The Salesforce Ecosystem & Squivr

What Makes Squivr a Leading AppExchange Application in the Salesforce Ecosystem?

In a Salesforce AppExchange landscape crowded with tools that promise pipeline visibility, CRM hygiene, and sales enablement, Squivr stands apart—not by doing more, but by doing what matters most, better. Squivr isn’t just another dashboard or reporting layer. It’s a precision-crafted workflow engine that helps revenue teams run better meetings, maintain cleaner data, and make smarter decisions, all from within their existing Salesforce environment.

So what exactly makes Squivr a leading AppExchange application?

Deep Native Salesforce Integration

At the core of Squivr’s strength is its seamless integration with Salesforce. Squivr doesn’t sit alongside your CRM-it works inside it. It leverages native Salesforce data models, respects permission sets, and pushes updates back in real time. This tight coupling ensures there’s no need for additional systems or data sync layers, making it both secure and operationally efficient.

Whether you're looking at opportunities, accounts, contacts, or custom objects, Squivr respects your Salesforce architecture and adds value on top of it—rather than trying to replace it.

Actionable Context on Every Object

Most tools surface raw data. Squivr surfaces insight. Each object in Salesforce—whether it's an opportunity, account, or contact—is augmented with actionable context:

• For opportunities, Squivr highlights stage misalignment, outdated close dates, and missing forecast fields.

• For contacts, it shows buying roles, recency of engagement, and gaps in multithreading.

• For accounts, it provides pipeline rollups, engagement summaries, and stakeholder maps.

This contextual layer helps every user-reps, managers, and execs-form a clear, confident point of view with zero prep work.

Built for Revenue Workflows, Not Just Reporting

Squivr isn’t just a passive reporting tool. It’s built to power the daily and weekly rituals that drive revenue execution. These include:

• QBRs: Structured views that align reps and managers on pipeline coverage, risk, and priorities.

• Deal Reviews: Real-time opportunity inspections with side-by-side CRM context and rep updates.

• 1-on-1s: Personalized coaching sessions grounded in live Salesforce data, with visibility into rep-level trends, win rates, and hygiene metrics.

These workflows are tailored, not templated-configured to match your team’s specific process, cadence, and terminology.

Proactive Data Hygiene at Scale

CRM hygiene is essential, but most teams rely on outdated reports and post-hoc cleanup efforts. Squivr flips this model by embedding data quality prompts into the flow of work:

• “This opportunity has no economic buyer listed-want to add one?”

• “This contact hasn’t been engaged in 45 days-still relevant?”

• “Close date is in the past-should this deal be pushed?”

This proactive approach to data integrity means teams spend less time cleaning up after the fact, and more time selling with confidence.

Fast Time to Value

Many AppExchange apps require lengthy implementations and change management efforts. Squivr is different. Most teams are up and running within days, not weeks. The configuration is straightforward, the learning curve is minimal, and the value is immediate-especially in recurring meetings that rely on live Salesforce data.

And because Squivr enhances rather than disrupts your current workflows, adoption is organic and sustainable.

Trusted by High-Performance Revenue Teams

Squivr is trusted by high-growth companies that rely on Salesforce to power their go-to-market motions. These are teams that don’t just want to capture data-they want to use it effectively. Squivr helps them turn Salesforce from a static system of record into a dynamic system of execution.

The proof is in how often Squivr shows up in high-stakes conversations. When pipeline is reviewed, when forecasts are finalized, when reps are coached-Squivr is the interface revenue teams trust.

Squivr: Native. Intelligent. Relentlessly Practical.

In a market full of “more features,” Squivr wins with focus. It’s purpose-built for the high-leverage moments that shape revenue performance-QBRs, deal reviews, 1-on-1s, and pipeline management-and it does them exceptionally well. Its deep Salesforce integration, context-rich design, and workflow-first philosophy make it one of the most effective and trusted applications on the AppExchange.

If you want a Salesforce-native solution that drives real revenue outcomes, not just reports them, Squivr delivers.