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Unlock the full potential of Salesforce CPQ

The power of Salesforce CPQ with the speed and versatility of Excel.

CRM-Connected spreadsheets

Get a demo for Fusion

Power complex quoting and forecasting with CRM-connected spreadsheets.

Trusted by the world’s most recognized brands

nvidia adobe bp siemens western-digital teladoc aptiv td-synnex hallmark synopsys
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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.

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 the best of Salesforce CPQ and Excel

Salesforce

Excel

Fusion

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

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

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

Work the way you want

Build quotes and manage CPQ directly in Excel, using all the features you know.

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Bulkediting

Use your favorite Excel features (copy and paste, drag and drop, find and replace) to fly through quotes.

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High-volume & complex quoting

Comfortably manage quotes with thousands of quote lines. Make multi-dimensional and professional services quoting easy.

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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

cxc-min

"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

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

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