2×
greater returns on marketing investments

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.
Best suited for:
CFO/Finance Leaders
Answer questions, such as:
versus
Best suited for:
CMOs/Marketing Operation/Budget Owners
Answer the same EPM questions, plus:
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.
Jeremie Audran, Former VP Marketing Strategy & Operations, Skillsoft
3X customer of Allocadia
Chethan Chandra, Senior Manager of Business Operations, VMware
Marlene Chan, Marketing Director Business Operations, Splunk Inc.
Morgan Butterfield, Director, Integrated Marketing Operations, Qumulo
Let us show you how to transform your marketing budget process and drive better decision making
2×
greater returns on marketing investments
90%
time savings creating marketing reports
10%
savings on redundant marketing spend
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.
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.
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.
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.