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What is Forma.ai?

Enhancing your sales compensation strategy can lead to the retention of elite sales professionals, significant cost savings, and a boost in overall revenue. Forma.ai stands out as the sole sales compensation platform that empowers companies to adeptly manage the currently fragile and often cumbersome processes related to sales compensation management. With its innovative platform, Forma.ai allows businesses to craft, implement, and refine their sales compensation strategies through a data-driven methodology. This transformative approach converts a major expense for organizations into a vital tool for driving revenue growth. Established in Toronto in 2016, Forma.ai has earned the trust of an expanding array of forward-thinking global enterprises, counting notable clients such as Autodesk, TrustPilot, OpenTable, and CareerBuilder among them. By leveraging this unique platform, companies can not only streamline their compensation processes but also strategically enhance their competitive edge in the marketplace.

What is ElevateHQ?

Modern sales teams can benefit from software that streamlines the commission process through automation. With this tool, you can effortlessly implement any commission plan you desire. Its user-friendly design platform allows for the creation of sales incentive plans that can be adjusted to meet real-time needs, ensuring transparency in your commission structures. If you require customized fields within your CRM, it’s easily achievable. You can manage complex workflows with various logical conditions without hassle, making the process as enjoyable as a leisurely stroll. This is all made possible by the user-friendly sales incentive plan creator at your fingertips. Everything you need, including CRMs, invoicing, accounting, prospecting, and payroll, is readily accessible with just one touch. The robust commission tracking software enables you to craft intricate sales incentive plans tailored to your team's needs. Additionally, you can establish automated workflows for commission approvals, tracking, and payment processes, ensuring everything operates seamlessly. With just a few clicks, modifying any aspect of your commission plan becomes a straightforward task, allowing you to adapt quickly to changing requirements. Embrace the future of sales commission management with this comprehensive solution.

Media

Media

Integrations Supported

Salesforce
Snowflake
SAP Cloud Platform

Integrations Supported

Salesforce
Snowflake
ActiveCampaign
Amazon DynamoDB
Amazon Redshift
Chargebee
ClickHouse
CockroachDB
Elasticsearch
Google Cloud Pub/Sub
HubSpot CRM
HubSpot Customer Platform
IBM Db2
Microsoft Dynamics 365
MySQL
Pipedrive
PostgreSQL
QuickBooks Online
Xero

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Forma.ai

Date Founded

2016

Company Location

Canada

Company Website

www.forma.ai/

Company Facts

Organization Name

ElevateHQ

Date Founded

2021

Company Location

United States

Company Website

www.elevate.so/

Categories and Features

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Incentive Programs

Sales

Not specified

Sales Compensation

Not specified

Sales Performance Management

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

Categories and Features

Commission

Not specified

Sales

Not specified

Sales Compensation

Not specified

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