Salesforce Pipeline Management

See what's wrong in your pipeline and fix hundreds of deals at once, inside Salesforce.
Sales dashboard showing company accounts with columns for account name, type, owner, employees, industry, revenue, and phone.
Wave AI inside Salesforce: a prompt on the Wave AI home screen builds a grid of 3M's 1,074 open opportunities with stages colored from early to late.
USE CASES

What your pipeline management has been missing

Spend less time updating deals and more time on closing them.
Before: a Salesforce list of opportunities, edited one at a time. After: Wave AI moves the close date on 549 overdue deals in one reviewed change.

Update hundreds of deals in one change

Change deals right in the grid, see every edit marked, and save once.
Before: a Salesforce dashboard snapshot as of 12:09 PM. After: a live Wave AI pipeline dashboard where a click on the Discovery bar opens the 55 deals behind it.

See what's actually happening, right now

Every deal and product by month on one screen, with the totals beside it.
Before: a Salesforce pipeline report with no way to test a slip. After: Wave AI shows what happens if the three biggest deals slip, with a before and after dashboard and the three deals highlighted in a grid.

Answer "what if" without the spreadsheet gymnastics

Switch from months to quarters or years in one click and see where the pipeline lands.
Before: the Salesforce edit form for a single opportunity. After: one sentence to Wave AI moves the close date on the five biggest deals, reviewed before it saves.

The tool your reps will actually use

Pick a new stage right in the grid. No edit forms, no training.
Before: a Salesforce list of opportunities, edited one at a time. After: Wave AI moves the close date on 549 overdue deals in one reviewed change.
Before: a Salesforce dashboard snapshot as of 12:09 PM. After: a live Wave AI pipeline dashboard where a click on the Discovery bar opens the 55 deals behind it.
Before: a Salesforce pipeline report with no way to test a slip. After: Wave AI shows what happens if the three biggest deals slip, with a before and after dashboard and the three deals highlighted in a grid.
Before: the Salesforce edit form for a single opportunity. After: one sentence to Wave AI moves the close date on the five biggest deals, reviewed before it saves.

One screen, nothing exported

Book a demo

100%

of the work stays inside Salesforce

1

Save updates every changed deal

1000+

deals in one grid
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What changes when you add Valorx to Salesforce

Salesforce shows you what's wrong. Valorx is where you fix it.
Without Valorx
Opening each deal to change one field
Exporting the pipeline to a spreadsheet to review it
Dashboards that show a number, not the deals behind it
Waiting on an admin for a bulk update
With Valorx
Change hundreds of deals in one grid, then save once
Review the pipeline in Salesforce, nothing exported
Click any chart to open the deals it counts
Fix close dates and stages yourself, old value beside new
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Two ways to work, one goal: better data in Salesforce

Choose the interface that fits how your team works.
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