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Plan & Spend

Measure and optimize marketing spend and performance


By Industry

Financial Services

By team

By Company Size



The Forrester Wave™: Digital Asset Management Systems, Q1 2024

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Aprimo Plan & Spend


Intelligent Global Financial Management

Why Plan & Spend?

Marketing organizations tend to struggle with financial management – from ensuring alignment and dealing with unauthorized budget overspends to improving their bottom line. Aprimo Plan & Spend helps marketing teams get the most from their investments by driving business outcomes that directly contribute to revenue.


With Aprimo Plan & Spend you can:

  • Get a 360° view of planning, budgeting, and forecasting
  • Optimize marketing spend
  • Centralize management of marketing vendors
  • Gain data-driven insights

Aprimo Plan & Spend Benefits

  • Get a complete and accurate view with a fullyintegrated solution from planning through spend.
  • Streamline global marketing planning and spending while managing local specific needs.
  • Increased agility with real-time visibility into budgets, planned spend and expenses.
  • Flexible planning tool with yearly, quarterly, and monthly views for better monitoring of progress.
  • Optimize resources by consistently aligning objectives and strategies with marketing activities.
  • Link marking spend with performance to track and analyze marketing efforts to improve ROI.


Aprimo Plan & Spend Budget Screen with CMO dashboard


360° View of Planning, Budgeting, and Forecasting

Optimize allocation of funds to streamline planning & track KPIs.

Key Benefits

Align Objectives and Strategies

Keep corporate and department  priorities aligned.


Automate Budget Allocation

Easily distribute and reallocate funds throughout the year as actual spend and priorities change.


Accelerate Reviews

Streamline and speed up the approval process for proposed marketing activities.


Justify Investments

Calculate projected ROI and run what-if scenarios of your proposed budgets by linking past performance to planning and budgeting.


Gain a Flexible Budget Hierarchy

Easily view and manage your expenses with multiple flexible hierarchies for greater budget control.


Develop a Disciplined Approach to Content Planning

Maximize budget by repurposing existing assets to create new content while monitoring progress to ensure it gets to market on time and within budget.


  • Activity and Program Proposals and Reviews
  • Corporate Objectives and Strategy Mapping
  • Budget Allocation
  • Flexible Planning Support
  • ROI Modeling
  • Fiscal Year Budget Hierarchies
  • Link Plans to Enterprise Financial Systems
  • Content Planning


Aprimo Plan & Spend Budget Allocation


Optimize Marketing Spend

Scale marketing with a real-time view of your complete marketing spend.

Key Benefits

Collaborate More Efficiently

Collaboratively manage spend across the globe with your team.


Streamline Submissions and Approvals

Quickly evaluate all expense transactions to ensure accuracy and expedite the approval process.


Monitor Spend Performance

Stay ahead of under and overspend with  real-time comparisons and alerts.


Customize Financial Controls

Set your own expense thresholds so your budgets stay on track.


Simplify Global Spend Management

Define global currencies and exchange rates and apply them to selected budgets, forecasts, and expenses.


  • Forecasts for Your Marketing Activities
  • Activity Spend Measurement
  • Visual Spend-at-a-glance Views
  • Support for Commitments, Including Purchase Orders
  • Invoice and Journal Voucher Management
  • Threshold and Over/Under Spend Alerts
  • Role-based View Into Spend
  • Manage Current/Future Exchange Rates
  • Flexible Review and Approval Rules for Spend


Aprimo Plan & Spend Visual Spend at a glance


Centralize Management of Marketing Vendors

Easily manage your preferred vendors and agencies.

Key Benefits

Simplify Vendor and Agency Management

Maintain a master list of your vendors and agencies to tie to activity spend, and ensure you are using the most preferred and costefficient vendor.


Access Vendor Data in Place

View a one-stop shop for all supplier/ vendor contracts and activity history in a centralized location.


Streamline RFPs

Speed up and simplify the RFP (request for proposal) process with pre-built templates  and automated invitations.


  • Master List of Suppliers, Vendors, and Agencies
  • Sublists for Preferred Vendors
  • Analysis of Vendor Spend
  • Supplier/Vendor History
  • Automatic and Templated RFP Workflow
  • RFP Response Support


Aprimo Plan & Spend Vendors list


Gain Data-driven Insights

Leverage a library of standard operational reports or create custom, interactive reports tailored to your business.

Key Benefits

Monitor Marketing Performance

Connect performance data to investment data to optimize marketing spend.


Accelerate Productivity with Out-of-the-box Reporting

Jump right in with powerful pre-configured reports and analysis for your internal marketing operations, resources, and spend.


Customize Your Approach

Use the robust Developer Toolkit for a “do-it-yourself” approach to data.


  • Out-of-the-box Reporting
  • Operational Dashboards
  • Embedded Business Intelligence
  • Spend Dashboards
  • Data Import/Export
  • Integrations with Marketing Performance Measurement Solutions
  • Data Visualization for Marketing Executives and Leaders


Aprimo Plan & Spend Dashboards


Aprimo Plan & Spend Technical Advantages

Aprimo Plan & Spend offers robust technical capabilities that help organizations get up and running quickly so they can focus on delivering rich customer experiences.

Why Aprimo?

The market shift toward customer experience requires today’s marketers to bridge the gap between the customer experience and marketing complexity.

Aprimo Plan & Spend offers enhanced capabilities, technologies, and best-in-class services that save time and money.

The pressure is on. Aprimo empowers marketers to optimize spend, resources, and content with a modular and integrated SaaS platform for marketing operations.

We give marketers the advantage of faster time to market with the easiest way to find needed content, lower content creation costs through higher reuse of existing content, and the seamless feeding of approved content into customer experience execution channels.


The Aprimo Advantage

  • Strong history as a global leader and an enterprise marketing innovator in the industry.
  • Seamless ecosystem extends scalable, integrated suite of products.
  • Simplify complex, omnichannel marketing challenges with a single system of record.
  • Agile implementation with Aprimo’s quick time-to-value activation methodology.
  • SaaS solution provides unparalleled scalability, reliability, and lower total cost of ownership.

Forrester MRM Wave Report



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