Salesforce CPQ data management, streamlined
Elevate your CPQ experience. Manage hundreds and thousands of records at once, in a single view to streamline product and pricebook management
Challenge: data editing in Salesforce CPQ is inefficient and time consuming
Salesforce CPQ administrators need to update large volumes of data. But the tools at their disposal in Salesforce CPQ are limited. A restrictive interface and record-by-record editing make data management painfully inefficient, turning minutes of work into hours (or days).
Solution: Elevate Salesforce CPQ's data management capabilities - with Excel
Using Valorx Fusion, CPQ administrators integrate Salesforce CPQ with Excel. This allows them to continue working in Salesforce, with live data, but now they have all the bulk editing tools and horsepower of Excel at their disposal.
Valorx Fusion enables CPQ administrators to work with live Salesforce data and:
- bulk edit thousands of records at once
- manage all records in a single view
- work across multiple price books in one place
CPQ Administrators can also customize their views, hide/reveal select data, and run cost modeling using Excel formulas.
Valorx Fusion is the better, faster way to manage Salesforce CPQ products and price books.
40+
Years of cumulitive CRM expertise
25+
Fortune 500 companies onboarded by Valorx Professional Services
5
Offices globally
"Valorx has made complicated data uploads quick and easy, saving valuable time. The implementation was quick and the support simply top notch!"
Dawn Jamieson
Business Operations Manager, Nvidia
"Besides the efficiency gains, Valorx has helped us mitigate data leakage and improve accuracy. I highly recommend Valorx to anyone who works with Salesforce data."
Ben Wong
Sales Operation Manager, ADOBE
"We use Valorx for sales forecasting. Very powerful, highly recommend the product. Excellent customer service and exceptionally fast turnaround time."
Karthik Dosapati
Data Analyst, Western Digital
"Extremely powerful and fast. We are using Valorx as a rapid data entry tool making full advantage of the Excel features."
Luke Farbotko
Global Platforms Delivery Lead, CXC Global
"We used to use a competitor's product that is more expensive and without any future development expected. Valorx provides a better design interface that is very easy to use. The speed of the app is also great compared to the competitor."
Marcel Hobizal
Director of Salesforce Operations, Consilio
Your Quoting Resources
Discover how Fusion solves your quoting challenges.
Valorx Fusion FAQs
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.
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.
Salesforce is a powerful CRM that tracks countless data points across the customer journey, and provides a number of tools to nurture and engage with prospects. Excel, with decades of product development behind it, remains a highly versatile, user-friendly data analysis and management tool. Connecting Salesforce to Excel with Valorx Fusion, allows you to work with all of Salesforce’s data in real time with the speed and ease of Excel. Edit in bulk, apply conditional formatting, work offline, and eliminate the need to import and export data for good.
Enhanced data management in Salesforce CPQ