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Valorx Solutions

We help you get the most from your CRM data.

What does your team need?

1_Connecting-existing-spreadsheets-to-CRM_2

Connecting existing spreadsheets to CRM

Connect the spreadsheets you already use directly to your CRM.

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1_Integrating-multiple-data-sources

Integrating multiple data sources

Combine and manage data from multiple sources in one place.

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1_Managing-complex-data-models

Managing complex data models

Use powerful visualization and spreadsheet features to organize and analyze complex data models.

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2_Quote-Line-Editor_2

Quote Line Editor (QLE)

Build high-volume, complex quotes with thousands of lines.

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2_Multi-dimensional-quoting

Multi-dimensional quoting

Factor in dimensions like shipping costs, delivery dates, tax rates, and more into quotes.

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2_Professional-services-quoting_2

Professional services quoting

Incorporate profitability, availability, PTO, hourly rates and more in every quote.

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3_Pipeline-management-

Pipeline management

Effectively visualize, track, and update pipeline with real-time CRM data.

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3_Sales-forecasting

Sales forecasting

Develop granular sales forecasts down to a daily breakdown.

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3_Territory-realignment

Territory realignment

Realign territories with ease to keep your sales team productive and organized

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4_Forecasting

Forecasting

Build accurate forecasts with live CRM data, and view in different timescales.

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4_Demand-planning-

Demand planning

View multiple data sets in one place to develop accurate demand plans.

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4_Scenario-modeling

Scenario modeling

Use complex calculations and visualizations to assess multiple outcomes.

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5_Bulk-data-editing-

Bulk data editing

Easily edit CRM records in bulk with spreadsheet functionality.

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5_CRM-data-hygiene

CRM data hygiene

Eliminate the need for data imports and exports, reducing human errors, discrepancies, and duplication.

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5_Migration

Migration

Accurate migrations with connected spreadsheets. Audit, track, and verify at any stage of the process.

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