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Text Content

Free Download: Guide to Salesforce CPQ Optimization.

NEW: Get our Complete Guide to Salesforce CPQ Optimization.

 * Products
   
   
   PRODUCTS
   
   Fusion
   
   Work with live Salesforce data directly in your existing spreadsheets.
   
   for CPQ
   
   for Forecasting
   
   for SF-connected spreadsheets
   
   
   Wave
   
   Bring powerful spreadsheet capabilities to your Salesforce experience.
   
   for the browser
   (free to use)
   installed in Salesforce
   (free to try)
   
   
   FEATURED RESOURCE
   
   NEW: Complete Guide to Salesforce CPQ Optimization
   
   Get your guide
 * Solutions
   
   
   SOLUTIONS
   
   Use Case
   
   Spreadsheet & CRM Interoperability
   
   Connect existing spreadsheets and work with live CRM data.
   
   CPQ
   
   Build and edit high-volume, complex quotes.
   
   Sales Productivity
   
   Easily manage pipeline, forecasting, and more.
   
   Forecasting & Planning
   
   Manage monthly/weekly/daily forecasts with live CRM data.
   
   Data Administration
   
   Manage all your data without leaving your CRM.
   
   Team
   
   Salesforce Admins
   
   Manage complex data models between your CRM and spreadsheets.
   
   Sales Ops
   
   Manage pipeline and modify territory assignments.
   
   Rev Ops / Deal Desk
   
   Create and edit shareable quotes with live CRM data.
   
   IT / Development
   
   Avoid data siloes, rogue IT, and exported CRM data.
   
   Sales / Management
   
   Simplify team pipeline updates and territory assignment.
   
   Finance
   
   Predictable forecasts, accurate pipelines, and optimized quotes.
   
   By Cloud
   
   Revenue Cloud
   
   Optimize your complex, high-volume quoting experience.
   
   Manufacturing Cloud
   
   Get on-demand forecasting and robust scenario modeling.
   
   Sales Cloud
   
   Streamline your pipeline and territory management.
   
   Other Clouds
   
   Elevate your Salesforce efficiency with bulk editing and error-less imports.

 * Customer Love
 * Resources
   
   
   RESOURCES
   
   Resource Center
   
   Resources on how CRM data management experiences can be optimized and
   improved.
   
    * Articles
    * Case Studies
    * Documentation
    * Events
    * Guides
    * News
    * Templates
    * Videos
    * Webinars
   
   Professional Services
   
   Learn how the Professional Services team helps your team hit the ground
   running with Valorx Fusion.
   
   Fusion Support
   
   Your resources for getting started with Valorx Fusion.
   
   Partners
   
   Your partner in solving problems and delivering value to your clients.
   
   Wave Support
   
   Your resources for getting started with Valorx Wave.
   
   
   FEATURED RESOURCE
   
   NEW: Complete Guide to Salesforce CPQ Optimization
   
   Learn more
 * Pricing
 * About Us
   
   
   ABOUT US
   
   Company
   
   Discover what drives the Valorx team and the solutions we bring to the
   world. 
   
   Careers
   
   See the latest opportunities available to join the global Valorx team.
   
   Team
   
   Get to know some of the team members driving innovation at Valorx.
   
   Contact Us
   
   Contact us to ask any questions, learn about our products, or connect with a
   team member.
   
   

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SIMPLIFY.
ELEVATE.
EXCEL.

Unlock the full potential of your CRM.

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TRUSTED BY



Why Valorx


THERE’S A BETTER WAY TO LEVERAGE YOUR CRM DATA.

Why work outside of your CRM to edit your data?


CRM BULK EDITING IS BROKEN. WE FIXED IT.

Keeping your CRM accurate is critical for your business.



Valorx lets you edit data in bulk, manage multiple object types in one place,
and apply conditional formatting to flag insights. Fly through data management
and focus on your real work.

Get Started



“I LOVE IMPORTING DATA” – NO ONE EVER

Moving data between spreadsheets and your CRM is a drag. With Valorx, you
connect your existing spreadsheets to your CRM. Leverage real-time CRM data in
your customized spreadsheets using features you know – without importing (or
exporting) a single record.

Get Started



CRMS AREN’T BUILT FOR COMPLEX DATA MODELS. VALORX IS.

Manage high-volume and/or complex data from multiple sources in one place. Bring
powerful spreadsheet capabilities like formulas, pivot tables, macros, and more
to your CRM. Merge the best capabilities of your key tools.

Get Started


Valorx Solutions


GET THE MOST FROM YOUR CRM DATA WITH VALORX.

What does your team need?

Connect Excel & CRMSalesforce CPQSales ProductivityForecasting &
PlanningSalesforce Administration
 * Connect Excel & CRM
 * Salesforce CPQ
 * Sales Productivity
 * Forecasting & Planning
 * Salesforce Administration


CONNECT EXISTING SPREADSHEETS

Connect the spreadsheets you already use directly to your CRM.

Learn More


INTEGRATE MULTIPLE DATA SOURCES

Combine and manage data from multiple sources in one place.

Learn More


MANAGE COMPLEX DATA MODELS

Use powerful visualization and spreadsheet features to organize and analyze
complex data models.

Learn More


QUOTE LINE EDITOR (QLE)

Build high-volume, complex quotes with thousands of lines.

Learn More


MULTI-DIMENSIONAL QUOTING

Factor in dimensions like shipping costs, delivery dates, tax rates, and more
into quotes.

Learn More


PROFESSIONAL SERVICES QUOTING

Incorporate profitability, availability, PTO, hourly rates and more in every
quote.

Learn More


PIPELINE MANAGEMENT

Effectively visualize, track, and update pipeline with real-time CRM data.

Learn More


SALES FORECASTING

Develop granular sales forecasts down to a daily breakdown.

Learn More


TERRITORY REALIGNMENT

Realign territories with ease to keep your sales team productive and organized

Learn More


FORECASTING

Build accurate forecasts with live CRM data, and view in different timescales.

Learn More


DEMAND PLANNING

View multiple data sets in one place to develop accurate demand plans.

Learn More


SCENARIO MODELING

Use complex calculations and visualizations to assess multiple outcomes.

Learn More


BULK DATA EDITING

Easily edit CRM records in bulk with spreadsheet functionality.

Learn More


CRM DATA HYGIENE

Eliminate the need for data imports and exports, reducing human errors,
discrepancies, and duplication.

Learn More


MIGRATION

Accurate migrations with connected spreadsheets. Audit, track, and verify at any
stage of the process.

Learn More
Testimonials


WHAT OUR CUSTOMERS LOVE ABOUT VALORX

Across industries, Valorx is transforming CRM experiences for teams big and
small.

"We use Valorx for sales forecasting. Very powerful, highly recommend the
product. Excellent customer service and exceptionally fast turnaround time."

Karthik Dosapati Data Analyst, Western Digital

"Extremely powerful and fast. We are using Valorx as a rapid data entry tool
making full advantage of the Excel features."

Luke Farbotko Global Platforms Delivery Lead, CXC Global

"Valorx has made complicated data uploads quick and easy, saving valuable time.
The implementation was quick and the support simply top notch!"

Dawn Jamieson Business Operations Manager, Nvidia

"Valorx is the best fusion of speed and functionality I have come across. I
compared several competitors and Valorx was the best hands down, it's simply
incredible."

Jared Dugger Senior Manager, Sales Operations, Adobe

"We use Valorx for sales forecasting. Very powerful, highly recommend the
product. Excellent customer service and exceptionally fast turnaround time."

Karthik Dosapati Data Analyst, Western Digital

"This application drives user adoption across sales and operations. It is 100%
native and puts the power in admins and business users with guidance from our
COE."

Derek Lindbloom Sr. Director, Provider and Salesforce Solutions, VSP Global

"Very powerful tool that saves tons of time. In a few minutes you can easily
create Excel apps to move data around from system to system in a fraction of the
time that Salesforce Data Loader or the Import Wizard take."

Gary Sanders Principal Solution Architect, Seyfarth Lean Consulting
See all

Supercharge your Salesforce experience with Valorx 

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 * Products
   * Fusion
   * Wave
 * Solutions
   * By Use Case
 * Customers
   * Customer Love
   * Case Studies
 * Resources
   * Resource Center
   * Fusion Support
   * Wave Support
   * Professional Services
   * Partners
 * Company
   * About Valorx
   * Careers
   * Contact Us

 * © Copyright 2024 Valorx, Inc All Rights Reserved
 * Privacy Policy
 * Terms of Service
 * Site Map

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