Valorx Fusion
Salesforce and Excel Connector
By ValorxForecasting & Territory Management
- Rating
- 5.0
- Reviews
- 33
- Pricing
- Paid
- From $60 per user per month
- Listed since
- 2020
About Valorx Fusion
Excel at Salesforce data management with powerful spreadsheet capabilities
Get the power of Salesforce without changing how you work using Excel Integration.
Have a spreadsheet that you use for quoting or forecasting? Keep using it the same way. With our Fusion Excel connector or Google Sheets connector, you can integrate your existing spreadsheets with Salesforce, allowing you to quote and forecast efficiently, while using accurate, updated data from Salesforce. If you don’t already have a spreadsheet, we have a library of templates you can start using in seconds.
- Two-way sync: your spreadsheets have the latest, most accurate data from Salesforce, while quotes and forecasts get saved to Salesforce as they are generated
- Maintain security: data never leaves Salesforce, so your data stays secure
- Single source of truth: stop doing work in offline, siloed systems or spreadsheets. You never have to doubt the accuracy or recency of your data again
Highlights
- No more exports Get access to live data from Salesforce, right in Excel or Google Sheets. Simply make the edits you need, right in the spreadsheet, and save them back to Salesforce in seconds. Data never leaves Salesforce, guaranteeing secure edits.
- Win more deals with faster quotes If you already have a spreadsheet, you can use it with our Fusion Excel connector. Create quotes with unlimited quote lines and variables, while leveraging the power of spreadsheet formulas, macros and quick actions.
- Improve operations with accurate forecasting Flexibly visualize and edit forecasts with spreadsheet features. Telescoping views allow as much granularity as you need. Compare forecasts with actuals and make tweaks on the fly.
Screenshots and videos
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Pricing
Paid, from $60 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Fusion Subscription | $60 per user | Monthly | 14 days |
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Revenue Cloud
- Revenue Cloud CPQ
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on February 12, 2020
- Industries
- Horizontal Product
- High Tech
- Manufacturing
- Languages
- Dutch
- English
- Finnish
- French
- German
- Danish
- Italian
- Japanese
- Korean
- Portuguese
- Russian
- Chinese (China)
- Spanish
- Swedish
- Thai
- Chinese (Taiwan)
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