Formation platform Overview

This is a summary of the comprehensive capabilities and benefits of Formation platform based on over 38 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Formation platform, belong to a category of solutions that help Personalization. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Formation platform is right for your needs? Our Cuspera AI engine can evaluate how Formation platform fits your specific business needs, industry, and context. Get your personalized assessment report today.

Formation platform supports business activities such as:

  • Engagement Management
  • Proposal & Quote Management
  • Digital Signature
  • Customer Feedback Management

Formation platform can help you with many business goals, such as Enhance Customer Relationships, and Acquire Customers. It can help manage these activities if you use Promotions and Website for these needs. As a solution, Formation platform's capabilities include Personalization.

Formation platform Information Technology and Services Vertical is its biggest customer base.

Reviews

"...The offer engine tracks individual actions throughout each offer and provides real-time confirmation, customer feedback and contextual reminders reinforcing deeper customer engagement. ..." Hyper Personalization Platform Powered by AI

Cuspera Reviews

13 buyers and buying teams have used Cuspera to assess how well Formation platform solved their Personalization needs. Cuspera uses 38 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Personalization needs.

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Formation platform.

Use Cases

Peers recommend Engagement Management , Proposal & Quote Management , Digital Signature , as the business use cases that they have been most satisfied while using Formation platform.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Engagement Management with Promotions

3.86/5 ★

Read Reviews (2)

"...The offer engine tracks individual actions throughout each offer and provides real-time confirmation, customer feedback and contextual reminders reinforcing deeper customer engagement. ..." Hyper Personalization Platform Powered by AI
engaging and following up

3.56/5 ★

Read Reviews (1)

"...We re building technology that is making offers and promotions more engaging, personalized, and effective. ..."
Proposal & Quote Management with Website

3.42/5 ★

Read Reviews (1)

"...since we have taken on Formation its helped all aspects of our business, from planning/quotations on site, to processing the correct information which results in accurate speedy installations by the engineers and productive invoicing...."
Digital Signature

3.42/5 ★

Read Reviews (1)

"...The e-signature tool is a fantastic benefit to enable customer consent to be gathered on device...."
PEER EXPERIENCES
Engagement Management with Promotions

3.86/5 ★

Read Reviews (2)

"...The offer engine tracks individual actions throughout each offer and provides real-time confirmation, customer feedback and contextual reminders reinforcing deeper customer engagement. ..." Hyper Personalization Platform Powered by AI
engaging and following up

3.86/5 ★

Read Reviews (1)

Proposal & Quote Management with Website

3.42/5 ★

Read Reviews (1)

"...since we have taken on Formation its helped all aspects of our business, from planning/quotations on site, to processing the correct information which results in accurate speedy installations by the engineers and productive invoicing...." Peer review by Mick F.
Digital Signature

3.42/5 ★

Read Reviews (1)

"...The e-signature tool is a fantastic benefit to enable customer consent to be gathered on device...." Peer review by Matthew F., Project Director, Information Technology and Services

Based on peer insights

Cuspera recommends Formation platform for

Use Cases Engagement Management , Proposal & Quote Management , Digital Signature
Medium Promotions, Website
Features Personalization
Business Priorities Enhance Customer Relationships, Acquire Customers
Industries Information Technology And Services, Telecommunications

Popular Business Setting

for Formation platform

Top Industries

  • Information Technology and Services
  • Telecommunications

Popular in

  • Mid Market

Peer and Expert Opinion on Features

for Formation platform

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.12/5 ★

Read Reviews (6)
FEATURES RATINGS AND REVIEWS
Personalization

4.12/5 ★

Read Reviews (6)

IT and Other Capabilities

for Formation platform

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.42/5 ★

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.42/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

3.96/5 ★

Read Reviews (6)
Custom Reports

4.06/5 ★

Read Reviews (4)
Analytics

3.68/5 ★

Read Reviews (2)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

3.96/5 ★

Read Reviews (6)
Custom Reports

4.06/5 ★

Read Reviews (4)
Analytics

3.68/5 ★

Read Reviews (2)

Software Failure Risk Guidance

?

for Formation platform

Top Failure Risks for Formation platform

Vendor Profile Details

Company Name

Formation, Inc

Company Website

https://formation.ai/

HQ Location

35 Stillman Street San Francisco, CA 94107

Employees

51-100

Social

Financials

SERIES A