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About

Elevate your sales compensation plan, retain your top sales talent, and save millions. Forma.ai solutions drive sales performance with accurate, dynamic compensation management and revenue optimization – precisely tailored to your business and your sales model. Our unique augmented intelligence approach delivers consistent, trustworthy incentive data to your sales, finance and payroll teams, so they can stop formula-building, calculating and validating, and start really driving business. Forma.ai transforms the complexity of sales compensation into your most powerful lever for top-line revenue growth.

About

incentX is an incentives and compensation platform that runs every incentive program off one spine: the ERP transaction. Sales commissions, rebates, royalties, chargebacks, billbacks, and trade promotions are calculated from the same invoices, orders, and credit memos your finance team closes on. incentX reads each transaction once and checks it against every active program, so one invoice can drive a rep's commission, a customer's GPO rebate, and a trade promotion at the same time, with one audit trail behind all three. Plans are built in a no-code rule engine, reps and partners see payouts in real time, and customers and vendors submit claims through the Incentive Business Network portal. Pre-built, two-way connectors cover NetSuite, SAP, Microsoft Dynamics, and Sage, and incentX also connects to Epicor Prophet 21, QuickBooks Online, Salesforce, HubSpot, and Zoho. incentX is SOC 2 Type II certified, and the average customer goes live in six weeks.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Teams and companies requiring a sales performance management solution to elevate their compensation plan and retain their top sales talent

Audience

Companies running more than one incentive type, or high ERP transaction volume, in wholesale distribution, life sciences, food service, and FMCG.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

200 per month
Growth Plan: $500 per month
Pro Plan: $1500 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Forma.ai
Founded: 2016
Canada
www.forma.ai/

Company Information

incentX
Founded: 2018
United States
incentx.com

Alternatives

Alternatives

Categories

Categories

Commission Supported
CPQ Supported
CRM Supported
Rebate Management Supported
Sales Compensation Supported

Compensation Management Features

Bonus Management Supported
Compensation Assessment Supported
Compensation Calculation Supported
Compensation Plan Modeling Supported
Compensation Statements Supported
Employee Reward Programs Not Supported
Incentive Programs Supported
Organizational Charting Not Supported
Salary Planning Not Supported

Sales Performance Management Features

Incentive Compensation Management (ICM) Supported
Predictive Sales Analytics Not Supported
Quota Management Supported
Reporting / Analytics Supported
Sales Coaching Analysis Not Supported
Sales Gamification Supported
Sales Performance Tracking Supported
Sales Planning & Forecasting Supported
Territory Management Supported

Compensation Management Features

Bonus Management Supported
Compensation Assessment Supported
Compensation Calculation Supported
Compensation Plan Modeling Supported
Compensation Statements Supported
Employee Reward Programs Supported
Incentive Programs Supported
Organizational Charting Supported
Salary Planning Not Supported

Sales Performance Management Features

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

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Not Supported
Product Configurator Not Supported
Proposal Generation Not Supported
Quotes / Estimates Not Supported
Renewal Management Not Supported
Self Service Portal Supported

CRM Features

Calendar/Reminder System Not Supported
Call Logging Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Commission Features

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

Integrations

Salesforce Supported
Acumatica Cloud ERP Not Supported
HubSpot CRM Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
NetSuite Not Supported
Okta Not Supported
Oracle Cloud Infrastructure Supported
QuickBooks Enterprise Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
SAP Business One Not Supported
SAP Cloud Platform Supported
SAP ERP Not Supported
SAP S/4HANA Not Supported
Sage 300 Not Supported
Sage Intacct Not Supported
Snowflake Supported
Zapier Not Supported
Zoho CRM Not Supported

Integrations

Salesforce Supported
Acumatica Cloud ERP Supported
HubSpot CRM Supported
Microsoft Dynamics 365 Supported
Microsoft Dynamics 365 Business Central Supported
NetSuite Supported
Okta Supported
Oracle Cloud Infrastructure Not Supported
QuickBooks Enterprise Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
SAP Business One Supported
SAP Cloud Platform Not Supported
SAP ERP Supported
SAP S/4HANA Supported
Sage 300 Supported
Sage Intacct Supported
Snowflake Not Supported
Zapier Supported
Zoho CRM Supported
Claim Forma.ai and update features and information
Claim Forma.ai and update features and information
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Claim incentX and update features and information