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About Forma AI

Forma.ai is the leading AI-powered Sales Performance Management (SPM) platform trusted by global enterprises to drive revenue and streamline go-to-market operations. Forma.ai helps enterprises and growth organizations optimize territories, quotas, and incentive compensation — to exceed revenue targets and unlock sales team motivation. With AI at the core, revenue teams can plan, model, and deploy SPM strategies to operate with a new level of speed and precision.

About Salesforce CRM

Salesforce is the Customer Success Platform. Our social and mobile cloud technologies - including our flagship sales and CRM applications - help companies connect with customers, partners, and employees in entirely new ways.

About Incentive Compensation Management

Eliminate the pain of calculating sales comp, easily communicate sales comp to reps and management, and accurately report on sales performance with Performio's sales commission management software.

Build & Calculate Comp Plans
Automatically calculate sales commissions with a few clicks. Build new compensation plans and add new participants on the fly, without calling in professional services.

Auditing & Compliance
Audit logs automatically track calculations or adjustments, making it easier for you to monitor for compliance.

Pre-built Plan Components
Powerful, easy-to-use sales commission software with fast, expert-led implementations. Pre-built plan components make it simple to build and change plans.

Automate Your Sales Compensation Process
Automate sales commission calculations, prevent overpayments, and say goodbye to the stress of calculating sales compensation.

Make Sales Compensation Management Hassle-Free
Performio's incentive compensation management software will transform the way you calculate sales commissions. With more than 15 years of experience solving sales comp challenges for big and small companies, we're ready to handle your company’s unique incentive compensation needs.

Security & Trust
We take protecting your source data and commission data seriously. We have a security-first mindset that informs how we build our product, implement internal policies and processes, and architect our infrastructure. From obtaining global certifications such as SOC 1 Type II and SOC 2 Type II to providing role-based visibility and comprehensive audit logs, security and trust is paramount at Performio. We focus on keeping your data safe, so you can focus on running a successful incentive compensation program.Sales Performance Management

Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Payroll
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Recording
  • Sales Motivator
  • Click-to-Dial

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Payroll
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Recording
  • Sales Motivator
  • Click-to-Dial

Summary

  • AI-powered incentive compensation

  • Sales territory planning & management

  • Sales commission automation

  • Sales quota planning & management

  • Sales rep commission tracker & dashboards

  • Sales incentive plan design

  • Sales incentive reporting and analytics

  • AI-powered Sales Performance Management

  • Sales force effectiveness

Summary

  • Find more high-quality leads, more quickly, and grow your pipeline.

  • Sales force automation allows you to streamline your sales processes so you can spend more time selling.

  • Model your business in Salesforce and make smarter decisions with powerful analytics.

Summary

    No key features associated with this application.

FAQs

    No FAQs associated with this application.

FAQs

    No FAQs associated with this application.

FAQs

    What is this service generally used for?
  • Calculating and communicating sales commissions

  • Who are the main user groups of this service?
  • Sales professionals
    Sales compensation administrators
    Sales operations
    Finance professionals
    Revenue operations
    Sales leaders

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
1999
Based in:
San Francisco
Employees:
10001+
Likes:
Followers:
589k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Forma AI
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Salesforce CRM
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Incentive Compensation Management
  • Startups
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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