THE EVOLUTION OF SALES PERFORMANCE
One Limitless Platform.
Unified by Intelligence.
Our end-to-end platform uses AI-powered logic and prediction engines to orchestrate sales performance. This fundamentally unique approach is the unifying power across our Automation and Prediction products.
Frictionless flow across your system: powering plan rules, displays and reporting, and dynamic change management.
Our most advanced product: fueled by proprietary predictive capabilities that extends across the enterprise.
AUTOMATION – LOGIC
Any plan. Any rules.
Automate business rules and logic to identify and administer the most motivating, profitable incentive plans. Our rules engine uses proprietary methodologies that allow for complete flexibility in rule building and plan design, without the customer pain – compatible with even the most complicated compensation structures.
Limitless Plan Structures
Multi-level commission hierarchies. Advanced alignment for territories and product groups. Multi-role and multi-team payouts. Multiple tiered quotas and bonus attainment. Manager rep roll-ups.
Powerful Rule Automation
Codify incentive comp rules into repeatable formulas. Automate exceptions and changes. Automate error checking and redundancy. Track rep earnings and payouts dynamically.
Speed & Accuracy
Error-free, timely payment calculations. Deploy new plans in hours. Cut calculation and dispute resolution times by 65%.
AUTOMATION – COMMUNICATION
Real-Time Visibility. From the Sales Rep to the CFO.
Robust analytics and automated reporting of all core incentive comp and sales performance metrics. One source of truth, from total annual plan management down to transaction level details. All data in real-time dashboards infused with AI-powered recommendations to boost sales performance and financial impact.
Not your generic dashboards. Not even close.
Automated Behaviour Triggers
Boost sales by 2-22%+ with custom rep dashboards. Automate bounties, deal flows, and next best actions. No more guesswork – just automated high-performance sales.
Trust Through Transparency
Retain strong performers and reduce disputes through rep views of complete commission and bonus earnings, including quota attainments, YTD earnings, draws, deferrals, and adjustments.
Enterprise reporting, front and back office. Payroll, accruals, and forecasting. Sales management rep views and team-based rollups. Excel and PDF outputs, or live web and mobile (iOS / Android apps).
AUTOMATION – CHANGE MANAGEMENT
Instant Changes with Full Control.
Experience the freedom of active real-time decision-making. Change plans at a moment’s notice – add or remove payees, shift rules, and implement dynamic territory and quota designs. Setting a new standard for compliance without manual burden on internal teams.
Apply constant changes throughout the year to prevent missed opportunities. Reassign territories and accounts to close gaps in minutes. Even split commissions in complex team selling.
Self-contained ASC 606/IFRS audit trails. Automated error checking and redundancy. Time-based granularity of rep earnings, payouts, and change history. Never under- or over-pay again.
Continuous sales team helpdesk & ticketing system tracks every input, collaborator, analysis, and outcome. Provides full visibility into how requests and resolutions are handled for everyone involved.
AUTOMATION – DATA INTEGRATION
Data Flexibility without Crushing IT.
One platform aligning all data sources, alignment structures, and plan components. Unified processing, quality control, and validation for consistent and clean data coming in and going out – every time.
Data feed integration or extraction from any existing enterprise software (ERP/CRM), and seamless compatibility with all major compensation data sources.
No code, light-touch deployment drastically limits pro services commonly needed for replacement or new SPM systems. With no reliance on your IT team once deployed.
PREDICTION – FORECASTING & OPTIMIZATION
Predictive Planning for Every Scenario.
Test infinite scenarios with Forma AI’s statistical analysis and forecasting capabilities. No more gut reads or old templates. Experience the full power of branch modeling to design the perfect plan and see active recommendations become AI-powered Business Intelligence (BI) outcomes.
Forecasting & Recommendations
Dynamic push-button scenario planning and forecasting. Actively iterate plans based on seasonality, worst-case vs. best-case, aggressive vs. conservative.
Easily create multiple scenarios and compare predicted outcomes in unlimited concurrent test environments before committing rule changes that impact your active plan.
Full Business Integration
Extend the power of Forma.ai by integrating the platform directly into enterprise systems to create actionable Businesses Intelligence (BI) insights.
Check our open positions. We’d love to hear from you.