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.
NW
Natalie W.
Program Manager, Commercial Operations | Certificate in Project Leadership
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.
Our small business needed a way to benefit from our Sales data. Squivr is a platform makes our data very valuable.<br><br>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.<br><br>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.<br><br>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.<br><br>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.<br><br>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.
Squivr helps revenue teams close business faster, drive data quality, enhance the user experience, and allow companies to unlock the power of Salesforce!Full account planning and relationship management native to Salesforce - org charts, relationship maps, action plans, whitespace analysis all within Salesforce