Allocadia Connect automates integrations with other enterprise systems like Finance, Work Management, CRM and Marketing Automation. Streamline workflows and gain actionable insights with a new, connected data set.
Create a More Efficient Marketing Organization
Streamline processes by saving time and reduce human error during manual data entry.
Enable the Measurement of ROI & ROMI
Unify disconnected data to create multiple views of ROI and measure marketing’s impact.
Increase Alignment from Planning to Execution
Connect data from people, content and money and re-direct resources to increase efficiency.
Drive Success from a New Data Set
Combine marketing, sales, finance, project, and content data to get an expanded view of marketing’s world.
Enable Cross Departmental Collaboration
Break down silos by using integrations to streamline workflows and processes across teams.
Improve the Marketer’s Experience
Provide marketers with tools, reporting, and workflows to effectively do their jobs more effectively.
Gain Enterprise Benefits Like:
Reduce Manual Data Entry
Reduce 95% of manual data entry
Maximize ROI
Increase Marketing’s ROI by 2.5X
Connect & Join Data
Connect 100% of marketing dollars
Connect your MarTech stack to make better decisions
Creating that data and infrastructure connectivity makes marketing teams more efficient, more agile and more resilient to the different problems that marketers regularly face. Having Allocadia as the connection point between our foundational marketing platforms is helping Commvault improve not just the marketing department, but the company as a whole.
Anna Soo | Former Senior Marketing Manager, Commvault
Key integration use cases
- Financial and Procurement
- Customer Relationship Management
- Marketing Automation Platforms
- Project or Work Management
- Content Marketing Platforms
- Business Intelligence Platforms
- Digital Ads Platforms
Financial and Purchase Order Systems
Create Purchase Order or Purchase Requisition
Automatically create purchase orders and initiate purchase requests in financial systems from within Allocadia. Auto-tag each PO or PR with a unique Allocadia ID to enable full-cycle tracking.
Customer Relationship Management Systems (CRM)
Kick-off Campaigns
Create new campaigns from within Allocadia and automatically populate metadata and fields in CRM systems.
Sync Metadata
Associate each activity in the Allocadia marketing plan to CRM campaigns using a dropdown menu. Sync metadata and custom fields between Allocadia and CRM.
Sync Investment
Associate each marketing activity in the Allocadia marketing plan to CRM campaigns using a dropdown menu. Sync investment details between Allocadia and CRM.
Measure Marketing Impact
Import campaign and opportunity data from CRMs into Allocadia and sync it with corresponding marketing activities. Visualize pipeline and ROI in Allocadia reports and dashboards.
Apply Attribution Model
Layer attribution models from external systems or leverage Allocadia’s attribution engine (Salesforce only) and get a different set of performance metrics.
Marketing Automation Platforms (MAP)
Kick-off Programs
Create programs and populate metadata in MAPs directly from Allocadia. Auto-tag new programs and sync them to corresponding marketing activities in Allocadia.
Sync Metadata
Associate each marketing activity in Allocadia with marketing automation platform programs using a dropdown menu. Sync metadata and custom fields between Allocadia and the MAP.
Sync Investment
Associate each marketing activity in Allocadia with MAP programs using a dropdown menu. Sync investment details between Allocadia and MAP.
Project or Work Management Systems
Kick-off Projects
Create new project and populate metadata in project management systems directly from Allocadia. Auto-tag new projects and sync the project to corresponding marketing activities in Allocadia.
Kick-off Project Request
Create new project requests and populate metadata in Project Management Systems directly from Allocadia. After requests are converted to projects, auto-tag and sync them to corresponding marketing activities in Allocadia.
Sync Metadata
Associate each marketing activity in Allocadia to a project in project management systems using a dropdown menu. Sync metadata between Allocadia and project management systems.
Sync Investment
Associate each marketing activity in Allocadia to a project in project management systems using a dropdown menu. Sync investment details from Allocadia to project management systems, and resource costs from project management systems to Allocadia.
Content Marketing Platforms
Link Content to Marketing Plan
Associate each marketing activity in Allocadia with integrated campaigns in content marketing platforms.
Sync Metadata
Sync metadata between Allocadia and content marketing platforms.
Sync Investment
Sync investment details from Allocadia to content marketing platforms, and resource costs from content marketing platforms to Allocadia.
Business Intelligence Platforms (BI)
Enhance Existing Data
Exploit marketing data outside Allocadia. Push Allocadia data to enterprise BI tool and data warehouses to enrich existing data and create custom ROI and cost analysis reports.
Digital Ads Platforms – Facebook, LinkedIn and Twitter
Track Spending
Associate each marketing activity in Allocadia with campaigns in digital ads platforms using a dropdown menu. Bring spend data from campaigns in digital ads platforms to Allocadia.
Ways to get connected
Accelerate Time-to-Value with Allocadia’s Integration Framework
Integrate into marketing, financial and procurement systems with dozens of pre-configured connectors. Have a specific use case? We can help.
From configuration to support, Allocadia ensures a faster, worry-free process.
Extend Allocadia’s Platform with Developer Tools
Build custom integrations with Allocadia’s open platform. With Allocadia’s REST APIs and bulk data import/export capabilities, developers can export Allocadia data to existing BI tools or data warehouses and extend Allocadia’s platform to meet their business needs.
