Built for Every Person
on Your Revenue Team
From reps to executives, Squivr gives every role on your revenue team the visibility, structure, and tools they need to execute with confidence inside Salesforce.
Every role on your team
wins with Squivr
Squivr is designed for the entire revenue organization. Every persona gets the exact capabilities they need to perform at their best.
Sales, Marketing, Business Development & Customer Success
Revenue teams achieve more with Squivr
Revenue teams lose 28% of their week updating CRMs, yet still lack clarity on which deals will close. In a virtual selling world, managers struggle to deliver timely coaching and reps are left guessing where to focus.
Sales & Revenue Operations
Enhance Salesforce data. Standardize best practices. Drive predictable revenue.
Too many revenue teams are stuck relying on disconnected tools. 80% of Sales Operations teams still create forecasts in Excel. This process costs countless hours, reduces accuracy, and leaves leadership making critical decisions on incomplete insights.
Line of Business Leaders, Managers, VPs & Executives
Real-time data at the speed of your business
Most managers struggle to deliver the right level of coaching in today's virtual selling environment. They are overwhelmed tracking multiple deals across reps and teams, making it hard to prioritize where to focus time for the biggest impact. Without a clear, centralized view of accounts and opportunities, teams risk missing critical signals.
Leadership Teams
Align your plan for success with your revenue targets and long-term goals
Imagine implementing actionable, repeatable plans that scale across your month, quarter, and year. Instead of reactive management, you are creating a blueprint that empowers reps, guides managers, and gives executives visibility into exactly where to focus.
The data behind
standardized sales processes
of high-performing sales organizations admit having closely monitored, strictly enforced or automated sales processes.
more revenue is generated by businesses with a standardized sales process compared to those that do not.
Squivr works across every
object in Salesforce
Whether you are managing accounts, tracking contracts, or building custom workflows, Squivr brings relationship intelligence and account planning to every record in your org.
Accounts
Account Plans
Contacts
Teams
Employees
Users
Contracts
Cases
Opportunities
Custom Objects
Ready to see Squivr in action?
See how Squivr helps every role on your revenue team execute with more clarity, consistency, and confidence inside Salesforce.
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Sales, Marketing, Business Development & Customer Success
Sales, Business Development, and Customer Success Achieve More with Squivr
Revenue teams lose 28% of their week updating CRMs, yet still lack clarity on which deals will close. In a virtual selling world, managers struggle to deliver timely coaching and reps are left guessing where to focus.
Squivr changes that.With Squivr’s Suite of products, teams can:
Automate CRM updates and free reps to sell
Gain real-time visibility into pipeline health
Capture and scale best practices from top performers
Enable timely, effective coaching in a virtual environment
The result? Less wasted time, more accurate forecasts, stronger collaboration, and repeatable success across your revenue organization.
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Sales & Revenue Operations
Enhance Salesforce Data. Standardize Best Practices. Drive Predictable Revenue.
Too many revenue teams are stuck relying on disconnected tools. 80% of Sales Operations teams still create forecasts in Excel. This process costs them countless hours, reduces accuracy, and leaves leadership making critical decisions on incomplete insights.
That is where Squivr changes the game. By bringing your most important data into Salesforce and making it actionable, you can:
Standardize proven playbooks and methodologies. Uncover whitespace opportunities to expand existing accounts. Visualize relationships and decision makers with dynamic org charts and relationship maps
With Squivr, your revenue organization is not just storing data. It is using Salesforce as the command center for execution, strategy, and growth.
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Line of Business, Managers, VPs, Executives & Operators
For Line of Business Leaders, Managers, VPs, Executives & Operators:
Real-time data at the speed of your business.What if you could harness the performance of your top reps and make it repeatable across your entire team? Imagine the impact on overall revenue and growth.
The reality is that most managers struggle to deliver the right level of coaching in today’s virtual selling environment. They are also overwhelmed trying to track multiple deals across reps and teams, making it hard to prioritize where to focus their time for the biggest impact.
Without a clear, centralized view of accounts and opportunities, teams risk missing critical signals. With the right tools, leaders can coach more effectively, forecast with confidence, and drive consistent execution across the organization.
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Leadership Teams
What if your plan for success inside Salesforce could be directly aligned with your company’s revenue targets and long-term goals?
Imagine implementing actionable, repeatable plans that scale across your month, quarter, and year. Instead of reactive management, you’re creating a blueprint that empowers reps, guides managers, and gives executives visibility into exactly where to focus.
With this kind of alignment, companies are seeing measurable results:
32% increase in forecast accuracy and a 84% improvement in training and best practice adoption
Drive more revenue with fewer resources, outpace entrenched incumbents and global competitors, reduce costly rep turnover, and enable every seller
This isn’t just about hitting your targets. It’s about building a system where success is measurable, repeatable, and scalable across the entire organization.
“50% of high-performing sales organizations admit having closely monitored, strictly enforced or automated sales processes.”
Harvard Business Review HBR
“Businesses with a standardized sales process enjoy 28% more revenue as compared to those that do not.”
Harvard Business Review HBR
VISUALIZE SUCCESS WITH SQUIVR
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Accounts
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Account Plans
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Contacts
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Teams
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Employees
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Users
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Contracts
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Cases
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Custom