How Squivr Helps Streamline QBRs, Deal Reviews, and 1-on-1s

Quarterly Business Reviews, Deal Reviews, and 1-on-1s are crucial checkpoints for revenue teams. But too often, they are undermined by a lack of clean, up-to-date contact data. When you’re preparing to evaluate pipeline health, discuss deal strategy, or review rep performance, you need confidence that Salesforce reflects reality.

Squivr helps ensure that your contact data is not only accurate, but also complete, current, and actionable.

What Is Contact Data Hygiene?

Contact data hygiene refers to the process of cleaning, verifying, and enriching the people-level data associated with your accounts and opportunities. This includes making sure:

• The right contacts are attached to the right opportunities

• Key decision-makers and influencers are identified and categorized

• Roles and titles are accurate

• Contact information such as email, phone, and LinkedIn profile are available and valid

• Last touchpoints and engagement history are up to date

Clean contact data enables more effective deal strategy, better coaching, and stronger customer relationships.

How Squivr Improves Contact Data Quality

Adds Context to Every Salesforce Object

Squivr enhances the value of your Salesforce data by layering in real-time context across every object—opportunities, accounts, contacts, and activities. Instead of just surfacing raw fields, Squivr connects the dots.

For each opportunity, Squivr highlights recent rep activity, identifies missing data, flags risks, and shows key engagement signals—so you know exactly where things stand. On accounts, it surfaces historical deal flow, active pipeline, and open tasks to give you a full relationship view. Even contact records are enriched with role-based tagging, engagement recaps, and multi-threading indicators.

This context-driven approach transforms Salesforce from a passive data repository into a living system of insight. Reps and managers can walk into QBRs, deal reviews, or 1-on-1s with a clear and confident point of view grounded in CRM, but elevated by Squivr.

Update and Improve Contact Data Quality

Rather than relying on periodic data cleanups, Squivr embeds contact hygiene into your team’s weekly workflows. It prompts reps to:

• Add missing buying committee members

• Confirm whether an old contact has left the organization

• Log recent interactions or relationship notes

This ensures updates happen as part of normal business rhythm, not as a separate chore.

Meeting-Ready Contact Views

Ahead of QBRs or 1-on-1s, Squivr surfaces contact coverage gaps across deals so managers and reps can take action quickly. You’ll see which opportunities lack multi-threading, which key accounts don’t have a known decision-maker, and which contacts haven’t been engaged recently.

No more scrambling to figure out who’s actually involved in a deal just minutes before the meeting.

Salesforce Native

All updates made in Squivr flow directly back into Salesforce. There’s no need to double-enter or chase reps to update CRM fields after the meeting. What gets fixed in Squivr stays fixed in your source of truth.

Why Contact Data Hygiene Matters

Inconsistent or missing contact data can lead to:

• Inaccurate pipeline forecasts

• Missed champions or blockers

• Poor coaching and misguided deal strategies

• Wasted time chasing the wrong people

With Squivr, your contact data becomes a strategic asset rather than a liability. Your team can prep faster, engage smarter, and drive better outcomes across every revenue meeting.

Clean Contacts. Clear Conversations.

If your team is tired of working around messy Salesforce data, Squivr helps you get ahead of it. With intelligent prompts, visibility into coverage gaps, and seamless updates, Squivr ensures your contact data is ready to support every conversation that matters.