Simplify. Elevate. Excel.
Unlock the full potential of your CRM.
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There’s a better way to leverage your CRM data.
Why work outside of your CRM to edit your data?
CRM bulk editing is broken. We fixed it.
Keeping your CRM accurate is critical for your business.
Valorx lets you edit data in bulk, manage multiple object types in one place, and apply conditional formatting to flag insights. Fly through data management and focus on your real work.
“I love importing data” – No one ever
Moving data between spreadsheets and your CRM is a drag. With Valorx, you connect your existing spreadsheets to your CRM. Leverage real-time CRM data in your customized spreadsheets using features you know – without importing (or exporting) a single record.
CRMs aren’t built for complex data models. Valorx is.
Manage high-volume and/or complex data from multiple sources in one place. Bring powerful spreadsheet capabilities like formulas, pivot tables, macros, and more to your CRM. Merge the best capabilities of your key tools.
Get the most from your CRM data with Valorx.
What does your team need?
Connect existing spreadsheets
Connect the spreadsheets you already use directly to your CRM.
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Integrate multiple data sources
Combine and manage data from multiple sources in one place.
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Manage complex data models
Use powerful visualization and spreadsheet features to organize and analyze complex data models.
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Multi-dimensional quoting
Factor in dimensions like shipping costs, delivery dates, tax rates, and more into quotes.
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Professional services quoting
Incorporate profitability, availability, PTO, hourly rates and more in every quote.
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Pipeline management
Effectively visualize, track, and update pipeline with real-time CRM data.
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Territory realignment
Realign territories with ease to keep your sales team productive and organized
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Forecasting
Build accurate forecasts with live CRM data, and view in different timescales.
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Scenario modeling
Use complex calculations and visualizations to assess multiple outcomes.
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CRM data hygiene
Eliminate the need for data imports and exports, reducing human errors, discrepancies, and duplication.
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Migration
Accurate migrations with connected spreadsheets. Audit, track, and verify at any stage of the process.
Learn MoreWhat our customers love about Valorx
Across industries, Valorx is transforming CRM experiences for teams big and small.
We use Valorx for sales forecasting. Very powerful, highly recommend the product. Excellent customer service and exceptionally fast turnaround time.
"Extremely powerful and fast. We are using Valorx as a rapid data entry tool making full advantage of the Excel features."
"Valorx has made complicated data uploads quick and easy, saving valuable time. The implementation was quick and the support simply top notch!"
"Valorx is the best fusion of speed and functionality I have come across. I compared several competitors and Valorx was the best hands down, it's simply incredible."
"We use Valorx for sales forecasting. Very powerful, highly recommend the product. Excellent customer service and exceptionally fast turnaround time."
"This application drives user adoption across sales and operations. It is 100% native and puts the power in admins and business users with guidance from our COE."
"Very powerful tool that saves tons of time. In a few minutes you can easily create Excel apps to move data around from system to system in a fraction of the time that Salesforce Data Loader or the Import Wizard take."
Supercharge your Salesforce experience with Valorx