Salesforce Ben’s AppAssessor Review of Squivr

Please check out the AppAssessor Review from Salesforce Ben.

https://www.salesforceben.com/interactive-org-chart-tool-for-salesforce-in-depth-review/

Salesforce Org Chart

The Squivr Org Chart is one of the easiest ways to set up, visualize and interact with every part of a company’s structure from both the perspective of an Account, as well as a Contact hierarchy.

Once enabled, the org chart can be accessed from either a separate tab on the Navigation Bar or directly from each Account’s Lightning Record Page.

Accessing the org chart from the tab has the advantage that Accounts can be searched across your entire Salesforce org (so switching between Accounts becomes seamless). For the individual Sales Rep though, having the chart on their Account page is definitely an easier route (and gets it in front of them, for better adoption).

Parking Lot

In most Salesforce orgs, there are large Accounts with multiple subsidiaries, and hundreds (if not thousands of Contacts). Maintaining an Org Chart to include all those Contacts can be a very manual exercise which has very little benefits in the long run.

Through the Parking Lot functionality (indicated with a 1 in the image below), Squivr gives you granular control over the Accounts and Contacts which are added to the Hierarchy view, improving the readability Org Chart.

In the example below, the Contacts which had the “Reports To” field blank have been removed from the chart (2) and appear now on the left side panel as a list (3). A user can drag-and-drop Contacts back and forth between the Parking Lot and the Org Chart anytime. This is the ultimately easy way to single out unrelated Contacts without actually deleting them from the database.

Use Cases

Sales & Marketing

One of the main advantages for both these teams is to easily add Contact Roles to Opportunities. Rather than clicking into individual Contact or Opportunity, Squivr makes this step hassle-free.

Similar to the example below, any Contact from the Account can be added to an open Opportunity, all of them being individually displayed in the pop-up.

Each icon in the pop-up is associated with a value in your ‘Role’ field on your Opportunity Contact Role object.

Sales Leadership

While the Org Chart is a great way for an Account owner to organize their Contacts, sales leaders can drill down into the strategic accounts, and ensure the key stakeholders are actively being engaged by their sales teams.

This will generate a 360° view of the Account hierarchy and Contact engagement which will generate data-driven conversations and a way to highlight a clear path forward.

Thank You