Executive summary

As quoting demands scaled across regions, a leading semiconductor company with 45,000+ employees began facing significant quoting inefficiencies inside Salesforce. What once worked began to break under pressure—quote delays, inconsistent user experience, and growing administrative complexity.

Instead of overhauling the system, the company partnered with Valorx to optimize their existing Fusion configuration. In just a few weeks, quoting was faster, user adoption surged, and leadership gained the real-time visibility they had been missing.

The challenge

Valorx Fusion was already in use—and effective. But as they scaled globally, quoting operations began to stall under growing volume and team complexity.

Key challenges:

❌ Quote execution was split across tools, creating friction and delays
❌ Users couldn’t launch or manage quotes directly from their daily workflows
❌ Complex role-based access made admin control inefficient
❌ Inconsistent regional adoption limited reporting and leadership visibility

The solution

Valorx collaborated with Salesforce and salesoOperations stakeholders to reconfigure the Fusion instance. The goal: streamline quoting workflows, simplify access, and standardize usage across regions—without any disruption to Salesforce architecture or data models.

🔧 Optimization highlights:

✅ Quoting consolidated into a single, Excel-native interface
✅ Simplified role-based profiles to reduce admin load
✅ Quote creation embedded into the daily sales workflow
✅ UI/UX enhancements encouraged higher field team engagement

Before and after optimization

🔍 What Salesforce leaders will value

☑️ Time-to-quote reduced by 80%, improving pipeline velocity

☑️ 5x increase in Salesforce usage across quoting teams

☑️ Cleaner workflows = fewer errors and faster approvals

☑️ Scalable configuration deployed with zero downtime

Inside the experience

The image below shows the live Excel-based quoting environment powered by Valorx Fusion. Users access customer details, update line items, and add approval inputs—all without leaving Excel.

🔍 Excel-native and familiar to sellers
🔍 Live Salesforce sync—no exports or duplicates
🔍 Custom fields for quantity, pricing, routing, and approvals
🔍 Controlled UI, tailored to each user’s role and access

See it in action

This product walkthrough shows how to connect Salesforce in Excel with QLE, update product, quoting in Salesforce, and validate the data updates in Salesforce.

Conclusion

By reconfiguring their Fusion environment around usability and access, this organization transformed quoting from a slow, siloed task into a high-velocity, Salesforce-native process—ready to support global growth.

Fusion didn’t just accelerate quoting—it gave leadership consistency, clarity, and control at scale.

Results that matter

💡 80% decrease in quoting time

💡 30+ users onboarded with zero disruption

💡 5x boost in Salesforce quoting adoption

💡 Live quote data now fuels dashboards, forecasts, and executive reporting

This global team unlocked quoting velocity, visibility, and adoption—without changing their Salesforce org.