Squivr for your QBR

The Quarterly Business Review (QBR). A necessary, but often begrudged exercise for sales, management, solution engineering, and other teams. Every quarter salespeople are asked to pull that tribal knowledge out of their brains and put it in a powerpoint as a commitment on the quarter for the audience to review. Some of this information is in salesforce, some of it is not. Sometimes the content is aligned to what the rep has been saying all quarter, and sometimes there are, well, “surprises”. Sales is known for keeping things interesting, right?! What if there was a better way….

Squivr Playbook offers a way to track your opportunities to the quarter in real time:

In the example above, Squivr Playbook is utilizing a template modeled after the MEDDIC sales methodology. Each step is represented in a bar, and the bar fills as each task is checked off. You can drill into a step by double clicking. Here’s a look at Step 1: “Qualification Steps”:

The sales rep is able to check each task off in Salesforce as they are completed. A Salesforce user may also toggle the view between Quarter, Month, Week, or Day. Another important piece of any QBR is the Paperwork checklist. Let’s take a look:

Again, the rep can update these tasks in real-time and anyone can view where they are at on a deal, not only when a QBR exercise is being completed.

Your organization may subscribe to Miller Heiman, Challenger Selling, a homegrown method, or maybe even none at all! The template customization is totally up to you and can be as simple as tracking stages of an opportunity. The template opportunities are endless with Squivr. Using our Milestone Template Configuration, you could incorporate a renewal, BDR, Customer Success, or Account Plan template, for example. See template examples below:

Another important part of any QBR is knowing who your key contacts are on the account. Squivr’s org chart offering allows the contacts to be represented in a visual hierarchy within Salesforce:

This information can again be viewed at any time, or screenshot and put in to the QBR. Contacts can be drag and dropped as an account changes, highlighted to show importance, a LinkedIn profile page can be added, and roles can be delegated on the contact card. Anyone that looks at this account can now garner an understanding of how the contacts are related.

Squivr Playbook and Squivr Org Chart offer an alternative to the typical QBR. Our goal at Squivr is to increase the efficiency of your sales team and enable collaboration with Salesforce.

Email info@squivr.com or check out our AppExchange listing to learn more.