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Allocadia Review

2

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Very good

Revainrating 4.5 out of 5  
Rating 
4.5
Marketing, Marketing Analytics

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Description of Allocadia

Allocadia gives marketers the confidence to know where to invest their next dollar. Its award-winning budget management and strategic planning platform enables marketers to plan strategically, invest with purpose, and measure the performance of their spend, to ultimately maximize marketing’s impact on the business. This gives marketers the ability to achieve operational excellence, drive greater performance, effectively measure ROI, and improve alignment with corporate goals. Allocadia is designed for everyone in marketing: -- Marketing leadership teams can plan and capture corporate objectives, lead targets, sales goals, and return on investment targets. --Marketing operations pros can create and manage multiple regional, product-centric, and multi-currency global budgets without cumbersome, disconnected spreadsheets CMO’s, marketing leaders, and executives visualize, analyze, and optimize spend to help make smarter investment decisions. --Everyone in marketing and C-Suite stakeholders gets the complete view of marketing performance and the overall business impact by connecting plans and budgets to leading finance, CRM, social media, and marketing automation systems. With extensive integration experience across a wide range of marketing technologies, CRM, Finance and other systems, Allocadia enables the connections you need. Companies like GE Healthcare, Unilever, Informatica, and Charles Schwab manage more than $25 billion marketing dollars within Allocadia, which enables them to save up to 40% of the time they spend on budgeting and planning as well as double their pipeline-to-spend ratio and ROI.

Reviews

Global ratings 2
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Type of review

Revainrating 4 out of 5

Overall, good experience using Intelligent Spend Management

I like that the platform is easy to use and provides a clear view of spend and performance. It's easy to share with stakeholders and gives us the ability to see what is working and what isn't. The platform is not as intuitive as it could be. It's not always clear how to link data to the correct line item. I would like to be able to link to a line item in a specific campaign. I would also like to be able to link to a specific page in a specific campaign. I would like to be able to link to a…

Revainrating 5 out of 5

A great budgeting tool with excellent support

The ease at which I can create new budgets for my clients as well as manage existing ones (i) very simple interface;ii).The dashboard is user friendly especially when you are managing multiple accounts from one placeiii.) Easy integration in SalesforceIV.).Ease creating custom reportsv.), Automated Budget Approval processvi), Quickly approve or reject an expense request that has been submitted by others/customersVII ).Easy creation / approval workflowVIII ), Real time reporting IX )Automation X

Pros
  • Great support team.
  • Good documentation
  • Simple to use easy navigation &/or access all account information within single platform, no need additional tools like excel sheets , spreadsheets.etc
Cons
  • Almost everything is ok