Case Study: Pitney Bowes achieves centralized marketing investment control and advanced ROI insights with Allocadia

How Marketing Reached Trusted Advisor Status at Pitney Bowes

Pitney Bowes, a global technology company undergoing digital transformation, faced fragmented marketing operations: three divisions ran separate finance systems and relied on spreadsheets, leaving no centralized view of marketing spend or the “I” in ROI. The lack of unified planning, forecasting and measurement kept marketing from delivering the operational excellence and data-driven insights the business and finance teams required.

Pitney Bowes implemented Allocadia to consolidate global marketing budgets, achieve 100% adoption, and sync investment data with Salesforce. The platform became the system of record, enabled strategic, geographic and program-level ROI reports, secured finance buy-in, and let marketers reallocate funds based on clear performance metrics—positioning marketing as a trusted, data-driven advisor to the business.

Pitney Bowes

Anna Alexander

Manager of Marketing Budget Systems