Maximize Salesforce CPQ
Excel-powered Salesforce CPQ
- High-volume quoting
- Multi-dimensional quoting
- Professional services quoting
- CPQ Administration
Trusted by the world’s most recognized brands
Bringing Salesforce and Excel together for the win
Bringing Salesforce and Excel together for the win
You continually rely on Excel to build quotes for Salesforce CPQ. With Fusion, you work with live Salesforce data directly from your existing spreadsheets. Build quotes faster than ever by cutting down on multi-click edits, line-by-line changes, and time-consuming exports with the ease of Excel.
No learning curve to slow you down. With Fusion, get the best from the tools you already know and use.
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 the best of Salesforce CPQ and Excel
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Complex quoting and forecasting with live CRM data |
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Intuitive spreadsheet-like interface for CPQ tasks |
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Manage custom objects such as rate tables, price books, etc. |
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Clone quote line items |
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Custom workflows |
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Excel-based interface for CPQ administration |
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Inline formulas, pivot tables, macros |
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| Get a Demo |
Salesforce
Complex quoting and forecasting with live CRM data
Intuitive spreadsheet-like interface for CPQ tasks
Manage custom objects such as rate tables, price books, etc.
Clone quote line items
Custom workflows
Excel-based interface for CPQ administration
Inline formulas, pivot tables, macros
Excel
Complex quoting and forecasting with live CRM data
Intuitive spreadsheet-like interface for CPQ tasks
Manage custom objects such as rate tables, price books, etc.
Clone quote line items
Custom workflows
Excel-based interface for CPQ administration
Inline formulas, pivot tables, macros
Fusion
Get a DemoComplex quoting and forecasting with live CRM data
Intuitive spreadsheet-like interface for CPQ tasks
Manage custom objects such as rate tables, price books, etc.
Clone quote line items
Custom workflows
Excel-based interface for CPQ administration
Inline formulas, pivot tables, macros
Work the way you want
Build quotes and manage CPQ directly in Excel, using all the features you know.
Bulk editing
Use your favorite Excel features (copy and paste, drag and drop, find and replace) to fly through quotes.
High-volume & complex quoting
Comfortably manage quotes with thousands of quote lines. Make multi-dimensional and professional services quoting easy.
Simplified CPQ administration
Discover a better way to manage your CPQ instance, including product rules, bundles, price books, templates, and more.
What the best teams say about Valorx Fusion
"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
"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
"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
Why leading brands trust Valorx Fusion
25+
Fortune 500 Companies used Valorx Fusion
28K+
Valorx Fusion Users
5/5
Perfect Rating on AppExchange
4
Offices in four countries: US, Canada, India, Malaysia
Valorx Fusion FAQs
Valorx Fusion eliminates the need to import or export data. It turns your Excel spreadsheet into your Salesforce interface, allowing you to manage your Salesforce data directly from your Excel spreadsheet with a seamless connection.
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.
Valorx Fusion creates a 2-way connection between your Excel spreadsheets and Salesforce. This allows you to work with Salesforce data directly in your Excel spreadsheet in real-time. When you save your work, all your Salesforce records are updated to reflect the latest changes.
Excel at data management with Valorx Fusion