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Forma.ai: SPM & ICM and Commissions Automation

Bridging SPM strategy and ICM execution to drive revenue

Overview

Forma.ai transforms the complexity of sales comp into the most powerful lever for revenue growth. Bridging SPM strategy and execution through advanced workflow and modelling, Forma.ai has reinvented ICM and SPM automation and planning.

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  • Automated Rule Objects. No more tinkering with formulas and managing IC plan components outside of tools– Forma’s collective data structure rapidly automates rule building for all incentives. Dream up any plan, using any data you can think of.

  • Rapid Planning and Deployment. Run, test, and forecast infinite scenarios to optimize territories, quotas, and IC plans. Limitless rules can be created with automatic rule building and pushed live to production with a click of a button.

  • Workflow to streamline changes. Bridge together all SPM and ICM functions to execute and administer at speed--from Data Validation to Territory and Quota Management, down to incentive plan rule changes.

Over 40% ICM tool implementations fail, and over 60% of companies launch comp plans late--our current SPM and ICM tools are failing us. Forma is a dynamic platform for visionary SPM and ICM leaders that integrates all functions of SPM and IC operations with modelling and planning at its core. Our mission is to empower the Sales Operations team to be a driving factor of revenue growth in an organizations go-to-market. The Forma platform has three foundational pillars that encompass sales comp connectivity, all available through our SFDC integration: 1. Collective data structure that automates rapid rule building. 2. A modelling engine with unlimited scenario testing. 3. A workflow system that streamlines all aspects of change. Forma.ai solutions impact all key players in a company’s GTM motion—from Sales, to Finance, and the Sales Comp and Operations team. Forma helps: Sales Ops and Sales: - Performance manage sales reps and improve output - Reduce team turnover - Reduce time to confidently plan territories, set quotas, and design IC plans Finance: - Improve IC plan profitability with better forecasting - Reduce planning cycle time

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package