What we value most about Shopperations is how it centralizes everything in one place. It streamlines budget tracking, event management, and document storage—making it easy to access recaps, invoices, and proposals without switching between systems. That level of organization has significantly improved our team’s efficiency and visibility across projects. Review collected by and hosted on G2.com.

One area for improvement with Shopperations would be overall speed and ease of navigation at times. While the platform is very useful and comprehensive, certain tasks can occasionally take a few extra clicks or feel less intuitive than they could be. Continued enhancements to usability and workflow efficiency would make the experience even stronger for day-to-day users. Review collected by and hosted on G2.com.

Shopperations offers a single source of truth for all team members, ensuring ease in tracking spending against budgets over time. The software offers data export customization, enabling users to create custom reports in Excel and views in calendar format. As a CPG-focused solution, Shopperations stands out as a dedicated partner who are fully committed to implementing feedback and custom integrations to meet specific needs and frequently goes above and beyond typical software onboarding and customer support. My team and I utilize Shopperations to manage budgets across multiple retailers and tactics, and it has enabled us to undertake much more complex campaign planning and execution than our previous process. Review collected by and hosted on G2.com.

Features within the tool are deep and can be intimidating when first getting started. The uploaded PDF viewer is small and can be frustrating to use. The process of switching from spreadsheets or other planning tools can be labor-intensive at first, but it is worth the investment. Review collected by and hosted on G2.com.

I really appreciate the weekly status calls. These office hour type meetings are incredibly helpful as they allow my team to bring up questions and hear about recent capabilities. I also love the invoicing part of Shopperations. Being able to upload invoices allows me to see actual spend, which then helps with changing our budgets around and accruals. Review collected by and hosted on G2.com.

I am still struggling with the filtering part of Shopperations. I have yet to be able to figure out how to perfectly pull exactly what I am looking for. Review collected by and hosted on G2.com.

The ease of use. Its pretty streamlined and the amount of features helps identify all aspects of our shopper programs. Review collected by and hosted on G2.com.

The amount of open tabs that occurs when toggling through the system causes confusion, Review collected by and hosted on G2.com.

I love how it keeps everyone organized and how responsive the shopperations team is! Review collected by and hosted on G2.com.

There isn't anything that comes to mind that I don't dislike, everything always seems to have a quick solve! Review collected by and hosted on G2.com.

It is very helpful for invoice tracking and accounting/accruals. Review collected by and hosted on G2.com.

slicing and dicing budgets the way I want isn't always possible or intuitive. Review collected by and hosted on G2.com.

Over 10+ years in Shopper Marketing, I had to rely on developing and managing massive manual trackers to accommodate for monthly/quarterly/annual reviews with marketing, accounting, finance and sales. This tool allows me to aggregate all the same information, provide ongoing visibility to all key stakeholders and pull necessary reporting from one single source in a more efficient manner. Review collected by and hosted on G2.com.

Given that it is a planning and financial tracking tool, it should allow for adaptability and integration with an organization's key systems more seamlessly. This would allow for less data entry on items that are generated from these other systems (i.e. coupon codes, WBS#, IRI categories, invoices approved, etc.) To get the full benefit of this tool's reporting generation, it requires experience in creating Pivot tables. Therefore, unless you are verse in this skill, you have to require the help of Shopperations to create these or you wont get the full benefit of its reporting. This has led to some still maintain a manual tracker for some aspects of the business. Review collected by and hosted on G2.com.

The reporting is great. I use this for my status meetings with my teams. I also love having one place for inputs and not multiple trackers Review collected by and hosted on G2.com.

The system has come a long way over the years but it still has some opportunities for improvement however when I do call out an improvement Olga and her team is always on top of it and makes the changes if they are good for the overall system. Review collected by and hosted on G2.com.

The interface is easy to learn and intuitive. Any questions you have are quickly answered. Review collected by and hosted on G2.com.

Still needed to learn how to best leverage reports Review collected by and hosted on G2.com.

It is such an easy tool to track your spends as well as project activity and work. Review collected by and hosted on G2.com.

Better incorporation if integrated apps in planning and budgeting internally. Review collected by and hosted on G2.com.