Account Based Marketing Planning

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.


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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

Terms and conditions


Application Terms and Conditions: BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service and modify the Application in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately.

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