Forma.ai

Forma.ai | Sales Performance Management Software

Forma.ai offers an AI-powered Sales Performance Management (SPM) platform designed to optimize and automate end-to-end sales compensation, planning, and performance. Built for agility, it enables rapid design, testing, deployment, and governance of territories, quotas, and incentive programs across large enterprises. The CompOps Engine automates repetitive configuration tasks, allowing teams to model, test, and deploy changes quickly while maintaining auditability and compliance.

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Overview

Forma.ai provides a centralized, AI-driven solution to manage incentive compensation, territory planning, quota setting, data management, and payouts. It emphasizes faster time-to-value, lower operating costs, and greater alignment between sales behavior and revenue goals. The platform is designed for RevOps, Sales, Finance, and HR teams, offering integrations, analytics, and live modeling to simulate changes before deployment.

How It Works

• Build: Use AI to configure comp plans and plans with parameters described by users; AI translates requirements into executable configurations.
• Test: Model and analyze the impact of changes across reps, territories, and quotas with connected modeling.
• Run: Deploy and automate end-to-end sales comp processes, ensuring accuracy and transparency.

Core Capabilities

• AI-powered comp plan design and configuration
• End-to-end compensation management, planning, and execution
• Territory and quota planning with optimization capabilities
• Data management and integration from multiple sources
• Incentive and variable compensation management
• Compliance, auditability, and governance features
• Analytics dashboards and performance reporting
• Payroll integration for timely and accurate payouts
• Benchmarking and best-practice templates for rapid adoption

Target Users

• RevOps, Sales Leadership, Finance, HR, and Sales Operations teams

What’s New

• Agility-focused improvements
• Enhanced AI-driven planning and modeling capabilities
• Expanded integrations and data connectivity

Use Cases

• Territory and Quota Planning
• Incentive Compensation Management
• Sales Performance Data Management
• Sales Crediting
• Activity-Based Incentives

Solutions Summary

Forma.ai’s platform enables enterprises to design, test, and run modern sales compensation with AI-assisted configuration, connected modeling, and end-to-end automation. It helps reduce payout errors, accelerate deployment, and optimize revenue through data-backed planning.

Why Forma.ai

• AI-driven CompOps Engine for automated plan configuration, testing, and deployment
• Real-time modeling to assess the impact of changes before implementation
• End-to-end automation reduces manual effort and speeds time-to-value
• Strong emphasis on governance, compliance, and auditability
• Broad integrations and a single source of truth for sales performance data

Customer Impact (Examples)

• Autodesk: AI-enabled CompOps displaced legacy ICM with faster planning.
• Procom: Significant cost savings and scalable ICM processes.
• Stryker: Time and resource reductions in commission processing.

How to Use Forma.ai

1. Design: Create comp plans with AI assistance by describing plan parameters.
2. Model: Run connected modeling to test scenarios and forecast impact.
3. Deploy: Implement changes and automate end-to-end compensation processes.
4. Govern: Use dashboards and controls to ensure compliance and transparency.

Safety and Compliance

• Built-in controls to ensure regulatory compliance, auditability, and accurate payouts.

Core Features

• AI-powered comp plan design and automated configuration
• End-to-end sales compensation management from planning to payout
• Territory and quota planning with optimization capabilities
• Data integrations from multiple sources for a single source of truth
• Analytics dashboards and performance reporting
• Compliance, governance, and auditability features
• Seamless payroll integration for timely payouts
• Benchmarking templates and best practices for fast adoption
• Cross-team collaboration across RevOps, Finance, Sales, and HR
• Real-time modeling to test impact of changes before deployment