Squivr Helps Salesforce through Adoption, Experience, and Better Data
Salesforce is the heartbeat of most revenue organizations, but for many teams, it becomes more of a reporting system than a strategic tool. That’s where Squivr changes the game.
Squivr empowers Salesforce teams to drive performance and predictability by improving user adoption, streamlining the user experience, and enhancing data quality through better account planning and relationship management. Here’s how:
1. Accelerating Salesforce User Adoption
Even the best Salesforce setup only works if people use it consistently. Squivr tackles adoption challenges head-on by integrating Salesforce into the natural rhythm of sales work.
In-Workflow Enablement: Sales reps receive timely, contextual guidance right where they work—during pipeline reviews, deal strategy sessions, or forecast check-ins. This leads to faster onboarding and stronger process adherence.
Built-In Accountability: Managers gain visibility into usage patterns and can easily prompt reps to update critical information or complete strategic planning tasks, making process compliance a shared, manageable responsibility.
Consistent Execution: By embedding Salesforce use into recurring sales rituals, such as weekly planning or QBRs, Squivr ensures Salesforce becomes a reliable part of how teams operate-not a burden to update after the fact.
2. Elevating the Salesforce User Experience
Squivr simplifies how revenue teams interact with Salesforce by creating focused, role-based workflows that surface what matters most—without unnecessary clicks or noise.
Guided Account Planning: Squivr enables teams to conduct strategic account reviews directly within Salesforce. Users can build and maintain account plans with clarity around goals, stakeholder mapping, whitespace, and next steps, all in one place.
Relationship-Centric Views: Instead of treating Salesforce as a static database, Squivr gives teams tools to track and manage relationships over time-highlighting buyer engagement, internal champions, and communication patterns.
Action-Oriented Workflows: Whether it's planning next steps for a top account or tracking key deal milestones, Squivr makes it easy to capture updates, log notes, and align the team without switching tools or losing momentum.
3. Driving Better Data Through Better Planning
Rather than focusing on isolated fields or passive data hygiene, Squivr promotes data quality by embedding structure into core revenue motions like account planning, pipeline reviews, and forecasting.
Plan-Driven Data Entry: As reps work through structured account plans and deal reviews, Squivr captures the right data at the right time-improving CRM completeness without extra manual effort.
Relationship Insights with Context: With visibility into relationship strength and engagement patterns, teams can spot risk early, double down on key stakeholders, and capture context that informs strategy and forecasting.
Connected Systems: Squivr integrates seamlessly with calendars, call notes, and enablement tools, ensuring critical interactions are reflected in Salesforce automatically and accurately.
The Bottom Line: Strategic Execution at Scale
Squivr transforms Salesforce from a system of record into a system of action. By driving adoption through embedded workflows, improving usability with account-focused tools, and enriching data through structured planning and relationship insights, Squivr enables revenue teams to operate with greater clarity, consistency, and confidence.
The result is a more predictable pipeline, stronger customer engagement, and a CRM that actually works for the people who use it.
