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Forma
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Forma

Forma is an AI-powered sales performance management platform designed to revolutionize sales compensation planning and execution. With its innovative CompOps Engine, it automates the tedious aspects of comp plan creation, testing, and deployment, allowing enterprises to optimize territories, quotas, and incentive programs in real time. The platform’s AI-driven capabilities provide fast, dynamic, and data-integrated solutions for sales operations, finance, and human resources teams, making it an invaluable tool for global enterprises seeking agility and efficiency in their sales compensation processes.


Website: https://forma.ai

Key Features

AI-powered comp plan configuration
End-to-end automation of sales compensation processes
Real-time modeling and connected testing
Flexible integrations with any data source
Centralized performance management dashboard

Use Cases

Territory and Quota Planning: Automate and optimize the planning of sales territories and quota distributions to maximize revenue potential.
Incentive Compensation Management: Simplify the creation, testing, and execution of incentive compensation plans with AI-driven automation.
Sales Performance Data Management: Centralize and analyze sales performance data to make informed adjustments that drive revenue.
Compliance & Risk Management: Ensure adherence to compliance standards such as SOX and ASC 606 while managing risk through transparent and auditable processes.
Sales Crediting: Accurately assign sales credits and validate performance metrics, building trust and reducing disputes.

Benefits

Accelerates sales comp planning up to 400% faster
Reduces payout errors by 16%
Lowers overall compensation delivery costs through optimized spending
Eliminates manual configuration with dynamic AI automation
Enhances revenue prediction and capture with real-time modeling
Improves operational agility and compliance for global enterprises

Metrics

Planning Speed: 400% faster sales comp planning
Payout Accuracy: 16% reduction in payout errors
Resource Efficiency: $1M saved and 33% less resources required
Cost Reduction: Costs reduced by up to 94% in commission processing

Pricing Plans

Onboarding & Implementation - One-time fee
  • Comprehensive setup for enterprise sales comp
  • Dedicated implementation support
  • Fast and efficient integration
CompOps Platform - Custom
  • Automated incentive compensation management
  • Data validation and financial reporting
  • Performance dashboards and modeling tools
AI-Configurator - Custom
  • AI-powered configuration management
  • Rapid platform adaptation without technical overhead
  • Tailored setup based on your team's needs

Testimonials

Forma.ai provides flexibility like no one else in the category. With their real-time modeling, I can apply any idea I have against last year’s data to see how much it would cost and what it could actually achieve.

Dr. Robert Bieshaar, Sr. Director, Worldwide Incentive Compensation, Autodesk

What is amazing about Forma.ai is that internally, we don’t need the skills to configure a comp tool or our data—Forma.ai’s automation helps us do this and turnaround changes much faster than we would ever be able to with any other ICM platform.

Sales Compensation Leader, Fortune 500 Medical Device Company

Forma.ai saves Procom over $1M and helps scale the ICM process with 33% less resources.

Wendy Kennah, COO, Procom

Forma.ai has significantly cut down the time and resources required for processing the team's commissions.

Darrious Duffin, Director, Sales Ops and Service Delivery, Ritter Communications

Diverse Programmers Recommendation

Forma.ai is a game-changing solution that modernizes sales compensation with its AI-powered automation and real-time modeling. Diverse Programmers can assist with integration, custom solutions, and advisory services to help your organization maximize its sales performance management strategy.

Ease of Use

Setup Time: Quick setup with minimal manual configuration

Onboarding: Guided demos and comprehensive onboarding support available

User Experience: Intuitive and modern interface built for ease of use across teams

Security & Compliance

Data Encryption: Robust and secure data storage standards

Privacy Policy

Support Options

Live Chat: No

Email Support: Yes

Community Forum: Yes

Documentation

Contact Diverse Programmers today to learn more or request a custom integration.
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6 Different Reasons We Should Partner

  • 1Expert in Automation and Streamlining Operations
  • 2Proven Track Record of Success
  • 3Customized Solutions for Your Needs
  • 4Dedicated to Enhancing Efficiency Across Departments
  • 5Trusted by Leading Organizations
  • 6Personable and Client-Focused Approach
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