Companies that adopt CPQ and integrated forecasting tools reduce sales cycle lengths by 28% and win 50% more deals simply by quoting faster.

If your sales team is still building quotes and forecasts in spreadsheets—even though you have Salesforce—you’re not alone. It’s a symptom of a deeper problem: a disconnect between where your data lives and where your team works.

When workflows live in Excel and data lives in Salesforce, CRM adoption stalls. And when adoption breaks, so does your ability to forecast, close, and grow predictably.

Here’s the turning point: You don’t need to replace Salesforce to fix this. You need to make it work at the speed of your team.

In this article, you’ll discover:

✏️ Why high-performing teams still default to Excel

✏️ How CRM friction erodes productivity and forecasting

✏️ What makes Valorx Fusion the missing link between Excel and Salesforce

✏️ The business impact of CRM-native spreadsheet workflows

The CRM paradox: Powerful but avoided

Salesforce is the gold standard in CRM. It’s scalable, secure, and endlessly configurable. So why do high-performing reps still build deals, quotes, and forecasts outside of it?

Because for all its power, Salesforce often slows reps down. The UI can be rigid. Cross-object visibility is limited. And everyday updates require too many clicks.

Reps default to Excel because it’s fast, flexible, and familiar. But this workaround creates risk: data fragmentation, security gaps, and unreliable forecasts.

Valorx Fusion: Turn Excel into your Salesforce interface

Valorx Fusion lets teams work in Excel—but stay in sync with Salesforce. No more exports, manual updates, or version chaos.

With Fusion, teams can:

✅ Quote and forecast directly in Excel using live Salesforce data

✅ Bulk edit thousands of records across objects without timeouts

✅ Use familiar Excel features: filters, formulas, pivot tables

✅ Enforce Salesforce security, roles, and data governance

Fusion includes purpose-built solutions for:

➡️Fusion for CPQ – high-volume, accurate quoting directly in Excel.

➡️Fusion for Forecasting – flexible, time-scaled forecasting for revenue and ops leaders.

Fusion eliminates the tradeoff between speed and control—combining the best of Excel and Salesforce.

Here's a side-by-side look at how Valorx transforms key CRM workflows—eliminating manual pain points and unlocking real-time efficiency.

IT-approved. Admin-friendly. C-suite ready.

Unlike shadow IT tools, Fusion is built for enterprise scale. It supports:

➡️ Compliance with Salesforce governance and auditability standards

➡️ Reduction in admin workload through direct, secure bulk actions

➡️ Improved trust in CRM data with fewer sync errors and manual gaps

The result? Higher adoption, faster decisions, and better forecasting.

Here's how Valorx Fusion transforms workflows across sales, RevOps, and executive teams—bridging the gap between productivity and platform adoption 👇

See how Fusion works...

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