Overview

Shopperations is a purpose-built marketing planning and budget management platform designed specifically for CPG brands and retail marketers. It serves as a central system of record, enabling teams to standardize budgeting, execute omnichannel campaigns, and actualize spending against invoices and deductions. By eliminating manual spreadsheets and data silos, it allows teams to shift from reactive planning to proactive, continuous optimization.

Founder story

Shopperations was founded by Olga Yurovski to solve the persistent data and budget opacity in the CPG industry. Recognizing that marketing teams were wasting the majority of their time on administrative tasks and spreadsheet maintenance, she built a dedicated system for Shopper Marketers to plan, execute, and analyze their budgets in a transparent, scalable way.

What it does

• Standardizes the entire budgeting process by tracking fund releases and enforcing company spending rules
• Synchronizes omnichannel marketing calendars to provide a single source of truth for all brand campaigns
• Automates the reconciliation of invoices and deductions by connecting directly to ERP systems
• Delivers post-promo analytics through a dedicated dashboard to measure sales lift and campaign ROI.

Who it's for

• CPG Marketing Teams
• Brand Managers
• Shopper Marketing Departments
• Finance and Sales Operations

Why it works

• Replaces fragmented offline trackers with a unified, real-time system of record for all marketing spend
• Standardized data taxonomy ensures that information is consistently labeled and accessible for high-level reporting
• Automated calendaring and reporting save significant administrative time, allowing teams to focus on strategy
• Provides transparency across finance, sales, and marketing, improving cross-functional collaboration and trust.

Growth strategies

• Positioning as a specialized system of record for CPG marketers rather than a generic tool.
• Developing a strong community ecosystem through Shopperati, their dedicated marketing community on Slack.
• Providing high- value free industry research and benchmarking studies to capture lead intent.
• Strategic implementation services that benchmark and audit client processes before software deployment.

Alternatives

• Gravatate
• Allocadia
• Planful
• Aprimo

Comparison overview

• Shopperations is purpose-built for the unique needs of CPG shopper marketing, unlike generic project management tools.
• It offers deeper integration with retail-specific budgeting and deduction workflows compared to enterprise-wide planning software.