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By Meenal Gupta

Step up Your Opportunity Forecasts in Salesforce


Forecasting is only as good as the sales data behind it. And if your company isn’t using a CRM as a single source of truth for sales and pipeline data, then culling together accurate data from different sources is likely affecting your forecasts more than you know. Not only are executives not seeing an accurate picture of pipeline, but the downstream effects can’t be helping your bottom line.

Map your Spreadsheet to ANY object in Salesforce… yes, we mean ANY.

Valorx was born from Salesforce users’ demand for a more efficient way to update any object (and yes, we mean any object) in Salesforce. But an added benefit is that we want to keep your business workflows intact so as to not decrease productivity or diminish efficiency gains. One way we decided to do this, was create hyper-secure, seamless bidirectional integration from any Excel or Google spreadsheet with Salesforce. And remember we said “any object”? Our bidirectional integration maps to ANY standard or custom object in your Salesforce instance.

Opportunity Forecasting and why You’ll Love Valorx

So what does this have to do with opportunity forecasting? This means, if you’re currently updating or predicting pipeline figures using custom/advanced logic in a spreadsheet, then we’ll take your spreadsheet tool along with all of the complex calculations your team has built in it and we’ll map the data outputs to Salesforce.

Valorx users love the fact that they can assess and view all of their opportunity records in a single spreadsheet, make their changes using common spreadsheet features like cut and paste, formulas, and filters, and then in a single click sync those changes into Salesforce. A common use case includes using Excel to highlight upcoming close dates that likely can not be met, so Account Executives can either update the opportunity stage or shift the close dates.

If you track opportunity lifecycle stages in Salesforce use it to decide how to apply resources and adjust forecasts, you might need this data to stay current. And many of our customers before Valorx would navigate and update records individually! This took their AE’s hours oreven several days a week, so it was naturally almost never done on time or accurately creating an imperfect view of the opportunity funnel. Managers lost confidence in the Salesforce data and reverted back to contacting the Account Executives for updates. With Valorx, an Account Executive can focus on key fields and records and update them in minutes.

Change my Mind

Unpopular opinion: MS Excel is still the gold standard for data management tools. I dare you to change my mind. It really is! The flexibility a spreadsheet affords is likely why your sales teams STILL use it to keep track of their accounts and opportunities. And we’re not talking about the advanced functions or formulas, even just basic functions like expanding columns, drag and drop, copy and paste, simple additions. These functions are exactly why Valorx decided to develop the most seamless integration into Salesforce – it was for the user experience!

To learn more, book a free Fusion demo today.

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