ValueCore
ValueCore, formerly VisualizeROI, turns ROI spreadsheets and customer evidence into interactive financial applications. Revenue teams use one configurable model for discovery, buyer business cases and value reviews after purchase. The company operates under the eRealInvestor name in its terms and continues to sell ValueCore as an active product.
A team can bring a Google Sheets model, equations, ramp schedules, discovery questions and brand visuals into the platform. Value Collaborator produces PDF, PowerPoint and Excel outputs, while Salesforce synchronization connects the value conversation with account and opportunity work. HubSpot and Marketo support related marketing processes. BlackLine's value architecture team describes replacing manual formatting with reusable models and presentations; ValueCore attributes 80 percent less preparation time and doubled close rates to cases delivered with a Value Architect.
ValueHub supplies supporting case studies, and the current platform adds value coaching and access from external AI assistants. Its remote MCP connector separates tools that read financial information from tools that change, share or export it. Admins can restrict the allowed tools. Most assistants connect as an individual user, but Salesforce Agentforce uses one designated ValueCore account shared by the agent. Approval before an action depends on the assistant's capabilities.
Reusable equations, ramp schedules and branded outputs let a value engineering team maintain its financial models while changing how sellers present and use them. The same model can support discovery, a buyer's investment case and a later review of delivered value. It is narrower than a general enablement suite built around content libraries and seller certification.
Commercial rates require a discussion. PDF, PowerPoint and Excel exports preserve the presentation of a case. There is no described export of a working model, no retention period after termination and no stated policy on training its own AI. Collected personal information is held in the United States, with no stated choice of product region. These limits matter when a reusable model becomes a long lived record of a customer's promised and delivered value.
Capability Axes
Capability grades
17 of 17 axes rated · 8 graded A or B
ValueCore turns spreadsheet ROI logic into governed interactive financial models, presentation outputs and customer value reviews. AI adds value coaching for each rep in every deal, retrieval of proof points from ValueHub's library of more than one million ingested case studies, and an MCP connector through which Claude, ChatGPT, Microsoft Copilot, Gemini and Salesforce Agentforce can query a case, change inputs and export results. The calculation engine and visual applications work without a language model. The current product grew out of VisualizeROI's workflow of importing Google Sheets models and configuring equations.
The MCP connector's 18 tools keep reading apart from writing, sharing and exporting, admins choose which tools a connection may use, and users can narrow that further. In assistants that support approvals, each write, share or export waits for confirmation; elsewhere that depends on the assistant. Most connections act as the signed in person, limited to that person's cases, while Salesforce Agentforce uses one designated ValueCore identity shared by the agent. Organization instructions served through the connector guide how an assistant uses the model. No rollback or stop control is described across the supported assistants.
Claude, ChatGPT, Microsoft Copilot, Gemini and Salesforce Agentforce connect as external assistants to the calculation service. The assistant chooses tools, while ValueCore supplies model inputs, calculated outputs and the organization's guidance, so explanations refer to arithmetic done by the financial model rather than invented by the assistant. The native models, versions and routing behind ValueHub search and value coaching are not given. One remote server URL serves both streamable HTTP and SSE connections.
BlackLine's value architecture team runs Google Sheets models, reusable presentation templates and live changes with customers, and ValueCore attributes 80 percent less preparation time and doubled close rates to cases delivered with a Value Architect. Lenovo's digital workplace team standardized its value story across regions, and ValueCore ties more than $100 million in closed business to that rollout. ValueCore also counts 231,796 business cases created on the platform. None of these figures comes with deal populations, a measurement period or hours saved.
Interactive ROI tools support marketing at first touch, discovery and reviews with existing customers. Share links expose a snapshot of a business case and record who opened it, while CRM and marketing integrations move related information. Customers are responsible for lawful use and for rights to submitted material. ValueCore sends no outreach of its own: sellers deliver cases through their own channels, and permission to contact a buyer sits with the customer's CRM and marketing tools.
The privacy policy covers registration details, usage logs, cookies, service providers and requests to change or delete account information, and collected personal information is kept in the United States. The policy is framed around the website while also referring to subscribers, and its transfer paragraph relies on general consent to cross border processing. No product DPA, named subprocessor list or specific safeguard for CRM and buyer activity data is offered. Share link activity records which buyers opened a case. The company appears as eRealInvestor in its terms.
Customers bring ROI spreadsheets, discovery questions, sales decks and supporting examples, and ValueHub adds more than one million ingested case studies with tools to search the library and pull individual studies. How that external collection is licensed, refreshed and validated is not explained, and customers must hold rights to what they submit. A case can therefore mix a company's own model, inputs from a sales conversation and third party proof points. Sellers can also log competitor prices alongside a case.
The remote MCP server uses OAuth with dynamic client registration for individual connections and a designated user token for Agentforce, and single sign on users create personal access tokens rather than sharing an organization API key. Access stays within the user's own cases and approved organizational models, with separate tool permissions. A Salesforce marketplace listing is not mentioned. Nothing is installed locally: the customer pastes one server URL into the assistant, signs in with an existing ValueCore account and confirms the connection with the whoami identity check.
External assistants follow their own data policies and the access granted to the connector, and individual connections see only the signed in user's existing cases, while Agentforce uses a designated shared identity. ValueCore's terms grant it a perpetual, sublicensable content license for providing the service. No product wide training restriction or model input retention policy is stated, although a signed agreement can replace the default terms. Admins can withhold write, share and export tools from any connection.
Financial outputs can cite assumptions and supporting customer examples, and the seller decides whether to share a case or export a presentation. Because reading and delivering are separate MCP tools, review and delivery can carry different permissions. Generated explanations and presentation text carry no automatic AI label, and ValueCore takes no Article 50 position. Buyers receive a customer facing snapshot link or an exported file, and share activity shows who opened it.
Value Collaborator syncs with Salesforce in both directions and connects to HubSpot, Marketo and data enrichment tools. The MCP connector exposes CRM opportunities, business cases, approved model types, input updates, calculations, share activity and PowerPoint export jobs. Field mappings, sync intervals, conflict handling and retries are not laid out. An assistant can read a case, change its inputs and poll an export through separate tools, and models can follow sales methodologies such as Challenger and MEDDICC.
ValueCore runs as hosted software and keeps collected personal information in the United States. The remote MCP connector needs no local server or configuration file, and ValueCore says a governed ROI app can go live in a day from an existing spreadsheet. There is no EU hosting choice, full processing location map or dedicated tenant option. Explanations and tool results also pass through whichever assistant the customer connects.
Access controls include individual identities, optional single sign on, personal tokens for MCP and tool restrictions in the connected assistant, and the privacy policy describes administrative, physical and electronic safeguards. No current certification, audit period or trust report is offered. Admins can limit the tools a connection uses, and users can narrow their own permissions further. Salesforce Agentforce runs through one designated shared account rather than individual identities.
The platform and services are bought through a demonstration and commercial discussion, and Value Collaborator offers a free trial invitation. Trial length, subscription rates, seat and model charges, implementation fees and AI allowances all come through that discussion. The purchase can span configurable financial models, presentation outputs, value simulators, customer value reviews and assistant access. ValueCore also sells services for building reusable equations and branded experiences.
Value Collaborator exports PDF, PowerPoint and Excel, and the MCP connector can start a PowerPoint export and return the download link. These formats keep the presentation of a case. Working models, permissions and engagement history have no full export path, and the default terms set no retrieval window or deletion deadline. Accounts can be canceled by email, and a separately signed agreement takes precedence over the default terms.
Sellers share calculated value through presentations and snapshot links, and marketing teams can place interactive ROI calculators early in a purchase. Connections to Marketo and HubSpot put that content beside the customer's marketing systems, which carry the invitation or link. ValueCore sends no campaigns itself. Real time notifications tell the seller when a buyer opens a shared case.
B2B sales, value engineering, marketing and customer success teams use ValueCore for financial justification across purchase and renewal. BlackLine pairs spreadsheet models with presentation automation, and Lenovo uses detailed calculations and PowerPoint outputs across a global team.
Solutions are packaged for value management leaders, sales, marketing, customer success, enablement and solution engineering, and the pitch is aimed at teams that keep the CRM as the source of truth for pricing and value data. Configurable models and brand visuals let one financial approach serve many sellers and customers.
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