Marketing Budget Planning

Allocadia is designed to replace inefficient and cumbersome spreadsheet-based marketing planning and budgeting processes. The end-result? Stress-free budgeting, improved marketing accountability, and happy stakeholders. How do I get started?

Straightforward marketing budget planning
The Budgets tab allows you to easily create, share and present your marketing budget plan. Your budget planning can now be a straightforward exercise, instead of a time-consuming and cumbersome one.

Best-practices in marketing budget planning with out-of-the-box templates
Follow best-practices in marketing budgeting with easy to use out-of-the-box templates (also completely customizable).

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Create different plan scenarios
Easily create different scenarios—such as minimum and ideal budget scenarios—all within one budget interface. With one click see what spend is forecasted, committed, invoiced or optional etc. Easily export the budget to your Manager, Director, VP or CMO for approval, or you can login and use it as a visual presention tool to show others how you are allocating your budget.

Easily create one version of the plan
Using spreadsheets for budget planning often results in multiple budget formats, all organized differently, with no grand totals—and you're left to pull it all together. Now you can add team members and colleagues as users and get them to submit their plan via Allocadia™. You can see roll-ups and totals instantly. You can also create standard information to capture (for example: create required fields/values that you want to capture), so that everyone is budgeting the same way.

Insight into your plan
In addition to making the marketing budget planning process easier, you can also look at your plan in new ways. With everyone adding the same information, such as how many leads and revenue are expected or what industries you're targeting, you can view reports on your plan to ensure that you're allocating your marketing budget in the best possibly way. And you can instantly see what your overall spend is in certain areas, ensuring a proper allocation to programs.

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Marketing budget & planning statistics

What customers are saying

Customer: "Allocadia is about being on the leading-edge of best-practices in marketing." —Darin Johnson, Vice President, Marketing, HealthCare Insight More >

Analysts on marketing budgeting & planning

Gartner: "Now is the time to buy Marketing Resources Management (MRM) Software." —SearchCRM, September 2009 More >

"According to IDC, an effective [marketing] planning process includes: [...] tracking budgets and spending throughout the year." —B2B Magazine, December 2008 More >

Allocadia in the news

"Giving marketers clear visibility into their marketing budgets, [Allocadia] helps marketers stay on budget or even reduce spending." More >

The bootstrapper's dilemma: A savvy startup can combine marketing with product development. More >