RELATIONSHIP MANAGEMENT AND ACCOUNT PLANNING

Build key insights and analytics

Increased sales & revenue productivity

Reduce costs

Drive repeatable success

Drive Revenue Optimization

Account Plans, Playbooks, & White Space Analysis (WSA)

Align on account plans Customize MEDDICC and MEDDPICC with your Opportunity playbooks. Standardize your Sales and Renewal process with Milestones and Tasks.

Visualize your progress with an interactive Gantt chart or a cohesive action plan. Increase predictability and identify risk earlier to secure the Sales Forecast.

Relationship Maps, Contact Management, Org Charts, & ArcSight

Activating your contact data and quickly being able to distill this data down to your key stakeholders, champions, and detractors is key to every sales organization. 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

Squivr for account-based planning & selling

Supercharge your GTM team through enhanced Account Planning and Relationship Management all from within Salesforce

Uplevel your Revenue Team

Enabling - Sales, Customer Success, and Marketing

Relationship Management

Engagement Scoring

Whitespace Analysis

Revenue excellence

  • We help companies support their sales segments & verticals to drive repeatable success with every prospect, customer, partner, & client.

    What is your team’s - 30, 60, 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

  • 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

  • Quickly identify your champions, blockers, buying committees, and engagement gaps through Squivr’s org charts and relationship maps

  • 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

At the heart of every CRM, you have Relationships.

“CRM is an acronym for customer relationship management. It’s a technology used by any kind of business or organization, large or small, to manage and support customer relationships. CRM technology helps organizations build and grow relationships across the entire customer lifecycle, including marketing, sales, commerce, service, and IT. It’s used by B2C companies in consumer goods and retail and also by B2B organizations across high tech, manufacturing, financial services, healthcare, and more.” - Salesforce

  • "Squivr is a great tool for managing account and opportunity relationships. It is user-friendly and it provides clear hierarchy maps to help you target leads and build account/opportunity plans."

    Brent L - AppExchange

  • "Our sales team was looking for a visual means to manage account and opportunity relationships. Squivr org charts provide functionality that is adoptable by all levels of Salesforce users. The support through installation, implementation and user training is top notch!"

    Mellisa F - AppExchange

  • "Very user friendly tool, does the job efficiently, building a clear hierarchy map to facilitate leads targeting and champion building. Great customer service - Highly recommended!"

    Serena B - AppExchange

  • Squivr is a lifesaver! It's the perfect org chart for Salesforce. Easy to use, keeps things visual, and helps me find sales opportunities I'd miss otherwise. Team loves it - 5 stars!

    Samuel C

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.