When it comes to making your data work for you, we’re fully plugged in.

“Allocadia is the engine that integrates and organizes our marketing investments and ROI data in one place so we can see the insights that create meaningful results for us.”

– Anna Alexander, Finance & Operations Manager, Pitney Bowes

Pitney Bowes

Allocadia is the central system of record for marketing teams.

Most marketing organizations count more than a dozen different technologies in their marketing stacks. This can make it harder to find answers to the tough questions about marketing performance. At Allocadia, we believe that all your tools should ‘play nice’, and that you should only have to go to one place to find the answers you seek. That means bringing information together from different systems, when and where you need it.

With extensive integration experience across a wide range of marketing technologies and other systems, trust Allocadia to enable the connections you need.

Four Reasons to Integrate with Allocadia

We’ve worked with hundreds of customers on dozens of different types of integrations.
Here are the four most common use cases.

Spend Control

As the source of truth for marketing plans and investments – the “I” in ROI” – including actual spend data from ERP, procurement, and accounting systems helps paint a complete, real-time picture for marketers. The result: better control over investments, more agility, and more independence.



Reduce data duplication, standardize around a single taxonomy, and streamline cross-functional collaboration by triggering actions in other systems including procurement, project management, CRM, and marketing automation.



Use Allocadia’s powerful built-in analytics and reporting capabilities to link your investment data to results from CRM, marketing automation, and other ‘Do Marketing’ systems to measure impact including cost-per-lead, campaign, and tactical ROI.


External Analytics

If your organization uses an external analytics or business intelligence platform, you can export Allocadia data and create the visualizations you need there.


Charles Schwab integrates Allocadia with SAP to gain real-time insight into actual investments and available budget, and collaborate more strategically with Finance.

Red Hat integrates Allocadia with Salesforce to track Marketing-sourced pipeline, measure ROI, and help Sales drive more revenue.

CA integrates Allocadia with Marketo to enable detailed cost-per analysis on email and social campaigns, and leverage its data to determine where to invest its next dollar.

We make integrations easy.

First, let’s talk about what you want to accomplish. Then we’ll recommend the best way of getting you there, drawing on one or more of the following three integration paths so you can maximize the value you get out of Allocadia.


We deliver it

Allocadia’s Professional Services team will configure and support a range of typical integrations with the leading ERP, CRM, project management and marketing automation platforms.


Use an Allocadia Partner

Use an authorized Allocadia partner to scope out and build your custom integration. We stand behind it as if we built it ourselves.


Use our API

Use our API to build the integration you need through your own in-house development team or technical partner of choice.

Ryan Marples
Chief Technology Officer

“Right from our founding in 2010, we shared our customers’ vision of leveraging technology to make smarter decisions. That means building and supporting a platform that connects to other systems efficiently, and of course securely. We also know that integrations come in many forms and must satisfy many different requirements, so we made a commitment to being flexible. With several integration paths to follow, our customers can choose the one that suits them best.”

Find the Allocadia Solution that fits your needs. See Packages