Relationship Intelligence & Account Planning
natively within Salesforce
Squivr gives Sales, Customer Success, and Marketing teams the tools to map relationships, build account plans, and drive repeatable revenue — all without leaving Salesforce.
Accelerate Revenue Success
Squivr is a great tool for managing account and opportunity relationships. It provides clear hierarchy maps to help you target leads and build account plans.
Our sales team was looking for a visual means to manage account relationships. Squivr org charts provide functionality adoptable by all levels of Salesforce users. Support is top notch!
Squivr is a lifesaver! The perfect org chart for Salesforce. Easy to use, keeps things visual, and helps me find opportunities I'd miss otherwise. Team loves it.
Very user friendly, does the job efficiently. Clear hierarchy map to facilitate leads targeting and champion building. Highly recommended!
What are your salespeople actually doing?
5,500 sales professionals across 27 countries reveal a broken system. The Salesforce State of Sales 2024 puts hard numbers to what most revenue leaders already feel.
67% of reps don't expect to hit quota this year - and 84% missed it last year. The cycle repeats without structural change.
Nearly two-thirds of a rep's day is spent on admin and reporting - tasks that never move deals forward. That's your quota being burned.
Without structured account plans and live relationship maps, reps operate blind - missing signals that separate won from lost.
Many benefits. One unified Salesforce platform.
Purpose-built for revenue teams who live in Salesforce. No new logins, no application hopping.
Relationship Intelligence & Org Charting
Activate your contact data. Distill stakeholders, champions, and detractors so your team knows exactly who to engage - and how.
- Relationship Maps & Org Charts
- Contact Management & Scoring
- Rules Engine & Smart Grouping
- Champion & Detractor Identification
Account Planning & Revenue Execution
Drive best practices across your GTM teams. Capture every key data point on your plan of success - from first meeting to renewal.
- Account Plans & Playbooks
- White Space Analysis (WSA)
- Opportunity & SWOT Plans
- Any Salesforce Object Alignment
Supercharge revenue performance
Success
Productivity
Teams
Excellence
Planning
Accelerate Revenue Success
Account Planning (AP) Suite
Account Plans, Playbooks, & White Space Analysis (WSA), Opportunity Plans, Any Object Alignment
Drive best practices, optimize engagements, and improve transitions between teams by capturing key data points on your plan of success
Quadrants for SWOT, Compeititive Analysis, Startegic Initiatives, and and your custom use cases
ArcSuite = ArcSight + ArcGroups
Relationship Maps, Contact Management, Rules Engine, Grouping, & 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.
Buying groups, key stakeholders, custom groupings
Empower Sales, Customer Success, and Marketing to perform at their highest level while building sales excellence directly within Salesforce optimizing account planning and relationship management every step of the way.
