The Ultimate Salesforce Excel Integration: Valorx Fusion

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A majority of revenue teams rely on Salesforce for all things revenue-related. However, working with Salesforce can feel restrictive due to its native user interface. Many businesses have less-than-ideal adoption rates, and so are not tapping into the full potential of Salesforce as a revenue management system.

Optimizing the native Salesforce user experience is something few businesses invest heavily in or do particularly well. However, maximizing the capabilities of existing Salesforce implementations can serve as a revenue growth path. Improving how existing platforms serve your business supports short and long-term growth. It grants businesses a competitive edge, allows businesses to scale, and requires teams to spend less time managing data (updating records, building quotes, preparing forecasts, etc), so that they can focus on more impactful work - like selling to prospects.

The Challenges with Conventional Solutions

Businesses often try to simplify the Salesforce user experience while still maintaining data governance, security, and validation. One approach has been custom Visualforce pages which can be helpful. They offer personalized user interfaces, but are time-consuming (and costly) to build and require constant maintenance.

Alternatively, Salesforce users take data offline or keep data offline to manage in spreadsheets for the ease of use and efficiency. However, business data ends up scattered and Salesforce grows less and less reliable for leaders/decision makers. As a usability workaround, managing data in two or more different places is not helpful in the long term.

A Better Solution: Integrating Excel with Salesforce

Imagine empowering your team with a tool they are already familiar with—Excel or Google Sheets. By integrating these spreadsheets with Salesforce, you combine their productivity-enhancing features with Salesforce’s robust data management and reporting capabilities. This integration offers a seamless experience where users can manage CRM data directly from spreadsheets, increasing productivity and efficiency.

Drive High Productivity with Valorx Fusion

Valorx Fusion simplifies the integration of customizations into existing Salesforce environments. Customizing Salesforce can be complex, especially regarding user permissions and hierarchies. Valorx Fusion addresses these challenges by enabling users to work within Excel or Google Sheets while maintaining Salesforce data integrity and security.

How Valorx Fusion Works

Valorx Fusion is available on Salesforce AppExchange and allows users to access Salesforce data directly from spreadsheets. As a managed package, Fusion offers extendable functions that let you extract, modify, and export Salesforce data without leaving your spreadsheet. This includes advanced spreadsheet capabilities like pivot tables, formulas, and macros.

Beyond elevating the data editing capabilities for Salesforce users, Fusion has proven to enhance complex quoting and forecasting experiences.

Enhancing CPQ with Valorx Fusion

Valorx Fusion also optimizes the CPQ process. It enhances the buying experience, shortens the time to revenue, increases successful revenue generation, scales sales efforts, and improves sales accuracy. Fusion allows users to close agreements faster, reduce income leakage by removing quoting errors, and manage complex quotes efficiently.

Improved Forecasting with Valorx FusionWith Fusion, Salesforce users integrate data from multiple Salesforce objects (and existing forecasting systems) all into a single Excel spreadsheet, for a unified data management experience.

This Salesforce Excel integration allows for customizing views, telescoping (viewing a range of time frames in a single forecast), applying calculations, and much more to enhance forecasting. Users no longer need to work between multiple systems, export/import data, and duplicate their efforts - all of which can result in low process adoption and poor data hygiene long term.

Data Security with Valorx Fusion

Valorx Fusion ensures strict user authentication, so each user accesses Salesforce data based on their credentials. This prevents data leakage and ensures that data edits in spreadsheets adhere to Salesforce’s validation rules and security settings. Fusion does not bypass any Salesforce security measures and follows all profiles, permission sets, and field-level security. Additional logic and more controls can be applied in Valorx as well. To learn more about how Valorx secures your data, check out our data security article.