Salesforce adoption struggles? Here’s how to fix slow quoting and forecasting
Is your CRM holding back your sales team?
If your sales team is still building quotes and forecasts in spreadsheets—even though you have Salesforce in place — you’re not alone. But when live data lives in one place and daily work happens somewhere else, CRM adoption breaks down fast.
For Salesforce users, the answer isn’t always straightforward. Salesforce is the gold standard for CRM, but power alone doesn’t guarantee adoption. Even the best CRM won’t deliver results if it’s too inconvenient for reps to use.
So what’s holding teams back — and how can you fix it without a full overhaul?
What you’ll learn in this article:
✏️ Why Salesforce performance issues hurt productivity
✏️ Top reasons teams default to spreadsheets
✏️ How Valorx connects spreadsheets to live Salesforce data
✏️ Key benefits of Valorx for sales, operations, and execs
Common Salesforce CRM challenges slowing down sales teams
The challenge isn’t Salesforce. It’s how teams use it.
Salesforce is built to help teams win, but many companies face roadblocks:
- Reps revert to spreadsheets because editing in Salesforce is too slow.
- Quote accuracy suffers from inconsistent data and visibility gaps.
- Salesforce admins lose hours on manual cross-object updates.
- Executives struggle to get a clear forecast due to fragmented inputs.
The question isn't whether Salesforce has the features you need—it's whether those features can match or exceed your team's current efficiency.
Why Salesforce adoption fails without optimization
When reps skip fields or avoid tools, the impact spreads:
🚩 Forecast accuracy suffers
🚩 Strategic decisions slow down
🚩 CRM ROI declines
Recent research shows that sales reps only spend 34% of their time actively selling. The rest is spent on data entry, CRM navigation, or reconciling spreadsheets.
What Salesforce users actually need to succeed
To drive CRM adoption and boost productivity, teams need tools that offer:
✅ Speed – Bulk actions, less clicking, faster quoting
✅ Familiarity – Work in spreadsheets, not a static grid
✅ Visibility – Access multiple objects in one view
✅ Flexibility – Align with your workflow, not the other way around
Valorx Fusion: Salesforce, optimized for how your teams work
If your reps default to spreadsheets, there’s a reason.
Valorx Fusion brings Salesforce and spreadsheets together - so teams can quote, forecast, and manage live CRM data from a familiar interface. No exports. No workarounds. Just one connected system.
Watch Fusion in action:
See how sales teams use Excel to manage live Salesforce data, edit quotes in bulk, and view multiple objects at once - without ever leaving their workflow.
Fusion includes purpose-built solutions for:
➡️Fusion for CPQ – high-volume, accurate quoting directly in Excel.
➡️Fusion for Forecasting – flexible, time-scaled forecasting for revenue and ops leaders.
How sales teams use Valorx for quoting and forecasting
Salesforce CRM: before vs. after Valorx
How to optimize Salesforce without a costly overhaul
Most inefficiencies come from teams working around Salesforce —not with it.
With Valorx, sales, ops, and forecasting teams get:
✅ A connected spreadsheet experience.
✅ Live Salesforce data access.
✅ Faster workflows and fewer errors.
No data exports. No duplicate work. No retraining.
If your teams are defaulting to Excel or struggling with Salesforce CPQ performance, it's time to rethink how Salesforce fits your workflow.
You don’t need a new CRM. You need to make your CRM work the way your team does.
