Fusion Helped a Global Enterprise Align Sales Teams and Unlock Salesforce CPQ ROI

CPQ Salesforce Admins Sales Operations Valorx Fusion

Even with Salesforce CPQ in place, sales reps at a global semiconductor giant were stuck in a quoting tug-of-war. With 30+ regional teams handling hundreds of SKUs per deal, CPQ couldn’t keep up with the fast-paced, Excel-driven reality of frontline selling. Reps defaulted to spreadsheets—quick, flexible, but disconnected—leading to approval delays, quote errors, and stalled deals.

Leadership knew CPQ had potential—but only if it truly aligned with how their teams worked.

Their breakthrough came with Valorx Fusion. Instead of forcing reps to abandon Excel, Fusion brought CPQ into their native workflow—merging speed with structure, and transforming quoting into a seamless, governed experience.

The Challenge

Salesforce CPQ was deployed with the best intentions—but on the ground, it felt like a mismatch.

Reps found themselves juggling two systems: configuring quotes in Excel to move fast, then re-entering everything into CPQ for compliance. It was slow, repetitive, and error-prone.

Approvals got buried in email threads. Regional teams applied different pricing logic. Leadership couldn’t see deal progress in real time.

The result?

30 minutes to build a single quote
CPQ adoption stalled
And sales velocity suffered—quietly but consistently

What started as a well-meaning digital transformation ended in frustration, workarounds, and lost momentum.

The Solution: Valorx Fusion

The company turned to Valorx Fusion to flip the script. Fusion met reps where they already thrived: Excel.

Without any custom code or disruptive retraining, reps could:

Create and edit quotes directly within Excel
Automatically apply Salesforce CPQ pricing logic and product rules
Trigger approvals from within the quoting sheet
Sync quote data instantly with Salesforce—no double entry

Fusion made quoting fast, accurate, and aligned with global business rules—without removing reps from the comfort of spreadsheets.

The New Workflow

Before Fusion:

Manual quote creation in Excel
Email-based approval loops
Final quote rekeyed into CPQ

After Fusion:

Quote initiated in Excel using Valorx Fusion
Live pricing and logic applied instantly
Approvals triggered within Salesforce CPQ
Quote data synced automatically to CPQ

Real-Time Integration, Real-World Impact

Fusion integrated seamlessly with key Salesforce CPQ objects:

Every edit made in Excel reflected instantly in Salesforce—ensuring consistency, control, and clarity across teams.

Results That Mattered

Inside the Experience

A single screenshot told the story: reps quoting 100+ SKUs with live pricing, bulk-editing fields, applying filters and discounts—all within Excel. Every change synced instantly with Salesforce CPQ.

See it in action

A short product walkthrough highlights how users quote, edit, and validate data directly in Excel—fully synced with Salesforce CPQ.

Why Fusion?

Compared to custom-built tools or disconnected spreadsheets, Fusion delivered:

Deployment in weeks, not months
No engineering lift or code dependencies
Familiar Excel interface for users
Full enforcement of Salesforce CPQ rules and governance

Fusion made quoting frictionless for our teams. What took days now takes minutes—without changing how we work.
Senior Director, Global Sales Ops

Why Fusion vs. Other Enhancements?

Configures in weeks, not quarters
Low-code templates with no engineering dependency
Native workflow: Excel + CPQ, no context switching
Enterprise control: CPQ rules fully enforced

What This Means for You

With Valorx Fusion, you don’t have to choose between speed and structure. You accelerate quoting without sacrificing governance—and without abandoning your Salesforce investment.