Squivr Reviews & Product Details

Squivr saves so much time by pulling data together in extremely easy-to-use and easy-to-consume ways.

The org charts clearly show who we are talking to in our deals, which builds management confidence. Squivr Whitespace highlights low-hanging fruit to go after in our customer base without all the exports and pivot tables required previously. Review collected by and hosted on G2.com.

[UPDATE: The recent updates to account plans have negated this issue. All is good now.] We tried an early version of Squivr Account Plans, but it didn't entirely align with our specific way of managing accounts. We will give it another look later this year, as I think there are new options for configurability. Review collected by and hosted on G2.com.

Intuitive UI: The clean interface makes updating Salesforce data seamless and frictionless, leading to instant team adoption.

Powerful Visualizations: ArcSite and ArcGroups offer incredible visualizations of account relationships, allowing us to focus on key stakeholders and save massive amounts of time.

Actionable Insights: The Action Plan, Playbook, and Whitespace Analysis features provide the clear reporting we need to manage deals effectively and spot new opportunities.

Flexible & Secure: It works with any Salesforce object, and all our data remains securely within our own environment.

Easy to Install and Integrate: Installation and integration is simple and easy.

Responsive Customer Service: JP and team respond very quickly, providing accurate and helpful support.

Usage: This app can be used daily to manage Salesforce relationship data. Review collected by and hosted on G2.com.

Given its range of powerful features like ArcSite, ArcGroups, Playbooks, and Whitespace Analysis, the initial learning curve and setup can be challenging. While the UI is intuitive for end-users, configuring all these components to perfectly match a company's specific sales process and custom objects might require a dedicated effort from a Salesforce admin to get the maximum value from the investment. Review collected by and hosted on G2.com.

JP, James and the whole team were excellent to work with. They came to the table prepared for all calls and they could quickly answer most questions. For questions that they couldn't answer on the spot (mainly items that would need enhancements) they supported these questions with ease and followed up regularly until everything was completed.

We were encouraged and did ask any and all questions from the time we engaged with them until the project was completed. They work to understand the full picture and work with the teams to have a complete solution created and implemented. Review collected by and hosted on G2.com.

We do not have any dislikes of Squivr or their product. The team works hard, collaborates & communicates extremely well. Review collected by and hosted on G2.com.

Squivr has been super valuable in giving reps a complete view of stakeholders in their deals- esp valuable in helping to identify the folks we aren't speaking to, but need to. If your sales process requires a need to multi-thread across teams/departments, you need Squivr. Review collected by and hosted on G2.com.

haven't found anything yet that we aren't happy with Review collected by and hosted on G2.com.

Our small business needed a way to benefit from our Sales data. Squivr is a platform makes our data very valuable.

The dashboard is great! Reports and Data are front and center--no need to visit a drop-down menu to access the most relevant details. The Progress Reports offer a simple percent-complete numeric value that is impossible to misinterpret. The Dashboard allows us an easy to understand high-level visual.

Moving past the dashboard, the Org Charts is awesome! Simple to create and manage it offers a great macro visualization. With a simple click we can drill down into the details-- whether we are reviewing a specific team, the most successful and preferred communication methods, and/or the relationships.

The 5-Star Scoring (with the ability to add Custom Labels) allows us fill-in-the-blanks. We can see the designations we assign to Decision Makers and Blockers, the Decision Makers, and to the arbitrary points-of-contact we have identified along the way. We have found the more data we have collected, the more likely we are to get a signed deal.

Accessing Priorities, Tasks, and other metrics can be accessed by clicking on a member within the Org Chart. From assigning tasks and avoiding redundant unproductive behaviors, to breaking down our annual business plans into easy to manage tasks-- allowing our teams to assign completion dates.

Squivr's platform has allowed a partnership between our middle management and our Sales team. All parties are engaged on a SINGLE platform where our communication is consistent and centrally located. The interface is intuitive, so training was a breeze! There are no more surprises, and our customer engagement has skyrocketed, since introducing Squivr. Review collected by and hosted on G2.com.

As a small company, we had to sell the benefits to our team on the caveat that the data entry be accurate, consistently inputted, and trusted.

The Sales staff saw it as another management tool that would "...take them out of the field..." and management saw it as a tool that would be used to evaluate the manager's effectiveness. Review collected by and hosted on G2.com.

I've had the opportunity to implement Squivr for multiple different clients, as well as to use it myself, and it has significantly improved day to day activities each and every time. The best part about the tool, is that it is Object and Process agnostic. While its primary intended use case is to help Sales Teams throughout the sales process, the product is easily adaptable to faciliate other processes and meet the needs of teams in any industry. Squivr has a fantastic load time and is perfect for maintaining productivity in a fast-paced environment. All in all, I would say that Squivr is a reliable application for anyone looking to enhance their Salesforce experience. It offers a perfect blend of ease of use, customization, and robust functionality. Review collected by and hosted on G2.com.

I have not found anything about the product that I dislike. Review collected by and hosted on G2.com.

Squivr is easy to use and adds so much value to our sales process. We've gained insights by capturing information we just couldnt' get before from our team. Review collected by and hosted on G2.com.

I haven't had any issues with Squivr yet Review collected by and hosted on G2.com.

Squivr makes it easy for you to gain insights about your different relationships and accounts. Squivr makes using Salesforce a better experience, with great functionality and customization. Review collected by and hosted on G2.com.

No real issues with Squivr. It can take some time to learn the features, but Squivr makes it easy Review collected by and hosted on G2.com.

As a consultant specializing in enablement strategies, I consistently recommend SQUIVR to my clients as a must-have app within Salesforce. It offers a powerful way to streamline onboarding and training, ensuring that teams and partners can quickly get up to speed. The fact that it is native to Salesforce allows clients to quickly get setup and manage enablement programs, track progress, and ensure adoption all within one platform. Working with the team at SQUIVR has been a dream. Review collected by and hosted on G2.com.

So far so good. I have not run into anything yet that makes it hard to use. Review collected by and hosted on G2.com.

Simplicity is still the name of the game with Squivr. Sales navigation and lead management in Salesforce can be a challenge - as many sales reps lack the organizational skills (or time) necessary to effectively map/understand company structure. Squivr allows for visualization of an organization, with a simple GUI to organize, map and prioritize the key individuals within an account. With LinkedIn connectors and detailed (yet simple) role classifications, relationship management and hierarchy has never been cleaner. It has helped me personally with my navigation of Salesforce and can't imagine trying to managing my contacts without this tool.

Its intuitive interface now includes Org Chart for various objects, offering clear insights into relationships and account coverage. Milestone tracking with Playbook enhances progress visualization - Squivr continues to add solutions to help navigate accounts and build plans. Review collected by and hosted on G2.com.

No real issues to date and it's been 2 years since becoming a customer. Addition Review collected by and hosted on G2.com.