Forma.ai

“We have revamped our Top Performers' Club, compensation packages, and incentives to be more performance-based. We've moved from paying people regardless of performance to a model where their pay is tied to business performance.”

“It turned out that it really was a perfect fit . There aren't too many solutions like that out there that are as customizable as Forma.ai. Our people need to quickly access and understand [sales performance] information on their phones. The visibility and display of information were crucial. ‍ Forma's ability to handle complex calculations and package the information into a user-friendly app was game-changing . It gave our associates visibility and control over their earnings.”

“Our success involves having great people, paying them correctly, and creating a transparent and empowering environment. Happy employees create happy customers, which drives our business.”

““The support has been phenomenal. We'll send a request for a report or a ticket, and I get a response within 30 min—that's amazing. It makes all the difference in the world. Any company that wants that support to be immediate—this is the right application for them. Even as we've dealt with different individuals across the Forma.ai team, it's been seamless. We also haven’t heard a ‘no’ from Forma yet. Even when we push the system, the team finds a way to support us.””

““With Forma, pulling performance data is night and day compared to before. We can easily share real-time analytics—even with managers who don’t have direct access—because everything’s right there in the dashboards. Now, it’s faster, more accurate, and way easier to support the business.””

““One quick win is the territory changes. We can now quickly make adjustments ourselves in the system. Our teams can go in and do it themselves .””

““Building plans in the old system was painful. You couldn’t copy and paste, and everything had to go through change request approvals just to maintain an audit trail. If we could only automate 70% of a plan, people would say, ‘Let’s just do the whole thing manually.’ But now with Forma.ai, it’s so much easier. We can cut and paste across similar plans, customize quickly, and piece things together—products, countries, sources—in a way that makes sense.””

““With our old system, it wasn’t even possible to structure plans around strategic objectives—we had to design everything around its limitations. Forma.ai is the polar opposite of that. Now, the plan follows the strategy—not the other way around.””

““The legacy tool we were using was not very flexible. We had a lot of complaints where [we] had to design SIP around the tool. ””

“With the legacy solution, our SIP team spent nearly three weeks just validating data before we could process payments. Tracking down discrepancies required looping in multiple teams, and the entire process was slow and very challenging.””

““It was just painful. We had one system for calculation where any territory or data had to be updated, but plan documents were stored in another, and there was a lot of manual effort in between. There was no unified process—just a lot of back and forth.””

“"Having the trust and confidence that it's actually working and working better than we had ever dreamed of, and more accurate than ever before, is truly something we take pride in.... With Forma.ai you have more control over your sales compensation process than you’ve ever had before"”

““Our comp team is now adding far more value to the sales team than just providing a payout calculations. They’re working with sales to identify trends, help compare performance relative to the organization overall, and suggesting opportunities and actions to focus on based on what they see working.””

““We needed an analytics environment that uses ICM data to be able to predict what is going to happen in our sales organization and what we should be focused on.””