valorx-logo

Your role:

My Account
preloader
Valorx
Fusion

Complex quoting, simplified

See how Fusion streamlines high-volume and complex quoting in Salesforce CPQ. Try the guided demo.

Get started with Valorx Fusion

Book a demo today or contact us to learn more about Salesforce-connected spreadsheets.

Complex quoting challenges

Complex quoting made better - with Fusion.

Power your quoting with the capabilities of both Salesforce CPQ and your Excel spreadsheets

High-volume quoting

Overcome performance issues and software crashes

Learn More

Multi-dimensional quoting

Account for all business-relevant dimensions in every quote

Learn More

Professional services quoting

Get the versatility ideal for your business needs

Learn More

CPQ Administration

Manage price books and price rules in Salesforce CPQ, directly from Excel

Learn More
How it works

Complex quoting with Fusion, explained

Compare the complex quoting experience in Salesforce CPQ, before and with Fusion

Our customers

adobe_logo bp siemens accenture hallmark nvidia td-synnex western-digital synopsys aptiv
Why Fusion

Fusion delivers the speed and simplicity of spreadsheets to CRM data management.

From the most complex quoting needs to robust data visualizations, Valorx Fusion handles it all.

Keep Your Spreadsheets. Drive CPQ Adoption

Maintain your team's existing workflows and keep your Salesforce data online, with Fusion. Get every spreadsheet feature you need to build quotes faster in Salesforce CPQ. Data never leaves Salesforce or gets stored locally.

Enhanced High-Volume Quoting and Bulk Updating

Handle thousands of quote lines at speed with bulk editing. Make changes using copy/paste, drag/drop, click/drag and more. Never deal with performance issues and row-by-row edits again.

Multi-Dimensional Quoting

Build the most complex quotes without slowing down. Account for all business-relevant dimensions, including tax rates, shipping methods, currencies, and much more.

Professional Services Quoting

Build custom quotes for professional services, powered by CPQ and enhanced by spreadsheet capabilities. Easily account for proficiency, availability, unique services and more.

Get started with Valorx Fusion

Book a demo today or contact us to learn more about Salesforce-connected spreadsheets.

Testimonials

Why leading teams choose Valorx Fusion

adobe

"Besides the efficiency gains, Valorx has helped us mitigate data leakage and improve accuracy. I highly recommend Valorx to anyone who works with Salesforce data."

Ben Wong

Sales Operation Manager, ADOBE

nvidia-min

"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

vsp-vision

"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

Globant-min

"When it comes to data migration, I see a limitless potential to migrate CPQ master data between orgs to maintain configuration, pricing, and quoting processes without the need for lengthy data loader processing."

Ian Jones

Senior Revenue Cloud Consultant, Globant

wesco-turf-logos-idrnJsuXQ6

"We worked with Kelvin to develop the ability to import quotes, mass create features and options, as well as convert old Apttus quotes into CPQ quotes. With Valorx, we cut down on the amount admin time it took for each of the process. Definitely recommend this tool."

Alfonso Sanchez

Salesforce Administrator, Wesco Turf Inc.

Resources

Learn how Fusion delivers value to its customers

bp

BP Oil & Gas Solves Complex Quoting

Learn how energy giant BP optimized (and customized) its Salesforce CPQ experience.

Read now
Global consultancy icon

Global Consultancy Scales CPQ Productivity 700%

Discover how a global tech consultancy streamlined professional services quoting in Salesforce.

Read more
adobe

Adobe improves end-to-end operational efficiency

Adobe improves Salesforce efficiency across teams, streamlining workflows and driving user adoption.

Read more
Valorx
Download the Guide to Optimizing Salesforce CPQ
Valorx
Valorx
Valorx
Valorx
ROI Calculator

Valorx Fusion ROI Calculator

Valorx Fusion ROI Calculator

Power your complex quoting with Valorx Fusion

FAQs

Valorx Fusion FAQs

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.

With complex quotes, you may need to account for numerous attributes, work with multiple quotes at once, or work between multiple quoting systems including Salesforce CPQ.

Fusion adds Excel's capabilities to complex quoting, making it easier to handle quotes with multiple dimensions and view several quotes at once. With Fusion, you can use Excel to account for every detail important to your business, from different service rates to specific project needs, all in one familiar spreadsheet environment. It allows for multi-object views, enabling a comprehensive look at all aspects of a quote. For professional services, Fusion makes including every relevant attribute simple, ensuring accuracy and detail. By integrating Salesforce CPQ with other tools, Fusion creates a unified spreadsheet experience, streamlining complex quoting processes and enhancing efficiency and precision.

The Salesforce CPQ system has limits to the number of quote lines it can handle. With high-volume quoting, teams experience slowed performance and timeout errors that stop quote generation in its tracks.

Fusion alleviates this performance limitation, by allowing users to build quotes in the Excel interface without leaving Salesforce CPQ. This allows users to edit and manage thousands of quote lines at once, using bulk editing and advanced Excel features without exporting data. This significantly speeds up the quoting process, reduces errors, and enhances data accuracy. At the same time, the Salesforce data remains secure and up-to-date by never being taken offline.

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 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.

Use Cases

More Fusion Use Cases

logo-footer

Fusion for Forecasting

Get spreadsheet forecasting capabilities for live Salesforce data.

Learn More
logo-footer

Fusion for Salesforce-Connected Spreadsheets

Connect any existing spreadsheet to live Salesforce data.

Learn More