Plan & Align

Gain Visibility into a Global, Unified Marketing Plan

Allocadia Plan & Align empowers marketers to create, refine, and optimize plans to align with overall business goals and drive greater results for the company.

Allocate Marketing Investment Strategically

Ensure the plan supports both corporate and marketing objectives. Provide clarity of purpose and increase likelihood of success.

Reduce Complexity of Marketing Planning

Ditch the spreadsheets and create consistent, streamlined plans. No more challenges with version control and massive Excel files.

Ensure Alignment Across Marketing Teams

Eliminate silos and create a unified plan that covers the entire team. Gain global visibility and ensure money is not allocated to the same activity twice.

Plan for Optimal Performance

Plan against strategic targets and performance indicators. Model the impact on return on investment, revenue and pipeline.

Create a Common Language and Data Structure

Build marketing plans using a consistent taxonomy and enriched metadata. Lay the foundation to successfully track marketing spend and impact in multiple views.

Have Confident Conversations

Empower marketers to advocate for their plans and investments, own their strategy, and show they will earn a return on investment.

Gain Enterprise Benefits

Align 100% of your budget to strategic objectives
Eliminate 10% of wasted budget (or more!)
Reduce up to 40% of planning, budgeting, and ROI measurement time

Allocadia elevates the conversation around marketing action to a strategic level, allowing all marketers in the organization to plan and track against key goals and performance indicators. We rely on Allocadia to review with our executive marketing leadership to gain agreement, understanding, and re-alignment of where we focus our resources.

Neenu Sharma

Neenu Sharma|VP Marketing Operations & Analytics, GE Digital

GE Digital logo

Planning is where data is examined, innovation stimulated, issues raised, conflicts worked through, priorities determined and decisions made.

Kathleen Schaub|Vice President, CMO Advisory Service, IDC

IDC logo

Don’t just take our word for it

See how organizations use Allocadia Plan & Align to create, refine, and optimize plans to align with overall business goals and drive greater results for the company.

Key Capabilities

Create a Centralized Plan

Plan all marketing activities and investments in one place. Update plans at any time and automatically roll up changes to the master plan.

Align Marketing Plans with Corporate Objectives

Align marketing activities and investment with CMO and corporate objectives. Associate corporate-level, CMO-level, department-level, and team-level goals with corresponding activities. Merge top-down and bottom-up plans and align both with the CMO’s strategy.

Create the Plan You Want

Define hierarchies, build views, add columns, set required fields, and create formulas. Break down regional barriers and display planned investment in multiple currencies.

Support Global Organizations

Plan in local currencies and roll up to a single master currency across all global marketing plans to provide a unified view.

Capture Rich Data

Define the targeted outcomes for each activity in the plan. Set the right metrics, the right metadata, and the right data structure, in order to measure the plan and to gain powerful insights.

Model Expected Impact

Insert funnel assumptions on how activities and channels will create results. Pre-configure historical conversion rates from every step of the sales funnel and automatically estimate revenue and pipeline impacts.

Plan for Different Scenarios

Create what-if-scenarios and forecast the impact of budget cuts, increases, or shifts.

Align with Go-to-Market Strategies

Define strategic targets such as demand creation, reputation, sales enablement, and market intelligence. Implement the SiriusDecisions Campaign Framework (or any other marketing campaign framework) and ensure they are aligned with go-to-market strategies.

Master the Customer Journey

Ensure marketing activities support corporate objectives to improve customer experience. Plan against each stage of the customer journey by activity type.

Target Investment Mix

Set an investment target mix across every stage of the customer journey, product line, segment and activity type.

Improve Approval Workflow

Submit proposed changes to the plan within Allocadia and manage the approvals process.

Get Actionable Insights

Get actionable insights on how the plan supports target goals, identify gaps, and make necessary changes as needed. Generate easy-to-read reports and dashboards for every stakeholder.

Allocadia allows us to manage our global marketing plan from the top-level strategic intentions down to the individual tactical line items, from a single collaborative system.

Andrea Benson

Andrea Benson|VP Global Demand Generation, CyberArk

CyberArk logo

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 Invest & Execute