Manage your marketing budgets in Salesforce.  Track marketing expenses.  Automate ROI.


Plan your marketing spend quickly and easily and optimize marketing program investment with Marketing Budget Management by Marketing Lucidity.  Marketing Budget Management is a comprehensive application for planning your marketing budgets and measuring the effectiveness of strategic marketing programs while incorporating line item expense tracking and partner funds management.  Marketing professionals can use Marketing Budget Management to streamline planning, budgeting, and execution of marketing campaigns, and align marketing resources with revenue objectives.


  • Multi-level marketing program budget planning to accommodate complex budget allocation schemes
  • Automated expense roll-up to all budget hierarchies
  • Gross vs. net expense management
  • Partner funds allocation manager
  • Customizable workflow to map to any organizations approval processes
  • Line item expense tracking with attachments for invoices
  • Pre-defined marketing ROI (ROMI) reporting
  • Automated metrics calculations across all budget hierarchy levels (e.g. cost per lead)
  • Out of the box integration with Salesforce CRM Campaigns


  • Clarity into planned marketing spend over time and by department and geography
  • Automated reporting to save time and resources
  • Built in planned vs. actual expense comparisons to allow for to-the-penny planning
  • Discrete visibility into partner marketing contributions (MDF) to maximize net spend

Marketing Budget Management is a Cloud Computing-based application on the platform from and provides customers with automatic upgrades at no cost, with access from any web browser.  Marketing Budget Management is available for free trial and download from’s AppExchange.


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Marketing Budget Management is available for free on's Appexchange.  Download it now....

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Marketing Budget Management - 2015



Need some guidance on how to start using MBM?  Here's some usage tips: