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

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

Resource Center

Resources on how CRM data management experiences can be optimized and improved.

Articles
Case Studies
Documentation
Events
Guides
News
Videos
Webinars

Fusion Support

Your resources for getting started with Valorx Fusion.

Valorx App Store

Browse pre-built applications for managing quotes, forecasts, price books, and more in Salesforce.

Wave Support

Your resources for getting started with Valorx Wave.

Partners

Your partner in solving problems and delivering value to your clients.
Featured Resource

NEW: Complete Guide to Salesforce CPQ Optimization
Learn more
Pricing
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.

Get Started Sign In

Your role:

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Email Template Generation

Startup

Version

1

Category

Marketing, Sales and CPQ, Utility

applab-intro 6.png

Maintain your email templates quickly

Requires

CRM

Salesforce

Update

November 23, 2019

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Products
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Solutions
- By Use Case
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