Want to use Excel's COUNTIF function to manage live Salesforce data? Here's how.👇 🙋♀️ What is COUNTIF? COUNTIF counts cells that meet specific criteria, allowing you to track sales data, manage projects, review inventory, and more. 🔃 Connect Salesforce to Excel via Valorx Fusion, which allows you to work with live Salesforce data from a spreadsheet interface. ⤴️ Data never leaves your Salesforce. Updates you make from Excel are reflected immediately in Salesforce. Now you can apply COUNTIF in a number of ways to manage your live Salesforce data and keep it up to date. See the link in the comments to learn more.
Valorx
Software Development
Pleasanton, CA 15,673 followers
If you interact with Salesforce data, try Valorx – a combination of speed and an amazing UI.
About us
When data management within Salesforce becomes time-consuming and critical data fields are not being properly updated, your organization can leverage Valorx – CRM management software with Excel functionality. At Valorx, our goal is to help improve data quality, enable end-user productivity and efficiency while maintaining Salesforce as your true system of record. Users can use Valorx to easily retrieve CRM data from any object, manage it within Excel, and send the data back to Salesforce with a click of a button. If you interact with Salesforce data, try Valorx – a combination of speed, amazing UI, bulk data processing, and so much more.
- Website
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https://valorx.com/
External link for Valorx
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Pleasanton, CA
- Type
- Privately Held
- Founded
- 2019
Locations
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Primary
Pleasanton, CA 94566, US
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1101, Karma Workspaces, Shivarth The ACE, Sindhubhavan Road, Bodakdev
Ahmedabad, Gujarat 380054, IN
Employees at Valorx
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James Levin
Chief Marketing Officer | 4X Company Exits | Developing Strategy & Teams for Growth
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Madhuram Yadav
Owned Media @ Valorx | Helping Salesforce users get Spreadsheet capabilities streamlining data management and improving efficiency.
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Swati Bhatia
Hiring UI/UX Designers and Full Stack Developers
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Kelvin Tan
Co-Founder & VP of Professional Services at Valorx
Updates
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Salesforce CPQ streamlines quoting, but high-volume dependencies and intricate bundles can be bottlenecks. 💡 The fix? Enhance CPQ with Fusion. ✅ Streamlined workflows ✅ Faster bulk updates ✅ Better UI for complex rules Don't let CPQ limitations slow you down. Read the first comment to learn more. ⬇️
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Fusion or X-Author: Which one suits your Salesforce data needs? 🤔 ✅ Fusion offers real-time updates and handles high-volume tasks effortlessly. ✅ With robust support and constant innovations, it's designed to scale with your needs. Curious to see the full comparison? Check out the link in the first comment! 👇
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We're happy to announce the arrival of Fusion v16. This latest release introduces a suite of powerful new features and enhancements designed to further optimize your Salesforce workflows. 💪 Experience Parallel task execution, Salesforce CPQ API support, Improved import field mapping and so much more, with Fusion v16. ☀️ To learn more about Fusion v16 and how it can benefit your organization, please visit the link in comments. 👇
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Even Santa Claus has had to deal with forecasting challenges. It's not easy getting the right toys to millions of children around the world in just one night. But the workshop elves figured out a solution this year and things are looking up! See how they overcame this major business hurdle 👇 #forecasting #salesoperationsplanning #production #planning
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When it comes to connecting spreadsheets to Salesforce and enhancing your record management - no one comes close to Fusion. That's what our customers say, anyway. Get your demo of Fusion to learn more: <https://buff.ly/3VXSRDs>
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Challenges getting your users to adopt Salesforce as their revenue management system? Derek Lindblom at VSP Global saw how easy it was to drive adoption after leveraging Fusion. Whether it's data management, complex quoting, manufacturing forecasting, or other activities - find out how Fusion can support your team's Salesforce adoption. Learn more here: <https://buff.ly/3WE5tiu>
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Inline editing in native Salesforce isn't a great experience. It's only available in certain places, and the inline editing errors you run into can be completely unexpected. But having inline editing capabilities anywhere in Salesforce would be a major productivity boost. Link in the comments for the complete article 👇
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Even the biggest, most-recognized tech brands rely on Fusion to get the most value out of Salesforce CPQ. That's what Gagandeep Brar, Senior Manager Sales Operations, has shared with us on more than one occasion. Learn why Fusion supports successful Salesforce implementations: https://buff.ly/3WE5tiu
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Missed our recent Forecasting Fireside chat? Well, let’s get you up to speed! 👥Our panel of seasoned industry professionals included Frank Borovsky, Principal at B2Beyond (formerly formerly Honeywell, Ricoh, Ingersoll Rand, and Cooper Industries); Mark Schmidt, Senior Director, Manufacturing and Automotive Industry Products at Salesforce; and our own Chun Qi (Chris) Lim, Enterprise Solutions Architect at Valorx. 🗣️The discussion focused on what makes manufacturing forecasting so critical to businesses and the challenges that come with it. 💡Here are some key takeaways: 🏭 Forecasting ensures critical decisions like new production lines or factories align with long-term growth while driving short-term operational success and customer satisfaction. 📉 Bad data is a major issue. A consistent process for collection, feedback, and aggregation can be achieved with intuitive interfaces and flexible tools, ensuring reliable and accurate forecasting for demand planners. 📈 Effective forecasting drives "margin-fueled growth," balancing top-line revenue with operational capacity and channel alignment. 🤝 Clear processes and cross-functional collaboration ensure forecasting improvements are tied to measurable financial outcomes. 🫥 Siloed, offline data undermines forecasting efficiency and accuracy. Driving adoption via an intuitive, user-friendly interface solution helps establish the CRM as the single source of truth across the organization. 👣 When embarking on the journey to enhance forecasting and business growth, partner with industry experts who have already solved similar manufacturing challenges. ✊ Full adoption of Salesforce as the single source of truth eliminates inefficiencies, ensuring alignment across sales, finance, and operations. A major challenge that solutions like Valorx help to overcome. ☁️ Salesforce Manufacturing Cloud integrates sales, service, and operational data into a unified forecasting process, building trust and improving accuracy. Interested in learning more? Tune into the full discussion here: https://buff.ly/3VpjuAD