Salesforce-Connected Spreadsheets, simplified
Combine the best of Salesforce and Excel. Connect any existing spreadsheets to Salesforce to manage live CRM data with spreadsheet capabilities.
Get Connected with Fusion
Book a demo today or contact us with any questions you have.
CRM data management made better - with Fusion.
An elevated Salesforce experience including bulk editing capabilities and powerful spreadsheet features.
How connected spreadsheets work with Fusion
Your Salesforce and Excel workflows before and after Fusion.
Our customers
Drive revenue with improved Salesforce productivity
With Fusion, integrate your existing tools so that your team can work smarter and faster
High-Performance for High-Volume Quoting
Easily handle thousands of quote lines (and multiple quote views) with speed. Overcome the lagging performance and timeout errors in Salesforce CPQ for good.
Bulk Editing in Salesforce
Fusion brings bulk editing into Salesforce. Use copy/paste, drag/drop, click/drag, and more tools to update hundreds (or thousands) of records instantly. Never deal with record-by-record editing again.
Spreadsheet Capabilities - for Salesforce
Get the best from Excel and Salesforce. Keep your data in Salesforce while managing it with your existing spreadsheets. Fusion enables teams to keep their processes and work in Salesforce, streamlining data hygiene, ensuring data security/integrity, and driving productivity.
Maintain Data Access Controls
Fusion maintains your Salesforce rules and permissions. Continue to manage user roles, profiles, and permissions seamlessly, ensuring the right access to the right individuals without extra steps.
Multiple Objects in One View
Using the flexibility of spreadsheets, view multiple objects in a single view. Get the complete picture without toggling between tabs or clicking through to individual objects over and over.
Improved Data Hygiene
Create custom, filtered views to focus on the data most important to you. Apply conditional formatting and update Salesforce records in bulk to keep your data accurate at all times.
Get Connected with Fusion
Book a demo today or contact us with any questions you have.
"When it comes to data migration, I see a limitless potential to migrate CPQ master data between orgs to maintain configuration, pricing, and quoting processes without the need for lengthy data loader processing."
Ian Jones
Senior Revenue Cloud Consultant, Globant
"We worked with Kelvin to develop the ability to import quotes, mass create features and options, as well as convert old Apttus quotes into CPQ quotes. With Valorx, we cut down on the amount admin time it took for each of the process. Definitely recommend this tool."
Alfonso Sanchez
Salesforce Administrator, Wesco Turf Inc.
"Valorx has made complicated data uploads quick and easy, saving valuable time. The implementation was quick and the support simply top notch!"
Dawn Jamieson
Business Operations Manager, Nvidia
"Besides the efficiency gains, Valorx has helped us mitigate data leakage and improve data accuracy. I highly recommend Valorx to anyone who works with Salesforce data."
Ben Wong
Sales Operation Manager, ADOBE
"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."
Derek Lindbloom
Sr. Director, Provider and Salesforce Solutions, VSP Global
Learn how Fusion delivers value to its customers
BP Oil & Gas Solves Complex Quoting
Learn how energy giant BP optimized (and customized) its Salesforce CPQ experience.
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Global Consultancy Scales CPQ Productivity 700%
Discover how a global tech consultancy streamlined professional services quoting in Salesforce.
Read now
Adobe improves end-to-end operational efficiency
Adobe improves Salesforce efficiency across teams, streamlining workflows and driving user adoption.
Read nowPower data management with connected spreadsheets via Fusion
Valorx Fusion FAQs
Valorx Fusion is for Salesforce owners who seek to enhance the efficiency and user experience of Salesforce. Those tasked with managing and optimizing Salesforce implementations across departments, now have a powerful tool to integrate Excel's familiar spreadsheet functionality with live Salesforce data. This simplifies data management and complex quoting processes, while reducing friction around process adoption enabling Salesforce professionals to provide more value to their teams with less effort and greater control.
Valorx Fusion allows professionals to work in Excel with Salesforce data and build high-volume quotes, without that data ever leaving Salesforce. This eliminates the need for moving data sets around or being entirely dependent on the Salesforce interface. Instead, professionals maintain high data hygiene and get to work the way they’re used to using Excel to manage their Salesforce data.
Salesforce is a powerful CRM that tracks countless data points across the customer journey, and provides a number of tools to nurture and engage with prospects. Excel, with decades of product development behind it, remains a highly versatile, user-friendly data analysis and management tool. Connecting Salesforce to Excel with Valorx Fusion, allows you to work with all of Salesforce’s data in real time with the speed and ease of Excel. Edit in bulk, apply conditional formatting, work offline, and eliminate the need to import and export data for good.
Valorx Fusion creates a 2-way connection between your Excel spreadsheets and Salesforce. This allows you to work with Salesforce data directly in your Excel spreadsheet in real-time. When you save your work, all your Salesforce records are updated to reflect the latest changes.
