Tips & Tricks

Everything Marketers Need to Know About Their Budget
Planning, budgeting and marketing performance are links in a chain: when your team builds its marketing plans more strategically, it can budget with greater confidence, accuracy, and efficiency. These pieces are essential to understanding and fine-tuning your overall marketing performance. You don’t own your marketing budget. You rent it. But...
How to Make Marketing Planning More Agile
Agile is a buzzword marketers have been flirting with for years. Better quality work, bigger impact, and happier marketers? Sign me up! The problem? Implementing a completely new methodology for how work gets done is overwhelming. And time consuming. And it gets pushed further and further down the list of...
Create a Framework to Control Marketing Budget Chaos
When the markets are chaotic and constantly in flux, it’s smart to save money and not spend. Unless you’re a marketer and part of your job is to spend money. What should we do? Marketers need to create a budget framework that reins in the chaos. As our budgets shrink,...
How Agile is Your Budget? The New Trend in Marketing Spend
Every marketer is talking about agility right now – but only in regards to planning. This is a huge mistake. Agile marketing plans are half of the equation. To execute on new plans you need full visibility into your marketing budget and the flexibility to move funds around as scenarios...

To create an agile budget, you need to focus on three interdependent elements: scenario planning, reallocations and transfers, and frequent forecasting.

Planning is No Longer Planning - It’s Marketing Fitness and Agility
And 9 other tips from CMOs on how to lead in a crisis We spoke with an expert panel of marketing leaders to talk through the challenges faced by marketing organizations and how they’re leading through this crisis by adopting a ‘wartime CMO’ mentality. Our CMO Julia Stead hosted and...
Impactful Investing During a Crisis: The Six Tips You Need
This spring, every marketing organization across the globe stepped back and reevaluated their plans. After cancelling any in-person events and direct-mail programs, we all had the same thought: “where are these funds going now?”   Marketing never sleeps – even during an economic crisis, marketers are tied to the mandate of...
How to Master Financial Planning in Times of Chaos
During times of uncertainty, it can be hard to know what to do next – plans are no longer relevant, buying patterns have changed, and hard decisions must be made. In these situations, simplifying and creating clarity is imperative.  A simple, but effective, piece of advice to remember is: “control...
3 Steps to Become a More Agile Marketer Today
Becoming agile is the topic de jour for marketers, with more teams adopting the practices of their development counterparts, especially in today’s uncertain economic climate. Today’s marketers need flexibility in order to pivot programs when faced with the cancelation of all in-person events. With global economies bracing for a recession,...
How to Get Better Data to Make Better Marketing Decisions
The stats don’t lie, 89% of marketers believe data quality drives the right sales and marketing campaigns. Yet 50% are not confident in the quality of their company’s data and 48% of marketers rely heavily on intuition and experience to make marketing decisions. Why is it that marketers know data...
The Ultimate Hierarchy of Marketing Measurements
Imagine you’ve just been hired as VP of Marketing for a division of a Fortune 1000 company, and you’re in the throes of your first week on the job. You’ve met your team and even started to dig into strategy a little. One of the next things you’ll want to...
Three Guiding Factors When Changing Your Data Strategy
Change is inevitable. This undeniable truth is something a forward-thinking marketing leader needs to keep in the back of their mind always. There are going to be changes in their market, with their technology, people shifting roles and a multitude of other developments ranging from disruptive to minute. But a...
Best Practices for Building Out a Marketing Budget
Welcome! This post is part 2 of a three-part series on building and managing a marketing budget: Part 1: Best Practices for Organizing Your Marketing Budget Part 2: Best Practices for Building Out a Marketing Budget [below] Part 3: Best Practices for Managing Your Marketing Budget Note: this guide is...
From Walk to RUN: 3 Essential Steps in Marketing Performance Management
Get started with MPM with three incremental steps that gather momentum and drive long-term marketing success. Originally from IBM’s THINK Marketing blog. Allocadia’s Run Marketing Platform gives marketers the confidence to know where to invest their next dollar. The recognized leader in Marketing Performance Management (MPM), Allocadia enables marketers to plan...
Best Practices for Organizing Your Marketing Budget
Welcome! This post is part 1 of a three-part series on building and managing a marketing budget:  Part 1: Best Practices for Organizing Your Marketing Budget [below] Part 2: Best Practices for Building Out a Marketing Budget Part 3: Best Practices for Managing Your Marketing Budget Note: this guide is...
How to Manage Your Marketing Spend In-Quarter
Marketers and their teams spend months planning and strategizing for the upcoming year, but they often overlook what happens once execution begins. The trickiest time to manage marketing spend is after a quarter has begun — once programs are happening, budgets are changing, and those crystal-clear goals everyone agreed upon...
6 Ways To Improve Marketing Performance Today
As marketers, we talk a lot about the pursuit of excellence.  How you run marketing influences how you do marketing. But how exactly can we run marketingbetter How do we figure out where improvements will make the most impact, what those changes should be, and where do we even start...
5 Insider Tips for Marketing and Finance Unity
Marketing and finance are often depicted as opponents. But are we really on opposite sides?  Most of our blogs are from a marketing perspective, but we thought we’d switch it up. We talked with Samantha Bannister, Allocadia’s SVP of Finance and Operations, to get her five tips for building a...
The Metrics You Need to Create the Best Marketing Plan
Is your team ready to tackle marketing planning? Any other year, you might be coming to the table armed with the data and metrics needed to make sound, data-based choices for the year ahead. 2020 is a little different. While we’re all learning to be more agile in our marketing...