Forma.ai

Pros

Working with their team has been a really positive experience! They're friendly, responsive and quick to follow through when something needs to get done. The platform itself looks polished, feels well designed and is fairly accessible to navigate. Our move to Forma has also been very well received by the field.

Cons

The one thing I'm hoping for is the ability to handle more admin changes on our own and it sounds like that's already planned on the roadmap.

Pros

A fantastic experience working with their team! They're friendly, quick to respond and clearly know the platform inside and out. Beyond technical help, they also bring valuable strategic guidance so it really feels like they're an extension of our own team. On top of that, the seller dashboards have completely changed the way we see our data, they've brought our visibility into the modern era compared with the legacy systems we used before.

Cons

I'm excited for the self service reporting feature once it rolls out since it's already on the roadmap. That said, it hasn't held us back at all because the Forma team is always able to turn around ad hoc reports very quickly when we need them. The only minor downside is the 3 hour refresh cycle for dashboards and admin reports after data updates which can feel a little slow when we need to make adjustments in real time.

Pros

Biggest advantage has been how much flexibility the customization offers. Their team is also very open to partnering with our business and helping turn the commercial team's requirements into a working solution.

Cons

After looking at what some competing platforms can deliver, it can feel a step behind on newer features. For instance, the graphics in our version look a little dated and we're still waiting on a "what if" scenario calculator to help identify commission payouts tied to bulk purchases.