Streamline Complex, Multi-Dimensional Quoting
Account for all the quote dimensions unique to your business, without ever slowing down.
Challenge: Salesforce CPQ slowdowns handling multiple dimensions
Salesforce CPQ handles dimensions by adding them as individual quote lines. In the best of cases, this can slow down performance or cause frequent timeouts. Even when Salesforce CPQ can handle the data volume, all your editing is done line-by-line which can take hours or even days.
This leaves sales teams slow to respond to prospects, and less likely to win deals - losing out to competitors instead.
Solution: Speed up multi-dimensional quoting with Fusion
With Valorx Fusion, account for all your required quote dimensions without ever slowing down. By connecting existing spreadsheets to your Salesforce CPQ, you can build your quotes leveraging Excel tools directly with your live Salesforce data.
Use spreadsheet features like bulk editing, conditional formatting, editable columns, and others to build quotes fast. Factor in dimensions such as volumes, locations, tax rates, shipping rates and more, in a highly customizable view.
Build multi-dimensional quotes with the speed and precision your industry demands. Deliver quotes to prospects on time and drive more revenue for your business.
Years of cumulative CRM expertise
Fortune 500 companies onboarded by Valorx Professional Services
"Valorx has made complicated data uploads quick and easy, saving valuable time. The implementation was quick and the support simply top notch!"
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."
Sales Operation Manager, ADOBE
"We use Valorx for sales forecasting. Very powerful, highly recommend the product. Excellent customer service and exceptionally fast turnaround time."
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."
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."
Director of Salesforce Operations, Consilio
Your Quote Building Resources
Discover the ways 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.
Valorx Fusion Fusion makes CPQ more accessible and user-friendly.. It enhances the Salesforce CPQ by integrating existing spreadsheets with live Salesforce data, allowing users to leverage familiar Excel functionalities for complex quoting and data management. Overcome your most significant CPQ challenges with bulk editing, conditional formatting, pivot tables and other Excel capabilities, simplifying high-volume and multi-dimensional quoting without requiring data to be taken offline.
As a Salesforce AppExchange solution, Fusion ensures complete data integrity and security while providing a seamless quote and data management experience. Reduce the learning curve and adoption barriers associated with traditional CPQ systems and streamline operations, improve data accuracy, and accelerate the quote-to-cash cycle.
Valorx Fusion creates a 2-way connection between your Excel spreadsheets and Salesforce. This allows you to work with Salesforce data directly in your Excel spreadsheet in real-time. When you save your work, all your Salesforce records are updated to reflect the latest changes.