Valorx Fusion

Imagine running your Salesforce business applications at Excel speed.
Hit the ground running with our pre-built templates or simply drag-and-drop to design your app.

Design, run, and process data at Excel speeds on top of your CRM.

Hit the ground running with ready-made apps and drag and drop building blocks

See the world of CRM through the Excel lens.

Lightning fast user experience for any department, any industry

  • Opportunity Management
  • Pipeline Forecast
  • Customer 360
  • Data Migration
  • Data Cleanup
  • Update 1000’s of records in seconds
Sales Operations
  • Account Realignment
  • Order & Renewals
  • Territory Management
  • Price Modeling
  • Incentive Compensation
  • Planning & Budgeting
  • 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
  • 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.

Visually design and
Orchestrate your workflows

Design your Ribbon UX. Orchestrate your business flows using drag-and-drop workflow builder.

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.

If you have a hierarchy in Data Model, you can visualize the same in Power View. The hierarchy is set by the order of the fields in the ROWS area. You can place the fields in any order in a hierarchy in Power View, provided it is meaningful. You can change the order by simply dragging the fields in the ROWS area. A hierarchy appears as a single object in the Field List. Hierarchies make it easier for users to select and navigate common paths of data when creating reports and pivot tables.

A matrix is a type of visualization that is similar to a table in that it is made up of rows and columns. However, a matrix can be collapsed and expanded by rows and/or columns. It can display totals and subtotals by columns and/or rows. And a matrix can display data without repeating values.

Using a Valorx App is exactly like using an Excel workbook. Any functionalities your users were using (Data Filters, Formulas, Conditional Formatting, Pivot Table, Charts and so on) will continue to work, because they are still in Excel.

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.