Why Squivr’s relationship tracking and Auto-Builds are a Game-Changer for Sales Teams
In complex B2B sales, winning deals often comes down to one thing: understanding who’s who inside your target accounts. Yet too many teams still rely on outdated spreadsheets, scattered CRM notes, or tribal knowledge to map decision-makers and influencers.
Squivr changes the game by automatically building org charts and relationship hierarchies directly inside Salesforce, turning what used to be a slow, manual process into a living, breathing source of truth for every account.
From Guesswork to Clarity in Seconds
With Squivr, sales reps no longer have to spend hours digging through LinkedIn, past emails, or internal chatter to figure out who’s involved in the buying process. Our platform automatically compiles, organizes, and updates stakeholder data - mapping reporting lines, influence paths, and buying committee structures in real time.
Instead of chasing down missing information, your team starts every call knowing exactly:
Who holds the budget
Who can block a deal
Which influencers you need on your side
Where the gaps in relationship coverage are
Built Natively in Salesforce
Squivr’s auto-build features live right inside Salesforce, which means no switching tabs, no lost context, and no disconnected data. Org charts can be attached to any object - Opportunities, Accounts, or even custom records - ensuring your reps have the right view at the right time.
This integration doesn’t just improve visibility; it accelerates deal cycles by helping teams engage the right people, in the right order, with the right message.
Why It Matters for Modern GTM Teams
In an era where buying decisions are made by committees, the ability to visualize the political and organizational landscape is critical. Squivr’s automated org charts:
Strengthen account planning by revealing true influence lines
Improve relationship management through targeted engagement strategies
Increase forecast accuracy by showing where deals are truly stalled
Boost cross-functional collaboration by giving marketing, sales, and CS a shared, up-to-date view of the customer
From Insight to Action
With Squivr, an org chart isn’t just a static diagram - t’s an actionable playbook. Reps can log interactions, assign next steps, and align on coverage directly from the chart view. Leaders can spot blind spots instantly, ensuring no key relationship is left unattended.
When you know exactly who you need to influence and how they’re connected, you shorten sales cycles, improve win rates, and create stronger, longer-lasting customer relationships.
The bottom line: Squivr transforms org charts from a nice-to-have into a competitive advantage. By automating the heavy lifting and surfacing relationship intelligence where your team already works, we help you sell smarter, faster, and more strategically.
