--- title: Squivr Reviews meta_title: 'Squivr Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 59 reviews by the users' company size, role or industry to find out how Squivr works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 59 scale: '5' date_modified: '2026-06-24' parent_category: name: HR url: https://www.g2.com/categories/hr --- # Squivr Reviews **Vendor:** Squivr **Category:** [Org Chart Software](https://www.g2.com/categories/org-chart) **Average Rating:** 5.0/5.0 **Total Reviews:** 59 ## About Squivr Squivr: The Revenue Execution Platform for Salesforce Transform Salesforce from a system of record into a system of revenue execution. Squivr empowers revenue teams to plan, map, execute, strategize, and grow customer relationships directly within Salesforce. By combining Account Planning, Relationship Intelligence, Revenue Analytics, and Team Collaboration into a single native platform, Squivr helps organizations align teams, uncover opportunities, and drive predictable growth. Whether you're managing strategic accounts, expanding existing customers, or executing complex sales cycles, Squivr gives every stakeholder a shared view of the customer and a clear path to success. Relationship Intelligence Suite ArcSight + ArcGroups Revenue is driven by relationships. Squivr's Relationship Intelligence Suite helps teams understand who matters, how they are connected, and where opportunities and risks exist across every account. With ArcSight and ArcGroups, teams can: Visualize stakeholder networks and organizational relationships Identify champions, influencers, decision-makers, and blockers Track account team engagement and relationship strength Manage strategic partners, vendors, implementation teams, and customer contacts Build stronger, multi-threaded relationships across the customer lifecycle Improve account coverage and reduce single-threaded risk Relationship Intelligence provides the context revenue teams need to engage more effectively and win more often. Account Planning Suite Playbooks, Action Plans, SWOT, Competitive Analysis, and Whitespace Analysis The best revenue teams don't leave growth to chance. They execute against a plan. Squivr's Account Planning Suite enables organizations to operationalize their revenue strategy directly inside Salesforce. With Squivr, teams can: Build and standardize account planning processes Operationalize sales methodologies and customer success frameworks Execute strategic initiatives with Playbooks and Action Plans Conduct SWOT and Competitive Analysis Identify whitespace opportunities across products, business units, and geographies Understand account penetration and share-of-wallet Tier, segment, and prioritize accounts based on growth potential Align sales, customer success, account management, and leadership around a shared strategy Turn static account plans into living, actionable revenue strategies. Revenue Visibility and Growth Intelligence Squivr helps organizations move beyond activity tracking and into strategic revenue management. Gain visibility into: Total account spend Product adoption and expansion opportunities Revenue by account, business unit, and product family Strategic account health and growth potential Relationship coverage and engagement Forecasting and growth initiatives By bringing account intelligence and execution together, Squivr helps teams make better decisions and drive measurable business outcomes. Why Squivr? Squivr connects every step of the revenue journey: Plan with Account Planning and Playbooks Map relationships with ArcSight and ArcGroups Execute with Action Plans and Milestones Strategize with SWOT and Competitive Analysis Collaborate through Squivr Workspaces Visualize account intelligence and relationship networks Optimize revenue performance with analytics and insights All natively inside Salesforce. One Platform. One Strategy. One Source of Truth. Squivr empowers Sales, Customer Success, Account Management, Business Development, and Leadership teams to operate from a shared strategy, execute with confidence, and accelerate revenue growth. Plan smarter. Build stronger relationships. Execute with purpose. Grow predictably. That's the power of Squivr. ## Squivr Pros & Cons **What users like:** - Users find Squivr's **ease of use** invaluable for simplifying complex organizational structures and enhancing team collaboration. (6 reviews) - Users value the **efficiency** of Squivr, as it streamlines tracking and research, saving significant time for sales teams. (6 reviews) - Users love Squivr's **intuitive interface** , enabling effortless navigation and enhancing collaboration across teams and projects. (4 reviews) - Users commend the **responsive customer support** of Squivr, highlighting quick and accurate assistance throughout their experience. (3 reviews) - Users value Squivr's **powerful visualizations** and intuitive UI, enhancing tracking and clarity in complex customer relationships. (3 reviews) - Users find that Squivr significantly enhances **productivity by simplifying data access** and improving sales insights. (3 reviews) - Users appreciate the **seamless Salesforce integration** of Squivr, enhancing visibility and streamlining sales processes effectively. (3 reviews) - Visibility (3 reviews) - Automation (2 reviews) - Charting (2 reviews) **What users dislike:** - Users note a **slight learning curve** during initial setup, especially when aligning with Salesforce structures and components. (2 reviews) - Users experience a **slight learning curve** when configuring templates and aligning with Salesforce, requiring dedicated admin effort. (2 reviews) - Users find the **difficult setup** challenging, needing dedicated effort to configure Squivr for optimal use. (1 reviews) - Users find the **inaccurate forecasting** of Squivr undermines trust and complicates adoption within the team. (1 reviews) - Users feel the **limited customization** of Squivr hampers its effectiveness for diverse team needs and preferences. (1 reviews) - Users find **management issues** hinder effective data management and create resistance among sales staff towards the tool. (1 reviews) - Not Intuitive (1 reviews) - Onboarding Issues (1 reviews) ## Squivr Reviews ### 1. Keeps our deals on track, keeps our revenue flow accelerating **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff F. | CEO and Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2023 **What do you like best about Squivr?** Relationship maps and account plans have continued to improve with more features to track and expose the Salesforce data. **What do you dislike about Squivr?** Earlier limitations were removed, keep it up Squivr **What problems is Squivr solving and how is that benefiting you?** We lacked visibility into our deals which prevented effective coaching from our managers to our reps. Now with Squivr, it is obvious if a rep is considering the entire buying committee and where we stand wrt each person. Similarly, we lacked the "big picture" for our accounts - with the economy today we have prioritized our efforts to cross-sell into existing accounts. Without Squivr it would take forever to figure out what accounts were good targets for what products. Now with Squivr White Space it is crystal clear. ### 2. User-Friendly, Object-Agnostic Org Charts for Salesforce Hierarchies **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Online Media | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Squivr?** Squivr's Salesforce Org Charts allows our team to quickly set up and review any hierarchy needed. Since the product is object agnostic, it can meet requirements involving both standard and custom Salesforce objects. The overall experience is user-friendly for both admins and users. The setup is easy and allows individual configurations to be created for each object. From a user's perspective, the hierarchy itself allows easy record changes, drag and drop, grouping, search and even export if needed. **What do you dislike about Squivr?** There isn't anything I dislike about Squivr's solution, as it fully satisfied the requirement we had to create and display hierarchies. **What problems is Squivr solving and how is that benefiting you?** At this time, Squivr is helping us visualise and update the internal hierarchy as needed. By using the org chart, changes are faster than opening and editing each record individually. The entire team also appreciates the clarity of how the team cards are organised and colour coded. ### 3. Bringing Clarity to Complex Customer Organizations **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer M. | Customer Success Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2026 **What do you like best about Squivr?** As a Customer Success Director, I’m constantly working through complex customer org structures. Squivr’s org charts and stakeholder groups bring helpful clarity to that complexity. The visual structure makes it easier to understand reporting lines, ownership, and influence across teams, while stakeholder groups help align the right people around each initiative. It’s an intuitive, powerful way to keep everyone on the same page as organizations grow and change. **What do you dislike about Squivr?** The team has been very impressed so far, have not encountered any downsides. **What problems is Squivr solving and how is that benefiting you?** Squivr solves the challenge of understanding and managing complex stakeholder environments, where visibility is often fragmented across teams. Having that clarity in one place helps us be more intentional in how we engage accounts, prepare for renewals, and align the right stakeholders around strategic initiatives. It ultimately makes our account planning more proactive and less reactive. ### 4. Game-Changing Org Charts, Intuitive Visualizations Makes Relationship Management Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph M. | Senior Salesforce Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Squivr?** 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. **What do you dislike about Squivr?** 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. **What problems is Squivr solving and how is that benefiting you?** Squivr is solving relationship management data problems that exist in native Salesforce that requires many clicks and tabs to be open. Squivr solves these problems by consolidating the most important information into an intuitive UI. This enables me to work more efficiently, saving my time and reducing errors I create in data when too many tabs are open and data is scattered all over. ### 5. Easy Relationship Mapping and Account Planning Inside Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about Squivr?** Makes it easy to find and understand relationships relative to managing leads and building account plans. Always better since its right inside Salesforce instead of having to branch out somewhere or integrate with another product. **What do you dislike about Squivr?** There were a few implementation concerns however the team was helpful in resolving them quickly. **What problems is Squivr solving and how is that benefiting you?** Gaining clarity in complex enterprise selling allowing more time to strategize and less time hunting/clicking. ### 6. Essential Tool That Streamlines Stakeholder Mapping and Progress Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin B. | Business Development Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** December 30, 2025 **What do you like best about Squivr?** Sqivr has become and essential tool for our team. It helps identify key stakeholders, map reporting structures, and track progress across complex accounts. What used to take hours of manual research and data entry now happens seamlessly within salesforce **What do you dislike about Squivr?** The software delivers what it promises. I don't have any dislikes. **What problems is Squivr solving and how is that benefiting you?** Squivr provides clear, actionable insights that keep our entire team aligned and focused on the right relationships and opportunities. The visibility it delivers into account health, engagement, and relationship strength has helped us plan more strategically and collaborate more effectively. It's a huge time saver and a powerful way to bring true account intelligence directly into our daily workflow ### 7. Outstanding Customer Support and Ease of Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Squivr?** Squivr’s customer support and ease of use really stand out. Squivr gives us the ability to visualize stakeholders and tie 30/60/90 plans directly to Salesforce activities has significantly improved visibility and strengthened coaching. **What do you dislike about Squivr?** There is a slight learning curve when first configuring templates and layouts, especially when aligning with existing Salesforce structures. **What problems is Squivr solving and how is that benefiting you?** Before Squivr, account plans were inconsistent and relationship visibility was very limited. Squivr centralizes account strategy, stakeholder mapping, and execution milestones in one place, making progress measurable and improving sales leader involvement. We no longer have to chase down Sales reps to ask for their strategic account plan document. This way we can monitor progress and report on these metrics. ### 8. Thorough, Responsive, and Results-Driven **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie W. | Program Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about Squivr?** 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. **What do you dislike about Squivr?** We do not have any dislikes of Squivr or their product. The team works hard, collaborates & communicates extremely well. **What problems is Squivr solving and how is that benefiting you?** Prior to the tool, we had no visualization or easy way to see how accounts are tied to one another. With this tool, we can now see the relationship between accounts, and their contacts. Our team also has the ability to change the view of the org charts to their preferred view, add opportunities, and download the visualization in an easy manner. If we had any questions or issues, James, JP and the team were quick to support. ### 9. Great product that saves us a ton of time **Rating:** 5.0/5.0 stars **Reviewed by:** Tim W. | Senior Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2025 **What do you like best about Squivr?** 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. **What do you dislike about Squivr?** haven't found anything yet that we aren't happy with **What problems is Squivr solving and how is that benefiting you?** eliminating blind spots and preventing deals from stalling or slipping due to internal detractors ### 10. Small business with big goals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2025 **What do you like best about Squivr?** 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. **What do you dislike about Squivr?** 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. **What problems is Squivr solving and how is that benefiting you?** Turnover and close rates. Our Sales team has been historically young and experienced a high rate of turnover. Our reps would gather an impressive amount of data-- from a customer's education background to their hobbies-- during their daily interactions. Those details were lost when employment was terminated. Now, with Squivr, the information is collected, logged, and evaluated. Instead of each call being a cold call, we now employ targeted and tactical approaches. Our staff enter a situation with relationship information detailing the organizational structure, and a briefing on past communications and efforts. With Squivr, we can evaluate our successes and failed attempts. By providing this information to our new employees and turnover has reduced and re-energized our tenured staff. ### 11. A product with multiple use cases **Rating:** 5.0/5.0 stars **Reviewed by:** Kassandra S. | Staff Solutions Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Squivr?** 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. **What do you dislike about Squivr?** I have not found anything about the product that I dislike. **What problems is Squivr solving and how is that benefiting you?** It allows customers to visualize many different types of hierarchical relationships. The drag and drop functionality enable less tech savvy individuals to easily modify relationships between different records. ### 12. Save time and gain valuable insights **Rating:** 5.0/5.0 stars **Reviewed by:** Sienna Q. | CMO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2024 **What do you like best about Squivr?** 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. **What do you dislike about Squivr?** I haven't had any issues with Squivr yet **What problems is Squivr solving and how is that benefiting you?** Way too many sales teams I've worked with waste a ton of time creating manual org charts or ignoring the right contacts all together in their sales process. Squivr's help sales identify the right folks but also showcases the connection between contacts and the final sale. The insights from a leadership perspective and the time saved and strategic planning gained on the sales side makes this app a no brainer. ### 13. The tool that makes you excited about org charts **Rating:** 5.0/5.0 stars **Reviewed by:** Alex T. | Director, Digital Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2024 **What do you like best about Squivr?** 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. **What do you dislike about Squivr?** No real issues with Squivr. It can take some time to learn the features, but Squivr makes it easy **What problems is Squivr solving and how is that benefiting you?** Mapping relationships faster and with more accurately ### 14. Essential Salesforce App for Streamlined Enablement and Rapid Adoption **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2024 **What do you like best about Squivr?** 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. **What do you dislike about Squivr?** So far so good. I have not run into anything yet that makes it hard to use. **What problems is Squivr solving and how is that benefiting you?** SQUIVR helps my clients with Inefficient Onboarding and Training, Visibility into the Rev Ops heirarchy, Inconsistent Training Progress and Adoption Tracking and Difficulty Scaling Enablement Programs. ### 15. In today's IT, simplification and ease of use are everything. Squivr delivers. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2021 **What do you like best about Squivr?** 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. **What do you dislike about Squivr?** No real issues to date and it's been 2 years since becoming a customer. Addition **What problems is Squivr solving and how is that benefiting you?** Hierarchal management and org chart visualization is the name of the game. Can't believe it took so long for a company to solve this issue and improve the sales rep's UX. No bugs or problems experienced - been 2 years now. It has simplified things greatly for us. ### 16. Sales teams love Squivr **Rating:** 5.0/5.0 stars **Reviewed by:** Kiley D. | Senior Demand Generation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Squivr?** Squivr is super helpful for our sales team and organization within the sales process! The ability to have this information in Salesforce is great. Account planning has never been easier. **What do you dislike about Squivr?** I have not found anything that I do not like about Squivr. **What problems is Squivr solving and how is that benefiting you?** The chaos of trying to manually pull this data on your own. Squivr makes this process easy, especially for account planning and easily identifying the right people. ### 17. Level Up with Squivr! **Rating:** 5.0/5.0 stars **Reviewed by:** Reese B. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2023 **What do you like best about Squivr?** Squivr's product suite is easy to install and configure. The org chart functionality allows reps to easily manipulate the visual structure of an organization's hierarchy in a flash! This making it easily digestable for the entire go to market organization, and available to view or edit in Salesforce at any time. There are so many great features within the org chart tool that the reps love to use, like the parking lot concept, sentiment tracking, color card options, quick actions to create related records, and so much more. Their support is top knotch, very knowledgeable and responsive. They also do a great job with their documenation and support site, which is openly available to all. I highly recommend Squivr products for teams of all sizes, from start-up to fully mature! **What do you dislike about Squivr?** There are so many features, I feel like it can be easy to miss some without going through a formal training on everything that Squivr has to offer. While the features are easy to understand and use, it just takes a little practice to realize everything that is available to a user. **What problems is Squivr solving and how is that benefiting you?** Our reps needed to be able to track their buying committees. The org chart also helps them find holes and focus on a strategy to identify unknown business leaders within enterprise accounts that they are not currently speaking to. They also needed to visualize on sales calls the hierarchy, to help leadership understand the complexity of org structures they are selling into, and indentify opportunities to expand conversations upward and outward. ### 18. Game Changer for Revenue Teams! **Rating:** 5.0/5.0 stars **Reviewed by:** Zach B. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2023 **What do you like best about Squivr?** The ability to manage company heirarchies and relationships is huge for us. Squivr makes it so easy for us to manage our customers/prospects and identify whitespace in our book of business. It has also helped our teams better collaborate cross-functionality. Being able to complete account reviews between CSMs, Sales, and BDRs has helped us drive more pipeline than we have before. Squivr has been easy to adopt, is user friendly, and been a game changer for our Revenue Team! **What do you dislike about Squivr?** Salesforce data needed some clean up but once we completed that we have been off and running! **What problems is Squivr solving and how is that benefiting you?** Using Squivr has helped us organize our company heirarchies and contacts. We work with a lot of organizations with operations at many locations. Being able to structure and organize our data has helped us move quickly into building expansion opportunities. We have also seen an increase in customer engagements, QBRs and Account Plans being completed by adopting Squivr. ### 19. We love using Squivr! **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel K. | Head of Partnership Strategy, Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2024 **What do you like best about Squivr?** Superb tool for relationship management and account planning **What do you dislike about Squivr?** There isn't anything I dislike about Squivr. **What problems is Squivr solving and how is that benefiting you?** Solving using multiple spreadsheets and disjointed tools for account mapping ### 20. Streamlined account management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2024 **What do you like best about Squivr?** Squivr makes account management easy through simple contact and account hierarchies as well as helping to develop account plans. **What do you dislike about Squivr?** Limited to use in Salesforce. It would be great if this was across multiple CRM platforms **What problems is Squivr solving and how is that benefiting you?** This really helps my leadership team to know who their contacts are across the accounts I manage. ### 21. Successful Sales Process Transformation! **Rating:** 4.5/5.0 stars **Reviewed by:** Pierce B. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2024 **What do you like best about Squivr?** The Playbook helps us to mitigate against risk in our sales process. By overlaying it into our CRM, we have been able to evaluate which targets to pursue and also where we have the best opportunity to sell into existing customers. A BIG time saver! **What do you dislike about Squivr?** Sometimes we find ourselves looking for additional documents on training and enablement. Fortunately, their support team is very responsive, and able to address our questions quickly when we contact them. **What problems is Squivr solving and how is that benefiting you?** They help us to reduce our ADS metrics to drive more revenues, more reliably, and in less time. ### 22. Must-have solution for every Salesforce user using a complex customer structure **Rating:** 5.0/5.0 stars **Reviewed by:** Cyrille G. | Principal Solution Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2023 **What do you like best about Squivr?** ORG chart is very easy to configure and the team is always available to help if necessary for edge cases. The team is also very open for feedback for potential enhancements and very reactive if the idea makes sense. **What do you dislike about Squivr?** The solution is such a must have that it should be included in Salesforce for high-end licenses. **What problems is Squivr solving and how is that benefiting you?** We are dealing with enterprise customers meaning that they have very complex relationships between their entities and contacts. Once we tackled our main use case, we leveraged the solution for other objects and departments to keep track of related records and objects, all in one screen. Salesforce is very limited for this use case. ### 23. Account Planning done right! **Rating:** 5.0/5.0 stars **Reviewed by:** Matt P. | Strategic Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** February 29, 2024 **What do you like best about Squivr?** The ease of use and flexibility of the tool. **What do you dislike about Squivr?** Our salesforce instance did not have the best hygience, so this made it tough to sift through and change/update any of our account plans. **What problems is Squivr solving and how is that benefiting you?** Effectively being able to map out and have consistent account plans for our business. ### 24. Account planning and relationship management in Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2020 **What do you like best about Squivr?** Great solution allowing me to record and share with my team stackeholder insights. Specifically the ability to add in context onto contacts (decision maker, champion, etc) that helps any other team members get immediate insight into that account. Very useful for account planning with cross functional teams in Salesforce. **What do you dislike about Squivr?** No dislikes at this time. This solution would add value exponentially with larger organizations by helping keep better and more organized data on accounts / contact. Great way to ensure important information around key accounts is recorded in Salesforce for current and future colleagues. **What problems is Squivr solving and how is that benefiting you?** Squivr helps add and track information and insights about accounts and contacts in Salesforce with an intuitive interface which I can reference while working on deals and account planning. It's also very helpful for colleagues who have not worked with a customer before to quickly get up to speed on the insights I've learned to ensure they understand nuianced information about working with a specific customer. ### 25. Robust functionality for account planning, with a simple learning curve **Rating:** 5.0/5.0 stars **Reviewed by:** Mike D. | VP of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Squivr?** Within 10 minutes of installation, I had configured the org chart for our most important partner's org chart and started to document who at our organization owns each relationship. I had a question that was quickly answered by the support team. **What do you dislike about Squivr?** Nothing so far, it works as designed and is simple to use yet handles all of our org chart requirements **What problems is Squivr solving and how is that benefiting you?** We were looking for an org chart solution that allowed ownership at the contact level to be represented visually. ### 26. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2024 **What do you like best about Squivr?** Squivr is a lifesaver! It's the perfect org chart for Salesforce. Easy to use, keeps things visual, and helps me find sales opportunities I'd miss otherwise. **What do you dislike about Squivr?** Sometimes, it can be a little slow to load, but the problem is related to the Salesforce technology **What problems is Squivr solving and how is that benefiting you?** Identify the decision maker ### 27. Multi-Channel Relationship Mapping **Rating:** 5.0/5.0 stars **Reviewed by:** Eric S. | Vice President of Strategic Alliances, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2023 **What do you like best about Squivr?** This text appears to be in English and describes an application called Squivr. It highlights the application's ability to visualize the ecosystem of contacts related to user accounts, track activities efficiently, and map customer stakeholders, partners, and internal collaborators. This provides insights into the user's coverage and position within an account, making Squivr a valuable tool for strategic enterprise selling. **What do you dislike about Squivr?** There really is not much to dislike about Squivr... The product functionality has been growing at a great pace and the Squivr team provides great thought leadership and support to ensure your success. **What problems is Squivr solving and how is that benefiting you?** Instant visibility of account coverage from all channel stakeholders...improving internal efficiency/productivity managing strategic sales. ### 28. Great for relationship visualization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Squivr?** The org charts are simple and easy to use, and help us gain a holistic understanding of our influence and positioning within an account. Customer support is also top-notch. **What do you dislike about Squivr?** I honestly can't list any dislikes now; When we run into problems, support has always been able to find a solution for us. **What problems is Squivr solving and how is that benefiting you?** Knowing who we're talking to and how they relate to others in a deal we might be speaking with. It's a really easy way to make sure we're positioning ourselves the right way to the right people. ### 29. Wish I had this 10 years ago! **Rating:** 5.0/5.0 stars **Reviewed by:** Tom B. | Sr. Manager, Cisco Partner Development, Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Squivr?** Squivr has made account planning and account succession planning much more impactful and meaningful. **What do you dislike about Squivr?** The only thing I dislike is what I said in the title, I wish I had it earlier! **What problems is Squivr solving and how is that benefiting you?** Squivr keeps my account profiling and planning accurate and easy to access. When I find something that helps drive revenue it stays top of mind for me, Squivr is a top of mind software for me! ### 30. Great tool, lovely team at Squivr! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Squivr?** Very user friendly tool. Intuitive and efficient. It saves a lot of time to improve leads targeting and optimise pipeline generation reach out. Great customer service - JP, Ali and the whole team are very prompt in reaplying to any enquiries and very supportive throughout any technical requests! **What do you dislike about Squivr?** A few minor graphic glitches here and there when exporting into pdf or pulling the "relationship" arrow **What problems is Squivr solving and how is that benefiting you?** -Time saved for sales reps -Improved champion building -Improved understanding of business hierarchy and department structure to target senior leaders and increase lead conversion ### 31. Squivr is a must have, powerful, and easy to use tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Derek D. | Salesforce Admin Support Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about Squivr?** The tool is versatile yet impactful and easy to adopt. Time to success was quick and every team was extremely satisfied. **What do you dislike about Squivr?** There's not much to dislike! Customer service is excellent and feedback is taken seriously with quick turnaround for bug fixes and feature implementation. **What problems is Squivr solving and how is that benefiting you?** Visualizing all of the key contacts on key accounts has led to better planning on ways to reach more success has been critical. Before, trying to digest and interpret who the key players were on a deal from just a Salesforce list of contacts was a nightmare. With Org Chart, that is now in the past. We are able to capitalize on our relationships and be efficient with our time! ### 32. SQUIVR makes Org Mapping Cool! **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsea H. | Partner Engagement Coordinator, Strategic Alliances, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2022 **What do you like best about Squivr?** This product/technology has opened up so many amazing views for not only the sales team but also those of us in Partner Alliances, Marketing, and Delivery. Touching just the surface [or this would be a very long post], we are able to see our partner sales champions at a glance with the rating system. Are able to see full partner team structures with the Org Map view. Delivery does not have to search multiple places anymore for the teams associated with an opportunity when the project is handed over to them after close, they just click on the org map in opportunity. The icing on the cake is the team at SQUIVR, everyone from the leaders down is so amazing and knowledgeable while being easy and fun to work with. I highly recommend this product, it is such an amazing help! **What do you dislike about Squivr?** Nothing, the product works very well and they keep having updates added, which makes it even better. **What problems is Squivr solving and how is that benefiting you?** 1. Solved not being able to properly view the full team structure of our partner sales teams. Before it took multiple different clicks and then was just a list, now it is the click of a button to see the full structure 2. Solved not having an accurate way to see our partner sales 'Champions'. Now we have the star rating system and can see our champions at a glance 3. Solved the search for partner names tied to Opportunities, now anyone that needs to see the key people on the partner side and customer side only has to click on the Org Map tab to see everyone ### 33. The best relationship mapping App on AppExchange that keeps on getting better! **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan D. | Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2022 **What do you like best about Squivr?** Being able to visualize my Accounts and related Objects has never been easier with the friendly and easy to use UI Squivr brings to my Org. Also with the latest update, I now have the ability to use Org Chart on other Objects (including Custom ones) to be able to visualize relationships between my other Objects. I'm still messing around with that update, but I can't wait to show my team the new possibilities Squivr can bring to them. Tracking Milestones and being able to visualize progress on them on the Lightning Record page with Playbook is super helpful. **What do you dislike about Squivr?** Sometimes the setup can be a bit difficult to understand, but once you get it set up, building the Squivr solution on your pages afterward is relatively straightforward. **What problems is Squivr solving and how is that benefiting you?** Squivr solves a variety of problems depending on which product you have. With Org Chart, it helps solve the relationship issue that a majority of end users have issues with. It helps visualize the relationship between objects and records so that the end users who don't quite understand the backing of Salesforce, they can at a glance, understand why one record/object, relates to another record/object ### 34. Excellent product suite! Even better team to work with!! **Rating:** 5.0/5.0 stars **Reviewed by:** Schuyler V. | Director of Business Transformation, Enterprise (> 1000 emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Squivr?** Working with Squivr's Org Chart product has streamlined our team's ability to gather insights on our accounts, easily review who the decision-makers are, and formulate an effective account plan to drive productivity and increase our account rep's effectiveness. Taking it one step further, we were able to create customized views from the org chart platform to allow our team to visualize the contracting structure of our customer base, which helps us to quickly determine what contracts we have in place and what the contracting structure looks like so we know when we need to get legal involved in order to not hold up the sales process at the 11th hour. **What do you dislike about Squivr?** I can confidently say that I have not encountered a single element of working with this product or this team that I would not wholeheartedly recommend to my colleagues. This team brings best-in-class application design and puts the user experience at the forefront of their priorities. I recommend this product to all of my network! **What problems is Squivr solving and how is that benefiting you?** For us, Squivr drives efficiency in our sales process in the customer org mapping process so we can quickly formulate maps of our customer organizations directly within the account in Salesforce. We used to have to do this manually in alternative platforms, which led to a data maintenance nightmare, but ever since we adopted Squivr, we have had tremendous success in allowing our team to perform these critical activities on platform. ### 35. Squivr Org Chart Review **Rating:** 4.5/5.0 stars **Reviewed by:** Victor N. | IT Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2022 **What do you like best about Squivr?** Org Chart is great for visualizing a company and its employees within SalesForce. What's more, the sky is the limit with this tool as the development team aims to visualize any relationship through an object-agnostic approach to the product's design. Although it is a simple and intuitive tool to use, what makes Org Chart shine is the support team. JP, James, and Ali provide premier-level support on a weekly basis, making the integration of Org Chart into our company a real joy. **What do you dislike about Squivr?** The turn-around time for email responses is phenomenal. My company is working out of Japan while Squivr is working out of USA (Colorada); this usually means a response within 12-24 hours, which is just outstanding (although anything less than that would be appreciated). I can only imagine the type of service I would get if I were in the same country or timezone as Squivr. **What problems is Squivr solving and how is that benefiting you?** Simply put: Squivr is solving its customers' problems. * Example: we had a feature request for export restrictions >>> At first mention, they noted it was on their roadmap but it wasn't being developed at the current moment >>> On noting the feature's importance to us, they reprioritized and included it in their current sprint at the time >>> Needless to say, the feature was available the next month! I don't expect this to happen with every feature request, but the fact that they listen to their customers so attentively reflects Squivr's superb quality standards. ### 36. Timely innovation to make Salesforce an even better platform to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Ritchie K. | IT Architect and Agile project manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 02, 2022 **What do you like best about Squivr?** Squivr brings the Salesforce data to life by delivering a tool that helps visualize the data stored in various objects. For example, with Squivr you can see the organization reporting structure in a visual org chart view. Even better, you can maintain your organization structure by simply dragging-and-dropping cards on the visual org chart tool provided by Squivr. Great and timely innovation. As well, I love the agile mindset of the Squivr team. Nothing seems to be too big for them. They welcome customer feedback and are keen to improve their product by understanding how their customers use their tool. **What do you dislike about Squivr?** My experience with Squivr has only been positive. Though there have been minor defects along the way, the access I got to the Squivr engineering team to collectively solve the issues we were facing was amazing. A model for all product companies to follow. **Recommendations to others considering Squivr:** Great tool. great company to work with. **What problems is Squivr solving and how is that benefiting you?** Squivr, by enabling the visualization of data with multiple relationships has allowed us to more effectively work with the data and more importantly, we are now able to ensure that the quality of the data is high as it has become a lot easier to maintain. ### 37. Great Team! Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2022 **What do you like best about Squivr?** We are currently using Squivr for our Partnerships team. We have quite a unique and complex use case but Squivr was able to handle it with ease! The tool is intuitive, quick and easy to implement, and has high powered flexibility functionality. Squivr's UX/UI is top tier - a MUST HAVE for our Partner Manger's who are working within large Accounts in SFDC. I'd highly recommend any other org to start and stop their search for a relationship mapping tool with Squivr. To make things even better, the Squivr team is top-notch. They have made our experience from evaluation, purchase, and implementation extremely easy - innovating and supporting my team every step of the way. They are responsive, knowledgeable, and clearly customer obsessed. A+ product and A+ team ! **What do you dislike about Squivr?** Not much to write here. The Squivr team is constantly implementing customer feedback and improving upon the tools features and functionalities. **What problems is Squivr solving and how is that benefiting you?** Visualization of large Partners Strategize based on map insights – coverage, champions/detractors – where should time be spent in order to grow and scale partnership? Drive deeper relationships Uncover strategies that will result in increased referrals ### 38. Impressive Product, Invaluable Insights, Easy Start Up **Rating:** 5.0/5.0 stars **Reviewed by:** Chris W. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Squivr?** The org chart is a fantastic tool that we leverage to allow us to extract a lot more value out of our Salesforce CRM. Understanding the relationships our contacts and accounts have visually provides a lot of key insights into our sales process and lets every member of our team get on the same page for who they are talking to on large and strategic sales calls. In addition, understanding clients' organizational hierarchy, and most importantly tracking that within our CRM, allows for deal continuity in an ever changing Sales landscape and offers some interesting opportunities for marketing to the different roles and relationships. Excited to explore the features and functionality of Timeline and Playbook as an area of key expansion for the company as well! **What do you dislike about Squivr?** I don't have many dislikes, other than I am eager to see how they develop and enhance these products in the future. **Recommendations to others considering Squivr:** Great Product, great price. **What problems is Squivr solving and how is that benefiting you?** Strategic insights, greater deal visibility, better path for operating on and adhering to our selling methodology. ### 39. Intuitive Products and Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2022 **What do you like best about Squivr?** Squivr solves many business needs. Org Chart captures account contact knowledge that has historically been kept outside of Salesforce. Playbook easily tracks deal progression via any sales methodology. As an Account Executive, I use both of these tools daily. They are easy to use, live in Salesforce, and help me close business. The Squivr team is wonderful to work with and customer-centric. Highly recommend!! **What do you dislike about Squivr?** Nothing to report at this time - keep crushing it! **What problems is Squivr solving and how is that benefiting you?** Keeping account contact and opportunity knowledge in one single source of truth. ### 40. Easy to start, depth to grow **Rating:** 5.0/5.0 stars **Reviewed by:** Alex H. | Sales Development, Mid-Market (51-1000 emp.) **Reviewed Date:** December 22, 2021 **What do you like best about Squivr?** I was a Salesforce novice when I was introduced to Squivr. Using their drag-and-drop Org Chart, Squvir made visualizing my accounts easy. The numerous features available on the card allowed me to identify critical decision-makers to close deals faster. Squivr has been helpful throughout getting my team and me up to speed on the product and continually adds new features to improve my experience. **What do you dislike about Squivr?** Everything is good. Squivr's team is responsive and quick to react to any feedback I give them and they are constantly improving. **Recommendations to others considering Squivr:** Try this product. It's super easy to get started on, and once you're in, I think most people will quickly see the value. **What problems is Squivr solving and how is that benefiting you?** I work in a sales development role, and ensuring that my time is used effectively within a prospective organization is an absolute priority. Using the dynamic roles, sentiment ratings, and the easy drag-and-drop, Squivr has turned my old list of names into a functioning flow chart of discovery information. ### 41. MUST have tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Jill P. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** May 05, 2022 **What do you like best about Squivr?** Squivr's Org Chart and Playbook products are a game-changer for our salesforce org - easy to use and implement. Their team made the entire process quick and easy. Highly recommend! **What do you dislike about Squivr?** Nothing at this time - we are very satisfied with this product. **What problems is Squivr solving and how is that benefiting you?** Org chart has helped visualize our accounts in Salesforce much better than the standard list view. Playbook brings our sales methodology to life with increased insight on each opportunity ### 42. Org charts and sales best practices made easy **Rating:** 5.0/5.0 stars **Reviewed by:** Corin O. | GM, Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Squivr?** Sometimes SFDC data can be overwhelming, Squivr helps to find the signal in the noise. My extended sales teams use the Org Chart features to quickly and easily gain insights into who we're selling to and how all the players fit into the sales cycle. The ability to drag and drop photo cards and create hieracrhies and relationship maps is invaluable, especially in long complex campaigns. When it's visual and the teams are able to throw the Org up on a screen the collaboration between Reps and SE's flows much more naturally and we're able to quickly get to the right people and neutralize the pocket-veto much faster than ever before. The Squivr Playbook is something that we've chased after for years without ever being able to accomplish on our own; how do we take the knowledge and processes of our best people and make it repeatable for the underperformers or the people we are onboarding. Playbook has allowed us to visually distill our best practices down to a simple flow of gant charts that are intuitive for all our teams to follow and team up on. And it's easy for my managers to check in on their teams to see where each deal is in the sales cycle and figure out where additional coaching or executive escalation is going to be the most effective. **What do you dislike about Squivr?** So far no complaints, , the Squivr Dev and Support teams have been super responsive to everything we've thrown at them. **Recommendations to others considering Squivr:** Highly recommended for anyone doing complex sales campaigns into organizations where it's essential to understand the connections between more than a few contacts. Also great for anyone who wants to make the best practices of your top Reps something that is a repeatable roadmap for your new folks or underperformers-with-potential. **What problems is Squivr solving and how is that benefiting you?** The biggest thing for me has been to increase speed and collaboration in the sales process. Squivr helps ensure that my teams are working efficiently together, that the sales values and best practices we've established are being adhered to and gives my reps and DM's the tools they need to decide where best to focus our limited resources. The Squivr tools have helped me "clone" my best Reps at the same time as giving them tools to turn their intuition into repeatable processes. At the same time it's helped us decide when to no-bid opportunities that we might have wasted tons of cycles chasing in the past. ### 43. A powerful and innovative toolset to help our sales team succeed! **Rating:** 5.0/5.0 stars **Reviewed by:** Emily W. | Communication Director, Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2021 **What do you like best about Squivr?** Squivr makes it very, very easy for the users. It's a very Intuitive tool for our sales and business developpment teams. **What do you dislike about Squivr?** Nothing to dislike about Squivr. I wish it could be used on other applications other than Salesforce. **Recommendations to others considering Squivr:** To those considering Squivr, I would say to USE IT! I use it for everything from relationship management to mapping action plans. **What problems is Squivr solving and how is that benefiting you?** With Squivr, I'm solving the problem of being able to recognize who I need to be working with when it comes to our customers and accounts. ### 44. Best tool on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2022 **What do you like best about Squivr?** Org chart tool directly in SFDC fo everyone can understand the org before meetings, it's a phenomenal tool, and you'll find they're the most robust in this space. **What do you dislike about Squivr?** The product was still being developed, and thus while I used it I wish it had integrated with Linkedin seamlessly, NOW IT DOES! **What problems is Squivr solving and how is that benefiting you?** Who's who in the org, shared from AE to AM to leaders. Easy for everyone to understand the layout of the org before meetings. ### 45. Game Changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2021 **What do you like best about Squivr?** The org chart is a game-changing tool that helps us use SalesForce better. It really helps my team understand the relationships one team member has with our clients when multiple people work with one client. It gives a better image of our sales process and lets every member of our team get to know what is happening with each client. Also, it gives a quick line to who the best contact is and who is the decision-maker with the company. This has been a huge plus to our CRM. I feel the Timeline and Playbook are going to help the sales managers with team member productivity and organization. **What do you dislike about Squivr?** Nothing yet. We have been using it for a few months and are very happy. **What problems is Squivr solving and how is that benefiting you?** Better organization and a better understanding of our sales process. ### 46. Great Product, Great Team **Rating:** 5.0/5.0 stars **Reviewed by:** David H. | C, Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2021 **What do you like best about Squivr?** We've been an excited customer of Squivr since middle of 2020. We were initially searching for an org chart that we could map our contacts within. Their solution exceeded expectations and has become a prominent talking point within our sales teams. Beyond the org chart we were impressed to learn about their other features such as milestones and are currently building internal use cases to adopt and implement the function. The team's support has been second to none in my experience. The team is always happy to connect and share their roadmap and upcoming features. We've also been impressed with their willingness to learn and understand our needs in a hope that they can address those items in a future release. A truly great product with an even more impressive team! **What do you dislike about Squivr?** No downside so far. We've been consistently impressed. **What problems is Squivr solving and how is that benefiting you?** Initially needed to a tool to build an org chart within Salesforce which Squivr provided comfortably. We were impressed to learn about the timeline and methodology features as well. ### 47. Finally an org chart tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Travers W. | Sales Enginner, Enterprise (> 1000 emp.) **Reviewed Date:** September 03, 2021 **What do you like best about Squivr?** It is SO EASY to set up and to use. I finally have a way to quickly and easily review the company structure and who im talking to before jumping on my next call. **What do you dislike about Squivr?** The only thing I don't like is that I didn't have this sooner! **What problems is Squivr solving and how is that benefiting you?** I had tools in place to quickly and easily view org charts before and all the contact details surrounding them in one place. ### 48. Great Product and Great Product Team **Rating:** 5.0/5.0 stars **Reviewed by:** Phillip H. | Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** January 21, 2021 **What do you like best about Squivr?** This is the first org charting and process management tool that I have used that is easy and intuitive. The milestone feature drives efficiencies in process across the org. Many past customer I have helped have tried to build similar feature and struggled to maintain it. If Squivr was available then it would have saved the teams a years of dev work and the long term cost of maintaining product. **What do you dislike about Squivr?** It was not available for the team sooner so we wasted time building out less robust features we didn't use. **What problems is Squivr solving and how is that benefiting you?** The org charting tool is helpful to understand the engagement of team across the organization in a single place. It saves the team time when putting together executive briefs. The milestone capability keeps the team focused on the overall pursuit while prompting them to execute along the way. ### 49. This will change the way you close business. **Rating:** 5.0/5.0 stars **Reviewed by:** Jody M. | Senior Territory Sales Manager - Media & Entertainment, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Squivr?** Squivr makes it easy to create an org chart from the contacts I already had in SFDC. Having a clear view of who’s who at a prospect helped me identify gaps and make a communication plan with the right people to get a clear line of sight to close. **What do you dislike about Squivr?** I wish I had this sooner in my career, I could’ve won some pivotal deals, had I known who I needed to get in front of would’ve helped me closed/won them! **What problems is Squivr solving and how is that benefiting you?** I’ve solved for having blind spots in accounts and having single threaded lines of communication. I’ve been able to get deeper into account just from knowing who’s connected to who and who I need to speak to. ### 50. Amazing tool for Org Charts and Sales Methodologies with Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Peter T. | Lead Solutions Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2021 **What do you like best about Squivr?** Implementation is a breeze! Almost immediate time to value. From install to user benefit in a matter of minutes! **What do you dislike about Squivr?** Nothing immediately comes to mind, however now I have to go to my accounts and update my contacts to get the proper visualization. Nothing wrong with Squivr, my data hygiene needs some love. **Recommendations to others considering Squivr:** They offer a complimentary trial directly from the AppExchange with support during your evaluation. Put it in a Sandbox and kick the tires **What problems is Squivr solving and how is that benefiting you?** The ease of visualization of both the Org Charts as well as sales methods is really helpful. It demos really well when presenting to my clients and prospects as a Solutions Engineer. ## Squivr Discussions - [Can you represent partner relationships on Squivr?](https://www.g2.com/discussions/can-you-represent-partner-relationships-on-squivr) - 1 comment, 1 upvote - [View Squivr pricing details and edition comparison](https://www.g2.com/products/squivr/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-27+16%3A04%3A03+-0500&secure%5Bsession_id%5D=da9a5c7d-f82c-4d54-818a-0b19ea6878b8&secure%5Btoken%5D=a7fa60b8d639fe327705badd7d9e993b1eec04de0504dafcad08fe4c52d80cff&format=llm_user) ## Squivr Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Appexchange](https://www.g2.com/products/salesforce-appexchange/reviews) - [Salesforce CRM Dashboards](https://www.g2.com/products/salesforce-crm-dashboards/reviews) - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - [Salesforce Government Cloud](https://www.g2.com/products/salesforce-government-cloud/reviews) ## Squivr Features **Logistics** - Integration - Analytics - Export - Upload - Employee Directory **Sales Team** - Flexible Sales Process - Training Mode - Playbooks **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Editing & Design** - Drag-and-Drop - Update - Customize - Details - Restructure **Intelligence** - Opportunity Identification - Zero-touch Renewals - Smart Content **Mapping** - Multiple Org Charts - Stakeholder Roles **Agentic AI - Org Chart** - Cross-system Integration - Proactive Assistance **Agentic AI - Customer Revenue Optimization** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Squivr Alternatives - [Backstory](https://www.g2.com/products/people-ai-backstory/reviews) - 4.5/5.0 (607 reviews) - [Lucid Visual Collaboration Suite](https://www.g2.com/products/lucid-software-inc-lucid-visual-collaboration-suite/reviews) - 4.5/5.0 (8,607 reviews) - [Sift](https://www.g2.com/products/sift-sift/reviews) - 4.8/5.0 (477 reviews)