Marketing Cloud with spreadsheet ease

Manage prospects, campaigns, and marketing data with spreadsheet speed—inside Salesforce or from Excel. No more one-by-one list updates or CSV gymnastics.

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Enhancing Salesforce for industry leaders

Leads

Leads & prospects

Your marketing team works with thousands of leads and prospects. A spreadsheet interface to update records, manage preferences, and prepare data for Marketing Cloud.

Bulk lead & prospect updates

Update lead sources, assign scores, and set marketing preferences across all records in one operation. No clicking through each record.

Marketing preferences at scale

Update email opt-in status, communication preferences, and consent dates across your entire database. Filter by region, update in bulk, document compliance.

Lead scoring & grading adjustments

Update lead scores and grades across segments in bulk. Filter by behavior, industry, or engagement level—apply new scores without Apex.

Lead data enrichment & cleanup

Copy (Ctrl+C) and paste (Ctrl+V) inside Salesforce. Paste updated company sizes, industries, and titles directly into your lead records.

Campaigns

Campaigns & attribution

Salesforce campaigns power your marketing attribution. Manage campaign members at scale—add contacts, update statuses, and track responses across thousands of records.

Bulk campaign member management

Update 500 campaign members directly inside Salesforce. No more clicking each record or wrestling with Data Loader.

Campaign attribution updates

Attribution model changed? Update primary campaign sources across opportunities in bulk. Keep revenue attribution aligned with reality.

Bulk add contacts to campaigns

Target a segment by industry, region, or persona—then add hundreds of contacts to a campaign in one action. Launch campaigns without export-and-reimport loops.

Campaign performance in Excel

Build campaign ROI dashboards in Excel with live Salesforce data. Pivot by campaign type, channel, or quarter—and keep it live.

Sync

Connect & sync

Prepare data for Marketing Cloud without the CSV headaches. Clean records, control which fields sync, and ensure marketing lists are accurate before they flow to Email Studio or Journey Builder.

Marketing sync field management

Control which records sync to Marketing Cloud. Update the checkbox fields that determine sync eligibility across thousands of contacts—ensure only qualified records flow to your marketing automation.

Segment list preparation

Filter, segment, and tag records in Salesforce so they sync correctly to Marketing Cloud. Work with live data instead of static exports.

Sync control across regions

Enable or disable MC sync across geographic segments. Support regional campaign launches and GDPR-driven pauses without touching each record.

Prep Data Extension feeds in Excel

Use Fusion to pull CRM data into Excel, transform and segment it, then push back tagged records for Marketing Cloud sync. No more static CSV uploads.

Deliverability

Deliverability & consent

Clean invalid emails. Update bounced status. Document consent for GDPR. Keep your sender reputation intact with grid-driven list hygiene.

Email deliverability cleanup

Find and fix invalid emails, update bounced status, and clean your contact database. Filter by email domain, identify patterns, update records in bulk.

GDPR & consent management

Update consent fields in bulk—opt out, consent date, preference center values. Filter by region, document who changed what and when.

Suppression list management

Flag bad actors, internal accounts, or opted-out contacts for suppression. Keep your send lists clean without manual exclusions every campaign.

Bounce pattern analysis

Use Fusion to analyze bounce patterns by domain, message type, and send date. Identify deliverability issues before they hit your sender reputation.

Analytics

Analytics & ROI

Marketing teams live in Excel. Fusion connects Excel directly to your Salesforce marketing data—leads, campaigns, opportunities—so dashboards stay current without manual exports.

Lead funnel analysis

Track leads from source to close in Excel. Build conversion funnels, analyze drop-off points, and measure marketing-to-sales handoff effectiveness—connected to live Salesforce data.

Marketing ROI reporting

Pull campaign costs, influenced opportunities, and won revenue into live dashboards. Calculate true marketing ROI without manual data wrangling.

Account engagement scoring

Build account-level engagement models in Excel. Aggregate contact activity, campaign responses, and opportunity data to score account health and buying intent.

Push campaign outcomes back to Salesforce

Once you've analyzed ROI, push winning-campaign tags and account-engagement scores back to Salesforce. Keep CRM aligned with what Excel analysis revealed.

Engagement

Account engagement

Support your Account Engagement workflows from Salesforce. Manage the CRM-side data that drives prospect records, lead assignments, and campaign membership in Pardot.

Prospect data alignment

Keep your Salesforce records aligned with Account Engagement. Update lead and contact fields that sync to Pardot prospects—ensure your automation has accurate data to work with.

Lead assignment rule support

Reassign leads in bulk based on territory, product interest, or lead score. Keep sales coverage aligned with marketing automation.

Engagement history analysis

Pull Account Engagement activity data into Excel for deeper analysis. Combine engagement scores with Salesforce opportunity data to understand what marketing touches drive revenue.

Bulk grade updates for sales routing

Update Pardot grades across segments in bulk when ICP definitions shift. Keep your automation routing the right leads to the right teams.

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 lead forecasting in Salesforce

10,000+

lead records updated in one go

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Built for every team that touches marketing data

Marketing ops, demand gen, campaign managers, and analysts — one live Salesforce view

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Marketing Ops

Sync field management, consent, list hygiene at scale

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Demand Gen

Lead scoring, enrichment, campaign assignment

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Campaign Managers

Bulk member updates, attribution, response tracking

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Marketing Analytics

Live ROI dashboards, funnels, account engagement scoring

Work in Salesforce like you work in a spreadsheet.

Wave

A spreadsheet interface built inside Salesforce.

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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 Marketing Cloud

Get more from your Marketing Cloud investment with tools built for the way marketing teams actually work

Without Valorx

Lead updates list-by-list with Data Loader

Campaign members added one-by-one or via CSV

Consent updates require legal and admin tickets

ROI reports rebuilt monthly from exports

With Valorx

Bulk lead updates in a spreadsheet grid

500+ members updated in one action

Regional bulk consent edits with audit trail

Live Excel dashboards with Salesforce sync

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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.