--- description: Review of Shopperations Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Shopperations | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Marketing Planning Tools](/directory/4631/marketing-planning/software) > [Shopperations](/software/462981/Shopperations) # Shopperations Canonical: https://www.softwareadvice.com.au/software/462981/Shopperations Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/462981/Shopperations?page=2) > Shopperations is an integrated marketing planning and budget management tool designed for CPG organizations. It enables consumer packaged goods (CPG) brands and their agency partners to streamline the end-to-end planning, budgeting, execution and analysis of omnichannel marketing initiatives. Designed to address the complexities of multi-channel, national and customer-specific activations, Shopperations streamlines disconnected spreadsheets and ad hoc reporting with a centralized solution. The platform empowers cross-functional collaboration, ensures financial accountability and supports data-driven decision-making that meets the governance and operational needs of both marketing and enterprise stakeholders. It assists with marketing fund management by providing users full visibility into the sources, allocations and utilization of marketing and trade funds. Shopperations provides real-time tracking of budgets, co-op dollars, brand contributions and customer funding — ensuring financial control and audit readiness. Shopperations assists with standardized planning and financial foreasting automation. It helps establish consistent, repeatable planning processes across business units and customer teams. It also enables turnkey financial forecasting and spend phasing. Businesses can seamlessly reconcile forecasted plans with actualized spend. Shopperations integrates invoice data, deduction tracking and coupon redemption workflows to provide marketers and finance teams with an accurate picture of how their programs are actualizing over time. It helps build dynamic, filterable marketing calendars to visualize execution plans by customer, brand, vendor, budget or tactic type. It adjusts in response to retailer feedback or shifting priorities without compromising version control. The tool also offers reporting and data structure for analytics. It can generate granular, timely and actionable reports to inform leadership, enable post-event evaluation and feed marketing mix models. It also offers configurable permissions, audit trails and alignment with common procurement, financial and analytics systems. Whether integrating with ERP tools or exporting structured data to feed BI dashboards, Shopperations plays well with the enterprise's tech stack. > > Verdict: Rated **4.8/5** by 16 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 16 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Shopperations - **Location**: Loveland, US - **Founded**: 2014 ## Commercial Context - **Pricing model**: Flat Rate - **Pricing Details**: Contact vendor for pricing information. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, Spanish - **Available Countries**: Albania, Andorra, Anguilla, Antigua and Barbuda, Argentina, Aruba, Australia, Austria, Bahamas, Barbados, Belarus, Belgium, Belize, Bermuda, Bolivia, Bosnia and Herzegovina, Brazil, British Virgin Islands, Bulgaria, Canada and 88 more ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Budgeting/Forecasting - Calendar Management - Campaign Analytics - Campaign Management - Campaign Planning - Collaboration Tools - Commenting/Notes - Customizable Reports - Drag & Drop - File Management - Gantt/Timeline View - Goal Setting/Tracking - Marketing Calendar - Media Planning - Multi-Channel Marketing - Planning Tools ## Integrations (2 total) - Launch - SAP Business One ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Marketing Planning Tools](https://www.softwareadvice.com.au/directory/4631/marketing-planning/software) ## Alternatives 1. 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They answer questions quickly and are always willing to teach. > > **Cons**: Limited access to our internal financial trackers to speak to each other for making sure invoices come in but can always be a future opportunity. ----- ### "Embrace Shopperations Now\!" — 5.0/5 > **Craig** | *12 June 2025* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: Shopperations EMPOWERS smart people on my team to do their best work. Shopperations acts as a single source of truth for budgets at all levels. With confidence that we are managing the money accurately, time can be shifted for my team to focus on being creative and keeping pace with the dynamic changes in the omni-commerce environment. > > **Cons**: We want even more\! As a trusted platform, I find myself stretching Shopperations into other functional areas to gain additional benefits. With some customization we use Shopperations to manage project timelines, including key milestones in a summary report for a single view of status. We house all mission critical supporting documents in Shopperations, plans, contracts, links to creative specs, post promotion analytics. As the team stretches the tool, the Shopperations team is extremely supportive and creative. They provide customized solutions and share best practices across their wide array of clients. > > I have used Shopperations with five unique manufacturers and two agencies, all with the same success. I have seen the benefit as a client-side Shopper Marketing Director and from the Agency side as a VP of client service. It is simply a necessity for a modern Shopper Marketing organization. If you are going to climb the mountain you need to eventually leave base camp behind. Managing budgets and projects on floating excel worksheets will always keep you tethered to base camp. I work hard to recruit and retain top talent on my team, Shopperations allows them to do what they love, build creative solutions, with the confidence that we are in lock step with all budgets. For mid-size or challenger manufacturers we have seen Shopperations allow full integration of the marketing and sales teams to focus on growth. Budgets and programs are transparent to everyone, allowing creative input and refinement that leads to elevated impact on the business. And who doesn't want finance on their side? Shopperations allows you to earn the reputation for managing money effectively. When incremental dollars become available, Shopper is usually the first place Finance comes, with the full confidence that we can identify, plan, execute and track the dollars and impact. Across all of my Shopperations experiences, \[sensitive content hidden\] and her team have been trusted partners. Listening, evolving, sometimes pulling us into the next evolution. Shopperations is more than just great technology, it's a team solution. ----- ### "Shopperations Review" — 4.0/5 > **Christine** | *13 January 2021* | Consumer Goods | Recommendation rating: 7.0/10 > > **Pros**: The system was very intuitive, easy to use and update drop downs. Building reports was also very efficient in the system. It is a system made by Shopper Marketers for Shopper Marketers which helps to cater to a lot of our needs. > > **Cons**: Cost allocation - this is tied to product breakouts. If there was a way to put a lump sum for a tactic and have spend tie to brands based on GSV or RSV KPIs - adding a tab within tactics or high level tab to house post program analytics (impressions, clicks, sales, etc.) > > Overall, Shopperations has an amazing support team. The tool is a great place for Shopper Marketing teams to begin to store data in one unison format. ----- ### "Shopperations - Customized Budget Management designed for optimal collaboration" — 5.0/5 > **Ginger** | *31 March 2023* | Consumer Goods | Recommendation rating: 9.0/10 > > **Pros**: The ability to establish and track budgets in a format that allows users to manage and visualize them across multiple, customized views for different stakeholders is a game changer compared to manual, offline trackers. It also supports consistency in the budget management process across team members for better collaboration, particularly when budgets are managed by multiple groups but feed into the same initiative. I really like that Shopperations is a custom designed tool and is adaptable to our organizations' needs. > > **Cons**: Shopperations does require budgets to be set up a either bottoms-up (by retailer) or top-down (by brand), whereas sometimes budgets are established in combination. While this feature is somewhat limiting, the tool provides multiple views once the budgets are established and recorded, so it is still easily managed. > > Gaining adoption for the tool has been very positive and the shopperations team provides endless support to ensure the users are well informed on its functionality. It does take time to input all the data, but once the team members start using it more consistently, it will be an extremely useful tool. ----- ### "Shopperations makes tracking and reporting accurate and easier" — 5.0/5 > **Janine** | *10 February 2021* | Food & Beverages | Recommendation rating: 9.0/10 > > **Pros**: Shopperations is very easy to use, it is user friendly. It is very forgiving when changes or updates need to be made. Working about multiple accounts, Shopperations makes it easy to share data and information in a format that all retailers can understand and use. The developers are open to suggestions and have worked closely with use to adapt the system to meet our needs. Don't know how we did it before Shopperations\!\! > > **Cons**: Some of our internal systems do not "talk" to Shopperations. We are currently working on that and the developers are open and working hard with us to make the integration with our systems work. > > Experience has been great. From the initial training to support and updates, the team at Shopperations has been great. The system saves a lot of time and energy. Prior to Shopperations, each user had their own way of tracking as well as multiple locations for information and tracking. It is now all in one place that multiple people can access. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/462981/Shopperations?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/462981/Shopperations) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data