Automotive in Salesforce

From dealer networks to fleet sales—manage complex automotive workflows at scale without leaving Salesforce. Stop exporting to spreadsheets.

Screenshot of Valorx Wave sales dashboard showing account sales agreements with columns for product, planned quantity, sales price, and discount percentage for October 25 and November 25.

Valorx Fusion interface showing an Excel sheet titled Deal Pricing Estimator with sections for Quote Information, Partner Information, Account Information, Customer Price, and Equipment Summary.

Enhancing Salesforce for industry leaders

inventory

Inventory & allocation

Valorx brings spreadsheet-style editing to Salesforce—manage thousands of units across dealers without exporting to Excel.

View all inventory with allocation status in one grid

See every vehicle in your pipeline—VIN, model, trim, color, MSRP, allocated dealer, and status—in a single view. Filter by model year, region, or allocation status to focus on what needs attention.

Bulk allocate vehicles to dealers

Select vehicles by model, trim, or region and allocate to dealers in one action. Reallocate units when priorities shift. No more updating allocation records one by one.

Spot allocation gaps instantly

Conditional formatting highlights dealers with excess inventory, under-allocated regions, and vehicles sitting too long. See distribution issues across your network without running reports.

Build allocation models in Excel with live data

Use Fusion to connect allocation spreadsheets to Salesforce. Model different distribution scenarios, calculate dealer capacity, and push approved allocations back—without Data Loader.

Dealers

Dealer performance & networks

Dealer networks are your revenue engine. Track performance, manage targets, and coordinate programs across hundreds of locations—all in Salesforce.

View dealer performance metrics in one grid

See all dealers with their sales targets, YTD performance, inventory turns, and satisfaction scores in a single view. Filter by region, dealer tier, or performance status to focus reviews.

Bulk update dealer targets and tiers

Update sales targets, tier assignments, and program eligibility across hundreds of dealers at once. Adjust quarterly targets in minutes instead of editing each dealer record.

See dealers with sales, inventory & orders together

View related data across multiple objects without switching tabs. Sales data, current inventory, open orders, and active programs in a single multi-object grid.

Build dealer scorecards in Excel

Use Fusion to create comprehensive dealer performance models. Combine sales data, CSI scores, and program compliance into weighted scorecards—with live data from Salesforce.

Incentives

Incentives & rebates

750,000+ components go obsolete every year. Valorx helps you track lifecycle status across products, coordinate Last-Time Buys, and manage customer transitions.

View lifecycle status across all products

See all products with their lifecycle stage—Active, EOL Announced, Last-Time Buy, Discontinued—in a single grid. Filter by status to focus on products requiring action.

Bulk update program rules

Update eligible models, dealer participation, or payout amounts across programs at once. Extend program dates or adjust terms without editing each program record.

Process incentive claims in bulk

Review submitted claims with vehicle details, dealer information, and documentation status. Approve or reject claims in batches. Flag exceptions for review without opening each record.

Model incentive ROI with live data

Use Fusion to analyze program effectiveness. Calculate cost per unit sold, compare program performance, and model budget scenarios—with live data from Salesforce.

Fleet

Fleet & commercial sales

Fleet deals are high-volume, high-complexity. Manage large orders, track delivery schedules, and coordinate configurations across commercial accounts.

View fleet opportunities with configurations

See fleet opportunities with their requested vehicles, configurations, pricing, and delivery requirements in one grid. Filter by account, deal size, or expected close date.

Bulk edit fleet order line items

Update vehicle specifications, pricing, or delivery schedules across fleet order lines at once. Adjust configurations when customer requirements change—without editing hundreds of line items.

Track fleet delivery status across orders

See all fleet vehicles with their production status, shipping details, and delivery confirmation in one view. Spot delays across your backlog without running separate reports.

Build fleet pricing models in Excel

Use Fusion to create complex fleet pricing scenarios. Model volume discounts, upfit costs, and delivery logistics—then push approved configurations back to Salesforce.

Leads

Finance & insurance lead performance

Automotive leads come from everywhere—website, third-party sites, walk-ins, phone calls. Manage pipeline and F&I product performance across your dealer network.

Manage leads across channels at scale

View all leads with their source, score, and assignment status. Distribute and reassign in bulk. No more leads sitting unworked because a rep missed an email.

Track F&I product performance

See F&I product attachment rates, revenue, and dealer performance in one grid. Identify top performers and coaching opportunities across your network.

Bulk update lead assignments

Select hundreds of unworked or stale leads and reassign across dealers or reps in one action. Rebalance territories or redirect leads based on inventory availability

Model F&I attach rate improvements

Use Fusion to project F&I revenue impact from coaching, new products, or dealer training. Compare dealer cohorts and project ROI—with live Salesforce data.

Retention

Marketing & retention

Coordinate campaigns across dealers. Build retention models. Stop at-risk customers from walking to the competition.

Coordinate campaigns across dealers

View campaign participation, co-op fund usage, and lead results by dealer. Update campaign enrollment and budget allocations in bulk.

Bulk update campaign enrollment

Enroll or withdraw dealers from seasonal campaigns in one action. Adjust co-op budgets across the network when programs shift.

Build customer retention models

Use Fusion to analyze customer lifecycle data. Identify at-risk customers, model retention program ROI, and create targeted outreach lists—connected to live Salesforce data.

Build lease-end and trade-in playbooks

See customers with upcoming lease maturities, equity positions, and recommended actions in one view. Push prioritized outreach lists back to the dealer network.

See how fast Salesforce
can actually feel.

If you can do it in spreadsheet,
you can do it in Valorx.

<14 days

to production

10x

dealer updates in Salesforce

500+

line items per fleet quote handled

Abstract soft pastel-colored gradient background with blurred lavender, blue, and pink hues.

Built for automotive teams using Salesforce

Valorx works across automotive value chain in Salesforce

Abstract hexagonal molecular structure in purple and blue tones representing a chemical or scientific concept.

Blue and purple stylized automotive wheel icon with five spokes.

OEMs

Allocation planning, dealer management, incentive ROI

Illustration of a purple and blue microchip with circuit lines extending outward.

Dealer Networks

Inventory visibility, scorecards, program compliance

Icon with a gear and a wrench crossed, symbolizing machinery or tools.

Fleet & Commercial

Complex quoting, configuration, delivery tracking

Abstract 3D cubes stacked with a gradient of pink and blue hues inside a white circular frame.

Aftermarket & Parts

Parts inventory, warranty claims, retention campaigns

Work in Salesforce like you work in a spreadsheet.

Wave

A spreadsheet interface built inside Salesforce.

CRM interface showing a list of accounts with columns for account name, billing state, and phone number, and a panel displaying Beglobal's opportunities with names, amounts, qualification stage, and close dates.

Learn more

Soft gradient background fading from light blue at the bottom left to white at the top right.

Fusion

Your Salesforce data, live in Excel and Google Sheets.

Screenshot of a spreadsheet titled 'Deal Pricing Estimator' displaying customer price, equipment summary with tables, charts, and detailed pricing information.

Learn more

Gradient background transitioning from white at the top to soft purple at the bottom.

See what Valorx adds to Salesforce

Salesforce connects your operations. Valorx makes the data manageable.

Without Valorx

Edit vehicle allocations one record at a time

Dealer performance scattered across reports

Incentive claims processed one by one

Fleet quotes timing out with 500+ line items

With Valorx

Bulk allocate vehicles across dealers and regions

All dealers, metrics, and programs in one grid

Approve claim batches with documentation checks

Mass edit fleet configurations without timeouts

Smiling young man with glasses and a beard wearing a black shirt on a light gray circular background with a small purple circle in the top right.

Eric Winston

Service Supervisor

Book a demo

Soft gradient background fading from light gray to pale blue and white.

Why teams choose Valorx

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 accuracy. I highly recommend Valorx to anyone who works with Salesforce data.

Ben Wong

Sales Operations Manager, Adobe

We use Valorx for sales forecasting. Very powerful, highly recommend the product. Excellent customer service and exceptionally fast turnaround time.

Karthik Dosapati

Data Analyst, Western Digital

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

Frequently asked questions

Does Valorx work with Manufacturing Cloud?

Yes. Valorx works with all Manufacturing Cloud objects including Sales Agreements, Account Forecasts, and Warranty Claims.

Can I use Valorx with Salesforce CPQ?

Yes. Bulk edit quote line items, update pricing across products, and compare quotes side-by-side.

How does Wave help with forecasting?

Wave lets you edit Account Forecast records in bulk—update planned quantities across accounts, products, and time periods in one grid. Conditional formatting highlights variances between planned and actual.

When should I use Fusion instead of Wave for forecasting?

Use Fusion when you need complex calculations, seasonal adjustments, or what-if scenarios that require Excel's formula capabilities. Fusion syncs live with Salesforce, so your models stay connected to Manufacturing Cloud data.

Does Valorx respect Salesforce security?

Yes. All permissions, sharing rules, and validation rules are enforced. Users only see and edit data they have access to.

How fast can we deploy?

Wave deploys in minutes as a managed package. Fusion requires Excel add-in installation. Most teams are live within 14 days.