Case Study: Teladoc Health eliminates manual quote errors across three Salesforce orgs with Valorx Fusion

Teladoc Health cuts data management time by 70% with Valorx

Teladoc Health, a global leader in virtual healthcare, faced a significant data integrity challenge after an acquisition left them managing three separate Salesforce CPQ environments. Their revenue team had to manually export, merge in Excel, and re-enter data to create consolidated quotes, a process that introduced errors at every step and posed real risks for their 102 million members. They chose Valorx and its Fusion product to eliminate this manual error chain.

Valorx Fusion connected Excel directly to all three Salesforce orgs simultaneously, allowing the team to view and validate data across systems in real time. The solution eliminated manual re-entry, bringing those errors to zero, and reduced data management time by 70%. This ensured quote accuracy and allowed the team to operate with both greater speed and precision.

Teladoc Health