Forma.ai Reviews

I like being able to track progress towards my goals on a daily basis.

Sometimes it does not quite update on a regular basis

Allows me to track progress towards my goals.

I love the detailed reporting they provide. Its very clear and you are able to export it !!

I also love the build in Help desk feature for questions !

Maybe there is too much information ... For some people this might be overwhelming.

This tool is showing us the full picture of our commission , in terms of adjustments , interest and sales data.

Great format of the data. Easy to read and make sens of

Data extraction. Not easy to pull the data out on excell format

Daily access to my sales in a eaisy to read format

What is helpful with Forma.AI is the fact that it is so customizable. You can add and remove tables/metrics that are relevant to you without any issue. It gives in-depth analysis with simple to read tables. Love it!

There is not much that I dislike to be honest. The log-in is simple and the information displayed is as you make it.

Finding out how to add/remove certain metrics might be the only thing that catches people if they aren't the explorative type.

Giving transparency into what is required regarding KPI's, and the qualifications needed to fulfill milestones and incentives. It benefits me by giving me timeline that allows me to set realistic expectations.

I love the ease of use as well as the general layout. It's easy to use, easy to read and understand, and it helps me to keep up-to-date on what my account looks like.

The main area I'd like to see improvement, and it might be at the end of Salesforce (I'm not quite certain) would be the time it takes to sync the results from Salesforce into Forma.ai.

The best area/problem trying to solve would be understanding where we are (Customer Success Managers) are currently sitting in regard to our compensation plans for the current year.

Forma.ai has been an incredible partner to us, adapting very quickly to the constantly evolving needs of our business. Very responsive and always go the extra mile. They have given our sales team real-time visibility into their performance with their easy to navigate dashboards. Helped us create a compensation plan that maximizes each rep's potential while minimizing the business's risk.

I don't have anything that I dislike about Forma.ai. The data structure set up in our initial implementation seems to be a bit rigid, but the Dev and Ops team are great at coming up with ideas for improvements and working through any issues that do arise.

Revenue optimization, comp plan design, sales performance visibility.

Forma.ai has been able to customize on the fly for our partner commissions and internal commissions.

The dashboard is a bit clunky, but constantly improving.

Forma is calculating our Internal and Partner Commissions.

This has freed up an incredible amount of time for the team.

Intuitive UI, logical operations process

Ability to design reporting to fit our needs

Dedicated team to support us from implementation thru our ever-changing needs

Understanding of sales compensation complexities and being able to provide insights for better ways to solve a problem

Proactively identifies problems and errors we would have likely missed in the past

Global support: "always on" for a worldwide business is needed - Forma.ai is taking action on this and have implemented escalations for emergencies

Implementing a program that addresses not only ICM but SPM

Proactive review and identification of errors

Supporting our commission team and removing manual work/streamlining operations

wonderful business partner in strategy and operations

There is nothing to not like - this will make your sales teams happy

Better user experience, more dynamic dashboard, built-in support tickey system, trackable approval flows, automated backend workflows, built-in reporting

Forma's team is always responsive and works with us to address any business needs.

We started working with Forma very early on so we have worked through growth within the organization. We have had to work with a number of individuals along the way.

Forma provides the solutions needed for us to pay out customers.