What ORM Technologies does

ORM Technologies is a privately held B2B SaaS company that provides prescriptive revenue analytics for sales and marketing leaders at SaaS and enterprise technology companies. Founded in 2011 and headquartered in Dallas, Texas, the company builds custom forecast models on each customer's CRM, marketing automation, and ERP data, applying mathematical optimization and machine learning to deliver board-ready revenue forecasts, capacity planning simulations, multi-touch attribution, and ML-based propensity scoring for target accounts and churn prediction. The product portfolio comprises three core analytics offerings (Optimized Sales, Optimized Marketing, Optimized Target Accounts) supported by a SaaS Analytics data orchestration layer and an Analytics Consulting service line.

The platform uses 15+ signals per deal (compared to single stage-based probability in standard weighted-pipeline approaches) and is claimed to achieve 95%+ forecast accuracy. ORM ingests and automatically normalizes customer data from CRM, MAP, and ERP systems without manual cleanup, runs nightly probability models to flag stalled deals, and prescribes specific headcount, territory, and resource-allocation plans through a simulation engine. The company holds a SOC 2 Type 2 attestation (completed November 2023 with zero exceptions) and maintains GDPR compliance with Standard Contractual Clauses.

ORM operates an enterprise-focused direct sales motion with annual subscriptions priced per Order Form (not publicly disclosed), unlimited seats, and a 4-6 week implementation cycle from engagement to first calibrated model. The go-to-market targets CROs, CFOs, CMOs, and revenue operations leaders, with named customers including Adobe, Marketo, Trend Micro, Zix, VertexOne, Everbridge, Blackbaud, and Cambium. The company is structured as a Delaware LLC with no disclosed institutional funding, reports 1-10 employees, and is led by CEO John Ryan and COO Pete Furseth, supported by a five-member Executive Advisory Board including operations research academics from Southern Methodist University and former executives from Zix, Entrust, OneTrust, Salesforce, Slack, Adobe, and Marketo.

Name

ORM Technologies

Legal name

ORM Technologies, LLC

Website

https://orm-tech.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

ORM Technologies provides prescriptive revenue analytics for B2B SaaS go-to-market leaders, building custom ML forecast models on customer CRM data to deliver 95%+ accuracy sales forecasts, marketing attribution, and capacity planning via an annual enterprise SaaS subscription.

Ownership category

akta.pro rank

Product category

Revenue Analytics Software

NAICS

Software Publishers (513210), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

CRM Analytics, Revenue Intelligence & Forecasting (HDAEAFAI)

akta.pro secondary industries

B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ), Account-Based Marketing (ABM) Services (BPAFAKAG), Database/Application Data Layer Modernization (DB migration, ORM, caching) (BPAEAFAL)

Keywords

• Prescriptive revenue analytics
• Sales forecasting software
• B2B SaaS analytics
• Marketing attribution platform
• Revenue operations

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription Services (SaaS): ORM provides subscription-based access to its prescriptive revenue analytics platform. Customers pay an annual subscription fee for unlimited platform access including forecasts, snapshots, and simulations. The subscription includes implementation services and ongoing expert strategy support with bi-weekly cadence meetings.
2. Professional Services: Custom data science engagements and data storytelling through Analytics Consulting services. Additional or expanded consulting services are billed at ORM's then current daily rates.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

ORM Technologies builds and sells a prescriptive revenue analytics platform for B2B SaaS go-to-market leaders. The platform ingests CRM, marketing automation, and ERP data, applies custom mathematical optimization and machine learning models, and delivers board-ready revenue forecasts, multi-touch marketing attribution, propensity scoring, and prescriptive headcount/territory plans under annual subscriptions with unlimited seats and bundled expert strategy sessions.

Product overview

ORM Technologies offers a prescriptive revenue analytics platform for B2B SaaS go-to-market leaders. The product portfolio consists of three core analytics products—Optimized Sales, Optimized Marketing, and Optimized Target Accounts—supported by two data and services offerings: SaaS Analytics and Analytics Consulting. The architecture follows a partner model where ORM operates the models and the customer retains ownership of outcomes. The core Optimized Sales product provides 95%+ forecast accuracy from custom models trained on customer CRM data within a 4-6 week implementation timeline. The SaaS Analytics module serves as the foundational data orchestration layer that unifies CRM, marketing automation, and ERP data, which the three analytics products then consume to generate prescriptive recommendations. Analytics Consulting provides additional custom data science engagements for specialized analytical needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Optimized Sales Custom sales forecast models achieving 95%+ accuracy trained on the customer's CRM data. Provides board-ready forecasts, pipeline optimization, and prescriptive actions telling sales leaders what to do next, including coaching focus, hiring decisions, and territory balancing, to hit ARR targets. Targeted at CROs, sales managers, and revenue operations teams at B2B SaaS companies.
• Optimized Marketing Multi-touch attribution and marketing ROI analytics that connect all marketing activities to sales outcomes and produce clear campaign ROI with session-based attribution to identify which channels drive pipeline and revenue. Targeted at CMOs, demand generation, and marketing operations leaders at B2B SaaS companies.
• Optimized Target Accounts ML propensity scoring, cross-sell targeting, and churn prediction for account-based sales motions. Identifies high-propensity accounts and predicts which existing customers are likely to expand or churn. Targeted at sales and marketing operations teams pursuing account-based strategies.
• SaaS Analytics Data orchestration layer across sales, marketing, finance, and product systems. Ingests disparate CRM instances and siloed data sources into a single reliable source of truth without requiring system migration, normalizing data automatically. Targeted at revenue operations and data teams at B2B SaaS companies needing unified data infrastructure.
• Analytics Consulting Custom data science engagements and data storytelling services delivered by ORM's team of analytics professionals. Tailored to specific business questions beyond the standard platform offerings. Targeted at B2B SaaS companies needing specialized analytical projects and expert advisory support.

Quantifiable outcome

• 95%+ forecast accuracy vs. 55-65% median B2B forecast accuracy
• +3 more outcomes

Named customers9 records

Segments8 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature7 records

Partnerships

One partnership is on record.

• Strike GraphcoreTechnology or Integration · 15 November 2023ORM completed its SOC 2 Type 2 audit with support from Strike Graph, an independent audit firm specializing in security and compliance attestation. Strike Graph conducted the independent audit confirming ORM's controls meet AICPA SOC 2 standards for security and confidentiality.

Scale indicators6 records

Recent moves4 records

Expansion highlights2 records

Direct peers

• 6sense: 6sense is an ABM and intent data platform that ORM explicitly compares itself against. While 6sense's core is intent and account identification, its overlap with ORM's Optimized Target Accounts (propensity scoring, churn prediction) makes it a directly comparable buyer-evaluation alternative.
• Aviso: Aviso provides AI-driven revenue forecasting, pipeline management, and deal intelligence for enterprise sales teams. It directly overlaps with ORM's Optimized Sales product in delivering ML-based revenue predictions and prescriptive guidance to CROs and sales leaders.
• Clari: Clari is a revenue intelligence and forecasting platform directly competing with ORM in CRM-based revenue analytics. ORM maintains an explicit "vs Clari" comparison page, and both target CROs/CFOs at B2B SaaS companies with pipeline visibility and forecast accuracy solutions.
• Gong: Gong is a revenue intelligence platform built on conversation intelligence data. While its core is call/email analysis rather than CRM-native forecasting, it increasingly competes in the same revenue analytics and forecasting category that ORM addresses for CROs.
• InsightSquared: InsightSquared is a revenue analytics platform offering sales forecasting, pipeline analysis, and activity reporting. It serves B2B SaaS sales leaders with similar board-ready forecast and pipeline visibility needs that ORM addresses.
• BoostUp: BoostUp is an AI-powered revenue intelligence and forecasting platform targeting B2B SaaS sales organizations. It provides deal scoring, pipeline forecasting, and account insights with similar multi-signal methodology to ORM's deal scoring approach.

Emerging players

• People.AI: People.AI provides AI-driven revenue intelligence, account engagement scoring, and forecasting for B2B sales organizations. It overlaps with ORM's target accounts and pipeline analytics products while bringing activity capture and contact data as differentiated inputs.

Others

• Xactly: Xactly is a sales performance management (SPM) platform for incentive compensation and territory planning. While it does not compete in CRM-native forecasting, Xactly's territory optimization and quota modeling overlap with ORM's prescriptive capacity planning module.

Broad incumbents

• Salesforce Einstein / Sales Cloud: Salesforce Einstein Forecasting and Sales Cloud embed AI-driven forecasting directly into the CRM. As a broader incumbent CRM platform, Salesforce competes with ORM by bundling native forecasting into existing CRM contracts, particularly attractive for consolidation-focused buyers.
• Salesloft Drift: Salesloft is a broader sales engagement platform with revenue intelligence and forecasting capabilities layered onto its workflow orchestration core. It competes for the same CRO/RevOps budget as ORM but offers sales engagement and conversation intelligence as adjacent capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/ormtech
• Xtwitter.com/ormtech

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ORM Technologies