Track every license and renewal in one grid

See what each customer is entitled to, catch what has lapsed, and renew end dates in the cell.
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Sales dashboard showing company accounts with columns for account name, type, owner, employees, industry, revenue, and phone.
Licenses
USE CASES

What your Salesforce license tracking is missing

Entitlements sit on separate record pages. Wave lines them up by end date so nothing lapses unseen.
Excel sheet titled Bulk License Updates showing license keys, products, vendors, status, assigned users, departments, expiration dates, seats, license types, cost per seat, and annual costs for software licenses.

Every entitlement in one grid

  • Support and warranty cover together
  • Start and end date beside each
  • Expired in red, first to lapse on top
Spreadsheet titled Expiration Alerts showing license details including product names, vendors, license types, expiration dates, days until renewal, license status color-coded from expired to expiring, seat counts, annual costs, renewal contacts, auto-renew status, and priority levels.

Renew in the cell

  • Change the end date in the grid
  • Renew several before you save
  • One save to Salesforce
Excel spreadsheet titled Utilization Analysis showing license management data including product names, vendors, license types, seats purchased/assigned/available, utilization percentage, last login, active users, cost per seat per month, annual cost, waste cost, and recommendations.

Every customer at a glance

  • Entitlements grouped by customer
  • A count on every customer
  • Open any group to see its cover
Excel spreadsheet showing a multi-object view of license management with columns for asset name, product, contract number, account name, vendor, contract start and end dates, contract value, license count, seats active, and annual cost.

Everything one customer holds

  • Expired and active side by side
  • The asset each one covers
  • Know the cover before the call
Valorx Wave CRM dashboard displaying a table of opportunity records with columns for Name, Stage, Amount, Close Date, Owner, Opportunity Type, and Account.
Sales agreement table in Valorx Wave showing account details, products, planned quantities, sales prices, and discount percentages for October 25 and November 25.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.

Real results from enterprise teams   

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data stays in Salesforce

1000 %

10 x

faster license updates in Salesforce

30%

potential savings on spend
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See what Valorx adds to Salesforce license management

Without Valorx
Edit license records one at a time
Expiration dates on individual records
Usage data in separate reports
Related data across tabs
With Valorx
Bulk update hundreds of records at once
Expiring licenses highlighted in the grid
Entitlements vs. usage side-by-side
Assets + Contracts + Accounts in one grid
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Built for teams managing licenses in Salesforce

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Technology & SaaS

Customer subscriptions, seat tracking, and renewal management.
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Financial Services

Vendor compliance, audit trails, and regulatory requirements.
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Healthcare

Medical software licensing, HIPAA compliance, audit readiness.
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Manufacturing

CAD/CAM licenses, ERP seats, production software tracking.

Two ways to manage licenses in Salesforce

Choose the approach that fits your workflow.

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.
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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.
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Real results with Valorx

Show your customers what's possible when they combine Salesforce with spreadsheet-native workflows.

Adobe Improves End-to-End Operational Efficiency in Salesforce

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Western Digital Unlocks Powerful Salesforce Forecasting Capabilities

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BP Oil & Gas Solves Complex Quoting inside Salesforce

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More success stories
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