Book a strategy call with our Revenue Optimization Services team
(territory, quota, & SIP design)
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Sales planning guidance that moves the needle
Data-driven analysis that unlocks hidden growth
Forma.ai’s team uses predictive financial modeling tools to surface opportunities that capture more revenue and ensure you understand the impact of your go-to-market levers at both the macro (organizational) and micro (sales rep) level.
End-to-end SPM strategy creation and deployment
We take a holistic approach to go-to-market optimization, connecting Territories, Quotas, Incentive Plans to understand how each variable impacts the other. We support from strategy creation through to deployment and tracking, giving you the confidence to know exactly where you will be at year end.
Proven strategies backed by a team of experts
Experts with career-long sales planning experience will work with you at every step of the sales planning journey to inform the right strategic decisions. We will ensure successful implementation of your new programs.
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Territory Planning and Customer Profiling
Our team uses advanced analytics to unpack customer behaviors, understand the how behind customer buying, and ultimately quantify the available opportunity. This rich data feeds our Territory Planning process to optimally balance sales team capacity and customer demand to create fair and motivational territories.
Quota Setting
Forma.ai’s potentialization modeling, forecasting techniques, and machine learning algorithms are used by our team to design quotas that are financially responsible and fair. We translate your business goals into actionable targets that predict rep performance and reward overperformance and underperformance accordingly.
Incentive Plan Design and Motivation
Our team helps you optimize your entire incentive comp offering--from comp plan design, plan effectiveness analysis, cost modelling and budgeting, to SPIF planning. The Forma.ai team helps ensure your incentive strategy is competitive with industry benchmarks, motivating to the sales team, and driving forward company objectives.
Seamless Data Integrations
Designed to scale with your enterprise, use our fully customizable integrations to load, validate, clean, and transform any volume of data from any source.
