Forma.ai Features

Based on 26 Forma.ai reviews. Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal.

Method to manage and resolve varialble compensation disputes/descreptancies This feature was mentioned in 35 Forma.ai reviews.

Method for a salesrep to see breakdown of variable and base compensation payments that have been made. 38 reviewers of Forma.ai have provided feedback on this feature.

As reported in 34 Forma.ai reviews. Features that enable Sales rep to view details of compensation agreements

Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole. 34 reviewers of Forma.ai have provided feedback on this feature.

System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) This feature was mentioned in 31 Forma.ai reviews.

Based on 34 Forma.ai reviews. Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions

Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives 33 reviewers of Forma.ai have provided feedback on this feature.

As reported in 32 Forma.ai reviews. Allows Sales Management to adjust territorities by geography, product, org structure, etc as required.

Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required. This feature was mentioned in 34 Forma.ai reviews.

As reported in 36 Forma.ai reviews. Sales manaagement can override/adjust Compensation and split commission manually

As reported in 36 Forma.ai reviews. Functionality to approve compensation statements or other processes that require approval relating to sales compensation

Features to model and roll up budgets 31 reviewers of Forma.ai have provided feedback on this feature.

Functionality that allows admins to adjust and manage compensation disputes 36 reviewers of Forma.ai have provided feedback on this feature.

As reported in 36 Forma.ai reviews. Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource

Based on 37 Forma.ai reviews. Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires

Easily creates compensation statements and distributes them to sales team 38 reviewers of Forma.ai have provided feedback on this feature.

Based on 39 Forma.ai reviews. Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs

Based on 39 Forma.ai reviews. Manages changes to sales organization easily

CRM integration is flexible and easy to maintain This feature was mentioned in 29 Forma.ai reviews.

Financial System integration is flexible and easy to maintain This feature was mentioned in 26 Forma.ai reviews.

As reported in 25 Forma.ai reviews. HCM/HRIS integration is flexible and easy to maintain

Based on 31 Forma.ai reviews. System provide sufficient customization to meet business requirements

System provide well documented API's that can be used to integrate to 3rd party systems This feature was mentioned in 26 Forma.ai reviews.

Based on 25 Forma.ai reviews. System support multiple currencies and languages to enable business in multiple countries

System is consistently available (uptime) and system's speed is don't impact productivity This feature was mentioned in 32 Forma.ai reviews.

Assigns achievement badges to high-performing employees based on pre-determined standards.

Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements.

Creates user profiles similar to social media pages that display private or public statuses and updates.

Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls.

Allows teams to set trackable goals within the tool.

Integrates with CRM and financial systems to help determine goals

Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting