Integrate Forma.ai and Salesforce

Give direct and indirect (channel) sales reps the ability to see their Salesforce prospect data in a more impactful context.

A Single Source of Truth for Comp Data

This solution presents compensation information within the Salesforce interface - meaning that reps can quickly answer the question “what’s in it for me” when they are evaluating next actions in their territory or with an account or partner.

Forma.ai – Salesforce Integration Benefits

VISIBILITY

for the reps on how to maximize their compensation

SECURITY

through SSO keeping your most sensitive data secured

GROWTH

from better visibility into commission and “go-gets”

TRUST

in the data and calculations to end shadow accounting

RETENTION

of top reps who demand a world-class comp experience

Integrate Forma.ai and Salesforce

Give direct and indirect (channel) sales reps the ability to see their Salesforce prospect data in a more impactful context.

A Single Source of Truth for Comp Data

Forma.ai – Salesforce Integration Benefits

VISIBILITY

SECURITY

GROWTH

TRUST

RETENTION

Integrating with Forma.ai is easy. Get started today!