Allocadia Connect automates integrations with other enterprise systems like Finance, Work Management, CRM, Marketing Automation. Streamline workflows and gain actionable insights with a new, connected data set.

Create a More Efficient Marketing Organization

Streamline marketing processes across teams. Save time and reduce human error during manual data entry.

Enable the Measurement of ROI and ROMI

Unify disconnected data to create multiple views of ROI and measure marketing’s impact on the business.

Increase Alignment from Planning to Execution

Provide team-wide visibility from plans and budgets to outcomes. See how people, content and money come together and re-direct resources to increase efficiency.

Drive Success from a New Data Set

Combine marketing, sales, finance, project, and content data to give marketers an expanded view of their world and empower them to make new and better decisions.

Enable Cross Departmental Collaboration

Break down organizational silos. Partner with finance and project management teams and use integrations to enable streamlined workflows and processes.

Improve the Marketer’s Experience

Provide marketers with tools, reporting, and workflows to effectively do their jobs. Enable them to drive initiatives that ultimately improve customer experience and contribute to revenue.

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

Anna Soo|Senior Marketing Manager, Commvault

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Don’t just take our word for it

See how organizations use Allocadia Connect to improve business processes and make better decisions with a connected MarTech stack.

Key Integration Use Cases

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.

We now have a central place to connect marketing activities and spend to other parts of the lead flow mechanism.

Harris Thamby

Harris Thamby|Senior Program Manager, Sales & Marketing IT, Global Ops, Microsoft

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One Single Platform for the Entire Run Marketing Lifecycle

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