RELATIONSHIP MANAGEMENT AND ACCOUNT PLANNING
Drive Revenue Natively in Salesforce
Build key insights and analytics
Increased sales & revenue productivity
Reduce costs
Drive repeatable success
Optimize Revenue Teams
Account Plans, Playbooks, & White Space Analysis (WSA)
Understand current revenue, and opportunities to properly tier your account base with Squivr’s Whitespace Anaylysis
Drive your account plans and opportunity playbooks with your standard or customized Action Plans, including MEDDICC, BANT, MEDDPICC, or any customized framework. Visualize your progress with an interactive Gantt chart or a cohesive action plan.
Standardize success on your net new sales, up and cross-sells, and renewal process with Playbooks, Action Plans
Increase your revenue success with Squivr’s Account Planning Suite
ArcSight = Relationship Maps, Contact Management, & Org Charting
Activating your contact data and quickly being able to distill this data down to your key stakeholders, champions, and detractors is imperative to every sales team’s success.
Drive best practices, optimize engagements, and improve transitions between teams by capturing key data on your customer relationships with Squivr’s relationship maps and org charts
Supercharge your GTM team through enhanced Account Planning and Relationship Management all from within Salesforce
Uplevel your Revenue Team
Enablement - Sales, Customer Success, and Marketing
Relationship Management
Engagement Scoring
Whitespace Analysis
Account Tiering
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Drive excellence throughout your sales segments & verticals to drive repeatable success with every prospect, customer, partner, & client.
What does your team’s - 30, 60, and 90-day plan look like on your key accounts? What is your opportunity plan for success?
With Squivr’s unique ability to drive ‘your’ plan of success in Salesforce, you can now map and track your best practices from the comfort of your CRM. Better understand your whitespace to build real pipeline and lean into what your customers need to succeed.
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Driving sales excellence so every opportunity is tracked towards success. Whether you use MEDDICC, MEDDPICC, BANT, GAP, NEAT, or have created your own qualification criteria we enable you to track your plan to completion with Squivr’s Account Plans and Opportunity Playbooks
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Quickly identify your champions, blockers, buying committees, and engagement gaps through Squivr’s org charts and relationship maps
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Are you mapping and tracking success with your most important accounts and opportunities? We help to surface optimal actions to drive success for your business development, sales, and customer success teams
Relationship Management & Account Planning Natively in Salesforce
Squivr & Salesforce
Keep track of key customer relationships to maximize engagement & provide better service.
This can lead to increased customer satisfaction, repeat business, and referrals.
Improved sales productivity: Automate many of the tasks involved in the sales process, freeing up salespeople to focus on closing deals. This can lead to increased sales productivity and profits.
Reduced costs: Help businesses save money on marketing, sales, and customer service. This is because it can help businesses automate tasks, streamline processes, and improve efficiency.
Improved decision-making: Squivr can provide businesses with insights into their customers and business, which can help them make better decisions. This can lead to increased profits and growth.
APPS FOR ADMINS REVIEW
If you're looking for an Org Chart tool that's dynamic, adds context to your deals, is easy to use, and can help you better understand your business - then you're in the right place..
AppExchange Link: https://sforce.co/32jByDX
Let’s Connect
Squivr Org Charts & Relationship Maps
Improve team collaboration and increase your data's value (3 free users available on the AppExchange!). Capture invaluable information such as blockers, champions, decision-makers, and stakeholders natively in Salesforce
Squivr Account Planning & Opportunity Playbooks
Plan of success and methodology native in Salesforce! Close deals faster, drive data quality and enhance the user experience through the suite of Squivr’s powerful tools. We achieve everything natively in Salesforce so you can focus on what you do best.