Watch Allocadia in Action Now
2×
greater returns on marketing investments
Why finance solutions don’t meet marketing’s needs
Simply put, marketing budgets aren’t compatible with the way financial systems are structured. To capitalize on constantly changing market opportunities, marketers need more flexibility to shift spend to the best performing initiatives at any given time.
And EPM solutions aren’t built to deliver the agile marketing insights required to optimize spend and achieve the best marketing mix.
Allocadia is a best-in-class planning and budgeting platform created for the needs of agile marketing organizations. Allocadia’s unique capabilities allows marketers to plan and manage their spend at the campaign and activity level versus simply by GL codes and cost-centres. This allows marketers to work faster and more efficiently.
Marketers require deep planning and performance management to connect to revenue and results, which an EPM cannot deliver to a CMO. At the same time, Allocadia is NOT disconnected from your financial systems of record. It brings in data from your ERP automatically to keep marketers on track with their budgeted spend; alleviating the constant back and forth needed to reconcile the budget. Our platform can also produce GL-based forecasts and import top-down budget targets from your EPM tools to ensure they are more effective.
Our customers love that we seamlessly connect to any EPM system.
Enterprise Performance Management
Best suited for:
CFO/Finance Leaders
Answer questions, such as:
- At the end of a quarter, did we end up over, under or on budget?
- How is each region adding into my overall spend forecast?
- What is the latest rolling forecast for marketing spend?
- How would changes to attribution impact my marketing plan?
- What was the ratio of MQLs to SQLs for the campaign?
versus
Marketing Performance Management
Best suited for:
CMOs/Marketing Operation/Budget Owners
Answer the same EPM questions, plus:
- Which marketing channel was able to deliver the highest ROI?
- How many of my marketing campaigns are contributing to the pipeline?
- Where should I allocate money if I receive an additional $100K this year?
- How do I determine what is the best marketing mix across my investments?
- Is my bottom-up investment plan aligning to customer journey goals?
Why Allocadia?
Allocadia’s platform provides deep technical competencies in the critical areas for achieving MPM including: strategic planning, investment management, and enabling ROI measurement. Connecting and layering the investment data to both marketing plan data in addition to performance results is the only way to achieve optimal results.
With the pandemic, tracking money and what you have planned is imperative, because with the ongoing changes we all have to be much more flexible and adaptable.
Jeremie Audran, Former VP Marketing Strategy & Operations, Skillsoft
3X customer of Allocadia
Thanks to a unique identifier that’s recorded in Allocadia, we’re able to reconcile our ERP reports with Allocadia. It’s helping people analyze spend patterns, now we have real data and facts to support upcoming big decisions.
Chethan Chandra, Senior Manager of Business Operations, VMware
Allocadia provides the flexibility to look at marketing investment data through a holistic lens and is easily integrated into our financial forecasting process.
Marlene Chan, Marketing Director Business Operations, Splunk Inc.
A pain point is that my counterpart in accounting was to help us go through actuals, she was hand coding at the end of the month line by line in our spreadsheet the actual spend so that’s between 60 and a hundred lines every single month that she was writing over from NetSuite to Google Sheets so that we could track the spend.
Morgan Butterfield, Director, Integrated Marketing Operations, Qumulo
See Allocadia in Action
Let us show you how to transform your marketing budget process and drive better decision making
90%
time savings creating marketing reports
10%
savings on redundant marketing spend
Allocadia features you won’t find in your EPM solution
Future-proof your marketing team with real-time visibility into investment performance
Don’t wait for your CFO to ask critical questions about your marketing spend. Gain instant access to what’s been forecasted, already spent, and remaining in budget, to leverage investment performance insights and pivot faster with emerging market opportunities.
Visualize spend across multiple dimensions
View investment data by objective, stage in the buyer journey, segment, season, product line, brand or sub-brand, region, persona, and activity type for more agile planning.
Invest in the best marketing mix
Better understand and communicate your investment mix in a way that’s relevant and necessary for marketers. View by: objective, activity type, persona, product focus, market segment, geography, industry and more.
Empower data-driven decisions with custom-built dashboards
Visualize the results of your marketing efforts so you can constantly optimize performance. Quickly identify under-performing activities and collaborate with teams to course-correct. Plus, finance teams can access their own reports to see how marketing is tracking to plan.
