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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

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VISIBILITY

for the reps on how to maximize their compensation

CONNECT

SECURITY

through SSO keeping your most sensitive data secured

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GROWTH

from better visibility into commission and “go-gets”

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TRUST

in the data and calculations to end shadow accounting

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RETENTION

of top reps who demand a world-class comp experience

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