Account Based Marketing Planning

Use your Account Based Marketing data to optimize your marketing spending in one solution —from allocation of budget, planning marketing campaigns to forecasting.

Are you ready to do more than just track marketing campaigns with Marketing Resource Management solution? Anaplan can help you plan the right pay. With Anaplan, you can align your accounts, territories, and marketing spending to deliver your best marketing results. Only Anaplan to Use your Account Based Marketing data to optimize your marketing spending in one solution —from allocation of budget, planning marketing campaigns to forecasting.

Features

Account Scoring flow into Budget Allocations

• Seamless data integration between the Account Scoring Budget allocation you leverage scoring when defining market opportunity
• Align accounts rankings with corporate objectives and marketing strategy
• Map account segments to analyze market opportunity in each territory design and revenue potential to influence marketing resources with data
• Disseminate sales quota targets based on account segmentation and score rankings
• Justify sales territory designs and quota targets by account segmentation and score ranking outputs
• Utilize account segmentation and scoring results to better optimize sales territory mappings
• Override account segments at the account level to balance sales territory and account assignments

Manage complex Marketing hierarchies

• Manage complex marketing hierarchies (e.g., geographies, centrally planned vs regionally planned, product based, etc.) at any level of granularity
• Visually manage hierarchy changes through a drag-and-drop user interface
• Aggregate or roll up campaign data at any level in the hierarchy
• View data at any level in the hierarchy and include/exclude specific levels

Multi-layered marketing hierarchy

• Manage complex marketing hierarchies (e.g., geographies, centrally planned vs regionally planned, product based, etc.) at any level of granularity
• Plan, budget, and report across the real marketing activities within the business by utilizing a comprehensive campaign hierarchy with roll-up capability for resources, budget, spend, and results
• Define program, campaign, and activity types to monitor your marketing strategy
• View data at any level in the hierarchy and include/exclude specific levels

Resource Management

• Automatically create templatized marketing campaigns and activities to eliminate data entry
• Built in workflow around campaign approval 360 view of marketing budget, forecast, commit and actual spending

Performance management

• Generate revenue forecasts based on marketing metrics connected to historical performance data
• Integrate Sales and Marketing by ensuring the marketing plan provides the results to meet sales forecasts
• Benchmark campaign performance against KPIs

Budget and spend thresholds for embedded internal compliance

• Enable pre-approved spend thresholds to improve budget compliance
• Create thresholds based on various drivers, including activity type, calculated ROI, or percent of budget available

Spend tracking

• Spend against campaigns by utilizing your finance codes to allow for simple reconciliation end of month/quarter
• Record commitments and actuals directly into the application or integrate with finance systems
• Visualize burn-down charts of committed vs spent across campaigns, commitments, and other key business metrics Understand your marketing budget position in real time

Modeling, “what-if,” and forecasting

• Understand the effect of changing high level strategic goals to how that effects budget allocation across regions and accounts
• Quickly create, share, and compare scenarios and “what-if” analyses on key marketing and sales performance metrics
• Unlimited “what-if” scenarios for proactive insight and better choices for immediate and longer-term impact
• Periodic or rolling forecasts using “copy version” that quickly automate combining data from previous plans, budgets, and actuals
• Marketing revenue contribution forecasting to model and see revenue impact of potential decisions before they are made

Information

Size

2.05 GB

Language

English

App stats

Modules

158

Roles

4

Formulas

947

Reports

20

Complexity

Intermediate