Allocadia Reviews & Product Details

Allocadia Overview

What is Allocadia?

Allocadia Marketing Performance Management is planning, budgeting, and performance measurement software built for revenue-driven marketing organizations. 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. Leading marketers from enterprise customers including GE Healthcare, Unilever, Juniper Networks, Charles Schwab and many others use Allocadia to transform how they plan, manage, measure, and optimize spend and return on investment.

Allocadia Details
Website
Languages Supported
English
Product Description

Help marketing departments plan, budget and measure their marketing investments

How do you position yourself against your competitors?

Allocadia created the Marketing Performance Management category in 2010, with the first cloud solution built for marketers to help build plans, manage investments, and track results of every type of marketing campaign and activity. Today, our software helps more than 120 customers run marketing more efficiently so they can do marketing more effectively. As a best-of-breed MPM solution used by some of the largest B2B and B2C organizations in the world, we know what ti takes to deliver performance and value at the enterprise level.


Seller Details
Seller
Allocadia Software
Company Website
Year Founded
2010
HQ Location
Vancouver, Canada
Twitter
@allocadia
15,560 Twitter followers
LinkedIn® Page
www.linkedin.com
120 employees on LinkedIn®

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Associate Brand Manager - Mucinex 12 Hr
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

My company just switched to Allocadia and it is a great tool so far. Allocadia makes it easy to search and find your line items. Layout is clear and running a report is simple. I love that there are required fields that help you complete each MIO accurately and with minimal changes, if any. It's very user friendly and visually self-guiding. Most importantly is the visibility this gives to the whole team and company. You can see real-time numbers and share your budget quickly. Review collected by and hosted on G2.com.

What do you dislike?

Would like to see the ability to filter and sort on the main Activities screen. For example, sometimes I only want to see my unMIO'd line items and filter out the approved ones. Also, it would be nice to have the ability to tag just your programs since we share an Activity plan with a larger group of brands. This way you an filter just the programs and line items you created and not have to weed through other team member's. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you are trying to simplify budgeting for your enterprise, give Allocadia a trial. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Allocadia gives me a 360 view of the team's budget and allows me to quickly see what funds have been spent and what spend is remaining. Prior to this there was a lot of individual spreadsheets that had to be manually updated monthly. Allocadia has eliminated the need for all these different manual budget trackers. I also want to point out again that the visibility to senior members is key to walking them through what has been spent and what is remaining. Review collected by and hosted on G2.com.

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Marketing Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

It facilitates corporate marketing teams for managing their budgets and marketing operations. It is providing greater visibility of budget for departments of finance. You don’t have to prepare or depend on spreadsheets for managing budgets. Visibility helps managers in knowing about the allocation of budgets. It helps in customizing, importing, and exporting reports. It helps in providing forecasts about marketing expenses. Review collected by and hosted on G2.com.

What do you dislike?

It takes a lot of time for refreshing data. The process of budget entry should be provided with more ease. It should improve its marketing processes and integration with third party services. It has lots of issues regarding the processes of importing and exporting. It does not help in generating reports instantly. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It is a very easy to use and intuitive platform. It saves a lot of time in planning for budgeting. Due to its visibility, it provides centralized systems and plans in one place. It helps in providing visual data representation with the help of its analytic tool. Fast and friendly customer support is provided in it. A calculator for currency exchange is also embedded in it. One of its biggest contributions is its reporting feature. It also helps in aligning activities and objectives. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

es una gran herramienta hasta ahora. Allocadia facilita la búsqueda y la búsqueda de sus artículos de línea. El diseño es claro y ejecutar un informe es simple. Me encanta que haya campos obligatorios que le ayudarán a completar cada MIO con precisión y con cambios mínimos, si los hay. Es muy fácil de usar y visualmente autoguiado. Lo más importante es la visibilidad que esto le da a todo el equipo y la empresa. Puede ver números en tiempo real y compartir su presupuesto rápidamente. Review collected by and hosted on G2.com.

What do you dislike?

Por ejemplo, a veces solo quiero ver mis líneas de pedido no MIO y filtrar las aprobadas. Además, sería bueno tener la capacidad de etiquetar solo sus programas, ya que compartimos un plan de actividades con un grupo más grande de marcas. De esta manera, puede filtrar solo los programas y las líneas de pedido que creó y no tendrá que eliminar a otros miembros del equipo. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

La mejor opción para su empresa es Allocadia. Les recomiendo 100% Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Antes de esto, había muchas hojas de cálculo individuales que debían actualizarse manualmente cada mes. Allocadia ha eliminado la necesidad de todos estos diferentes rastreadores de presupuesto manuales. También quiero señalar de nuevo que la visibilidad de los miembros senior es clave para guiarlos a través de lo que se ha gastado y lo que queda. Review collected by and hosted on G2.com.

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UI
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It's easy to see all of our marketing activities and budget at a glance. It's very flexible, allowing changes to labels and dollar amounts without disrupting anything. It encourages transparency and collaboration, and really demystifies the budget process. Bonus: Excellent customer services and integrations with other applications. Review collected by and hosted on G2.com.

What do you dislike?

As with any powerful tool, there will be certain features that you don't need and can feel overwhelming. There is a bit of a learning curve to know where to look and determine what you need to pay attention to and what you don't. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Previously, our marketing budget was a black hole. We shared spreadsheets, or logged into a very buggy Oracle system that not everyone (e.g. Mac users) could access. Now our budget is very organized and transparent. We know where our money is being spent, where there are potential savings, and how to plan for monthly ups and downs. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It is extremely easy to use and our whole team sees the value. Review collected by and hosted on G2.com.

What do you dislike?

The integration to Google AdWords and LinkedIn ads to gain campaign based spend details is an additional cost that only makes sense for very large companies. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is a great tool, easy to use, and the support team is amazing as well. I attend a help session whenever I need it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We can easily connect our marketing forecasts and spend actuals with our Accounting team's actuals to track our spend over time and plan for the full year. We replaced a behemoth of an excel sheet with a great tool. Review collected by and hosted on G2.com.

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UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The dashboards and views are easy to navigate and are helpful to bucket various teams and segments of our budget. It's also easy to create activities and set up a hierarchy as well. Review collected by and hosted on G2.com.

What do you dislike?

I haven't found features I don't like, but there is more depth to the tool that I have not dived yet. In addition to product updates and release notes, I would love to have brief user tutorials built into the product or linked on the support page. (Especially for new user onboarding.) Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It's easy to see the program and project data and how it aligns with our overall numbers as well as our investment targets. Line items help track project expenses and help with historical data for future planning as well. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It is extremely easy to use for any individual. Allows easy reallocation of resources. Dashboard reporting is great. Review collected by and hosted on G2.com.

What do you dislike?

It does not have option to store backup files. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This tool will make the planning and forecast process easy and accurate. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Track and control all the forecast movements for the LATAM region and it allows the use of multiple currencies. It also help us to reforecast in 50% of the time. Review collected by and hosted on G2.com.

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UF
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I like that you can split by PO, Latest Call and Actuals, plus integration with Netsuite Review collected by and hosted on G2.com.

What do you dislike?

The learning curve is a bit steep and it was difficult for my team to get up to speed. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Great software that serves its purpose. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Unexpected overages and creating retroactive POs. Now with Allocadia, we can reduce unexpected costs. Review collected by and hosted on G2.com.

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UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The program's structure is generally user friendly - very intuitive and straight forward. Review collected by and hosted on G2.com.

What do you dislike?

Inability to see who is raising MiOs creates confusion for Marketing Finance team.

I dislike having to login through OKTA - would much prefer to go directly into Allocadia. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Managing budgets across several different teams Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

fast, concise, and simple UI ease us to monitor the budget Review collected by and hosted on G2.com.

What do you dislike?

editing in bulk, i have to edit it one by one, if possible make it like excel or upload capability (for user) Review collected by and hosted on G2.com.

Recommendations to others considering the product:

to have a plan first in other sheet then import it to allocadia Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

monitoring budget and planning Review collected by and hosted on G2.com.

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UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Budget vs. Actuals. I need to see how much money we have left at any given time and this helps me do exactly that! I also like that the entire team can see where we stand budget-wise. Using Excel was just a mess and Allocadia fixes that frustration. Review collected by and hosted on G2.com.

What do you dislike?

It can be a little confusing getting used to the budgeting vs. actuals as Allocadia sees it. Everyone uses different ways of budgeting so it just takes some time getting used to it. I also find the insights section a bit confusing, and to be honest, we don't really use it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Budgeting issues and understanding what we have left to spend in the quarter and in the year. It offers high visibility to all stakeholders, including finance who now loves us! Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

How organized you can have your spending Review collected by and hosted on G2.com.

What do you dislike?

No dislikes so far but they could improve the platform by adding a place for attachments Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This software will simplify the planning process and avoid huge variances Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Budgeting is much easier and variances are within 1% Review collected by and hosted on G2.com.

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UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It's so easy to see your budget for the, especially to make changes on the fly! It's all in the marketeers hands, which is great when wanting to switch money to different campaigns. Review collected by and hosted on G2.com.

What do you dislike?

It takes a while to learn, and can be a bit tricky at first. Sometimes creating a program and line item can be repetitive. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

This helps to balance the department budget at any given time. Great way to always know your spend. Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The search bar function + ability to export Review collected by and hosted on G2.com.

What do you dislike?

That view window doesnt come up nicely on the laptop usually have to move it to my larger monitor in order to use all the functions easily Review collected by and hosted on G2.com.

Recommendations to others considering the product:

n/a Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

i dont have to always ask the AP team to see how im forecasting i can see it in real time Review collected by and hosted on G2.com.

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AM
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Excellent collaboration and communications - helped the team on our end to be well informed. Review collected by and hosted on G2.com.

What do you dislike?

Canada time zone so couldn't really get them during the first half of the day in NY Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Excellent team and pleasure to work with. They can handle all kinds of users! :) Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Training, Enhancements and Hyper-care issues resolution. Very quick turn around. Review collected by and hosted on G2.com.

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UC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Enables us to look at the big picture and detail in a way that makes sense. Reports enable us to integrate with other systems. Easy to learn. Review collected by and hosted on G2.com.

What do you dislike?

Not sure about direct integration with other systems.UI seems a bit old fashioned (can feel like you are just looking at a large spreadsheet). Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Budget management, spend management. Review collected by and hosted on G2.com.

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CC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

As a finance analyst its easier to manage and follow up the budget and the accruals for the activities. Review collected by and hosted on G2.com.

What do you dislike?

I have no complaints meanwhile, Allocadio works as expected Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It is very difficult to maintain immediate proximity with marketing and with the platform the financial risk of not provisioning any activity is mitigated. Review collected by and hosted on G2.com.

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UC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Allocadia did help centralize our department budgeting process, but it's no better than an online Excel spreadsheet. Review collected by and hosted on G2.com.

What do you dislike?

It's hard to justify the cost. Again folks, this is just an online spreadsheet with some reporting on the back end. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We didn't have granular budget visibility, it's about the same benefit as online spreadsheets. Review collected by and hosted on G2.com.

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UM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Line items under budgets is helpful to separate out separate deliverables in the overarching budget. Review collected by and hosted on G2.com.

What do you dislike?

Opening a PO. UX is confusing - when you submit it doesn't automatically close out, so it's easy to make duplicate pos. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Organizing complex budgets Review collected by and hosted on G2.com.

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AH
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Easy to set up and maintain. Has integrations. Review collected by and hosted on G2.com.

What do you dislike?

A little learning curve to get up and running, but its flexible. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking budgets and ROI. Detailed costs can be entered for campaigns. Automatic creation of Workfront projects. Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Breakout by budget and then budget category Review collected by and hosted on G2.com.

What do you dislike?

Integration with Workday is not the best Review collected by and hosted on G2.com.

Recommendations to others considering the product:

N/A Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Aligning marketing with finance to ensure accurate forecasting Review collected by and hosted on G2.com.

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UI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Ease of use, the reporting and analysis. Review collected by and hosted on G2.com.

What do you dislike?

overall display, ability to saved views. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Manage budget /marketing activities . Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Very user friendly, we stay within our budget targets within 1% using Allocadia. Review collected by and hosted on G2.com.

What do you dislike?

Would love if we didn't have to manually update forecast & committed amounts based on the invoice amount. It should be automatically updated and would save us so much time. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Better reporting for management Review collected by and hosted on G2.com.

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Director, Revenue Marketing Operations and Technology
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

We have a very complex enterprise marketing environment, with many franchises and divisions within those franchises. Every division was tracking their marketing spend in a different way and we had no visibility into what was being spent week over week - and if we were getting the most out of our marketing dollars. Allocadia helped up bring together all of our disparity into a single great tool that is easy to use - regardless of your role. Review collected by and hosted on G2.com.

What do you dislike?

I would really like our teams to start using the planning tools for goals and objectives and then tie spend against those. Unfortunately, there is only the option of doing that for a single team. Every one of our divisions has unique goals and objectives, so it would be cool if each franchise could have their own set of those - then we could use it. Right now we can't. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I know there are other tools like Allocadia, but not only are they the best we found, but their account team and customer success managers are truly the best in the business. And their support is outstanding. That is often hard to find in software vendors - not with Allocadia, they are excellent! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have reduced waste across the business because we can now see where money is being spent across all divisions on technology, contractors, vendors, etc., and we are now consolidating these relationships to gain better economies of scale. Allocadia gave us this visibility. Also, we are ensuring that all of our budget is used each quarter. We don't want to waste any of our budget, with bad tracking practices. Allocadia ensures that we are on budget, invoices are received within the quarter and no dollars are wasted. We love it! Review collected by and hosted on G2.com.

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AC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

the team is very quick to get back to you and is highly knowledgeable Review collected by and hosted on G2.com.

What do you dislike?

the system is not very intuitive and requires training in order to understand how to enter, track and report correctly Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Understand exactly what your needs are before any work is done and ensure at the very least a weekly touch base is set up once a week to ensure appropriate progress is made towards the target Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

the ability to accrue PO's automatically and manage A&P more effectively Review collected by and hosted on G2.com.

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Do you work for Allocadia?