Use Case: Spend Management

Take control of marketing’s investments

“Before Allocadia, we couldn’t answer the question ‘How much did we spend on demand generation in a specific region?’. Now, we can within a day.”

Chethan Chandra | Former Senior Manager of Business Operations

Challenges Marketers Face

1

Lack of visibility

Marketers struggle to understand how much is being spent, where it is being spent, and when it will hit the books.

2

Missing the target

Without accurate numbers, marketers miss spend targets and trust in marketing is lost.

3

Conflicting processes

Finance and marketing manage investments differently, leading to hours spent reconciling budgets and invoices.

CMOs need to assure the board that marketing budgets do not become a black box activity. Without concrete analysis, trust erodes.

Deloitte, Redefining the CMO

With Allocadia, marketers are able to:

In real time, understand planned spend, forecasted spend, actual spend and remaining budget.

Simplify investment management by removing issues like: version control, formula errors or other spreadsheet headaches.

Simplify the reconciliation process by connecting and automating financial data to Allocadia.

Track over- or under-spend for each budget line item, program and department.

Quickly view the actual and forecasted marketing investment mix and course correct when needed.

Marketer Benefits

1

Simplify financial management

Translate complex financial processes into a language that marketers speak.

2

Escape spreadsheet chaos

Keep spend data in once place and update it without manual processes and unnecessary data entry.

3

Get a confident “I”

Build an accurate data source around marketing investments – the “I” in ROI.

Learn how our customers Run Marketing