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Save time and drive higher ROI with Allocadia
Pick the package that’s right for your organization
Plan
Core features
Centralize marketing investment plans and budgets
- Centralized plans and budgets
- Strategic planner for goals alignment from corporate to teams
- Consistent taxonomy and metadata tagging of each marketing activity
- Reporting and analytics
- Support services and consultation with Allocadia Assist
Execute
Core features
Connect marketing plans and budgets to execution
- Marketing budget management
- Monitor actual and committed spend against forecasts
- Easily track spend for all global marketing plans
- Reporting and analytics
- Support services and consultation with Allocadia Assist
Optimize
Core features
Measure and improve marketing ROI and performance
- ROI and ROMI measurability
- Custom analytics
- KPI based activity management
- Set up automated reporting on marketing activities, spend status, expenses, and more
- Reporting and analytics
- Support services and consultation with Allocadia Assist
*All packages are billed annually in advance. Additional costs may apply for onboarding, technology integrations and enhanced support based on your business requirements.
10 users minimum for all packages
Side-by-side feature comparison
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Key Capability Differences
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Plan | Execute | Optimize |
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| Connect and track marketing plans with corporate goals |
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| Build multi-layered budget hierarchies |
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| Top-down budget target setting |
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| Create button-up tactical marketing plans |
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| Budget forecasting and tracking with status filters |
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| What-if scenario planning |
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| Reallocations and budget transfer approvals |
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| Multi-currency support |
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| Export and import budgets |
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| Single Sign-On (SSO) |
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| Automated POs and actuals mapping |
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| Status indicators track over and under spend for easy budget reallocation |
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| Allocadia Analytics | |||
| Dashboards and reports on plans and budgets |
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| Analytics on marketing investments and spend status |
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| Marketing financial management reports |
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| Analyze spend by product line, corporate objectives, region, and any type of activity |
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| Manage and request purchase orders |
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| Track investments by spend status |
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| Measure ROI on multiple levels, pipeline creation and revenue generation for each marketing initiative1 |
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| Layer attribution models from external systems |
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| Marketing performance measurement reports |
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| Program, campaign or tactic performance analysis1 |
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| Automated reports on campaign performance1 |
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| API access |
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| Integrations with finance, procurement, marketing and analytics systems |
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Priced separately
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Priced separately
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1Requires Salesforce CRM integration
Just a few of the companies whose marketers are investing with confidence.
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
All packages come with Allocadia Assist:
- Services and support to ensure your success
- A dedicated Customer Success manage to provide best practices and ongoing guidance
- Onboarding to get your team up and running successfully
- Built-in, customizable dashboards and reporting
- Priority technical support and protection of your Allocadia Investment
- Continuous best-in-class training and industry expertise to level up your teams
- Regular review of progress towards Marketing Performance Management objectives
- Integration support and maintenance
- Ongoing strategic guidance including change management and a tailored Marketing Performance Management playbook
Check out our buying FAQs for more information.
Realize fast time to value
Expected outcomes from each package type are as follows:
Plan
- Instant visibility into global investments and plans
- Alignment to company objectives and across marketing teams
- Consistency in taxonomy, metadata and data structure for future measurements
Execute
- Time-savings by simplifying financial management
- Significantly improve budget accuracy by tracking actual spend in real-time while shifting money around towards your top performing initiatives
- Get accurate investment data and set your organization up to confidently measure ROI
Optimize
- ROI measurement to understand marketing performance when investment data is synced with your CRM system
- Continuously optimize spend based on performance insights
- Generate greater business impact by investing in high-performing activities
Ready to get started?
Schedule a 30-minute live demonstration with our solution specialist and get your unique questions answered. We’ve helped thousands of marketers get answers to questions including:
- Where should I allocate money if I receive an additional $100K in marketing budget this year?
- Which of my marketing campaigns are contributing the most to pipeline targets?
- Is my bottom-up investment plan aligning to customer journey goals?
- What is the best marketing mix across my investments?
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