A Holiday Guide to Smarter Account Planning with Squivr
Happy Holidays
The holiday season is a time for reflection and preparation. Teams look back at the year that was and begin planning for the year ahead. For revenue and account teams, that planning starts with clarity. Clarity around customers, relationships, opportunities, and where there is still room to grow.
This season, Squivr Overview brings a fresh, modern approach to Account Planning, unifying Salesforce and Squivr capabilities into a single, configurable experience, all natively within Salesforce. It’s designed to help teams enter the new year with a clearer picture of their accounts and a stronger plan for what comes next.
A Modern Foundation for Account Planning
Effective account planning depends on having the right information in the right place. Squivr Overview modernizes the Salesforce experience by organizing critical account insights into a clean, intuitive interface.
Context-aware panels and configurable dashboards allow teams to see account data, Squivr components, and planning tools together, without switching systems. The experience feels lighter, more focused, and purpose-built for account strategy rather than day-to-day record maintenance.
Like setting the table before a holiday gathering, Squivr Overview creates the structure needed for meaningful conversations and informed decisions.
Seeing the Full Account with Squivr ArcSight
Account planning often begins with understanding who’s involved. Squivr ArcSight brings organizational charts and relationship maps directly into the Salesforce account view, giving teams immediate visibility into how stakeholders connect.
With ArcSight, users can:
Visualize org structures
Understand reporting lines
Identify influencers, decision-makers, and blockers
See relationship strength across the account
This perspective helps teams move beyond isolated contacts and into a true relationship-driven strategy, ensuring no key player is overlooked as plans are built for the coming year.
Aligning on Buying Groups with ArcGroups
Once relationships are clear, alignment becomes critical. ArcGroups helps teams define and manage buying groups and stakeholder maps directly within their account plans.
By grouping stakeholders around initiatives, solutions, or opportunities, teams can:
Clarify roles and responsibilities
Align messaging and outreach
Reduce risk from missing or disengaged stakeholders
ArcGroups turns account planning into a shared, structured exercise, helping teams stay aligned as deals progress and strategies evolve.
Turning Strategy into Motion with Action Plans
A great account plan means little without execution. Squivr Overview brings Action Plans into the heart of the account experience, allowing teams to define, track, and coordinate next steps.
Action Plans provide a clear path forward by outlining:
Key initiatives
Milestones and activities
Ownership and accountability
As the year closes and new goals are set, Action Plans help ensure momentum carries into the new quarter, turning holiday planning into real-world progress.
Finding Growth Opportunities with Whitespace Analysis
Account planning is not only about what’s active today, but what’s possible tomorrow. Whitespace analysis within Squivr Overview highlights gaps and untapped opportunities across products, solutions, or relationships.
By identifying where expansion potential exists, teams can:
Prioritize high-impact opportunities
Focus conversations on value and growth
Build proactive, data-driven account strategies
Whitespace analysis helps teams uncover opportunities that may otherwise remain hidden, making it easier to start the new year with a clear growth roadmap.
Fully Configurable
Every organization approaches account planning differently. Squivr Overview is fully configurable through Overview Configurations, allowing admins to tailor layouts, components, and views to match their account planning methodology.
Whether the focus is strategic accounts, renewals, expansion, or long-term partnerships, Overview Configurations ensure the experience fits the business, not the other way around.
This flexibility means Squivr Overview evolves alongside your teams, adapting as strategies, markets, and goals change.
A Season for Clarity, Alignment, and Growth
As the holiday season invites reflection and renewal, Squivr Overview offers a thoughtful way to reset and strengthen account planning. By bringing ArcSight, ArcGroups, Action Plans, and Whitespace analysis together inside Salesforce, teams gain a unified, strategic view of their accounts.
It’s a gift that keeps giving throughout the year, helping teams stay aligned, informed, and ready to grow.
From all of us at Squivr, here’s to clearer account plans, stronger relationships, and a successful year ahead.
