Compare Forma.ai and Xactly 
At a Glance
Market Segments
Mid-Market (55.7% of reviews)
Enterprise (55.8% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Forma.ai
Star Rating
(62)4.7 out of 5
Market Segments
Mid-Market (55.7% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about Forma.aiXactly
Star Rating
(1,042)4.2 out of 5
Market Segments
Enterprise (55.8% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about XactlySummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Xactly excels in user satisfaction, with many praising its intuitive interface and ease of use. Users appreciate features like the ability to easily access documents and understand graphs, making it a strong choice for those who prioritize a user-friendly experience.
- According to verified reviews, Forma.ai stands out for its exceptional customer support, with users highlighting the team's responsiveness and strategic guidance. This level of support can be a game-changer for organizations looking for a partner in their sales compensation journey.
- Users say that Xactly's recent UI updates have significantly improved the user experience, with features like the new estimator option receiving positive feedback for enhancing functionality and providing more granular data insights.
- Reviewers mention that Forma.ai offers impressive flexibility and quick turnaround times for issue resolution, making it particularly appealing for sales compensation administrators who need a responsive tool to manage contests and bonus payouts seamlessly.
- G2 reviewers highlight that while Xactly has a strong presence in the enterprise market, it may not cater as effectively to mid-market needs compared to Forma.ai, which is designed with mid-sized businesses in mind, offering tailored solutions that resonate with this segment.
- According to user feedback, both platforms have their strengths, but Xactly's higher overall ratings in satisfaction metrics suggest a more robust experience for users, particularly in areas like compensation statements and performance reporting, where it has received commendations for clarity and ease of access.
Pricing
Entry-Level Pricing
Forma.ai
No pricing availableXactly
No pricing availableFree Trial
Forma.ai
Free Trial is available
Xactly
No trial information availableRatings
Meets Requirements
9.4
52
8.4
591
Ease of Use
9.4
55
8.1
920
Ease of Setup
8.4
37
7.9
622
Ease of Admin
8.9
23
7.8
360
Quality of Support
9.5
48
8.3
522
Has the product been a good partner in doing business?
9.9
24
8.6
368
Product Direction (% positive)
10.0
53
8.2
582
Features by Category
Sales Rep Portal
8.1
30
7.1
227
8.6
38
6.9
211
9.2
44
8.4
324
8.5
37
8.2
279
9.0
41
8.0
297
8.5
33
6.8
197
Management Portal
8.7
36
7.4
223
9.1
36
7.8
233
8.5
35
Feature Not Available
8.8
36
7.7
231
8.6
38
7.6
232
8.5
39
7.7
219
8.0
32
6.7
155
Administration
8.8
39
7.4
213
8.6
40
7.1
211
8.4
40
7.2
208
9.0
41
8.0
253
9.0
43
7.4
272
8.7
41
7.9
253
Platform
8.2
30
7.9
186
8.2
28
7.0
136
8.2
25
6.7
125
8.1
35
7.3
211
8.2
27
7.4
152
8.2
26
7.7
162
8.8
37
8.1
233
Agentic AI - Sales Compensation
Not enough data
Not enough data
Data Management
Not enough data
8.1
7
Not enough data
8.1
6
Not enough data
Not enough data
Not enough data
9.0
8
Map Creation
Not enough data
8.7
5
Not enough data
8.1
6
Not enough data
8.1
8
Not enough data
7.9
7
Analysis
Not enough data
7.1
8
Not enough data
8.1
7
Not enough data
Not enough data
Lead Facilitation
Not enough data
8.8
7
Not enough data
8.2
11
Not enough data
8.0
10
Not enough data
8.5
9
Organization
Not enough data
9.3
20
Not enough data
8.2
19
Not enough data
8.1
16
Performance Analysis
Not enough data
8.2
14
Not enough data
8.5
17
Sales Analysis
Not enough data
9.0
12
Not enough data
8.9
15
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
7.4
61
Not enough data
7.0
51
Not enough data
7.6
58
Not enough data
7.8
68
Not enough data
7.5
56
Not enough data
7.4
53
Not enough data
6.6
61
Not enough data
6.8
67
Not enough data
7.8
66
Not enough data
7.6
54
Benchmarking and Equity - Compensation Management
Not enough data
6.8
45
Not enough data
7.0
45
Not enough data
7.0
44
Platform
Not enough data
7.6
76
Not enough data
7.6
72
Not enough data
7.7
69
Not enough data
8.3
73
Not enough data
7.9
80
Not enough data
7.4
71
Not enough data
6.9
76
Not enough data
7.4
77
Performance reviews
Not enough data
Not enough data
Not enough data
6.7
5
Not enough data
6.7
5
Goals
Not enough data
Not enough data
Not enough data
7.7
5
Feedback
Not enough data
6.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data
Not enough data
6.7
5
Not enough data
7.3
5
Agentic AI - Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Operations & Intelligence (RO&I)Hide 23 FeaturesShow 23 Features
Not enough data
Not enough data
Revenue Sourcing and Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
CRM Data Enrichment
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Account Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Revenue Operations & Intelligence (RO&I)
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Sales Performance Features - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Territory Management - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Quota & Capacity Management - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Sales Planning
Not enough data
Not enough data
Not enough data
Not enough data
Platform - Compensation Planning
Not enough data
8.2
12
Not enough data
7.5
12
Not enough data
7.9
12
Not enough data
8.2
12
Not enough data
7.4
12
Not enough data
8.1
12
Additional Features - Compensation Planning
Not enough data
7.8
12
Not enough data
7.5
12
Not enough data
7.6
12
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
7.9
8
7.7
58
7.6
9
7.8
76
8.2
10
8.3
84
|
Verified
8.5
9
8.0
62
Personalization
8.1
9
8.3
76
7.7
11
7.6
79
|
Verified
8.2
10
7.9
89
|
Verified
8.5
10
7.7
59
Administrative
8.3
8
7.8
80
|
Verified
8.2
10
8.1
88
|
Verified
8.0
9
7.4
73
Agentic AI - Sales Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
7.9
47
Not enough data
7.3
49
Not enough data
7.8
44
Not enough data
8.2
65
Not enough data
8.2
53
Predictive Analytics
Not enough data
7.7
37
Not enough data
8.5
63
Not enough data
7.6
53
Not enough data
8.4
66
Sales Management
Not enough data
8.6
70
Not enough data
7.8
36
Not enough data
8.1
51
Not enough data
8.1
62
Categories
Categories
Shared Categories
Forma.ai and Xactly are categorized as Sales Compensation and Sales Performance Management
Unique Categories
Forma.ai has no unique categories
Xactly is categorized as Compensation Planning, Compensation Management, AI Sales Assistant, Revenue Operations & Intelligence (RO&I), Sales Analytics, Performance Management, GIS, and Sales Planning
Reviews
Reviewers' Company Size
Forma.ai
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Xactly
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Medical Devices
21.3%
Computer Software
18.0%
Telecommunications
8.2%
Information Technology and Services
8.2%
Retail
6.6%
Other
37.7%
Computer Software
27.1%
Information Technology and Services
20.1%
Telecommunications
5.8%
Financial Services
4.5%
Computer & Network Security
3.3%
Other
39.2%
Discussions
What is Forma.ai used for?
3 Comments
BK
<p>the company aims to transform traditional, manual sales compensation methods into agile, data-driven systems .</p>Read more
Forma.ai has no more discussions with answers
I don't see much documentation on the website in terms of FAQ, etc. Is there an online resource I can use if I have any questions?
1 Comment
MG
Hello,
We offer help documentation online and in PDF format to existing customers. Please contact me at 408-477-3130 and I'll assist you.
Thanks,
MikeRead more
What is Xactly Incent used for?
1 Comment
AS
Xactly incent is a sales performance management software. It is used for sales compensation - where the sales team can have live access to their commissions...Read more
Why does BBB state that the bussines file wasn’t opened untill 2/2021 with no reviews and posted reviews go back 3 years?
1 Comment
GH
TopOpps was acquired by Xactly at that time and became Xactly ForecastingRead more
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