llocadia is marketing cloud-software for marketing operations. Allocadia is a better way to manage your marketing planning, budgeting and marketing ROI. From small teams to global organizations, Allocadia helps you collaboratively manage marketing budgets without relying on spreadsheets. CMOs get visibility into investments and ROI; marketing operations can quickly answer business questions; and marketing managers have an easy-to-use system to help re-allocate investments based on results.

1. Enterprise software for the CMO
adam.stewart@allocadia.com

2. 3
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Key Challenges
of the CMO
Visibility into:
marketing investments
marketing plans
return on marketing investment (ROI)

3. Investment & plan data
is in spreadsheets.

4. Invoices are locked in ERP.
ERP

5. Investment & plan data
is nowhere.
Corporate
Objectives
Products
Regions
?
?
?

6. Marketing ROI data is captured
in multiple systems.
CRM
Marketing
Automation
Social

7. The Marketing ROI problem is
an information and data problem
Marketing
Investments
Marketing
Planning
Marketing
ROI

8. Screenshots

9. manage marketing investments and plans

10. input marketing budgets, commits, forecasts

11. input marketing plans
Corporate Objective

12. invite users

13. connect to your ERP

14. connect to your CRM and marketing systems

15. connect to your CRM and marketing systems
Salesforce
Campaign Name

16. full BI-analytics, in a CMO dashboard

17. see “budget vs actual”
Plan vs Actual

18. see “plan by objective”
Plan by Objective

19. see “forecast or commit”
Plan vs Commit

20. And finally….
everyone can see
Return on Marketing Investment

21. see “return on marketing investment”
ROMI
Better visual of 1
ROI report with SF
logo

22. KATHERINE BERRY
CCO & Co-founder
KRISTINE STEUART
CEO & Co-Founder

23. contact us
Adam Stewart
Helping CMOs and
604.363.8499
adam.stewart@allocadia.com marketing teams
Allocadia
1. 866. 684. 0935
www.allocadia.com
achieve better
marketing ROI