Easy to use, Excellent customer service
December 10, 2015

Easy to use, Excellent customer service

Amanda Lomas | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Marketing Budgeting,Investment Planning,Performance Management

Overall Satisfaction with Allocadia

We 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....)
  • Increased marketing process efficiency
  • Ability to generate reports for finance faster
Allocadia was much easier to use and did calculations for us that we had to do on our own in MarcomCentral.
Great for companies that have been using spreadsheets in the past or had used another budgeting system that was very basic and want to be able to do a more detailed analysis of their data.

Using Allocadia

Easy to use and allows you to track just about anything that's important to your business.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Lots to learn
  • 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