TrustRadius
Allocadia is a marketing resource management platform with marketing campaign analytics capability, from the company of the same name headquartered in Vancouver.https://media.trustradius.com/product-logos/6y/hS/DEH7T1C0QBIA.PNGAllocadiaAllocadia is a streamlined platform to manage your marketing budgets2017-03-07T02:13:43.239ZAllocadia is currently only being used by our corporate marketing teams to manage budgets. It helps to provide greater budget visibility to our finance department and also allows us to not have to rely on spreadsheets to manage our budgets. It is a very intuitive platform to use and this has helped with its adoption in our marketing department.,Plan and allocating quarterly budgets.
Providing reports on your budget.
Generating "MRM" codes to tie our purchase orders in finance to our project codes within our individual team budgets.,The wording between the "plan" and "forecast" sections can be confusing at first, as they both imply the same type of activity.
Better recovery options for admins if folders are accidentally deleted - had this happen and took a week of manual recreation from an internal admin to get us up and running again.,9,Allocadia has helped me hit 99.9% of my budget allocation and spend for 3 consecutive quarters.
Helps my manager be hands off with her budget, but provide visibility of what is being spent when she needs that information.,ExcelNick MillerEasy to use, Excellent customer service2015-12-10T18:07:15.792ZWe use Allocadia for the marketing team to manage all of our budgets and forecast expenses. We use it as an additional step from the main accounting package that corp finance uses because we need to get more granular with our expense tracking for mROI. It has helped us quickly gain insight into the broader marketing spend as well as calculate various levels of marketing ROI (segment, category, campaign, vendor, etc.),Easy to use
Excellent customer support
Product development is accessible for product enhancement ideas,Not really at fault of Allocadia, but my marketing users have many different programs that they are using in addition, which makes things complicated. (ie. Project management tool for managing projects and workload, Allocadia, for building the budget, marketing automation for building campaigns, Salesforce for tracking campaigns, etc....),9,Increased marketing process efficiency
Ability to generate reports for finance faster,MarcomCentral,Pardot, Salesforce.com, Oracle Eloqua,Entering your month to month forecast, plan data
Moving money from one month to another
Importing new budgets,Truing up actuals can be tricky, but it's manageable once you figure out what works for your company,No,9Amanda LomasAn Allocadia Partner's Point-of-View2015-07-30T19:39:30.847ZWe are a certified consulting partner of Allocadia. We help other companies determine if they should use Allocadia, help them prepare to use it, then help them implement and support for the long-run.
The primary business problems we've seen solved by Allocadia:
- Misalignment between Finance and Marketing on current forecast
- Disparate ways of tracking similar marketing spend
- Inability to transfer, cut, and add budgets with confidence
- Low visibility in the budgeting roll-ups across multiple budgets and organizations,The user interface is clean, well-thought out, and easy for marketers to use. It behaves like their spreadsheets in all the right ways...without the baggage of having budgets locked into separate spreadsheets.
Allocadia knows that revenue attribution is important, and has great out-of-the-box adapters to flow actual spend and actual performance in to the tool.
The reporting engine is both substance and style. Data is accurate, can be sliced-and-diced, and is easy for marketers to get what they want in an ad hoc fashion, if a canned report does not already exist. The visuals are also excellent, which promotes the use of analysis.,I look forward to improvements on the approvals engine. The latest release is fantastic, and with a couple more additions, it will be even more robust.
I would like to eventually see integrations / adapters to project management (MRM workflow) solutions. Part of controlling marketing cost and improving ROI is measuring and improving the marketing process. Marketers would really benefit from being able to manage process and capacity alongside spend and performance.,10,Drives marketing efficiencies to free up time to allow marketers to focus on the bigger issues and get more campaigns out the door.
Better visibility to performance analytics drives better decision-making when changing budget allocations.,Brian BrownriggEscape "Excel Hell" -- Allocadia is Marketing Performance Management at its Finest2015-10-20T19:43:19.593ZAllocadia is a terrific way to track your existing budgets in a unified way; even for those companies who are not looking to or are not ready to begin tracking the return on their marketing investment. Allocadia's interface is simple, but its reporting engine is incredibly powerful. Allocadia unifies budgeting, planning, and actual spend tracking within an organization.,The Allocadia interface is simple to use and understand, which helps end user adoption.
Allocadia contains powerful analytic tools that easily display a visual representation of your data.
Allocadia is purpose built for marketers, and geared to easily track marketing performance.,I would like to see a greater focus on organizational roles via the ability to create user groups, and custom security groups in Allocadia.
I look forward to improvements on the approvals engine.,10,Allocadia's integration with Salesforce.com allows for complete marketing and sales funnel tracking, conversion, and spend analytics.
Allocadia's visual display and representation of ROI is incredibly helpful for end users.
Allocadia's analytic capabilities allow you to refine your marketing tactics by analyzing trends, allowing you to choose the most effective marketing activities, or types of marketing activities.,Joshua JamiesonAllocadia instead of an Excel mess2014-03-10T22:27:26.845ZWe are using Allocadia as a Marketing Budget maintenance tool is various departments (Finance, Marketing) and throughout the whole company which is located in different countries in Europe. By using a Excel spreadsheet based solution in the past, we were facing a lot of Excel-related issues incl. deletion of files, changing of past entries, layout and structural issues. Of course that's not what Excel files are supposed to be used for, but we were lacking a proper software solution.,Individuality. Allocadia was kind of a start-up when we first got in touch. They adjusted a lot of their functionalities, layout and usability in order to fit our needs.
Easy to use. It is very easy to keep control over all the stats while the users take advantage of a nice and easy user interface.
Great support. Although we have a time shift of about 10-11 hours (Europe to Canada) we are experiencing a fast, proper and friendly support in any cases.,An integrated calculator as well as an currency exchange calculator. It would make working with the stats a lot easier if some additional tools would be available.
Improve the general performance. A topic which is valid at any time. No matter how good your performance is lately, there's always room for improvement.
Some smaller adjustments regarding the usability would be great to ease the budget entry process - but as far s I am informed, some changes and updates are coming up with the HTML5 solution,7,Reduced error prone in regards to the budget data
New insights to budget planned, spend and split
More efficient work on the budget maintenance,IBM Cognos TM1,Prophix,9,8Benjamin DeigendeschAllocadia is our Media Solution2016-08-09T13:54:48.533ZAllocadia is currently only being used within Media and only has plans to stay that way. We needed a solution that helps us put planning, actuals, POs, and leads in one system and Allocadia was able to help us do all of that. In addition, we've been able to manipulate it to help us fix some other problems as well such as metrics and testing data. Reporting has also been a huge contribution from Allocadia.,Allocadia's customer support not just in the setup but as we continue to use it is fantastic. They are fast and very, very helpful.
Allocadia was set up to provide my company with as many solutions as possible. We are also given the opportunity to continue to manipulate it within the confines of the structure to make it an even better tool for our department.,Because we use Allocadia slightly differently than the typical user, it can be a little clunky for us. However, we have been able to fix almost all issues/problems so that we can use the software in so many more ways than previously imagined.
The amount of time it takes to refresh data into their analytics tab can be frustrating. I understand the reasoning behind it but having to wait 5 minutes for it to update so you can pull an accurate report can be tiresome.,10,We have been able to more effectively look at our buys and see how they are performing on an ROI basis. Previously our spend data and leads were in two different places but this has allowed us to combine them.
We have only been in the software for five months so I think we will continue to see the ROI impact as we build out reports. Right now we're still trying to find the reports that will help us the most in our optimization.,Verified UserAllocadia for Marketing Budgets!2015-12-14T17:20:54.000ZAllocadia was being used by our marketing department within the US and globally. It helped create more accurate reports for analysis.,Allocadia is easy to use.
Allocadia has a great implementation team that understands the software well.,Generating reports was a little slow.,9,The purpose of using Allocadia was to reduce manual reporting.Verified UserBudgeting made easy!2014-12-10T21:25:22.500ZAllocadia is a great tool to quickly understand where you are from a budgeting perspective. Additionally it helps us understand real-time costing all in one view. This helps us understand where we stand at any given time.,Manages Budgets
Visualizes Data
Organizes Data,Speed - it keeps getting faster, but still could be more responsive.
Not an issue, but the improvements in the UI are great.,10,From an organization perspective, having our view of exact budgets has reduced errors signfiicantly.,,3,3,Budgeting
Cost Analysis
Reporting,We were able to monitor 365 marketing performance,Not sure but having a view into any additional budgets and costing will always be useful.,7Verified UserAllocadia has it all!2014-06-12T22:48:08.092ZAllocadia is being used to track marketing budgets in our online strategy department. It consolidates budget information that was formerly spread across multiple sources, some of which were individual flat files residing on a variety of systems. It further generates much needed dashboards based on that data, which can easily be used for diagnostic purposes, presentations, or shared directly with partners.,Consolidates budget information (planned, allocated, spent, etc.) in a single location.
Rolls up and enhances the stored data with custom metrics (calculations) and other conversion processes.
Displays data in custom dashboards that really bring the numbers to life.,Integration with key data systems such as Google AdWords or Bing Ads.
More direct and/or user-friendly data import and export processes (pertaining to raw data and flat files).,8,We have greater efficiency in monitoring our campaign spends.
We can plan future budget allocations more effectively with the dashboards and other calculations.
We have less stress, since we don't have to fear the annual reconciliation of planned budgets to actual spend.,Microsoft Excel,7Verified UserHappy with Allocadia2014-08-11T16:44:01.592ZOur company is using Allocadia for budgeting purposes. Being that we have so many different regions and budgets that we deal with, we use Allocadia to keep all the information organized and up-to-date for our finance team as well as allocation purposes.,Mapping invoices with line items.
Audit trails
Forecast updating,I would allow users to switch items into different budgets vs. having to reenter the item altogether.,8,Budget Allocation
Organization,Salesforce.com,Eloqua,QuickBooks Pro,8Verified UserExcel nightmare no more.2014-02-25T17:35:28.726ZAllocadia is currently being used globally by our field marketing department to manage our budget, track spending, and facilitate the approval processes for invoices.,Customer experience is key and Allocadia delivers exceptional service. The support team is fantastic and issues are resolved quickly.
The tool lends itself well to customization, which has been especially helpful for us. For example, we have developed approval reports to streamline the invoice approval process and we have been able to customize the tags to see what has been committed, paid, etc,The drag and drop feature can be a little finicky on the budgets tab. You have to have just the right touch to get something to nest properly.
There is a strange glitch sometimes when selecting a vendor in the actuals tab: No matter how many times I'll select a certain vendor from the drop down, it will somehow choose a random different one.
It would be cool if the amounts entered into the PO panel could automatically total up and populate the forecast field.,9,Increased efficiency in budget tracking, proper coding, approval process, making sure finance actuals match marketing actuals.,,10Verified User
Unspecified
Allocadia
16 Ratings
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