Forma.ai Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users commend the ease of use of Forma.ai, facilitating efficient daily operations and improving team management. (8 mentions)

Users praise the exceptional customer support from Forma.ai, enhancing collaboration and speeding up issue resolution. (6 mentions)

Users value the flexibility and responsiveness of Forma.ai, enhancing sales visibility and confidence in commission accuracy. (5 mentions)

Users value the exceptional support and user-friendliness of Forma.ai, enhancing their overall experience and outcomes. (5 mentions)

Users appreciate the accuracy of commission calculations in Forma.ai, boosting trust and confidence in their payouts. (3 mentions)

Users experience limited flexibility in data management, complicating report creation and data uploads while preferring Excel formats. (3 mentions)

Users mention a noticeable learning curve during initial setup, making implementation and updates somewhat time-consuming. (3 mentions)

Users express frustration over the limited flexibility for Admin users, hindering their ability to make necessary changes. (2 mentions)

Users find the complexity of initial setup time-consuming, especially for those lacking technical expertise. (2 mentions)

Users face data management issues, experiencing inaccuracies and outdated information affecting overall reliability of Forma.ai. (2 mentions)

5 Pros or Advantages of Forma.ai

1. Ease of Use

Users commend the ease of use of Forma.ai, facilitating efficient daily operations and improving team management.

See 8 mentions

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CK

Carolyn K.

Enterprise (> 1000 emp.)

5.0/5

"Extremely User-Friendly, with an Amazing Forma Team"

What do you like about Forma.ai?

The tool is extremely user friendly, and the Forma team is absolutely amazing to work with!

E

Verified User

Enterprise (> 1000 emp.)

5.0/5

"Forma Ai HealthCare SIP Deployment"

What do you like about Forma.ai?

Our transition to Forma Ai has seen some impactful changes for our company. The ease of use of the system has made it easier for our SIP area teams to

2. Customer Support

Users praise the exceptional customer support from Forma.ai, enhancing collaboration and speeding up issue resolution.

See 6 mentions

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U

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Great, Friendly Customer Service That Resolves Issues Fast"

What do you like about Forma.ai?

Great, friendly customer service. They reply on time and are always quick to fix any issues.

MS

Marc S.

Small-Business (50 or fewer emp.)

4.5/5

"Unmatched Service and a True Partner in Commission Outcomes"

What do you like about Forma.ai?

Forma.ai has been an excellent partner and truly shares in the outcomes of our commissions. The level of service Forma.ai provides is unmatched, and t

3. Compensation Management

Users value the flexibility and responsiveness of Forma.ai, enhancing sales visibility and confidence in commission accuracy.

See 5 mentions

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A

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"The Forma team is incredibly helpful and eager to assist"

What do you like about Forma.ai?

It makes contest and bonus payouts seamless and gives complete compensation & sales results visibility to associates

I

Verified User

Enterprise (> 1000 emp.)

5.0/5

"Flexible platform with strong support for navigating complex sales comp structures"

What do you like about Forma.ai?

Flexibility, fast tur-around time to solve issues and and sales-comp admin friendly

4. Helpful

Users value the exceptional support and user-friendliness of Forma.ai, enhancing their overall experience and outcomes.

See 5 mentions

See Related User Reviews

I

Verified User

Enterprise (> 1000 emp.)

5.0/5

"Flexible platform with strong support for navigating complex sales comp structures"

What do you like about Forma.ai?

Flexibility, fast tur-around time to solve issues and and sales-comp admin friendly

U

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Great, Friendly Customer Service That Resolves Issues Fast"

What do you like about Forma.ai?

Great, friendly customer service. They reply on time and are always quick to fix any issues.

5. Accuracy

Users appreciate the accuracy of commission calculations in Forma.ai, boosting trust and confidence in their payouts.

See 3 mentions

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A

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Clear Commission Visibility That Builds Rep Confidence"

What do you like about Forma.ai?

I like the visibility reps have into their dashboards and commissions. It helps them feel confident that their commissions are being calculated accura

KP

Kishore P.

Small-Business (50 or fewer emp.)

5.0/5

"Accurate, transparent, and dependable for managing comp"

What do you like about Forma.ai?

Forma.ai gives a clear and accurate view of compensation without the usual spreadsheet mess. Plans update fast, payouts are transparent, and reps get

5 Cons or Disadvantages of Forma.ai

1. Data Management

Users experience limited flexibility in data management, complicating report creation and data uploads while preferring Excel formats.

See 3 mentions

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A

Verified User

Enterprise (> 1000 emp.)

4.0/5

"Strong Customer Ops Support for Managing Large Sales Orgs and Multiple Comp Plans"

What do you dislike about Forma.ai?

Less flexibility to Admin user to make changes Can improve BI and visualization Allowing Admin user to create/edit reports and have visibility into/

A

Verified User

Enterprise (> 1000 emp.)

5.0/5

"Forma Team’s Ongoing Weekly Check-Ins Make All the Difference"

What do you dislike about Forma.ai?

All upload templates need to be done in a CSV file. I would prefer excel to preserve the formatting for future uploads.

2. Learning Curve

Users mention a noticeable learning curve during initial setup, making implementation and updates somewhat time-consuming.

See 3 mentions

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I

Verified User

Enterprise (> 1000 emp.)

5.0/5

"Flexible platform with strong support for navigating complex sales comp structures"

What do you dislike about Forma.ai?

Nothing significant to call-out. Require a bit of learning and shadow calculation at the beginning.

KP

Kishore P.

Small-Business (50 or fewer emp.)

5.0/5

"Accurate, transparent, and dependable for managing comp"

What do you dislike about Forma.ai?

The initial setup takes some time because incentive structures can get complex. Reporting can feel a bit rigid when you want quick custom views. Once

3. Admin Issues

Users express frustration over the limited flexibility for Admin users, hindering their ability to make necessary changes.

See 2 mentions

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A

Verified User

Enterprise (> 1000 emp.)

4.0/5

"Strong Customer Ops Support for Managing Large Sales Orgs and Multiple Comp Plans"

What do you dislike about Forma.ai?

Less flexibility to Admin user to make changes Can improve BI and visualization Allowing Admin user to create/edit reports and have visibility into/

A

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Intense Commitment to Delivering for us"

What do you dislike about Forma.ai?

Some items we do wish we could control on our own as admin's.

4. Complexity

Users find the complexity of initial setup time-consuming, especially for those lacking technical expertise.

See 2 mentions

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KP

Kishore P.

Small-Business (50 or fewer emp.)

5.0/5

"Accurate, transparent, and dependable for managing comp"

What do you dislike about Forma.ai?

The initial setup takes some time because incentive structures can get complex. Reporting can feel a bit rigid when you want quick custom views. Once

A

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"The Forma team is wonderful"

What do you dislike about Forma.ai?

it's very complicated and time consuming to set up. Agents with less technical knowledge have some problems

5. Data Management Issues

Users face data management issues, experiencing inaccuracies and outdated information affecting overall reliability of Forma.ai.

See 2 mentions

See Related User Reviews

A

Verified User

Enterprise (> 1000 emp.)

4.0/5

"Strong Customer Ops Support for Managing Large Sales Orgs and Multiple Comp Plans"

What do you dislike about Forma.ai?

Less flexibility to Admin user to make changes Can improve BI and visualization Allowing Admin user to create/edit reports and have visibility into/

U

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"I love the app."

What do you dislike about Forma.ai?

some data are not accurate or up to date but this could be due to information being fed to it from our internal software too. Otherwise, i like Forma.

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MS

Matt S.

VP Operations

Enterprise (> 1000 emp.)

4/21/2022

"VP Operations"

5/5

What do you like best about Forma.ai?

I feel like I have a true partner with Forma. A great team of people that are going to run as hard as we are at the challenges and problems we uncover. Review collected by and hosted on G2.com.

What do you dislike about Forma.ai?

I don't dislike anything about Forma. I can't think of anything I dislike. Review collected by and hosted on G2.com.

Recommendations to others considering Forma.ai:

I would recommend Forma to anyone looking to revamp or retool their compensation process. Review collected by and hosted on G2.com.

What problems is Forma.ai solving and how is that benefiting you?

We have revamped our total compensation process over the years. We have data that we never had previously and a very sharp team to help us cull through that data and continuously improve. Review collected by and hosted on G2.com.

DD

Darrious D.

Director, Sales Operations and Service Delivery

Mid-Market (51-1000 emp.)

3/29/2022

"Great service levels and support!"

5/5

What do you like best about Forma.ai?

Forma.ai has a great team that supports our sales compensation plans. They are responsive to requests and are always willing to go the extra mile to ensure that they meet our expectations. Review collected by and hosted on G2.com.

What do you dislike about Forma.ai?

I do not dislike anything about the platform or the team. They are great! Review collected by and hosted on G2.com.

FB

Farnaz B.

Data analyst

Mid-Market (51-1000 emp.)

4/28/2022

"I would strongly recommend Forma.ai"

5/5

What do you like best about Forma.ai?

because they have a team of professionals who make it so easy for our employees to access and understand the data. Review collected by and hosted on G2.com.

What do you dislike about Forma.ai?

there is nothing that I don't like about this company. Review collected by and hosted on G2.com.

CH

Chantal H.

Sales Compensation Manager

3/30/2022

"Amazing platform and even more amazing team!"

5/5

What do you like best about Forma.ai?

The team at Forma.ai is incredibly responsive, collaborative and always willing to go above and beyond to deliver a great solution to our sales comp requests. Review collected by and hosted on G2.com.

What do you dislike about Forma.ai?

There is nothing I dislike. Incredible team and platform. Review collected by and hosted on G2.com.

AM

Verified User in Medical Devices

Mid-Market (51-1000 emp.)

4/6/2022

"Intuitive Platform and Great team!"

5/5

What do you like best about Forma.ai?

What I like best is the highly responsive team providing solutions and adapting quickly and efficiently to the requests and demands of our business. Review collected by and hosted on G2.com.

What do you dislike about Forma.ai?

No dislikes. Wonderful platform and highly efficient team. Review collected by and hosted on G2.com.