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Supercharge Your Spreadsheets with Live Salesforce Data

Get your spreadsheets connected within 1 day.

Trusted by the world’s most recognized brands

nvidia adobe bp siemens western-digital teladoc aptiv td-synnex hallmark synopsys
Deal Pricing Estimator Example (1)

Connected spreadsheets - in 24 hours

With Fusion, our experts build an active connection from your existing spreadsheets to your Salesforce instance in less than a day. No more painful data migrations or disruptions to your familiar workflows.

Live Salesforce data in your existing spreadsheets

Manage live Salesforce data from the spreadsheets you already use for complex quoting, on-demand forecasting, pipeline management, and more.

Work better (and faster)

Manage Salesforce data directly in Excel, using all the features you know.

copy_and_paste

Bulk editing

Drag and drop cells, copy and paste information, find and replace values.

5_Migration

Eliminate data imports & exports

With the 2-way integration of your live data, no need to export and import anymore.

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Use formulas, macros, pivots

Access all the tools you know and trust from Excel to elevate your Salesforce experience.​

Get the best of your most important tools, all in one place

Salesforce

Excel

Fusion

Bulk editing of live CRM data

Complex quoting with live data

On-demand forecasting with live data

Inline formulas, pivot tables, macros

Custom objects and workflows

Adheres to your user permissions and data controls

Allows for multi-object reporting and editing in one location

Ability to connect to third-party tools/data sources

Facilitates collaboration using live data

Prevents sensitive data from being stored locally

Familiar spreadsheet-like interface

Get a Demo

Salesforce

Bulk editing of live CRM data

Complex quoting with live data

On-demand forecasting with live data

Inline formulas, pivot tables, macros

Custom objects and workflows

Adheres to your user permissions and data controls

Allows for multi-object reporting and editing in one location

Ability to connect to third-party tools/data sources

Facilitates collaboration using live data

Prevents sensitive data from being stored locally

Familiar spreadsheet-like interface

Excel

Bulk editing of live CRM data

Complex quoting with live data

On-demand forecasting with live data

Inline formulas, pivot tables, macros

Custom objects and workflows

Adheres to your user permissions and data controls

Allows for multi-object reporting and editing in one location

Ability to connect to third-party tools/data sources

Facilitates collaboration using live data

Prevents sensitive data from being stored locally

Familiar spreadsheet-like interface

Bulk editing of live CRM data

Complex quoting with live data

On-demand forecasting with live data

Inline formulas, pivot tables, macros

Custom objects and workflows

Adheres to your user permissions and data controls

Allows for multi-object reporting and editing in one location

Ability to connect to third-party tools/data sources

Facilitates collaboration using live data

Prevents sensitive data from being stored locally

Familiar spreadsheet-like interface

What the best teams say about 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

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

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

Salesforce is a powerful CRM that tracks countless data points across the customer journey, and provides a number of tools to nurture and engage with prospects. Excel, with decades of product development behind it, remains a highly versatile, user-friendly data analysis and management tool. Connecting Salesforce to Excel with Valorx Fusion, allows you to work with all of Salesforce’s data in real time with the speed and ease of Excel. Edit in bulk, apply conditional formatting, work offline, and eliminate the need to import and export data for good.

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.

Valorx Fusion's latest version (V14) was released on July 19, 2023. Valorx Fusion was first released on the Salesforce AppExchange on February 12, 2020.

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.

After creating your account, you can jump right into Express Mode in Valorx Fusion. This lets you view and analyze real-time Salesforce data directly in your spreadsheet without any set up involved. For those with technical expertise, go ahead and build custom configurations using pre-set Fusion templates as a starting point. For particularly complex uses, the Valorx Fusion professional services team is available to work with your organization to build out configurations based on your unique needs and goals. Our professional services team loves to solve new problems and has the technical know-how to help you get to where you want to be.

Excel at data management with Valorx Fusion