrity and reducing errors in incentive calculations.
• Simplify Plan Deployment
  Facilitate quicker setup and modifications of incentive plans, minimizing manual intervention and technical dependencies.
• Mitigate Risk
  Evaluate various 'what-if' scenarios to anticipate the impacts of changes in compensation plans, enabling informed adjustments.
• Maintain Regulatory Compliance
  Ensure adherence to industry regulations while providing comprehensive reporting and visibility into incentive processes.

Forma Architect

Forma Architect is territory and quota planning software that enables rapid design and deployment of territories and quotas, with plans that can be configured through a unified data model. It supports agile go-to-market planning by providing data-connected planning capabilities with minimal technical setup.

• Unify Data For Cohesion
  By connecting disparate data sources, Forma Architect ensures cohesive and comprehensive sales performance management.
• Accelerate Planning Changes
  Facilitates swift adaptations to strategies, aligning with fast-paced market dynamics.
• Centralize Territory Management
  Offers specialized features tailored for efficient territory planning, ensuring optimal sales coverage.
• Empower Non-Technical Users
  Allows users without technical skills to leverage powerful planning features, making it accessible for all roles.
• Streamline Territory Adjustments
  Minimizes manual input and errors while ensuring timely updates across planning tools.
• Simulate Planning Scenarios
  Allows businesses to effectively visualize the impacts of various planning decisions before implementation.

Forma Prophet

Forma Prophet is the sales planning advisory and analytics product that provides AI-driven insights to optimize sales plans and guide decision-making with data-backed recommendations.

• Automates Decision-Making
  Employs machine learning to enhance accuracy in planning outputs.
• Enhances Planning Efficiency
  Utilizes expert insights to streamline the sales planning process.
• Increases Plan Effectiveness
  Identifies optimal strategies to enhance overall sales efficiency.
• Targets Unaddressed Potential
  Quantifies potential revenue opportunities for better planning.
• Ensures Agile Adjustments
  Facilitates timely updates and improvements to strategies based on current data.

Incentive Compensation Management

Incentive compensation management (ICM) provides end-to-end automation of ICM tasks, AI-assisted rule building from plain language, and workflow orchestration to design, deploy, and manage incentive plans at scale.

• Streamline Compensation Processes
  Automate all aspects of incentive compensation to improve efficiency, reduce manual errors, and save time.
• Coordinate All Compensation Tasks
  Ensure seamless execution and tracking of all incentive management processes with automated workflows.
• Integrate Diverse Data Sources
  Connect and synchronize data from multiple systems, ensuring accurate and comprehensive compensation management.
• Simplify Rule Configuration
  Utilize AI to generate complex compensation rules from plain language, making it accessible for non-technical users.
• Adjust Incentives in Real-Time
  Quickly modify compensation plans to align with strategic business goals and market conditions.
• Create Tailored Reports
  Customize reports to provide insights specific to different stakeholders, enhancing decision-making.
• Track Performance Easily
  Provide visibility into individual and team performance against compensation goals.
• Resolve Pay Disputes Efficiently
  Simplify dispute submissions with an easy ticketing system, ensuring transparency and accountability.

Data Integrations

Data integrations enable effortless synchronization and scalable data load, validation, and transformation from any source, forming a robust data model that underpins SPM planning and execution.

• Access Extensive Data Sources
  Easily connect and integrate with over 200 data sources to streamline your sales performance data management processes.
• Ensure Data Consistency
  Automatically synchronize data between systems to maintain accuracy and reliability throughout your incentive management workflows.
• Customize Data Handling
  Adapt integrations to fit your specific needs for consistent data management and performance tracking.
• Transform Data Efficiently
  Utilize advanced ETL functionalities to prepare and process data seamlessly, enhancing the performance of your sales strategies.
• Integrate and Analyze Data
  Experience a cohesive data environment that improves decision-making and planning effectiveness through insightful analytics.

Security

Security is the enterprise-grade security and compliance layer of Forma.ai, featuring auditability, granular permissions, governance controls, encryption, and ongoing security certifications.

• Enforce Controls Effectively
  By maintaining a comprehensive log of all changes and actions taken within the system, enterprises can meet compliance requirements and strengthen their operational governance.
• Secure Sensitive Data
  Ensures that all sensitive information transferred and stored is encrypted, maintaining confidentiality and trust with clients.
• Proactively Manage Risks
  Through continuous assessment and remediation of vulnerabilities, businesses can significantly reduce potential risks associated with their systems.
• Meet Compliance Standards
  Ensures that all operations comply with necessary regulations such as SOX, providing additional peace of mind for enterprises.
• Protect User Privacy
  Guarantees that personal data is managed responsibly, ensuring compliance with various data protection legislation.

SOX Compliance

SOX Compliance provides enterprise-grade control, governance, and auditable reporting features necessary to meet Sarbanes-Oxley requirements, including immutable change logs and SOC2-aligned controls.

• Ensures Regulatory Compliance
  Implement comprehensive governance structures that align with Sarbanes-Oxley mandates, reducing audit risk and ensuring compliance.
• Maintain Accountability
  Automate the logging of changes to maintain an immutable record essential for audits and compliance reviews.
• Protect Sensitive Data
  Utilize advanced encryption and security protocols to ensure that sensitive financial data is safeguarded against breaches.
• Customize User Access
  Tailor user permissions based on job roles, ensuring sensitive information is accessed only by authorized personnel.
• Ensure Trustworthiness
  Demonstrate compliance with accepted standards, providing assurance to stakeholders regarding data protection practices.

Activity-based Incentives

Activity-based incentives centralize verified sales activity data, enable predictive modeling to forecast outcomes, and allow rapid design and deployment of incentives for any activity type.

• Supports Any Activity Type
  Flexibly create and implement incentives tailored to various sales activities, ensuring comprehensive coverage and motivation.
• Centralizes Activity Data
  Ensures reliable data collection across all sales activities for accurate incentive calculations and streamlined operations.
• Automates Rule Configuration
  Leverages AI to streamline incentive logic creation, eliminating the need for manual rule coding, which speeds up deployment.
• Enables Predictive Modeling
  Accurate forecasting of financial outcomes associated with incentives, enhancing planning and decision-making.
• Delivers Real-time Insights
  Provides instant access to analytics and reporting, helping organizations measure the effectiveness of incentive strategies promptly.

Sales Performance Data Management

Sales Performance Data Management provides enterprise-grade data management for sales performance data, including ETL, validation, and a centralized data foundation for analytics and planning.

• Establishes Reliable Insights
  Ensure that all sales performance data is reliable, accessible, and up-to-date to support decision-making.
• Facilitates Scalability
  Support integrated data management across diverse teams and systems for holistic performance monitoring.
• Guarantees Data Accuracy
  Automate data processes to eliminate inconsistencies and enhance data integrity before analytics.
• Streamlines Data Ingestion
  Integrate various data sources seamlessly into a single platform, improving accessibility and real-time updates.
• Enhances Data Quality
  Identify and rectify errors early in the data lifecycle to maintain optimal data integrity.
• Enables Informed Decisions
  Utilize data analytics to generate insights that inform sales strategies and compensation planning.

Sales Credit

Sales Crediting provides purpose-built, enterprise-grade crediting within ICM, with AI-assisted rule configuration, support for complex crediting models, and fast processing for accurate payouts.

• Automate Crediting Rules
  Streamline the setup of complex crediting structures without manual configuration.
• Ensure Timely Payouts
  Experience rapid calculations that make end-of-cycle payouts seamless and accurate.
• Diverse Assignment Support
  Easily configure the system for any sales assignment model without hassle.
• Integrated Experience
  Eliminate the complexity of disconnected tools with a fully integrated crediting solution.
• Mitigate Errors Effectively
  Ensure data integrity through automatic checks, reducing the likelihood of payout discrepancies.

Sales Compensation Planning Software

Sales Compensation Planning Software helps optimize comp plans with AI-driven design and testing, no-code rule configuration, and quick design of territories, quotas, and incentive plans for continuous planning.

• Enhances Plan Efficiency
  Accelerates the planning process, ensuring that your compensation strategies are effective and adaptable.
• Simplifies Configuration Process
  Empowers users to quickly adjust and customize comp plans without technical barriers.
• Streamlines Sales Planning
  Supports flexible and rapid adjustments in compensation strategies to meet market demands.
• Informs Continuous Improvement
  Enables businesses to measure effectiveness and adjust plans based on performance data.
• Ensures Accurate Data Flow
  Enhances the cohesiveness of sales operations by aligning various data sources.
• Enhances Transparency
  Gives sales reps instant visibility into their earnings, reducing disputes and boosting motivation.