How Squivr Customers Are Powering Account Planning Across Salesforce
In today’s revenue-driven landscape, teams need more than static account plans or disjointed CRM data. They need a connected system that brings together people, plans, and performance, all inside Salesforce.
That is where Squivr shines.
Rated 5.0 out of 5 stars on G2, customers consistently highlight how Squivr transforms their account planning and relationship management by making Salesforce visual, actionable, and intelligent.
Let’s look at how customers are using Squivr across their Salesforce objects and the results they are seeing.
1. Account Object: Building a 360° View of Every Relationship
Use Case:
Customers use Squivr on the Account Object to create a complete picture of each account, from organizational structure to key stakeholders and engagement history.
How It Works:
Visual relationship maps make complex account hierarchies instantly clear.
Teams can see influence paths, whitespace opportunities, and account health in one view.
Reps and leaders identify champions, blockers, and missing relationships with a single glance.
Customer Success:
“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.” - G2 Review
“Our small business needed a way to benefit from our Sales data. Squivr makes our data valuable. The org charts are awesome, and the more data we collect, the more likely we are to close deals.” - G2 Review
The Result:
Teams onboard faster, collaborate better, and prioritize accounts with precision.
2. Account Plan Object: Turning Strategy into Execution
Use Case:
Squivr enhances or replaces the Account Plan Object in Salesforce, helping teams move from static planning to active execution.
How It Works:
Teams create structured account plans directly in Salesforce.
Built-in templates, action items, and milestones make plans easy to manage.
Leadership can track progress, measure results, and hold teams accountable.
Customer Success:
“The dashboard gives us an easy, high-level visual. From assigning tasks and breaking down annual business plans into manageable actions, everything is consistent and centrally located.” - G2 Review
“Streamlined account management. The ability to have this information in Salesforce is great.” - G2 Review
The Result:
Account plans become living documents that drive measurable growth instead of static slides that are quickly forgotten.
3. Opportunity Object: Turning Deals into Relationship Strategies
Use Case:
Customers connect Squivr to the Opportunity Object to bring account and relationship intelligence directly into deal execution.
How It Works:
Reps see key stakeholders, engagement history, and relationship gaps tied to each opportunity.
Relationship maps reveal who is influencing decisions and who is not yet engaged.
Managers gain confidence in forecasts because every opportunity is backed by real account intelligence.
Customer Success:
“Squivr gives reps a complete view of stakeholders in their deals. It helps identify the people we are not speaking to but need to.” - G2 Review
“Our team can easily review who the decision-makers are and formulate an effective account plan to drive productivity and increase output.” - G2 Review
The Result:
Sales teams multi-thread faster, close more deals, and forecast with greater accuracy.
4. Custom and Junction Objects: Flexibility for Any Business Model
Use Case:
Many organizations rely on Custom or Junction Objects in Salesforce for partners, projects, renewals, or implementations. Squivr extends its capabilities to those objects too.
How It Works:
Relationship and account intelligence can be visualized across any Salesforce object.
Teams can manage partner ecosystems, customer programs, or project accounts with the same level of insight.
All data remains securely within Salesforce with no external syncs or exports required.
Customer Success:
“Powerful visualizations and flexible setup. It works with any Salesforce object, and all our data stays securely in our environment.” — G2 Review
The Result:
Your relationship intelligence scales beyond sales. Every team, from partnerships to services, can work from the same connected foundation.
Why Customers Love Squivr
The impact of Squivr shows up in both metrics and mindset. Teams report faster adoption, stronger collaboration, and clearer visibility into their revenue engine.
“The whole team were excellent to work with. They came prepared for every call and could answer questions quickly. We now have visibility we never had before.” G2 Review
With Squivr, your Salesforce environment becomes the central hub for account growth that connects plans, relationships, and outcomes.
Final Takeaway
Whether your team is focused on strategic account planning, improving opportunity execution, or managing complex relationships, Squivr delivers the flexibility and intelligence to make Salesforce truly work for you.
If your accounts, plans, and opportunities still live in disconnected spreadsheets or static reports, it is time to bring them to life inside Salesforce.
Squivr customers are already doing it, and they are seeing results.
Explore the full list of verified reviews on G2 and see how Squivr can transform your account planning and relationship management.
