Marketing Resource Management

Plan and optimize marketing spend to create higher ROI from marketing plans. Define and track campaigns and budgets with instant visibility into predicted revenue generation based on historical marketing performance metrics, such as funnel conversion rates, deal size, and resources.


Business Function
All Industries
App Last Updated
124 MB
Terms & Conditions

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Why Anaplan for Marketing Resource Management?

Gain control of your budget process by enabling top-down planning, and track bottom-up spend and forecast to understand your budget position in real time and easily reconcile with Finance.
Utilizing Anaplan’s marketing planning software, you can optimize the plan across key drivers to ensure maximum impact for your spend.
Build your marketing plans with focus on revenue generation by embedding historical sales data to see immediate revenue forecasts, ensuring delivery of fast and accurate revenue expectations to align to corporate objectives.
Embedded transfer and approval processes make it simple to deploy your budget and resources to higher-yield activities while ensuring key strategic goals are achieved.


Pre-built application
  • Download and start with one click from the Anaplan App Hub
  • Customizable business rules to meet unique business requirements
  • Purpose-built marketing planning software application with built-in best practices
  • No technical knowledge or skills required to implement and deploy
General features
  • Business user–friendly planning and analysis platform for self-service modeling, reporting, planning, and budgeting
  • Flexible dimensions and hierarchies to create and modify lists and hierarchies as your business changes
  • Role-based, secure access for relevant insight, clear accountability, and informed decisions
  • Plain-language formulas (no coding) for fast, simple, and user-enabled budget planning and analysis
  • Top-down and bottom-up planning to cascade, roll up, and aggregate plans the way you need, when you need
  • Multi-currency support across plans, forecasts, reports, and dashboards
Multi-layered marketing hierarchy
  • 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
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
Budget transfers
  • Easily transfer budget across your organizational hierarchy to deploy funds to high-performing campaigns or to meet market demands without compromising existing commitments
  • View a record of all transfers
Modeling, “what-if,” and forecasting
  • 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
Salesforce integration (user interface/data)
  • Import Salesforce accounts and opportunities and create revenue forecasts quickly and easily based on historical campaign and opportunity data
  • Display Anaplan in a Salesforce user interface tab, providing transparency between the two applications
  • Bi-directional integration between Salesforce and Anaplan, including account, opportunity, and custom objects
Dashboards, reporting, and analytics
  • Built-in dashboard, reporting, and analytics capabilities with data visualization components (e.g., charts, graphs, maps, etc.)
  • Dashboards and reports are updated immediately
  • Analyze budget and forecasted revenue across the organization to make better decisions with actionable insights
Data integration
  • Data integration with any upstream system using pre-built connectors (e.g., CRM, ERP, HRIS, BI, etc.)
  • Leverage well-documented APIs for data integration
  • Built on one common platform to enable integration across all applications in the business
  • Import data into the system using CSV and text file format
  • Export data into Excel® or PDF
Microsoft Office integration
  • MS Office integration (Excel®, Word®, PowerPoint®)
  • Create account segmentation and scoring analysis spreadsheets in Excel®, Word®, and PowerPoint®
User interface
  • Modern, intuitive, and easy-to-navigate user interface design created with the business user in mind
Real-time updates and reports
  • Real-time updates to dashboards and reports
Role-based security
  • Single, continuously monitored multi-tenant cloud platform and infrastructure
  • Role-based security and user management
  • Single sign-on
  • Auditing of changes, including data and metadata
  • Data segregation; no commingling
  • Disaster recovery and full data inscription
  • Ongoing testing and auditing of security and privacy
  • ISO 27k certified and/or SOC-audited facilities
Cloud solution
  • Reduce IT costs and resources by leveraging a marketing planning software application that was purposely built for the cloud with reliability, security, and compliance in mind (i.e., not an on-premise solution moved to the cloud)

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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