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!

The ease of use and flexibility of the tool.

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 makes it easily digestible 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-notch, very knowledgeable and responsive. They also do a great job with their documentation 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!