Business leaders rely on Salesforce to store and manage critical customer data and Excel to analyze it. However, traditional methods of exporting data from Salesforce into Excel for analysis and updates are time-consuming and introduce a number of business risks. Salesforce users within the organization can end up working with incomplete data for planning and setting strategy; valuable business data can be lost; and data becomes vulnerable to access by third parties - to mention a few issues.
However, everything changes with Valorx Fusion, a powerful, Salesforce-Excel connector.
By enabling Excel to connect directly to live Salesforce data, Fusion eliminates the need for manual exports and imports, allowing teams to leverage the full power of Excel’s familiar tools - bulk editing, pivot tables, conditional formatting, charts and much more, without moving data out of Salesforce.
With Fusion, you can streamline workflows, reduce human errors, and empower your team to make smarter, faster decisions by bringing together the best of both Salesforce and Excel.
Here are five ways that Salesforce users save time and scale their productivity by leveraging Excel to analyze live Salesforce data.
1. Eliminate the need for manual exports and (resource-heavy) imports
Never take your data offline, or drain IT resources to get data back into Salesforce.
With Fusion, all your live Salesforce records can be managed directly from Excel. Fusion maintains a two-way sync between your spreadsheets and Salesforce so that you can leverage the spreadsheet interface without moving data out of Salesforce. This eliminates the export (and occasional import) workstreams, and streamlines data management directly in the CRM.
2. Leverage Pivot Tables on Live Data
Excel’s pivot tables are invaluable for analyzing data by multiple dimensions, such as sales by region or performance by sales rep. By working with Salesforce data through Fusion, pivot tables reflect live and current business information, ensuring your insights are accurate.
3. Identify Key Data Instantly with Conditional Formatting
Spotting trends like spikes in engagement or dips in pipeline growth often requires combing through high volumes of data - difficult in a Salesforce interface. Fusion allows you to use Excel’s conditional formatting on live Salesforce data to find exactly what you need, right away.
4. Simplify Salesforce Reporting with Live Data
With Fusion, reporting is streamlined significantly. Instead of manually exporting, auditing, and updating data, your Excel reports sync directly with Salesforce. This allows you to create highly-detailed, customized reports on Salesforce data with a very flexible spreadsheet interface. This is important for businesses with unique needs or teams who need to view the same data in different ways.
5. Flexible Forecasting with Live Salesforce Data
Fusion enables you to leverage live Salesforce data to build and update forecasts, model scenarios, and adjust strategies quickly. By grounding projections with live, up-to-date Salesforce data, you are able to operate with full confidence in your forecast and what it dictates the business should focus on. It also ensures that the entire business is relying on the same data at any given point in time, rather than having to compare spreadsheets or lose time explaining which data is accurate.
Drive Faster Decisions with Streamlined Data Analysis
Timely insights and clear data analysis are everything your business needs. Excel provides the flexibility and analytical power to make Salesforce data actionable without added complexity. By applying the above Excel techniques to live Salesforce data, your organization can not only save time but drive process adoption and see a greater ROI on your CRM investments.
Valorx Fusion bridges Excel and Salesforce allowing users to effectively manage their CRM data without needing to take it offline.
Want to learn more? Visit Valorx Fusion today to see how it works and can benefit your business.
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Excel Connector