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Average Ratings 0 Ratings

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ease
features
design
support

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Description

You can improve your sales compensation plan, retain top sales talent, save millions, and increase your sales revenue. Forma.ai is the only sales compensation platform that allows organizations to flexibly manage what are currently brittle and easily broken sales compensation management processes. The unique Forma.ai platform enables organizations to design, execute, and optimize their sales compensation strategy with a scientific approach driven by a collective data model. Forma.ai transforms one of the largest cost centers in an organization into its most powerful lever for top-line revenue growth. Founded in Toronto in 2016, Forma.ai is trusted by a growing list of innovative global enterprises with clients including Autodesk, TrustPilot, OpenTable, CareerBuilder, and more.

Description

Xactly is an AI-powered sales performance orchestration platform that helps organizations manage compensation, planning, forecasting, territories, quotas, and other revenue operations. Its connected product suite is designed to give sales, finance, and operations teams a shared source of data for managing the revenue lifecycle. Xactly Incent supports incentive compensation management by automating commission calculations, payouts, and seller visibility into earnings. Xactly Forecast analyzes pipeline and performance information alongside compensation data to help teams improve forecast accuracy and understand expected revenue. Xactly Plan provides collaborative tools for territory design, quota allocation, resource planning, and broader go-to-market planning. Xactly Design allows organizations to model compensation plans, compare scenarios, benchmark structures against industry data, and evaluate potential changes before deployment. Xactly Manage centralizes territories, organizational hierarchies, credits, splits, and quotas so teams can operationalize their sales plans more consistently. The platform integrates with CRM, HR, planning, and other business systems to maintain connected and current revenue data. Xactly is intended for organizations that want to replace fragmented sales performance processes with an AI-assisted platform for planning, execution, compensation, and forecasting.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon S3
Google Cloud Platform
Oracle Cloud Infrastructure
SAP Cloud Platform
Salesforce
Snowflake
Xactly AlignStar
Xactly Forecasting
Xactly Incent
Xactly Insights
Xactly Objectives
Xactly Plan

Integrations

Amazon S3
Google Cloud Platform
Oracle Cloud Infrastructure
SAP Cloud Platform
Salesforce
Snowflake
Xactly AlignStar
Xactly Forecasting
Xactly Incent
Xactly Insights
Xactly Objectives
Xactly Plan

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Forma.ai

Founded

2016

Country

Canada

Website

www.forma.ai/

Vendor Details

Company Name

Xactly

Founded

2005

Country

United States

Website

www.xactlycorp.com

Product Features

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Product Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Alternatives

Alternatives