Learn about Valorx. Everything You Need to Know About One of the Leading Salesforce and Excel Integration Apps

Valorx Fusion Spreadsheet & CRM Interoperability Salesforce Admins

The pace of doing business is at an all-time high yet many organizations are still grappling with complicated quoting systems and manual data management processes. And because of this, your employees are likely wasting hours manually updating critical business systems, like your CRM. Sellers shouldn’t be spending their time updating objects and records, they should be selling! And what should take minutes, or even seconds, to process a customer quote is likely taking your quoting teams hours due to a user interface that just doesn’t work for them. As you continue to grow, your data will grow with you and more complex. Critical business systems, like your CRM, must continue to enable you for growth but let‘s face it: sometimes your CRM just comes up short. Wouldn’t it be nice to allow your users the ability to update your CRM from within Excel?

Valorx: A leading Salesforce and Excel integration app and a GAME CHANGER for your revenue teams.

At Valorx, we’re not trying to reinvent the wheel. Excel is a powerful, familiar tool so why not allow your users the flexibility to update your CRM from within Excel? Our goal is to help improve data quality while complementing your existing processes in a way that allows users to be more productive and work fast. We offer a powerful bi-directional sync with Salesforce that allows your revenue teams the ability to update records and objects in Salesforce without ever leaving Excel.

With Valorx you can:

Integrate complex pricing workbooks into your Salesforce environment without compromising existing calculations.
Make it easy for your Salesforce admins to conduct mass territory realignments and minimize human error.
Supercharge productivity while maintaining high-quality data by allowing your sellers to update account records from within Excel.
Improve performance and speed. If it currently takes hours to process a quote due to your complex pricing needs, with Valorx you can process LIMITLESS records within seconds.

See what I mean? GAME CHANGER.

An Excel connector designed to empower Salesforce users to work at lightning speeds.

By integrating with Salesforce, the #1 CRM platform, Valorx provides a robust solution that empowers day-to-day Salesforce users to work at lightning speeds. Together, Valorx and Salesforce provide the tools that enable the performance of your teams against your revenue goals and allow you to develop scalable operational processes that position your teams for growth.

Here’s what I mean:

For sales teams, Valorx helps sales leaders with opportunity management and makes it easy to do pipeline forecasting and manage customer accounts.
For sales operations, Valorx streamlines account realignment, orders & renewals, and territory management.
As a salesforce admin, Valorx can be used for data migration, data cleanup and to update thousands of records at once in minutes.
For Finance teams, Valorx makes it extremely easy to do price modelling, figure out incentive compensation, and plan & budgeting

The list goes on and on. Click here to learn more about use cases per department.

Large Semiconductor Provider and Valorx.

But don’t just take it from us. We’re helping Fortune 500 companies from High-tech to Manufacturing to FinServ improve their Salesforce data management and streamline critical workflows.

Customers leveraged Salesforce as their CRM but needed extra support for managing their complicated quoting process. Updating products and configuring pricing across multiple roles was extremely time-consuming. Users needed a more flexible interface equipped with tailored views and the ability for multiple users to work on a single quote simultaneously.

With Valorx, the customer was able to build a complementary quote line editor in Excel to front their Salesforce quoting. All Salesforce pricing, product and platform rules were honoured and still managed in the Salesforce platform. Users could easily add hundreds of products with Valorx and change one or many records using simple drag and fill.

The result: Improved customer quote delivery from 3.5 hours to under 10 minutes.

Just the tip of the iceberg. Contact us to learn more.

Valorx exists to enable your revenue teams to achieve maximum business performance. And while our powerful Excel connector provides limitless possibilities, that’s just the tip of the iceberg.