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features
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support

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Description

You can improve your sales compensation plan, retain top sales talent, save millions, and increase your sales revenue. Forma.ai is the only sales compensation platform that allows organizations to flexibly manage what are currently brittle and easily broken sales compensation management processes. The unique Forma.ai platform enables organizations to design, execute, and optimize their sales compensation strategy with a scientific approach driven by a collective data model. Forma.ai transforms one of the largest cost centers in an organization into its most powerful lever for top-line revenue growth. Founded in Toronto in 2016, Forma.ai is trusted by a growing list of innovative global enterprises with clients including Autodesk, TrustPilot, OpenTable, CareerBuilder, and more.

Description

Create and automate a sales compensation plan that is tailored to your SaaS needs, rewarding the metrics that are important. Simple, clean data and accurate payouts will help you make smart business decisions. Automated and spreadsheet-free calculations will help you achieve higher productivity and sales performance. Create fair and effective comp plans that are based on changing business needs to motivate your team. Real-time 360-degree breakdown of your sales commissions. Unlock your true earning potential. Integrate any data source with just a few mouse clicks while maintaining data integrity. You can sync data automatically with real-time synchronization or create a schedule. Get all your data in real-time, without downloading endless reports. Save hundreds of time as your data is automatically synced with your ERP or CRM. This ensures data hygiene. Reminders sent to your system to ensure that commission structures are up-to date.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
ADP Enterprise HR No 
Amazon S3 Yes 
Docusign No 
Freshsales No 
Google Cloud BigQuery No 
Google Cloud Platform Yes 
HiBob No 
HubSpot CRM No 
HubSpot Customer Platform No 
JumpCloud No 
Microsoft Dynamics 365 Business Central No 
Microsoft Entra ID No 
Oracle Cloud Infrastructure Yes 
QuickBooks Online No 
Sage Intacct No 
Snowflake Yes 
Workday HCM No 
Zoho Books No 
Zoho CRM No 

Integrations

Salesforce Yes 
ADP Enterprise HR Yes 
Amazon S3 No 
Docusign Yes 
Freshsales Yes 
Google Cloud BigQuery Yes 
Google Cloud Platform No 
HiBob Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
JumpCloud Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Entra ID Yes 
Oracle Cloud Infrastructure No 
QuickBooks Online Yes 
Sage Intacct Yes 
Snowflake No 
Workday HCM Yes 
Zoho Books Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Forma.ai

Founded

2016

Country

Canada

Website

www.forma.ai/

Vendor Details

Company Name

Visdum

Founded

2020

Country

Wilmington, Delaware

Website

www.visdum.com

Product Features

Compensation Management

Bonus Management Yes 
Compensation Assessment Yes 
Compensation Calculation Yes 
Compensation Plan Modeling Yes 
Compensation Statements Yes 
Employee Reward Programs No 
Incentive Programs Yes 
Organizational Charting No 
Salary Planning No 

Sales Performance Management

Incentive Compensation Management (ICM) Yes 
Predictive Sales Analytics No 
Quota Management Yes 
Reporting / Analytics Yes 
Sales Coaching Analysis No 
Sales Gamification Yes 
Sales Performance Tracking Yes 
Sales Planning & Forecasting Yes 
Territory Management Yes 

Product Features

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations Yes 
Commission Scheduling Yes 
Commission Tracking Yes 
Compliance Management Yes 
Flat Commissions Yes 
Incentive Programs Yes 
Multi-Tiered Commissions Yes 
Percentage Commissions Yes 
Sliding Scale Commissions Yes 
Split Commissions Yes 

Compensation Management

Bonus Management Yes 
Compensation Assessment Yes 
Compensation Calculation Yes 
Compensation Plan Modeling Yes 
Compensation Statements Yes 
Employee Reward Programs Yes 
Incentive Programs Yes 
Organizational Charting Yes 
Salary Planning Yes 

Sales Performance Management

Incentive Compensation Management (ICM) Yes 
Predictive Sales Analytics Yes 
Quota Management Yes 
Reporting / Analytics Yes 
Sales Coaching Analysis Yes 
Sales Gamification Yes 
Sales Performance Tracking Yes 
Sales Planning & Forecasting Yes 
Territory Management Yes 

Alternatives

Alternatives