Invest & Execute

Confidently Drive and Manage Marketing’s Investment

Allocadia Invest & Execute helps marketers understand where marketing is investing. Monitor actual spend against plans and strategic targets, re-allocate budget, and ultimately drive better execution and outcomes for the business.

Gain Visibility into Marketing’s Actual Spend

Centralize spend management, align with financial actuals, and gain visibility into how marketing is investing its dollars.

Bridge the Gap Between Planning and Execution

Kick off projects, campaigns, and activities in other MarTech systems from within Allocadia. Connect data and systems and gain visibility into global marketing activities.

Simplify Marketing’s Financial Management

Translate complex financial processes into the language marketers speak. Connect the way Finance tracks spend with the way marketers build their plans and budgets.

Stay on Budget and Make Smarter, Faster Decisions

Track marketing spend and make timely course corrections. Eliminate end-of-quarter scrambling to spend or shift money around. Stop reacting and be proactive.

Foster a Relationship with the Finance Team

Reduce conflict caused by last-minute spend or over-spend. Show Marketing is on top of their investments and gain the finance team’s trust.

Get an Accurate “I” in ROI

Build an accurate data source around marketing investments–the “I” in ROI–and set your organization up to better measure ROI.

Gain Enterprise Benefits

Come within 1% of budget targets
Reduce up to 90% of the time spent to create marketing reports
Reduce up to 66% of manual input

We can land our budget within 0.5% of plan every quarter (yes, every was correct). We know exactly what we are spending, where and when needed we can reallocate spend to ensure we meet our plan. When we have to cut or increase spend, we can reset targets and effectively land the 747 on an air craft carrier!

David Cohen

David Cohen|Head of Business Planning at Palo Alto Networks

Half of CMOs don’t understand how their budgets are invested.

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Don’t just take our word for it

See how organizations use Allocadia Invest & Execute to confidently drive and manage marketing’s investment.

Key Capabilities

Connect Marketing Plan, Budget, and Spend

Connect actual spend to corresponding planned activities and investment in the marketing plan. Track how much is planned to spend, forecasted, committed, already spent, and remaining to spend.

Manage Purchase Orders

Streamline purchase order creation and import PO data into Allocadia. Map each PO to activities in the marketing plan and compare open PO amounts with how much has already been spent.

Simplify Financial Management Processes

Automatically import financial data, including actual spend from finance and PO data, into Allocadia from finance systems. Simplify and reduce time spent on the reconciliation process with Finance.

Connect Data Across Systems

Add Allocadia’s unique ID, created for each activity in the marketing plan, to other MarTech systems that are part of the activity lifecycle and ensure data connectivity.

Check out Allocadia Connect for more information

Support Global Organizations

Simplify exchange rate management. Adopt exchange rates specified by the finance department and ensure when updated they are captured appropriately in each activity in the plan. Roll up plans into a master currency.

Create an Active Forecast

Compare plan, actual spend, POs, and forecast, and adjust the forecast proactively.

See Over- or Under-Spend

Track over- or under-spend for each budget line item, program, and department. Re-allocate budget as needed before it’s too late. Don’t wait until the end of the quarter.

Monitor Investment in the Customer Journey Stages

Track how actual spend support each stage of the customer journey by activity type.

Track Strategic Targets

Monitor actual spend by product line, corporate objectives, region and any type of activity. Track if actual spend is on the path to achieving strategic targets.

Visualize Marketing’s Actual Spend

Get control over marketing investment with insightful dashboards. See where and when Marketing spends its dollars on the dashboard.

Build Financial Management Reports

Get a marketing view of actual spend, account codes, invoice numbers, PO vendors, and dates. Create reports to visualize data from finance systems with corresponding activities in the marketing plan.

Enable Multiple User Roles and Permissions

Invite team members to collaborate on plans. Configure use roles and ensure everyone has access to the proper data.

Allocadia brings order, efficiency, and visibility to the financial health and productivity of the Marketing budget. Instead of trying to chase invoices, costs, and forecasts, you can put more energy into changing your strategy.

Helena Lewis

Ken Evans|Senior Director, Marketing Operations at Fuze

One Single Platform for the Entire Run Marketing Lifecycle

Run smarter, run faster, run better. Run Marketing.

Allocadia’s Run Marketing Platform empowers marketers to maximize business impact. Plan strategically, invest with purpose and measure performance.

Explore Allocadia Measure & Optimize