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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 Everstage?

Everstage stands out as the leading no-code platform for automating sales commission processes, significantly easing the burden on Operations and Finance teams while providing gamified incentives for sales personnel. This platform is trusted by numerous public companies and enterprises across diverse sectors, including SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, and Staffing. The customizable plan designer offered by Everstage accommodates various plan structures, all presented in a user-friendly design. Users can efficiently create and manage quotas, tailoring measurement periods, assigning multiple quota categories, and establishing ramp structures without any limitations. The platform eliminates the hassle of constant back-and-forth communication regarding change requests. Everstage also enables effective management of exception requests, queries, and approvals while maintaining a comprehensive audit trail. Moreover, it allows you to monitor the performance of your customer-facing teams, serving as a reliable source of truth for quarterly business reviews and annual planning. With Everstage, all necessary data fields for real-time commission calculations are seamlessly integrated, ensuring accuracy and efficiency in your commission processes. This comprehensive approach not only enhances operational efficiency but also boosts team motivation through gamification.

Media

Media

Integrations Supported

Salesforce
Snowflake
Amazon Redshift
Bullhorn
Close
Employment Hero
Google Cloud BigQuery
Google Cloud Platform
Gusto
HubSpot CRM
HubSpot Customer Platform
Maxio
Microsoft Teams
NetSuite
NetSuite Connector
Oracle Cloud Infrastructure
Personio
Slack
Xero
Zuora

Integrations Supported

Salesforce
Snowflake
Amazon Redshift
Bullhorn
Close
Employment Hero
Google Cloud BigQuery
Google Cloud Platform
Gusto
HubSpot CRM
HubSpot Customer Platform
Maxio
Microsoft Teams
NetSuite
NetSuite Connector
Oracle Cloud Infrastructure
Personio
Slack
Xero
Zuora

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Forma.ai

Date Founded

2016

Company Location

Canada

Company Website

www.forma.ai/

Company Facts

Organization Name

Everstage

Date Founded

2020

Company Location

United States

Company Website

www.everstage.com/

Categories and Features

Compensation Management

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

Sales Performance Management

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

Categories and Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Compensation Management

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

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Sales Performance Management

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

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