Forma.ai Reviews

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.

Pros

Contest and bonus payouts feel smooth with this and it gives associates complete visibility into compensation and sales results.

Cons

The interface could look more appealing although they are already making revisions to improve it.

Pros

One thing that really stands out is the flexibility. Issues get resolved with a fast turnaround and the platform is very friendly for sales compensation admins to work with.

Cons

There is nothing major to point out as a downside. At the start, it does take a little learning and some shadow calculations to get comfortable with it.

Pros

Customer Operations support has been a real plus! The platform handles a large sales organization well and does a solid job supporting multiple compensation plans at the same time.

Cons

A limitation is that admin users do not have as much flexibility to make changes as they should. The BI and visualization features could be better and it would help a lot if admins could create and edit reports themselves while also having visibility into and access to the comp plan logic in the system. We also run into data issues from time to time.

Pros

Their customer service has been excellent! Friendly, responsive and consistently quick to address any issues that come up!

Cons

It's also very useful for handling large volumes of information and it eliminates the need for customers to do manual data entry.

Pros

Working with Forma.ai has been an excellent experience and they genuinely feel invested in the results of our commissions! Their level of service is unmatched and the collaboration has been positive and rewarding from the start.

Cons

There's honestly nothing I dislike about it.

Pros

There's a lot this tool can do and the dashboards do a really good job of helping sellers trust the numbers they're seeing.

Cons

From the short time I've used it, one thing I wish it had is the option for users to build out some of the code themselves instead of having to depend on the support team.

Pros

Working with our dedicated team has been a really positive experience! Everyone on the team is professional, knows their stuff and handles their work with confidence.

Cons

I honestly haven't had any bad experiences with it.