Omnichannel marketing planning and budget management for CPG brands.
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.
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.
Omnichannel marketing planning and budget management for CPG brands.
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.
Founded year:2016
Founder:Olga Yurovski
Team size:11-25
Popularity:Highly regarded niche solution in the CPG and retail marketing operations industry.
HQ:Chicago, Illinois, USA
Status:Active
Funding status:Bootstrapped
Customer type:B2B
Funding:Bootstrapped
Pricing:Enterprise
Tech stack:Cloud-based SaaS architecture
Platform:Web
Integrations:ERP systems, various financial software, and custom tactical marketing tools via API.
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.
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.
Alternatives
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.