For the Entire Revenue Team

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.

✓ Sales & Revenue Operations ✓ Managers & Executives ✓ Customer Success
28%
More Revenue with Standardized Process
32%
Increase in Forecast Accuracy
84%
Improvement in Best Practice Adoption
50%
of Top Orgs Enforce Automated Sales Processes
Who Uses Squivr

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.

🤝
Persona

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.

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
Less wasted time, more accurate forecasts, stronger collaboration, and repeatable success across your revenue organization.
⚙️
Persona

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.

Standardize proven playbooks and methodologies
Uncover whitespace opportunities to expand existing accounts
Visualize relationships and decision makers with dynamic org charts
Use Salesforce as the command center for execution, strategy, and growth
Your revenue organization is not just storing data. It is using Salesforce as the command center for execution, strategy, and growth.
📊
Persona

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.

Harness top-rep performance and make it repeatable across the team
Coach more effectively with centralized account and deal visibility
Forecast with confidence using real data, not spreadsheet guesses
Drive consistent execution across every rep and team
With the right tools, leaders can coach more effectively, forecast with confidence, and drive consistent execution across the organization.
🏆
Persona

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.

32% increase in forecast accuracy
84% improvement in training and best practice adoption
Drive more revenue with fewer resources
Outpace competitors and reduce costly rep turnover
This is not just about hitting your targets. It is about building a system where success is measurable, repeatable, and scalable across the entire organization.
Research-Backed Results

The data behind
standardized sales processes

50%

of high-performing sales organizations admit having closely monitored, strictly enforced or automated sales processes.

Harvard Business Review
Visualize Success with Squivr

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.

  • Three people sitting at a table in an office or coworking space, engaged in a conversation with laptops open in front of them. The woman on the left has red hair, the man in the middle is wearing glasses and a suit, and the woman on the right has glasses resting on her head and is laughing.

    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.

  • Group of people working together at a conference table with laptops and tablets in a room with large windows.

    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.

  • Crowded modern office with employees working at desks, some using laptops, in a well-lit space with large windows and black ceiling panels.

    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.

  • Black and white photo of a life-sized outdoor chess set with large wooden chess pieces on a tiled pavement.

    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.

A group of people rowing a boat named 'La Chora' on the ocean, wearing matching athletic clothing.

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

  • Open laptop displaying analytics dashboard with graphs and charts, on a reflective black surface in a modern office.

    Accounts

  • Account Plans

  • Scrabble tiles spelling the word 'CONTAIN' on a white tile rack against a dark blue background.

    Contacts

  • Overhead view of people walking in a busy indoor space with tiled flooring.

    Teams

  • Two people in an office having a discussion while seated at a desk, working on laptops, seen through a glass window.

    Employees

  • A white lightbox with the words "TURN IDEAS INTO REALITY" written on it, sitting on a wooden surface near a window with frosted glass.

    Users

  • A pair of black eyeglasses resting on a newspaper or document on a table.

    Contracts

  • Two people sitting at a white table, one handing a white mug to the other, with coffee and a water bottle visible.

    Cases

  • Street art on a red brick wall that reads, 'LIVE, WORK, CREATE' in large white letters.

    Custom