Salesforce-Connected Spreadsheets, simplified

Yes, it does. Fusion is built to work with any existing spreadsheets you currently use to work with Salesforce data. This is a critical function of Fusion as the purpose behind it is for teams to minimize process adoption while still leveraging the best capabilities of their techstack, chiefly Excel and Salesforce. The Valorx team has never encountered a spreadsheet that could not get connected to Salesforce via Fusion. Over the years solved our customers have solved countless challenges across industries and business sizes by connecting their spreadsheets to Salesforce.

Valorx Fusion combines the world’s most popular UI for managing data (Excel) with Salesforce CPQ, allowing users to leverage spreadsheet capabilities directly in Salesforce. Users can work on multi-dimensional and high-volume quotes in an Excel environment without the performance and usability issues typical of Salesforce CPQ. This capability significantly speeds up operations and improves user adoption by allowing teams to maintain existing workflows while utilizing the robust features of Salesforce CPQ.

By connecting Excel to Salesforce CPQ via Fusion, users can handle thousands of quote lines and use features like bulk editing, pivot tables, and advanced formulas - without leaving Salesforce. This allows for quick adjustments and high-volume data processing without performance lags Salesforce CPQ is known for. Valorx Fusion's integration enables multi-dimensional quoting where various aspects of a quote can be adjusted simultaneously, streamlining the process and significantly reducing the time required to configure and finalize complex quotes.

Valorx Fusion enhances manufacturing forecasting for Salesforce users by integrating Excel's advanced capabilities directly into Salesforce. This allows users to work with real-time CRM data along with Excel’s analytical tools like pivot tables, complex formulas, and telescoping to perform more accurate and dynamic forecasting. Users can analyze trends, project future demands, and adjust forecasts based on live Salesforce data, all within a familiar Excel interface. This streamlined process improves the accuracy of forecasts, supports data-driven decision-making, and enables rapid response to market changes, ultimately optimizing the manufacturing and supply chain operations.

Valorx Fusion allows professionals to work in Excel or Google Sheets with Salesforce data and build high-volume quotes, without that data ever leaving Salesforce. This eliminates the need for moving data sets around or being entirely dependent on the Salesforce interface. Instead, professionals maintain high data hygiene and get to work the way they’re used to using Excel or Google Sheets to manage their Salesforce data.

Valorx Fusion is largely for sales administrators and revenue teams. With Valorx Fusion, Salesforce administrators can optimize the entire Salesforce experience for their organization, simplifying data management, data modeling, quote building, bundle configuring, and much more. Revenue professionals can work much more efficiently with Salesforce, using the familiar interface of a spreadsheet. That means accurate, up-to-date records in Salesforce; faster quote delivery to prospects; and more time to focus on selling instead of data entry and management.