Plan & Spend

Align Strategies and Budgets to Improve ROI

Aprimo Plan & Spend helps organizations better manage marketing and customer experience financial investments. Our solution enables you to easily plan, configure, and visualize budgets to ensure your spend aligns with your enterprise goals. Gain data-driven insights into budget and spend to drive more effective ROI calculations, ultimately leading to more impactful brand experiences.

Plan & Spend

Align Strategies and Budgets to Improve ROI

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Aprimo Plan & Spend helps organizations better manage marketing and customer experience financial investments. Our solution enables you to easily plan, configure, and visualize budgets to ensure your spend aligns with your enterprise goals. Gain data-driven insights into budget and spend to drive more effective ROI calculations, ultimately leading to more impactful brand experiences.

Aprimo is recognized as a leader in Marketing Resource Management.

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Key Benefits

Complete Planning Solution

Easily undertake monthly, quarterly, and yearly marketing planning processes to ensure strategic alignment by visualizing and comparing budget scenarios--and the resulting ROI.

Global Spend Management

Gain real-time visibility into spend–in every currency--for all plans and activities across your brand.

Data-driven Insights

Gain insights into marketing investments to optimize the marketing mix and gain the most ROI.

Marketing Planning

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  • Create templates to gather ideas and proposals from throughout the enterprise complete with dates, objectives, and strategies, among other items.

  • Establish marketing objectives and supporting strategies, and align marketing investments to objectives and strategies.

  • Define a multi-level review process or enable a fast track path for standard requests.

  • Customize terminology and processes for optimal results and user adoption.

Create templates to gather ideas and proposals from throughout the enterprise complete with dates, objectives, and strategies, among other items.

Establish marketing objectives and supporting strategies, and align marketing investments to objectives and strategies.

Define a multi-level review process or enable a fast track path for standard requests.

Customize terminology and processes for optimal results and user adoption.

Budgets & Forecasting

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  • Automate the yearly budgeting process via a top-down distribution of funds or bottoms-up aggregation of proposals.

  • Track expected ROI as you create your budget by running what-if scenarios to see how changes would affect results.

  • Capture and manage planned marketing spend by activity and program.

Automate the yearly budgeting process via a top-down distribution of funds or bottoms-up aggregation of proposals.

Track expected ROI as you create your budget by running what-if scenarios to see how changes would affect results.

Capture and manage planned marketing spend by activity and program.

Spend Management

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  • Gain visibility into all spend activity via an interactive hub.

  • Manage the submission and approvals of financial documents so budgets are accurate, rouge spend is eliminated, and the approved process is followed every time.

  • Visually compare real-time activity spend to identify areas of underspend and potential overspend.

  • Receive visual cues that surface potential overspend before it happens.

  • Configure threshold amounts that trigger escalation to proper authority for approval.

Gain visibility into all spend activity via an interactive hub.

Manage the submission and approvals of financial documents so budgets are accurate, rouge spend is eliminated, and the approved process is followed every time.

Visually compare real-time activity spend to identify areas of underspend and potential overspend.

Receive visual cues that surface potential overspend before it happens.

Configure threshold amounts that trigger escalation to proper authority for approval.

Marketing Performance

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  • Utilize Aprimo Insights to measure how investments drove performance by tying them with strategies and objectives, cost of content development, and campaign performance data.

Utilize Aprimo Insights to measure how investments drove performance by tying them with strategies and objectives, cost of content development, and campaign performance data.

Vendor Management

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  • Maintain a master list of suppliers and vendors and materials to tie to spend.

  • Track history with each supplier:

    •      •   Activity history (involvement in an activity)
    •      •   Invoice history (with Expense Manager)
    •      •   Response history (RFP responses)

  • Save and apply RFP process templates, automate invitations and responses, and create purchase orders.

Maintain a master list of suppliers and vendors and materials to tie to spend.

Track history with each supplier:

  •      •   Activity history (involvement in an activity)
  •      •   Invoice history (with Expense Manager)
  •      •   Response history (RFP responses)

Save and apply RFP process templates, automate invitations and responses, and create purchase orders.

Integration

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  • Use Aprimo Connect to integrate Aprimo Plan&Spend with your corporate system or record to reduce duplicate work, adhere to corporate financial processes, and make reporting easy.

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Use Aprimo Connect to integrate Aprimo Plan&Spend with your corporate system or record to reduce duplicate work, adhere to corporate financial processes, and make reporting easy.

Learn More

Trusted by Our Customers

Establishing a consistent process throughout our marketing organization has helped us closely align projects to corporate objectives. In the first year of operations, we actually processed invoices 33% faster."

Communications Manager | Bank of America

Aprimo allows us significant flexibility in developing our campaign workflows, according us the ability to both streamline our work as well as report out on how we're doing against our key performance indicators."

Mike MacLaverty, Director-Marketing Management | AT&T

We needed a standard project management approach for marketing the company, its products and services, and to decrease cost and cycle times. Aprimo helped us shorten project approval timelines by 27%."

Bank of America

Aprimo Plan & Spend Data Sheet

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