How is AI Transforming Account Planning?

Written By JP Leggett

In enterprise sales, winning and growing key accounts is no longer just about strong relationships. It is about using intelligence to anticipate needs, identify opportunities, and deliver value at the right moment. This is where Squivr comes in. By combining account planning with AI, Squivr helps revenue teams move from reactive account management to proactive growth.

1. Strategic Account Planning with Squivr

Squivr empowers teams to build smarter account strategies.

  • White space analysis: Squivr identifies gaps in current product adoption versus full portfolio opportunities.

  • Account prioritization: Rank accounts based on growth potential, churn risk, and strategic alignment.

2. Relationship and Stakeholder Mapping with Squivr

Squivr helps sales teams understand the people and dynamics that drive buying decisions.

  • Org chart intelligence: Squivr AI builds dynamic org maps, flags key influencers, and updates contact hierarchies automatically.

  • Next-best action recommendations: We suggest who to engage with and when, based on buying cycles and other key indicators

3. Deal Execution and Sales Enablement with Squivr

Squivr makes deal execution more precise and data-driven.

  • Pipeline forecasting: Improves accuracy by factoring in historical stakeholders, buying groups, and key partners

  • Competitive intelligence: Surface competitor summaries to strengthen positioning

4. Customer Success and Growth with Squivr

Squivr ensures that account planning does not stop at the deal.

  • Renewal and upsell targeting: Squivr surfaces account tiers, cross, and up-sell opportunities

  • Customer health scoring: We consolidate leading indicators to guide account managers on proactive interventions.

5. Operational Efficiency with Squivr

Squivr removes the friction from account planning so teams can focus on what matters most.

  • Automated reporting: Optimizes account plans within Salesforce and includes SWOT, Competitive and Customer summary level insights

  • Consistency at scale: Enforces a standardized planning process across teams while still allowing customization per account.

Account planning has always been the foundation of winning in enterprise sales. What has changed is the scale, speed, and intelligence needed to succeed. Squivr brings AI into account planning to help revenue teams uncover insights faster, strengthen relationships, and grow accounts more predictably.

JP Leggett
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