Start every planning cycle with data you can trust.

Update forecasts, territories, quotes, and pricing across thousands of records—so every S&OP cycle starts with numbers you can trust.

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

Forecasting

Demand forecasting

The S&OP cycle starts with the demand signal. Update forecast categories, apply manager adjustments, and build weighted models in Excel—so Sales, Finance, and Supply Chain plan from the same number.

Bulk forecast category updates

Update stages, forecast categories, and close dates across hundreds of opps in one grid. Push to Salesforce with one click—no more chasing reps before each planning cycle.

Live demand models in Excel

Connect Excel to Salesforce. Build weighted pipeline models, apply probability curves, run scenario analysis—all with your own formulas.

Manager adjustment tracking

Roll up forecasts by rep, region, or product line. Apply manager adjustments. Reconcile bottom-up pipeline with top-down targets before the S&OP review.

Quarter-end pipeline review

Review every open opp before the quarter closes. Update stale deals, push slipped opps, mark commits. Done in one session—not three days of follow-ups.

Quoting

Quoting & pricing operations

High-volume quotes timeout in Salesforce CPQ. Annual price increases across 2,000 SKUs take days in Data Loader. Handle both in one grid—so quoting and pricing never bottleneck the revenue cycle.

High-volume quote building

Build quotes with 500+ line items. No timeouts. No lag. Work in a spreadsheet interface, save to Salesforce CPQ—pricing rules and approval workflows still execute.

Bulk discount adjustments

Update discounts across 500 line items in one grid. Quarter-end pricing adjustments done in minutes—so deals close on time.

Pricebook updates at scale

Annual price increase? Apply formulas across 2,000 pricebook entries in one grid. Save. Pricing rules still execute—no Data Loader, no field mapping, no import errors.

Pricing scenario modeling

Build margin models and discount analysis in Excel with live CPQ data. Model scenarios before committing changes—so pricing decisions are data-driven.

Pipeline

Pipeline accuracy at scale

Bad pipeline data cascades into bad forecasts, bad demand plans, and bad resource decisions. See your entire pipeline in a grid. Filter, sort, update, save—so the signal going into every S&OP cycle is clean.

Weekly pipeline reviews

Pull up all opps by stage, rep, or region. Review with your team. Update stages and next steps in real time—not after the meeting.

Stage progression updates

Move deals through stages in bulk. Update 100 opps from 'Qualification' to 'Discovery' in one action—so stage distribution reflects reality.

Pipeline cleanup

Find stale deals with close dates in the past. Bulk update to next quarter or mark as lost. Keep your pipeline honest so your demand signals stay reliable.

Multi-object pipeline views

See Opportunities with their Accounts in one view. Update opp details and account info together—no tab switching between records.

Territory

Territory & capacity planning

Annual territory realignment used to take weeks. Now it takes hours. Model scenarios in Excel, reassign accounts in Salesforce, update quotas—so coverage matches capacity before the new fiscal year starts.

Territory modeling in Excel

Pull account data into Excel. Model different territory scenarios with your own formulas—balance by revenue, headcount, or industry. When you're ready, push the assignments back to Salesforce.

Account reassignment

Filter accounts by region, industry, or revenue. Select the accounts. Assign to new owner. Done—no admin tickets, no manual record updates.

Opportunity owner transfer

When accounts move, opportunities follow. Reassign all open opps to the new owner in one action—so pipeline stays attributed correctly.

Quota allocation

Assign quotas by rep, territory, or product line. Update targets for the new fiscal year across 50 reps in one session—so attainment tracking starts clean.

Alignment

Cross-functional alignment

S&OP works when every function plans from the same data. Give Finance, Supply Chain, and Sales leadership live Salesforce data in Excel—governed by your security rules.

Finance gets live pipeline data

No more Monday pipeline exports for Finance. They connect to Salesforce, build their own revenue models, and refresh whenever they need. Read-only access enforced by your profiles.

Sales managers build their own views

Each manager pulls their team's pipeline into Excel. They build the views they need—forecasts, attainment tracking, activity reports. You stop being the report factory.

Governed data, self-service access

Users authenticate via OAuth. They see only data their Salesforce profile allows. Admins control who can write back vs. read only—so self-service doesn't mean ungoverned.

Data

Data integrity at scale

Bad data kills every planning cycle—forecasts, territory models, capacity plans. Find and fix issues in place. No Data Loader, no reimport.

Find and fix data issues

Filter for blanks, duplicates, or outdated values. Fix them in the grid. Your validation rules still run—so the corrections stick.

Standardize picklist values

'Healthcare' vs 'Health Care' vs 'Medical'. Find the inconsistencies. Standardize across 10,000 accounts so your segments, forecasts, and territory models are accurate.

Post-migration cleanup

Migrated from another CRM? Clean up 45,000 records in days, not months. Fix field mappings, fill gaps, standardize formats—so your first S&OP cycle on the new system starts clean.

See how fast Salesforce
can actually feel.

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

<00 days

to production

00x

faster forecasts in Salesforce

10,000+

SKUs updated in one operation

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Built for every team that manages Salesforce

Valorx works across various verticals using Salesforce

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S&OP Leaders

Demand forecasting, pipeline accuracy, territory planning, cross-functional alignment.

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Deal Desk

Quote operations, approval management, pricing governance, deal structuring.

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Finance Teams

Revenue analysis, pipeline reporting, budget variance, forecast support.

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Data Analysts

Data quality, migration cleanup, standardization, governed reporting.

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

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

See what Valorx adds to Salesforce

Get more from your Salesforce investment with right tools.

Without Valorx

Territory realignment: weeks of work

Forecast updates: click each opp

CPQ quotes: timeout errors on volume

Data cleanup: export → Excel → reimport

With Valorx

Reassign accounts and opps in one session

Update 500 forecast categories at once

Build 500-line quotes without lag

Find and fix issues in place

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Eric Winston

Service Supervisor

Book a demo

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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.