Easy to use, Excellent customer service
December 10, 2015
Easy to use, Excellent customer service
Score 9 out of 10
Vetted Review
Verified User
Software Version
Allocadia (legacy)
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.
Using Allocadia
| Pros | Cons |
|---|---|
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