Why teams trust Forma.ai over CaptivateIQ for sales comp
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Forma.ai vs. CaptivateIQ
Enterprise controls
Forma.ai has best-in-class enterprise controls, enabling customers to leverage locking periods and permissions. Users can also access complete audit trails for resolving any compensation-related issues.
Low total cost of ownership
With Forma.ai, you do not need to purchase professional services hours or rely on external consultants – it’s all included in our white-glove service.
Limitless customization
Forma.ai is the most user-friendly and scalable sales performance management platform, with the flexibility to support any territory, quota, compensation plan, or reporting requirements.
Scalability & modeling capabiilties
With built-in forecasting and modeling capabilities, Forma.ai customers can easily create different plan scenarios and run output comparisons.
End-to-end workflows
Forma.ai offers a unified system for territory, quota, and incentive compensation management. Customers get intuitive, integrated workflows from sales planning through compensation administration.
Quick and high quality implementation
Quickly implement Forma.ai and onboard without the need for third-party consultants. We can implement even the most complex sales compensation plans and commission structures rapidly thanks to our unique data model.
Legacy sales comp software is holding you back
Spend less time in the weeds of sales comp
You can now automate the time intensive sales compensation operations that you’ve been doing manually with Forma.ai’s proprietary data model and workflow system.
Gain full visibility from your ICM control center
Full visibility to every change, communication, and approval allows you to orchestrate from above and streamline your entire ICM process.
Lower your total cost of ownership
By bringing end-to-end sales comp together and eliminating manual configuration, there’s no need to hire external support or spend on multiple sales comp technologies.
End-to-end task automation
Completely automate your ICM tasks
From comp plan management, updating payout rules, calculating short-term incentives and SPIFs, to managing complex crediting and territory models, Forma.ai helps automate mission critical ICM processes.
Workflow and process orchestration
Streamline your comp workflow from end-to-end
Streamline every sales comp workflow, from the most basic to complex. You can customize processes for different actions, assign owners and approvers for each task, and have an audit trail throughout the entire process with Forma.ai’s next-generation workflow system.
Customized reporting and performance tracking
Performance reporting and tracking to move the needle
Make data-driven decisions, focus on the right areas at the right times, and ensure your reps understand their plans with our Performance Reporting suite.
Data management
Flexible and robust data management
Forma.ai provides a full suite of data management capabilities for enterprise sales compensation, including integrating any data source to robust ETL and validation functionality.
600+ 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.
Video demo: Incentive Compensation Management Software
Transform how you work with sales comp technology: instead of manual plan configuration, let AI build your comp plans. Simply describe your plan parameters and our AI will configure it for you, so you can watch your ideas come to life automatically.
