New Process - New Performance

The Last Automation Frontier

While trade promotion, retail execution and other fundamental CPG functions leverage technology to automate processes and unify insights, shopper marketing fails to modernize. In fact, our 2018 Shopper Marketing Optimization Report found that 78% rank their shopper marketing process efficiency as average or worse.

With lack of modernization hindering performance, Shopper Marketing Optimization (SMO) has become critical to CPG revenue growth.

SHOPT: A Transformation Toolkit

SHOPT™ is a cloud-based shopper marketing optimization software system that offers all of the tools shopper marketers need to transform their processes for performance. Reflecting the evolution of shopper marketing management, the system not only delivers a better way to work, but a framework for how best to organize, manage and grow the practice.


Optimize your commercial investments with a collaborative budgeting tool that allows managers to assign budgets to measurable goals, allocate across teams and/or accounts, and track performance through real-time reporting of spending activity, viewable at the customer, category or brand level.

Streamline program planning with a data-driven workflow that guides you to the most strategic program for your account and allows you to seamlessly create a solo or multi-brand plan through selection of key scheduling data—from run time to participating retailers and material due date.

Maximize local brand equity while maintaining compliance with our ad builder module. Powered by our integrated dynamic composition software, the system converts key visuals into templated tactics that can be effortlessly localized by selecting from menus of variable backgrounds, offers, recipes, logos and more.

Accelerate brand activation through the system’s order processing function. As managers approve submitted program plans, job tickets are generated and sent with the final artwork to your integrated print and digital service partners. Order status is then displayed in the My Orders page.

Monitor your budgets and programs with a business intelligence dashboard that virtualizes data into dynamic charts and graphs that update in real-time as estimates are approved, programs are activated, and actuals come in. External data feeds can also be integrated to create a holistic commercial view.

Key Benefits

  • Centralizes Data: Streamlines and virtualizes all budget, customer, program and tactic data into a 24/7 cloud environment.
  • Automates Tracking: Eliminates the need for spreadsheets by making every shopper marketing activity and cost traceable.
  • Increases Agility: Enables real-time responsiveness by automating the artwork development and print trafficking process.
  • Creates Synchronicity: Facilitates collaboration by uniting global teams and agencies around a centralized source of truth.
  • Drives Performance: Integrates best practices and financial analytics into planning cycles to drive program effectiveness.

See the benefits of SHOPT in action!

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