Best Practices Videos

Tips and tricks to help you realize short and long term success

ArcSight 101

(Org Charts, Relationship Maps)

We break down how ArcSight helps teams move beyond surface-level insights and gain a clear, actionable view of the people and relationships that matter most. Whether you’re building strategy for a new account or scaling relationships with existing customers, ArcSight provides the clarity you need to drive both short-term wins and long-term success.

How to Use Squivr’s Parking Lot to Cut Through the Noise and Unlock Clear Insights

Salesforce account and contact data tends to be busy, out of date, and in need of updates.

With Squivr ArcSight you can manage your optimal views and the relevant data with our Parking Lot feature.

ArcSuite

Fast forward your revenue team so they can do what they do best: grow, build the business, and drive revenue.

ArcSuite from Squivr is the all-in-one solution designed to remove the barriers that slow down revenue teams. Instead of juggling disconnected tools and wasting time on manual processes, ArcSuite streamlines workflows and gives your team the clarity, automation, and insights they need to accelerate performance.

Automating Org Charts and Relationship Maps

Automatically build and maintain your relationships in Salesforce with Squivr’s rule based AI (comes with every paid subscription)

Playbook Quickstart

How can I quickly and seamlessly get my plan of success in Salesforce?

Squivr Playbook & Action Plans have you covered.

Drive your plan of success on any opportunity. Small, Medium, or Large deal plans are all enabled with Squivr’s opportunity playbook.

You can drive generic or highly customized sales methodologies (MEDDPICC, BANT, or any other version for your organization).

Check out how easy it is to go from idea to implementation.

  • Easy to Use, Immediate Benefit for Sales Team Our sales team has been using the org chart feature on opportunities for about two years now. Incredibly easy tool to use, visual allows for productive conversation on engagement and stakeholder coverage.

    Irene D.

  • Great Org Chart - Very easy for our sales team! Great org chart visualization, our sales team finds it very easy to use. The drag and drop features are fantastic. Keep up the great work Team, looking forward to what the next versions will have.

    Mike M.

  • I've been looking for a tool like this for a very long time and Squivr is the best I've seen. I would recommend Squivr to anyone looking for a robust account mapping tool.

    Sara B.

What is Squivr?

Squivr is a quiver of solutions to help revenue teams succeed natively in Salesforce 🏹.

Is Squivr a native Salesforce application?

Yes, all your data remains in Salesforce to ensure you have the most secure architecture offered on the Salesforce AppExchange.

What is a native Salesforce application?

A native Salesforce app is an app that is built 100% inside of Salesforce using the Salesforce Platform. The Squivr solution depends on the customer utilizing Salesforce technology as we are fully built on the Salesforce platform.

How is Squivr licensed?

Squivr is assigned via your Salesforce permission and you would provision the licenses per-user. Our product is sold as user licenses and priced per user per month Link -

What if I need Support?

Please reference our support page at - https://squivr.zendesk.com/hc/en-us or send an email to support@squivr.com

How can we assign users and permission sets for Squivr?

Assigning Squivr users and permission sets - https://squivr.zendesk.com/hc/en-us/articles/360053666813-Assigning-Squivr-Users-and-Permissions