Sales Cloud with Spreadsheet Speed

Manage leads, pipeline, forecasts, and territories with spreadsheet speed—inside Salesforce or from Excel. Update 500 opportunities in one operation.

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

Pipeline

Pipeline management

Edit opportunities in bulk, update stages across deals, and keep pipeline data clean without the record-by-record grind.

Bulk opportunity updates

Load your entire pipeline into a grid, filter by stage or close date, and update hundreds of opportunities in one action.

Pipeline analysis with live Salesforce data

One view for pipeline models in Excel, weighted forecasts, stage conversion analysis, and rep productivity metrics.

Pipeline hygiene at scale

Find deals with close dates in the past, opportunities stuck for 90+ days, or deals with missing fields. Filter, review, and clean up in bulk.

Deal desk operations

See the full picture—opportunity details, related quotes, discount approvals, contract terms. Pull all relevant data into one grid view.

Forecasting

Valorx keeps your forecast models connected to live Salesforce data, so adjustments flow both ways.

Bulk forecast adjustments

Make adjustments across multiple opportunities or forecast categories in one view. See the rollup impact immediately.

What-if scenario modeling

Build scenario models in Excel, connected to live pipeline data. Present multiple outcomes to leadership with data to back each one.

Forecast vs. actual analysis

Pull historical forecast snapshots and actuals into Excel, analyze variance patterns, and identify where your forecasting process needs improvement.

Weekly pipeline review

Review team pipeline, adjust forecasts, and coach reps—all in one session. See every deal, every stage, every close date in a single view.

Leads

Lead processing

Process leads at the volume marketing delivers them. Manage 500+ leads in one single grid view, without clicking into each record.

Bulk lead qualification and routing

No more clicking through each lead record to make the same update. Filter by source, select leads, and assign to round robin in one action.

Lead data enrichment

Update hundreds of lead records with enriched data in one save. Copy-paste from your data vendor or import directly into the grid.

Mass lead conversion

Review all qualified leads in one grid, fix data issues in bulk, then trigger conversion. Validation shows complete records ready to convert.

Post-event lead processing

500 leads from a trade show? Qualify them in one sitting. Filter by lead source, score, and status. Route to reps in bulk.

Territory

Territory & quota planning

Plan in Excel or inside Salesforce with full flexibility, then sync to Sales Cloud in one click.

Territory planning and assignment

Model territory scenarios with Excel's full calculation power. Balance territories by potential, assign accounts to reps, then push back to Salesforce.

Quota distribution across teams

Build allocation models in Excel—by territory potential, historical performance, or headcount. Push quota assignments to Salesforce for tracking.

Mass account reassignment

Filter accounts by current owner, geography, or segment. Reassign in bulk to new owners. Related contacts and opportunities can follow.

Rep departure handling

When a rep leaves, reassign all their accounts, opportunities, and contacts in one operation. No more clicking through hundreds of records.

Data

Account & contact data

Keep your account data clean at scale. Valorx gives you the bulk editing power to maintain data accuracy without dedicating a team to data entry.

Account data cleanup

Filter, sort, and update in bulk. Find accounts with missing industry codes, outdated addresses, or incomplete firmographic data.

Contact data management

Keep your contact database current. Update contact records in bulk—new titles, new accounts, email bounces. Import updates from your data vendor.

Account segmentation and tiering

Apply segmentation rules in bulk so your sales team knows where to focus. Update tiers based on revenue bands or strategic flags.

Data quality scoring

See data completeness scores across your accounts. Filter to find records needing attention. Fix data issues before they impact reporting.

Activity

Activity tracking

Valorx makes activity logging fast—bulk-create tasks, log calls across multiple accounts, and update activity status in one view.

Bulk activity logging

Load your accounts or opportunities into a grid, add call notes, update next steps, create follow-up tasks—all in a spreadsheet interface.

Activity analysis in Excel

Pull activity data into Excel—calls per rep, emails per stage, meetings per opportunity. Build dashboards with pivot tables and charts.

Task management at scale

View all open tasks across your team. Reassign tasks, update due dates, mark complete—all in bulk. No more clicking into each task record.

Activity-to-conversion correlation

Analyze which activities drive conversions. Connect activity data to opportunity outcomes in Excel. Identify the activities that matter most.

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 forecasting in Salesforce

500+

pipelines updated in one go

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Built for every team that works with sales

Industries that need revenue visibility across its accounts, opportunities, customers in one view.

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Sales Reps

Update opportunities, log activities, manage accounts—faster than clicking through records.

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Deal Desk

Review deals, manage approvals, track discount exceptions—with full deal context.

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Salesforce Admins

Data cleanup, mass updates, user management—without Data Loader complexity.

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Sales Operations

Territory planning, quota distribution, pipeline analysis, data hygiene—at scale.

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.

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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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See what Valorx adds to Salesforce Sales Cloud

Get more from your Sales Cloud investment with tools built for the way sales teams actually work.

Without Valorx

Opportunity updates one record at a time

Pipeline analysis requires exporting to Excel

Lead assignment is manual and tedious

Territory planning in disconnected spreadsheets

With Valorx

Update 500 opportunities in one operation

Excel connected to live pipeline data

Bulk assign leads to reps in seconds

Territory models that sync to Salesforce

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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.