Lightning fast user experience for any department, any industry
Sales
- Opportunity Management
- Pipeline Forecast
- Customer 360
Admins
- Data Migration
- Data Cleanup
- Update 1000’s of records in seconds
Sales Operations
- Account Realignment
- Order & Renewals
- Territory Management
Finance
- Price Modeling
- Incentive Compensation
- Planning & Budgeting
Marketing
- Campaign Management
- Lead Scoring and Dedupe
- Lead Assignment
Salesforce CPQ
- Quote Line Editor in Excel
- Manage all aspects of CPQ pricing
- Product Bundle & Rules Editor
Manufacturing
- Sales Agreement Based Forecasting
- Rolling Demand Forecast
- Order Processing
Health and Life Sciences
- Clinical Trial Management
- Deal Estimator
- Large Quotes & Renewals
Semicon & High Tech
- SKU Management
- Contract Pricing
- Asset Consolidation
An App is where magic happens
An App is a spreadsheet transformed to communicate bi-directionally with your CRM. You can
work with unlimited data volume, unique visuals and security and controls of Salesforce.
Excel is a shell, and nothing is stored locally.
Same speed and user experience
on any platform
Get to your files from anywhere, on any device. Valorx works on every device type including Windows, Mac, GSheets, as well as Online Office. Manage everything with single Dynamics interaction. Valorx – a mix of speed, amazing UI and bulk data processing Excel connector.
Unique user interfaces
Display data in ways that are easy to understand. Remember everything you see can be written
back to Salesforce.
It looks just like an Excel file that you work with everyday, but it has deeply integrated with Salesforce. The table is constructed using the records from the Opportunity object in the Salesforce. The user can easily retrieve data, work on the data using Excel’s functionalities, and save the data back to Salesforce with a click of a button.
App Wizard gets the job done
App Wizard lets you pick your data model, recommends layout options and generates the workflows automatically. Most apps are built just by using this wizard interface.
Start your Valorx journey today!
Display data in ways that are easy to understand. Remember everything you see can be written back to Salesforce.