Enhanced Salesforce CPQ for Professional Services
Streamline quoting customized to your business’ needs.
Challenge: hours lost quoting for professional services with Salesforce CPQ
When quoting, professional teams must account for a number of factors including individual availability, working hours, travel expenses, tax rates, and more. The rigidity and complexity of Salesforce CPQ does not support these key quote inputs.
Professional services teams are often left with quoting inefficiencies, data inconsistencies, inelegant workarounds, and dalayed turnarounds to clients - all of which impact revenue generation.
Solution: customizable quoting for professional services in Salesforce CPQ
Valorx Fusion bridges the gap between Salesforce as your single source of truth and Excel as the capable data management solution. In a best-of-both-worlds approach, you have all of Excel’s tools and modeling capabilities, while you keep all your data where it belongs - online, in your CRM. This streamlines workflows, improves data accuracy, and speeds up quote generation.
With faster, accurate quoting, professional services teams close more business in less time.
Active customers using Valorx
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 Quoting Resources
Discover how Fusion solves your quoting challenges.
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.