Making Salesforce Accessible: How to Surface the Data That Matters Most
One of the biggest challenges advisory firms face as they grow isn’t lack of data—it’s having too much of it in the wrong places.
Salesforce is incredibly powerful, but without thoughtful customization, it can quickly become overwhelming. Endless scrolling, buried fields, and cluttered pages slow teams down and create friction in daily workflows. At Quivr, our goal is to solve that problem by making Salesforce accessible to advisors—without requiring them to become software developers.
Why More Fields Aren’t Always Better
No two advisory firms run exactly the same way. Each firm tends to rely on five to ten key data points that drive decision-making, workflows, and client interactions. The issue? Those fields are often buried among dozens of others that are rarely used.
If every possible field were displayed by default, most users would feel overwhelmed. Instead, the key is balance: providing a strong foundation of commonly used fields while giving firms the flexibility to surface their most important information front and center.
Reduce Scrolling with Page Customization
Inside Quivr, advisors can easily customize their Household and Contact pages to highlight the data they care about most. Two areas in particular make a big impact:
1. The Highlights Panel
This section sits at the top of the page and is designed for quick-hit, high-value information, such as:
Primary address
Client segmentation or tier
Assets under management (AUM)
Revenue
Key URLs or links to external tools
Because this information is immediately visible, advisors can get context at a glance—without scrolling.
2. Key Household & Contact Fields
Below the highlights panel, firms can customize which fields appear next. This might include:
Client age or birthday
Business type (for business-owner clients)
Medicare status
Important dates like a parent’s date of death (for inherited IRA tracking)
Custom or formula fields unique to the firm
The goal is simple: put the information you use every day exactly where you expect it to be.
Customization Without the Risk
One of the best parts? These changes are easy to make and low risk. You don’t need to “take ownership” of the page or worry about losing future updates from Quivr. You’re simply adjusting which existing fields are displayed—so you stay aligned with Quivr’s updates while still tailoring the experience to your firm.
And if you’re ever unsure what to change or how to do it, that’s exactly what Quivr Office Hours are for. Most customization questions can be answered—and implemented—in just a few minutes.
The Big Takeaway
Efficiency doesn’t come from having more data. It comes from having the right data, in the right place, at the right time.
When advisors know what they want their end result to be, Quivr becomes the Swiss Army knife that helps them get there—cleaner pages, faster workflows, and less time spent searching for information.
Ready to See Quivr in Action?
If you’re curious how Quivr can help you simplify Salesforce and make your CRM work the way your firm works, we’d love to show you.
