Case Study: Western Digital unifies Salesforce and ERP forecasting with Valorx Fusion

Western Digital builds forecast views in minutes with Valorx

Western Digital, a major data storage manufacturer, faced significant challenges in forecasting due to a disconnect between their Salesforce forecasts and ERP actuals. Their sales teams needed a unified view to compare projections with real data across multiple accounts and time periods, but manual processes in Excel took days and were error-prone. They turned to Valorx and its Fusion product to bridge this critical gap.

Valorx Fusion provided a solution by connecting Excel directly to both Salesforce and the ERP, creating a single workspace for real-time, time-phased forecasting. The results were immediate: forecast assembly time was reduced from days to minutes, real-time comparisons between forecasts and actuals became possible, and the familiar Excel interface drove high user adoption and improved data accuracy.

Western Digital