Salesforce CPQ Solution to simplify complex quoting

Valorx Fusion combines the world’s most popular UI for managing data (Excel) with Salesforce CPQ, allowing users to leverage spreadsheet capabilities directly in Salesforce. Users can work on multi-dimensional and high-volume quotes in an Excel environment without the performance and usability issues typical of Salesforce CPQ. This capability significantly speeds up operations and improves user adoption by allowing teams to maintain existing workflows while utilizing the robust features of Salesforce CPQ.

With complex quotes, you may need to account for numerous attributes, work with multiple quotes at once, or work between multiple quoting systems including Salesforce CPQ.

Fusion adds Excel's capabilities to complex quoting, making it easier to handle quotes with multiple dimensions and view several quotes at once. With Fusion, you can use Excel to account for every detail important to your business, from different service rates to specific project needs, all in one familiar spreadsheet environment. It allows for multi-object views, enabling a comprehensive look at all aspects of a quote. For professional services, Fusion makes including every relevant attribute simple, ensuring accuracy and detail. By integrating Salesforce CPQ with other tools, Fusion creates a unified spreadsheet experience, streamlining complex quoting processes and enhancing efficiency and precision.

The Salesforce CPQ system has limits to the number of quote lines it can handle. With high-volume quoting, teams experience slowed performance and timeout errors that stop quote generation in its tracks.

Fusion alleviates this performance limitation, by allowing users to build quotes in the Excel interface without leaving Salesforce CPQ. This allows users to edit and manage thousands of quote lines at once, using bulk editing and advanced Excel features without exporting data. This significantly speeds up the quoting process, reduces errors, and enhances data accuracy. At the same time, the Salesforce data remains secure and up-to-date by never being taken offline.

Yes, it does. Fusion is built to work with any existing spreadsheets you currently use to work with Salesforce data. This is a critical function of Fusion as the purpose behind it is for teams to minimize process adoption while still leveraging the best capabilities of their techstack, chiefly Excel and Salesforce. The Valorx team has never encountered a spreadsheet that could not get connected to Salesforce via Fusion. Over the years solved our customers have solved countless challenges across industries and business sizes by connecting their spreadsheets to Salesforce.

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.