Name: Squivr
Price: 10 USD
Author: Squivr

Help Desk

Web and Video Conferencing

Customer Support

Learning Management

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

Environmental, Social, and Governance (ESG)

Enterprise

Accounting

Financial Planning and Analysis (FP&A)

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Blockchain Analysis

Cloud Management

Cloud Storage

Composable Infrastructure

Container Security

Data Center Backup

Data Integration

Electronic Data Interchange (EDI)

Enterprise Printing

Event Monitoring

Fraud Detection

Function as a Service (FaaS)

Industrial IoT

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Managed Security Service

Mobile Device Management (MDM)

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

SQL Server Performance Monitoring

Secure Web Gateway

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Creative Management

Customer Advocacy

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Marketing Resource Management

Mobile Marketing

Social Media Management

Survey & Forms Building

Tag Management

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Sales Dialer

Sales

Application Security

Cloud Security Posture Management

Security

Card Management

Clinical Data Management

Donor Management

Text Analysis

Warranty Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Canva

SmartDraw

SmartDraw Software

Workleap Pingboard

Workleap

Organimi

orgvue

Diligent Entities

Diligent Corporation

The Org

Orgio, Inc.

Athennian

Ingentis org.manager

Ingentis Softwareentwicklung GmbH

OrgChartPlus

SalesMethods Ltd

### Organizational Visualization
Users consistently praise Squivr's organizational visualization capabilities. The tool's org chart feature is highlighted for its user-friendly interface and ability to provide a clear view of company structures and relationships within Salesforce. Customers appreciate the ease of setting up and using the org chart, which allows for quick insights into account contacts and decision-makers. The visualization of account structures and key contacts has significantly improved team collaboration and efficiency in managing sales processes. Additionally, the ability to customize views and track milestones within the org chart tool has been particularly beneficial for users in enhancing their account planning and sales strategies.

### Relationship Mapping
Users consistently praise Squivr's relationship visualization capabilities for enhancing their account contact management and relationship mapping. The tool's ability to provide a clear view of key contacts, decision-makers, and champions within accounts has been highlighted as a significant benefit. Reviewers appreciate the ease of use and the visual representation that Squivr offers, making it simpler to understand complex relationship structures and navigate account landscapes effectively. Additionally, users value the platform's contribution to maintaining high-quality data and ensuring that important relationships are easily accessible and well-maintained within their CRM system.

### Team Collaboration
Users unanimously praise Squivr's team collaboration features. They highlight the ease of visualizing team structures, identifying key players, and enhancing collaboration within sales teams. The intuitive nature of the tool, coupled with its ability to streamline processes and improve communication among team members, has garnered high acclaim. Additionally, users appreciate the support and responsiveness of the Squivr team, emphasizing the positive impact on team dynamics and overall productivity.

### Sales Enablement
Users consistently praise Squivr's ability to enhance sales processes and improve sales team effectiveness. They highlight the intuitive nature of Squivr's tools, such as the Org Chart and Playbook, which provide valuable insights into account structures and deal progress. The visual representations and streamlined workflows offered by Squivr's sales enablement features have garnered positive feedback from users across various sales roles. The tools have been commended for simplifying complex sales campaigns and facilitating better collaboration among team members.

### Customer and Account Management
Users consistently praise Squivr for its customer and account management capabilities, highlighting its ability to streamline processes and provide valuable insights for sales teams. The tool's intuitive interface and customizable features have been commended for enhancing visibility into customer relationships and facilitating efficient account planning. While some users have noted minor issues with data hygiene and initial setup, overall feedback indicates that Squivr effectively supports account management tasks and contributes to improved sales performance.

### Performance Insights and Analytics
Users consistently highlight the value of Squivr's performance insights and analytics capabilities in providing a clear understanding of client relationships, enhancing deal visibility, and facilitating adherence to the selling methodology. The platform's Timeline and Playbook features are particularly commended for offering strategic insights and improving overall sales effectiveness. Additionally, users appreciate the platform's ability to minimize the loss of tribal knowledge during turnover, increase visibility into key account contacts, and streamline the sales cycle through visual milestones and enhanced sales intelligence.

### Strategic Planning
Users unanimously praise Squivr's visualization capabilities, particularly highlighting the effectiveness of its Org Chart and Playbook features in enhancing strategic planning and sales process management. The consensus among reviewers is that Squivr's strategic planning tools provide valuable insights into account relationships, decision-makers, and deal progression. Users appreciate the ability to create customized views, track milestones, and formulate effective account plans, ultimately driving productivity and increasing sales effectiveness. Squivr's strategic planning functionalities are seen as instrumental in streamlining team collaboration, improving revenue lifecycle management, and reducing the loss of tribal knowledge during turnover.

Users of Squivr have commonly recommended the following:

1. Getting started with Squivr: Users suggest trying Squivr as it is easy to get started on and provides value. They highly recommend taking advantage of the complimentary trial offered by the company.

2. Understanding connections between contacts: Users highly recommend Squivr for anyone involved in complex sales campaigns, as it helps them understand the connections between different contacts. This feature proves beneficial in managing and optimizing sales strategies.

3. Low cost, high value app: Users believe that Squivr is a low-cost yet high-value application for Salesforce deployment. It offers useful features without breaking the bank, making it an attractive option for businesses looking to enhance their sales operations.

These recommendations indicate that users appreciate Squivr's ease of use, value proposition, and ability to provide insights into contact relationships for effective sales campaigns.

Squivr has proven to be a valuable tool for sales teams looking to improve their data visualization capabilities and maintain high data quality. With the org chart feature, teams can better visualize their accounts in Salesforce, making it easier to understand the layout of the organization before meetings and strategize based on map insights. This helps teams adhere to established sales values and best practices, giving them the tools they need to decide where best to focus their limited resources.

Another key use case for Squivr is with its playbook feature, which brings sales methodology to life by providing increased insight on each opportunity. This results in better deal visibility and a better path for adhering to the selling methodology. Dynamic roles, sentiment ratings, and easy drag-and-drop functionality also help sales development roles recognize who they need to work with, turning a list of names into a functioning flow chart of discovery information. By providing these features, Squivr is able to solve business problems related to better organization of accounts, visibility into sales cycles, and revenue lifecycle management.

Easy-to-Use Org Chart: Reviewers have unanimously praised Squivr's org chart tool as an intuitive and easy-to-use application. Several users mentioned that the ability to drag-and-drop photo cards and create hierarchies and relationship maps has been invaluable, especially when working with complex campaigns.

Highly Effective Playbook Feature: Many users find Squivr's Timeline and Playbook features exciting areas of key expansion for the company. They appreciate how these tools allow them to identify critical KPIs and associated actions required to progress an opportunity. Users also found Squivr's Playbook feature visually appealing in terms of its Gantt charts, making it intuitive for all teams to follow.

Top-Tier UX/UI: A large number of reviewers noted that Squivr's UX/UI is top-tier, making it a must-have for sales and business development teams who work within large accounts in Salesforce. The simple yet detailed role classifications make relationship management cleaner than ever before, while the LinkedIn connectors help users manage their contacts more efficiently.

Limited Integration: Some users have expressed that they wish Squivr could be used with other applications besides Salesforce. A few reviewers also mentioned that the product was not fully integrated with LinkedIn in the past.

Incomplete Product Features: A user mentioned that there were a few product features that were not fully developed, while some others felt the need for more tools to make it a complete organizational management platform.

Limited Use for Small Organizations: One user felt that the product could be more useful for larger organizations.

Squivr is presented as an Org Chart tool that's dynamic, adds context to deals and can help better understand a business. Additionally, this app offers a tool to help the sales team standardize their sales framework into Salesforce so sales teams never skip a step.

Org Chart User

Playbook User

Squivr Bundle

The Lucid Visual Collaboration Suite empowers teams to ideate, plan, design, build, and launch game-changing solutions from a shared infinite canvas.

Free

Individual

Team

Lucid Visual Collaboration Suite

Microsoft offers Visio, a diagramming tool for building flowcharts, diagrams (e.g. network diagrams), org charts and floor plans, available online as a subscription and also in enterprise level packages (e.g. Visio Professional).

Visio Plan 1

Visio Plan 2

Visio Standard 2024

Visio Professional 2024

Microsoft Visio

Squivr

Org chart software bundles functions to create visual representations of data about an organization's hierarchical structure. It typically reflects the flow of chain-of-command, by linking titles to individuals and mapping the relationships between those positions. This class of software allows for enrichments within these data points, such that communications and identifying info about individuals can be accessed within charts. The software packages are versatile enough to encompass and distill the complexity of the largest corporate structures.

Org Chart

Squivr LLC   Salesforce - Org Chart / Timeline

An Org Chart and Sales tool for Salesforce.org

Org Charts Software

Organizing and Charts software features allow for a streamlined organization process.

Cloud Storage Integration

Integrates with popular cloud storage services like Google Drive, Dropbox, and OneDrive to save and access files seamlessly.

Multiple Device Syncing

Allows users to sync notes, documents, and settings across multiple devices, ensuring data continuity and accessibility.

Rich Text Formatting

Enables users to format text with features like bold, italics, underline, bullet points, and font styles for better organization and readability.

Note Organization

Provides options to create notebooks, folders, tags, or categories to organize and categorize notes for easy retrieval and management.

Collaboration Features

Supports collaborative note-taking by allowing users to share and edit notes with team members or external collaborators in real-time.

Note Search

Offers a powerful search function to quickly find specific notes, keywords, or phrases within the notes database for efficient information retrieval.

To-Do Lists and Reminders

Includes features for creating to-do lists, setting reminders, and adding due dates to notes for task management and productivity.

Offline Access

Enables users to access and edit notes without an internet connection, syncing changes once a connection is re-established.

Web Clipper

Allows users to save web pages, articles, or snippets directly to their note-taking app for future reference and research.

Security and Encryption

Provides options for securing notes with passcodes, biometric authentication, or end-to-end encryption to protect sensitive information and privacy.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Org Chart Software

Squivr

Overview

What is Squivr?