Fix your territory maps and push back to Salesforce

Reassign accounts, rebalance workloads, and eliminate coverage gaps using live Salesforce data in a familiar Excel interface.
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Excel spreadsheet showing Territory Management dashboard with key performance indicators and a territory performance summary including regions, rep counts, accounts, pipeline value, closed revenue, quota and attainment percentages.
Territories
USE CASES

What your Salesforce territory management is missing

Territory management can take weeks – not with Valorx
Excel spreadsheet showing bulk territory updates with columns for Account Name, Account Owner, Current Territory, New Territory, Industry, Annual Revenue, Employees, Billing State, Segment, Pipeline Value, Open Opps, Last Activity, and Status.

Bulk territory updates at scale

Select 500 accounts, reassign them to a new territory, and push the change to Salesforce—all in one action. No more clicking through individual records or uploading CSVs and hoping the mapping holds.
Excel spreadsheet showing a Coverage Gap Analysis for territory management with data on accounts, owners, territories, regions, industries, revenue, segment, activity, and coverage status.

Spot coverage gaps before they cost you deals

Pull a live view of every account, its assigned rep, territory,and last activity date. Filter by region, segment, or owner tofind unworked accounts or overlapping assignments instantly.
Excel worksheet titled Territory Modeling showing scenario planner details and side-by-side current state and proposed territory metrics with rep counts, account counts, pipeline values, average revenue per rep, quotas, and projected attainment percentages.

Model the change before you make it

What happens if you move 200 accounts from West toCentral? Build the scenario in Fusion, compare projectedworkloads side by side, and only commit when leadership signs off.
Excel spreadsheet titled 'Realignment Pipeline' showing account realignment details with columns for account name, current and new owner, territories, pipeline value, approval status, and cutover status.

Realignment without the fire drill

Reorgs happen. Panic shouldn't. Model territory changes with live data, reassign accounts in bulk, and execute the cut over in a fraction of the usual time.
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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1000 s

accounts reassigned in seconds

5-10 x

faster territory updates

100%

data stays in Salesforce
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What changes when you add Valorx to Salesforce

Turn Salesforce from a reporting system into an active pipeline workspace.
Without Valorx
With Valorx
Jumping between Salesforce screens to update records one by one
Edit hundreds of records in a single Excel-style grid
Exporting to spreadsheets, making changes offline, then reimporting
Work directly on live Salesforce data—no sync delays
Guessing whether territories overlap or accounts are uncovered
See ownership, coverage, and conflicts in real time
Holding your breath during realignments
Test changes in a staging view before committing
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Eric Winston
Service Supervisor
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Two ways to work, one goal: better data 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

Get more quotes out the door by handling unlimited line items and complex calculations in familiar spreadsheets while keeping all data secure in Salesforce.
View case study

BP Oil & Gas

Get more quotes out the door by handling unlimited line items and complex calculations in familiar spreadsheets while keeping all data secure in Salesforce.
View case study
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Smiling young man with glasses and a beard wearing a black shirt on a light gray circular background with a small purple circle in the top right.
Eric Winston
Service Supervisor
Book a demo
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