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Valorx Wave and Fusion: Choosing the Right Tool for You (Guide)

Valorx-Wave-and-Fusion-How-to-Choose-(Guide) (1)

Valorx Wave and Valorx Fusion improve the way you manage your CRM data. They enable live bulk editing in your CRM (eliminating a need for exports). They also allow you to use spreadsheet functionalities to manage your records and leverage data (copy and paste, drag and drop, conditional formatting, and more).

However, they’re intended for two very different sets of needs. So how do you decide whether you need Wave, Fusion, or both?

We’ve made this simple guide to help.

The CRM data management pain scale

level of complexity scale

The easiest way to decide whether you should be using Wave, Fusion, or a combination of both boils down to the degree of pain your CRM currently inflicts on you.

In other words, how tasking is the work you currently do in your CRM?

Choosing Valorx Wave

If you would describe the current pain that you need to resolve as something between 1-5 on the pain scale - then Valorx Wave is the perfect tool for you.

Valorx Wave is ideal when:

  • Your basic tasks are annoying or time consuming
  • You run into errors and need IT or Salesforce Admin help
  • You rely on others to do things that you should be able to do by yourself
  • You have to go into other tools or export data to work offline

With Valorx Wave, you can resolve these kinds of minor to moderate pains with a few helpful features.

Bulk editing: Edit records in bulk instead of line-by-line, live in your CRM. Completely avoid the hassle of exporting CRM data just to edit offline.

A Google Sheets experience: Boost your CRM efficiency with Wave’s Google Sheets-like interface. Copy and paste, drag and drop, apply conditional formatting, use formulas, and run macros to work with your data.

Smart Import: Avoid data import errors typical of most data loaders. Smart Import auto-maps your fields for you and identifies any potential issues before completing. If there’s something you missed importing, you can do it afterwards rather than restarting the entire process.

So where does Valorx Fusion come in?

Fusion is built to handle a greater degree of complexity (pain).

Choosing Valorx Fusion

For a CRM pain level of 6-10, you need Valorx Fusion.

Valorx Fusion allows you to connect your existing spreadsheets to Salesforce, in order to continue working in all your pre-existing sheets. Like Wave, it enables a spreadsheet experience for managing your CRM data in real-time. But here’s how Fusion is different.

Valorx Fusion is ideal when:

  • It will cost 6-7 figures to deploy a system needed to quote or forecast properly
  • No one is using a system that cost 6-7 figures to deploy because they prefer their current process
  • Due to the complexity of how businesses operate, teams cannot build a CRM UI that makes it easier to leverage data
  • The UI that does get built is so complex that a single task/project requires involvement and intervention from multiple people and teams to complete
  • You require several different tools just to do one thing (Excel, Data Loader, Deduplication, etc.)

With Valorx Fusion, you quickly overcome these challenges.

Fusion’s CRM-spreadsheet connectivity: Keep your spreadsheets just as they are and work in them. Your edits and changes are reflected in your CRM in real time. You’re also able to use formulas, macros, data visualizations, and other familiar (and powerful) features you already rely on.

Work with complex data models: Easily manage high-volume and complex quoting. Work with hundreds of quote lines and multiple dimensions to build and edit quotes. Easily configure bundles, apply discounts, update price books, and collaborate with the team while maintaining your CRM’s permission levels.

On-demand manufacturing forecasting: You’re able to now have a “telescopic” view of your forecasts, with historical, current, and future breakdowns by year, quarter, month, week, and even day. You can switch between any of these views with ease.

A world with Valorx Wave and Fusion

In many cases, a single CRM user might have daily CRM pains that are minor, and periodic pains that are major. In that world, Wave would be the go-to tool for daily data management and Fusion would serve as the option for complex tasks that are time consuming but not as frequent.

It may also be the case that multiple teams work with your CRM, but each team has varying degrees of pain they experience, some of which would be best served with Wave, while others would need Fusion to really overcome the challenges they face.