Name: Valorx Fusion
Price: 40 USD
Author: Valorx, Inc

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Flowchart

Text Editors

Version Control

Development

Student Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

IP PBX

Meeting Management

Online Notary

Enterprise

Accounting

Blockchain Payments

Cryptocurrency Wallets

Travel Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Change Management

Cloud Storage

Converged Network Adapters (CNAs)

Data Deduplication

Data Science

Email Verification

Firewall Security Management

Fraud Detection

Identity Verification

Integration Platform as a Service (iPaaS)

Mainframe Monitoring

Migration

Network Performance Monitoring

Network Traffic Analysis (NTA)

Output Management

Robotic Process Automation (RPA)

SaaS Management

System Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Data Cleansing

Digital Experience Intelligence

Email Marketing

Headless CMS

Marketing Automation

Screen and Video Capture

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Job Site Management

Project Management

Waste Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Headless eCommerce

Sales

Operational Technology (OT) Security

Security

Aviation

Camp Management

Computer-Aided Manufacturing (CAM)

Construction Workforce Management

Last Mile Delivery

Nonprofit CRM

eDiscovery

Vertical-Specific

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Valorx Fusion is a tool designed to connect existing spreadsheets to live CRM data, providing a seamless interface between spreadsheets and Salesforce. According to the vendor, this solution caters to businesses of all sizes. Sales administrators, professionals, data analysts, business operations managers, and revenue cloud consultants across various industries can leverage Valorx Fusion to enhance their data management, streamline complex quoting processes, and gain in-depth forecasting capabilities.

## Key Features

**CRM-Connected Spreadsheets**: According to the vendor, Valorx Fusion allows users to connect spreadsheets directly to manage live CRM data, enabling the simultaneous handling of thousands of records. It also provides access to live Salesforce data, including multiple objects in a single view, and offers seamless integration with external data sources.

**CPQ**: The vendor claims that Valorx Fusion enables users to build and edit high-volume, complex quotes effortlessly. It offers bulk editing capabilities for efficient handling of thousands of quote lines. Additionally, it supports multi-dimensional and professional services quoting, while also accommodating complex data models, queries, and workflows.

**Forecasting & Planning**: According to the vendor, Valorx Fusion enhances forecasting accuracy by leveraging CRM data and Excel's data visualization capabilities. Users can manage monthly, weekly, and daily forecasts using live CRM data. The solution also allows for the visualization of multiple data sets in one place, facilitating accurate demand plans. Users can assess multiple outcomes through complex calculations and visualizations.

**Salesforce Administration**: Valorx Fusion aims to improve data hygiene by providing bulk editing capabilities and eliminating the need for exports. According to the vendor, users can seamlessly connect existing spreadsheets to work with live CRM data while honoring the controls already set in their CRM, such as permissions, validation rules, and picklists. The solution simplifies data management, data modeling, and other administrative tasks.

**Sales Productivity**: The vendor claims that Valorx Fusion streamlines pipeline management, forecasting, and more. It simplifies team pipeline updates and territory assignment, boosting CRM productivity and allowing sales professionals to focus on their core work. The solution aims to maintain high data hygiene and accuracy within Salesforce.

**Data Administration**: Valorx Fusion allows users to manage all their data without leaving their CRM, avoiding data silos and rogue IT practices. The vendor states that the solution simplifies data migration and helps maintain configuration, pricing, and quoting processes. Users can leverage Valorx Fusion as a rapid data entry tool, leveraging the powerful features of Excel.

**Salesforce Admins**: According to the vendor, Valorx Fusion enables effective management of complex data models between the CRM and spreadsheets. It aims to optimize the entire Salesforce experience by simplifying data management, data modeling, quote building, and bundle configuring. The solution aims to ensure high data hygiene and accuracy within Salesforce.

**Sales Ops**: Valorx Fusion aims to streamline sales operations and increase efficiency by facilitating pipeline management and modifying territory assignments. According to the vendor, it simplifies team pipeline updates and territory assignment, improving sales performance and optimizing territory management.

**Rev Ops / Deal Desk**: The vendor claims that Valorx Fusion allows users to create and edit shareable quotes with live CRM data, enabling faster quote delivery to prospects and clients. It aims to streamline deal desk operations and improve quote accuracy, enhancing collaboration between sales and operations teams.

**IT / Development**: Valorx Fusion aims to help users avoid data silos and exported CRM data by leveraging existing spreadsheets and connecting them to live CRM data. According to the vendor, it simplifies data migration and helps maintain configuration, pricing, and quoting processes. The solution aims to streamline development processes by working with live CRM data.

Valorx Fusion brings Salesforce into spreadsheets, such as Microsoft Excel and Google Sheet, to leverage the functionalities from both platforms by fusing them together. Its table is constructed using the records from the Opportunity object in the Salesforce. The user can retrieve data, work on the data using Excel’s functionalities, and save the data back to Salesforce with a click of a button.

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Data Discovery and Visualization

Valorx, Inc

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

Pre-built visualization formats (heatmaps, scatter plots etc.)

Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.

Location Analytics / Geographic Visualization

Location analytics is the visualization of geographical or spatial data.

Predictive Analytics

Predictive Analytics is the ability to build forecasting models based on existing data sets.

Support for Machine Learning models

Machine learning refers to computer programs that can learn when exposed to new data.

Pattern Recognition and Data Mining

Pattern recognition and data mining mean the ability to recognize hidden patterns in large quantities of data.

Integration with R or other statistical packages

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

Customizable dashboards

Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.

Report Formatting Templates

Pixel Perfect reports

Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

Drill-down analysis

Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.

Formatting capabilities

Ability to format output e.g. conditional formatting, lines, headers, footers.

Predictive modeling

Predictive modeling is the ability to build future forecasting models.

Integration with the open-source R predictive modeling environment.

Report sharing and collaboration

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Report Output and Scheduling

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Publish to Web

Publish to PDF

Output Raw Supporting Data

Report Versioning

Report versioning is the assignment of version numbers to each version of a report to help in tracking.

Report Delivery Scheduling

Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.

Delivery to Remote Servers

Ability to deliver reports to remote servers

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Valorx Fusion

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What is Valorx Fusion?