Jeff F.
Star Rating: 5

What do you like best about the product?
Squivr saves so much time by pulling data together in extremely easy-to-use and easy-to-consume ways. The org charts clearly show who we are talking to in our deals, which builds management confidence. Squivr Whitespace highlights low-hanging fruit to go after in our customer base without all the exports and pivot tables required previously.

What do you dislike about the product?
We tried an early version of Squivr Account Plans, but it didn't entirely align with our specific way of managing accounts. We will give it another look later this year, as I think there are new options for configurability.

What problems is the product solving and how is that benefiting you?
We lacked visibility into our deals which prevented effective coaching from our managers to our reps. Now with Squivr, it is obvious if a rep is considering the entire buying committee and where we stand wrt each person. Similarly, we lacked the "big picture" for our accounts - with the economy today we have prioritized our efforts to cross-sell into existing accounts. Without Squivr it would take forever to figure out what accounts were good targets for what products. Now with Squivr White Space it is crystal clear.

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
Very user friendly tool. Intuitive and efficient. It saves a lot of time to improve leads targeting and optimise pipeline generation reach out. Great customer service - JP, Ali and the whole team are very prompt in reaplying to any enquiries and very supportive throughout any technical requests!

What do you dislike about the product?
A few minor graphic glitches here and there when exporting into pdf or pulling the "relationship" arrow

What problems is the product solving and how is that benefiting you?
-Time saved for sales reps -Improved champion building -Improved understanding of business hierarchy and department structure to target senior leaders and increase lead conversion

Derek D.
Star Rating: 5

What do you like best about the product?
The tool is versatile yet impactful and easy to adopt. Time to success was quick and every team was extremely satisfied.

What do you dislike about the product?
There's not much to dislike! Customer service is excellent and feedback is taken seriously with quick turnaround for bug fixes and feature implementation.

What problems is the product solving and how is that benefiting you?
Visualizing all of the key contacts on key accounts has led to better planning on ways to reach more success has been critical. Before, trying to digest and interpret who the key players were on a deal from just a Salesforce list of contacts was a nightmare. With Org Chart, that is now in the past. We are able to capitalize on our relationships and be efficient with our time!

Chelsea H.
Star Rating: 5

What do you like best about the product?
This product/technology has opened up so many amazing views for not only the sales team but also those of us in Partner Alliances, Marketing, and Delivery. Touching just the surface [or this would be a very long post], we are able to see our partner sales champions at a glance with the rating system. Are able to see full partner team structures with the Org Map view. Delivery does not have to search multiple places anymore for the teams associated with an opportunity when the project is handed over to them after close, they just click on the org map in opportunity. The icing on the cake is the team at SQUIVR, everyone from the leaders down is so amazing and knowledgeable while being easy and fun to work with. I highly recommend this product, it is such an amazing help!

What do you dislike about the product?
Nothing, the product works very well and they keep having updates added, which makes it even better.

What problems is the product solving and how is that benefiting you?
1. Solved not being able to properly view the full team structure of our partner sales teams. Before it took multiple different clicks and then was just a list, now it is the click of a button to see the full structure 2. Solved not having an accurate way to see our partner sales 'Champions'. Now we have the star rating system and can see our champions at a glance 3. Solved the search for partner names tied to Opportunities, now anyone that needs to see the key people on the partner side and customer side only has to click on the Org Map tab to see everyone

Nathan D.
Star Rating: 5

What do you like best about the product?
Being able to visualize my Accounts and related Objects has never been easier with the friendly and easy to use UI Squivr brings to my Org. Also with the latest update, I now have the ability to use Org Chart on other Objects (including Custom ones) to be able to visualize relationships between my other Objects. I'm still messing around with that update, but I can't wait to show my team the new possibilities Squivr can bring to them. Tracking Milestones and being able to visualize progress on them on the Lightning Record page with Playbook is super helpful.

What do you dislike about the product?
Sometimes the setup can be a bit difficult to understand, but once you get it set up, building the Squivr solution on your pages afterward is relatively straightforward.

What problems is the product solving and how is that benefiting you?
Squivr solves a variety of problems depending on which product you have. With Org Chart, it helps solve the relationship issue that a majority of end users have issues with. It helps visualize the relationship between objects and records so that the end users who don't quite understand the backing of Salesforce, they can at a glance, understand why one record/object, relates to another record/object

Schuyler V.
Star Rating: 5

What do you like best about the product?
Working with Squivr's Org Chart product has streamlined our team's ability to gather insights on our accounts, easily review who the decision-makers are, and formulate an effective account plan to drive productivity and increase our account rep's effectiveness. Taking it one step further, we were able to create customized views from the org chart platform to allow our team to visualize the contracting structure of our customer base, which helps us to quickly determine what contracts we have in place and what the contracting structure looks like so we know when we need to get legal involved in order to not hold up the sales process at the 11th hour.

What do you dislike about the product?
I can confidently say that I have not encountered a single element of working with this product or this team that I would not wholeheartedly recommend to my colleagues. This team brings best-in-class application design and puts the user experience at the forefront of their priorities. I recommend this product to all of my network!

What problems is the product solving and how is that benefiting you?
For us, Squivr drives efficiency in our sales process in the customer org mapping process so we can quickly formulate maps of our customer organizations directly within the account in Salesforce. We used to have to do this manually in alternative platforms, which led to a data maintenance nightmare, but ever since we adopted Squivr, we have had tremendous success in allowing our team to perform these critical activities on platform.

Victor N.
Star Rating: 4.5

What do you like best about the product?
Org Chart is great for visualizing a company and its employees within SalesForce. What's more, the sky is the limit with this tool as the development team aims to visualize any relationship through an object-agnostic approach to the product's design. Although it is a simple and intuitive tool to use, what makes Org Chart shine is the support team. JP, James, and Ali provide premier-level support on a weekly basis, making the integration of Org Chart into our company a real joy.

What do you dislike about the product?
The turn-around time for email responses is phenomenal. My company is working out of Japan while Squivr is working out of USA (Colorada); this usually means a response within 12-24 hours, which is just outstanding (although anything less than that would be appreciated). I can only imagine the type of service I would get if I were in the same country or timezone as Squivr.

What problems is the product solving and how is that benefiting you?
Simply put: Squivr is solving its customers' problems. * Example: we had a feature request for export restrictions >>> At first mention, they noted it was on their roadmap but it wasn't being developed at the current moment >>> On noting the feature's importance to us, they reprioritized and included it in their current sprint at the time >>> Needless to say, the feature was available the next month! I don't expect this to happen with every feature request, but the fact that they listen to their customers so attentively reflects Squivr's superb quality standards.

Ritchie K.
Star Rating: 5

What do you like best about the product?
Squivr brings the Salesforce data to life by delivering a tool that helps visualize the data stored in various objects. For example, with Squivr you can see the organization reporting structure in a visual org chart view. Even better, you can maintain your organization structure by simply dragging-and-dropping cards on the visual org chart tool provided by Squivr. Great and timely innovation. As well, I love the agile mindset of the Squivr team. Nothing seems to be too big for them. They welcome customer feedback and are keen to improve their product by understanding how their customers use their tool.

What do you dislike about the product?
My experience with Squivr has only been positive. Though there have been minor defects along the way, the access I got to the Squivr engineering team to collectively solve the issues we were facing was amazing. A model for all product companies to follow.

Recommendations to others considering the product:
Great tool. great company to work with.

What problems is the product solving and how is that benefiting you?
Squivr, by enabling the visualization of data with multiple relationships has allowed us to more effectively work with the data and more importantly, we are now able to ensure that the quality of the data is high as it has become a lot easier to maintain.

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
We are currently using Squivr for our Partnerships team. We have quite a unique and complex use case but Squivr was able to handle it with ease! The tool is intuitive, quick and easy to implement, and has high powered flexibility functionality. Squivr's UX/UI is top tier - a MUST HAVE for our Partner Manger's who are working within large Accounts in SFDC. I'd highly recommend any other org to start and stop their search for a relationship mapping tool with Squivr. To make things even better, the Squivr team is top-notch. They have made our experience from evaluation, purchase, and implementation extremely easy - innovating and supporting my team every step of the way. They are responsive, knowledgeable, and clearly customer obsessed. A+ product and A+ team !

What do you dislike about the product?
Not much to write here. The Squivr team is constantly implementing customer feedback and improving upon the tools features and functionalities.

What problems is the product solving and how is that benefiting you?
Visualization of large Partners Strategize based on map insights – coverage, champions/detractors – where should time be spent in order to grow and scale partnership? Drive deeper relationships Uncover strategies that will result in increased referrals

Chris W.
Star Rating: 5

What do you like best about the product?
The org chart is a fantastic tool that we leverage to allow us to extract a lot more value out of our Salesforce CRM. Understanding the relationships our contacts and accounts have visually provides a lot of key insights into our sales process and lets every member of our team get on the same page for who they are talking to on large and strategic sales calls. In addition, understanding clients' organizational hierarchy, and most importantly tracking that within our CRM, allows for deal continuity in an ever changing Sales landscape and offers some interesting opportunities for marketing to the different roles and relationships. Excited to explore the features and functionality of Timeline and Playbook as an area of key expansion for the company as well!

What do you dislike about the product?
I don't have many dislikes, other than I am eager to see how they develop and enhance these products in the future.

Recommendations to others considering the product:
Great Product, great price.

What problems is the product solving and how is that benefiting you?
Strategic insights, greater deal visibility, better path for operating on and adhering to our selling methodology.

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
Squivr solves many business needs. Org Chart captures account contact knowledge that has historically been kept outside of Salesforce. Playbook easily tracks deal progression via any sales methodology. As an Account Executive, I use both of these tools daily. They are easy to use, live in Salesforce, and help me close business. The Squivr team is wonderful to work with and customer-centric. Highly recommend!!

What do you dislike about the product?
Nothing to report at this time - keep crushing it!

What problems is the product solving and how is that benefiting you?
Keeping account contact and opportunity knowledge in one single source of truth.

Alex H.
Star Rating: 5

What do you like best about the product?
I was a Salesforce novice when I was introduced to Squivr. Using their drag-and-drop Org Chart, Squvir made visualizing my accounts easy. The numerous features available on the card allowed me to identify critical decision-makers to close deals faster. Squivr has been helpful throughout getting my team and me up to speed on the product and continually adds new features to improve my experience.

What do you dislike about the product?
Everything is good. Squivr's team is responsive and quick to react to any feedback I give them and they are constantly improving.

Recommendations to others considering the product:
Try this product. It's super easy to get started on, and once you're in, I think most people will quickly see the value.

What problems is the product solving and how is that benefiting you?
I work in a sales development role, and ensuring that my time is used effectively within a prospective organization is an absolute priority. Using the dynamic roles, sentiment ratings, and the easy drag-and-drop, Squivr has turned my old list of names into a functioning flow chart of discovery information.

Jill P.
Star Rating: 5

What do you like best about the product?
Squivr's Org Chart and Playbook products are a game-changer for our salesforce org - easy to use and implement. Their team made the entire process quick and easy. Highly recommend!

What do you dislike about the product?
Nothing at this time - we are very satisfied with this product.

What problems is the product solving and how is that benefiting you?
Org chart has helped visualize our accounts in Salesforce much better than the standard list view. Playbook brings our sales methodology to life with increased insight on each opportunity

Corin O.
Star Rating: 5

What do you like best about the product?
Sometimes SFDC data can be overwhelming, Squivr helps to find the signal in the noise. My extended sales teams use the Org Chart features to quickly and easily gain insights into who we're selling to and how all the players fit into the sales cycle. The ability to drag and drop photo cards and create hieracrhies and relationship maps is invaluable, especially in long complex campaigns. When it's visual and the teams are able to throw the Org up on a screen the collaboration between Reps and SE's flows much more naturally and we're able to quickly get to the right people and neutralize the pocket-veto much faster than ever before. The Squivr Playbook is something that we've chased after for years without ever being able to accomplish on our own; how do we take the knowledge and processes of our best people and make it repeatable for the underperformers or the people we are onboarding. Playbook has allowed us to visually distill our best practices down to a simple flow of gant charts that are intuitive for all our teams to follow and team up on. And it's easy for my managers to check in on their teams to see where each deal is in the sales cycle and figure out where additional coaching or executive escalation is going to be the most effective.

What do you dislike about the product?
So far no complaints, , the Squivr Dev and Support teams have been super responsive to everything we've thrown at them.

Recommendations to others considering the product:
Highly recommended for anyone doing complex sales campaigns into organizations where it's essential to understand the connections between more than a few contacts. Also great for anyone who wants to make the best practices of your top Reps something that is a repeatable roadmap for your new folks or underperformers-with-potential.

What problems is the product solving and how is that benefiting you?
The biggest thing for me has been to increase speed and collaboration in the sales process. Squivr helps ensure that my teams are working efficiently together, that the sales values and best practices we've established are being adhered to and gives my reps and DM's the tools they need to decide where best to focus our limited resources. The Squivr tools have helped me "clone" my best Reps at the same time as giving them tools to turn their intuition into repeatable processes. At the same time it's helped us decide when to no-bid opportunities that we might have wasted tons of cycles chasing in the past.

Emily W.
Star Rating: 5

What do you like best about the product?
Squivr makes it very, very easy for the users. It's a very Intuitive tool for our sales and business developpment teams.

What do you dislike about the product?
Nothing to dislike about Squivr. I wish it could be used on other applications other than Salesforce.

Recommendations to others considering the product:
To those considering Squivr, I would say to USE IT! I use it for everything from relationship management to mapping action plans.

What problems is the product solving and how is that benefiting you?
With Squivr, I'm solving the problem of being able to recognize who I need to be working with when it comes to our customers and accounts.

Verified User in Financial Services
Star Rating: 5

What do you like best about the product?
Org chart tool directly in SFDC fo everyone can understand the org before meetings, it's a phenomenal tool, and you'll find they're the most robust in this space.

What do you dislike about the product?
The product was still being developed, and thus while I used it I wish it had integrated with Linkedin seamlessly, NOW IT DOES!

What problems is the product solving and how is that benefiting you?
Who's who in the org, shared from AE to AM to leaders. Easy for everyone to understand the layout of the org before meetings.

Verified User in Real Estate
Star Rating: 5

What do you like best about the product?
The org chart is a game-changing tool that helps us use SalesForce better. It really helps my team understand the relationships one team member has with our clients when multiple people work with one client. It gives a better image of our sales process and lets every member of our team get to know what is happening with each client. Also, it gives a quick line to who the best contact is and who is the decision-maker with the company. This has been a huge plus to our CRM. I feel the Timeline and Playbook are going to help the sales managers with team member productivity and organization.

What do you dislike about the product?
Nothing yet. We have been using it for a few months and are very happy.

What problems is the product solving and how is that benefiting you?
Better organization and a better understanding of our sales process.

David H.
Star Rating: 5

What do you like best about the product?
We've been an excited customer of Squivr since middle of 2020. We were initially searching for an org chart that we could map our contacts within. Their solution exceeded expectations and has become a prominent talking point within our sales teams. Beyond the org chart we were impressed to learn about their other features such as milestones and are currently building internal use cases to adopt and implement the function. The team's support has been second to none in my experience. The team is always happy to connect and share their roadmap and upcoming features. We've also been impressed with their willingness to learn and understand our needs in a hope that they can address those items in a future release. A truly great product with an even more impressive team!

What do you dislike about the product?
No downside so far. We've been consistently impressed.

What problems is the product solving and how is that benefiting you?
Initially needed to a tool to build an org chart within Salesforce which Squivr provided comfortably. We were impressed to learn about the timeline and methodology features as well.

Travers W.
Star Rating: 5

What do you like best about the product?
It is SO EASY to set up and to use. I finally have a way to quickly and easily review the company structure and who im talking to before jumping on my next call.

What do you dislike about the product?
The only thing I don't like is that I didn't have this sooner!

What problems is the product solving and how is that benefiting you?
I had tools in place to quickly and easily view org charts before and all the contact details surrounding them in one place.

Phillip H.
Star Rating: 5

What do you like best about the product?
This is the first org charting and process management tool that I have used that is easy and intuitive. The milestone feature drives efficiencies in process across the org. Many past customer I have helped have tried to build similar feature and struggled to maintain it. If Squivr was available then it would have saved the teams a years of dev work and the long term cost of maintaining product.

What do you dislike about the product?
It was not available for the team sooner so we wasted time building out less robust features we didn't use.

What problems is the product solving and how is that benefiting you?
The org charting tool is helpful to understand the engagement of team across the organization in a single place. It saves the team time when putting together executive briefs. The milestone capability keeps the team focused on the overall pursuit while prompting them to execute along the way.

Jody M.
Star Rating: 5

What do you like best about the product?
Squivr makes it easy to create an org chart from the contacts I already had in SFDC. Having a clear view of who’s who at a prospect helped me identify gaps and make a communication plan with the right people to get a clear line of sight to close.

What do you dislike about the product?
I wish I had this sooner in my career, I could’ve won some pivotal deals, had I known who I needed to get in front of would’ve helped me closed/won them!

What problems is the product solving and how is that benefiting you?
I’ve solved for having blind spots in accounts and having single threaded lines of communication. I’ve been able to get deeper into account just from knowing who’s connected to who and who I need to speak to.

Peter T.
Star Rating: 5

What do you like best about the product?
Implementation is a breeze! Almost immediate time to value. From install to user benefit in a matter of minutes!

What do you dislike about the product?
Nothing immediately comes to mind, however now I have to go to my accounts and update my contacts to get the proper visualization. Nothing wrong with Squivr, my data hygiene needs some love.

Recommendations to others considering the product:
They offer a complimentary trial directly from the AppExchange with support during your evaluation. Put it in a Sandbox and kick the tires

What problems is the product solving and how is that benefiting you?
The ease of visualization of both the Org Charts as well as sales methods is really helpful. It demos really well when presenting to my clients and prospects as a Solutions Engineer.

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
Simplicity. Sales navigation and lead management in Salesforce can be a challenge - as many sales reps lack the organizational skills (or time) necessary to effectively map/understand company structure. Squivr allows for visualization of an organization, with a simple GUI to organize, map and prioritize the key individuals within an account. With LinkedIn connectors and detailed (yet simple) role classifications, relationship management and hierarchy has never been cleaner. It has helped me personally with my navigation of Salesforce and can't imagine trying to managing my contacts without this tool.

What do you dislike about the product?
No real issues to date, but looking forward to more features and tools being added for a complete Organizational Management Platform.

What problems is the product solving and how is that benefiting you?
Hierarchal management and org chart visualization is the name of the game. Can't believe it took so long for a company to solve this issue and improve the sales rep's UX. No bugs or problems experienced to date.

Verified User in Staffing and Recruiting
Star Rating: 4

What do you like best about the product?
Efficient and straightforward UI that allows our users to visualize company structures.

What do you dislike about the product?
We feel the product is fulfilling our needs and do not have features we dislike.

What problems is the product solving and how is that benefiting you?
We are providing our Sales Team with the ability to structure their accounts by division.

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
Squivr has quickly become our go-to tool to help manage the sales process around our more complex clientele. The timeline feature allows us to identify critical KPI's, and the associated actions that are required. As a result, we have maximized our confidence to progress an opportunity and now know that we have left no stone unturned.

What do you dislike about the product?
The only downside, from my perspective, is the deals we lost due to a lack of visibility before having installed Squivr.

What problems is the product solving and how is that benefiting you?
We are reducing our average days to sale, while expanding our reach to additional stakeholders within our prospects. The results have been astounding.

Ashley B.
Star Rating: 5

What do you like best about the product?
Contact hierarchy and campaign task management in Squivr are a must have for any company ABM strategy! Customer service and Squivr team are top notch

What do you dislike about the product?
Not a single thing! Can't recommend this product enough

Recommendations to others considering the product:
Get started today!

What problems is the product solving and how is that benefiting you?
Contact ownership across AE/SDR/BDR org easily viewable within salesforce, you never have to leave the platform

James B.
Star Rating: 5

What do you like best about the product?
Squivr's UX is highly intuitive and streamlined. The tools are sleek in terms of their UX, very easy learning curve and thus adoptability by Sales teams is organic part of workflow and thus highly effective. Squivr's features are continually evolving and their PM team is second to none. It is very hard to find tools that can be utilized by a Sales team that are not oly visually appealling in terms of their UI/UX, but actually integrate into the workflow seamlessly - thus these tools should continue to grow in their footprint throughout sales orgs that adopt them. Looking forward to additional tools that they build. Lastly the Product Management team and vision of the software overall appears to have immediate impact; and furthermore a complete long term vision.

What do you dislike about the product?
I just wish I learned about Squivr sooner, but it seriously seems to be gaining popularity which is great.

What problems is the product solving and how is that benefiting you?
Visualization of sales workflow including timeline; and visualization / strategy mapping based on influential hierarchical framework. Salesforce integration is seamless.

Tom M.
Star Rating: 5

What do you like best about the product?
Big fan of the org chart obviously, and the timeline feature is great - makes it the visualization of your pipeline a total breeze.

What do you dislike about the product?
Nothing, we don’t have many reps doing B2B work on my team, but I was an early tester of the product when I was managing key accounts and loved it then, and it’s only gotten better since then

What problems is the product solving and how is that benefiting you?
Admittedly, my org isn’t actively using the service at this point, but I would jump at the opportunity to do so as soon as it presents itself!

Gary S.
Star Rating: 5

What do you like best about the product?
Automation of milestone creation from field updates or record creation.

What do you dislike about the product?
The ability to use in classic for org chart. Timeline works great anywhere.

Recommendations to others considering the product:
This is a low cost high value app for any sf deployment.

What problems is the product solving and how is that benefiting you?
We are now able to track a hierarchy of employees per business unit where we couldn’t before in salesforce. In the event someone transitions out of their role, we can pick up right where we left off.

Verified User in Accounting
Star Rating: 5

What do you like best about the product?
The ability to visualize account contacts and opportunity milestones is a game changer. Squivr has increased team collaboration in Salesforce and produced additional ROI of our CRM. Our team loves the ability to add notes on a contact card.

What do you dislike about the product?
We have no dislikes at this time. The Squivr has been great to work with and open to receiving feedback.

What problems is the product solving and how is that benefiting you?
Less loss of tribal knowledge when turnover happens Increased insight in to key contacts on an account Less of a need to ask "where is this deal" as we can visually see milestones on timeline Better sales intelligence Improved revenue lifecycle management

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
We purchased Squivr and were impressed by the sales process as well as the prompt customer support for implementation. It took us less than a few hours to get all of our use cases created in Salesforce. Our reps and CSMs started using the tool the next day. The highlight for us on the Timeline application is that we can see all the activity in one spot with key milestones. With the Org chart application you can map out your largest accounts and have one visual. As a sales leader I highly recommend Squivr.

What do you dislike about the product?
There are currently no dislikes. We gave some feedback on the applications during the sales cycle and the Squivr development team added some features/request for us by the next day. Feels like an extremely efficient and well run business.

What problems is the product solving and how is that benefiting you?
Squivr Org Chart Use cases: CSM: map out our largest accounts Sale: map out our largest pursuits Squivr Timeline: CSM: show customer action plan Sale: show MEDDIC plan in Salesforce

Quinn M.
Star Rating: 5

What do you like best about the product?
Simplicity to setup and start using. Helps Sales develop a more consistent customer engagement process and map of the Customers key decision makers.

What do you dislike about the product?
A few of the Product features are not fully developed

What problems is the product solving and how is that benefiting you?
Handoff between Sales and Customer Success

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
I like the Org Chart feature, specifically the ability to add in context onto contacts (decision maker, champion, etc) that helps any other team members get immediate insight into that account. The timeline feature is also a great way to visualize the sales cycle and stay accountable.

What do you dislike about the product?
No dislikes at this time. My team is not that big but I do feel this solution would gain value exponentially with larger organizations by helping keep better data on accounts / org charts that might be needed by other team members without direct knowledge of said account.

What problems is the product solving and how is that benefiting you?
No issues at this time. Benefits are better organization of accounts and visibility into sales cycles right away.