Market Guide for Account-Planning Tools-Gartner report
Execute Relationship Mapping, Opportunity Management, Analytics, and Account-Based Strategies Natively in Salesforce
Modern revenue teams need more than a place to store data. They need a way to activate it. If you are looking to execute relationship mapping, account planning, opportunity management, analytics, and account-based strategies directly inside Salesforce, Squivr provides a purpose-built platform designed for how GTM teams actually work.
CRM sprawl, off-platform tools, and disconnected spreadsheets create friction that slows deal velocity and reduces team effectiveness. Squivr eliminates that friction by delivering a Salesforce-native experience that brings visibility, collaboration, and execution together in one place.
Why Native Account-Planning Tools Matter
According to Gartner:
“Account-planning tools help B2B sales organizations retain and grow accounts throughout the customer life cycle by providing account plan standardization, collaboration, and visualization capabilities. Chief sales officers should use this Market Guide to evaluate vendor options.”
The market for account-planning tools continues to expand, but Salesforce-native options provide unique advantages: reduced complexity, higher adoption, and the ability to unify revenue teams around a single system of record.
Squivr leverages these strengths by delivering a seamless user experience that integrates directly into the workflows your teams already use.
Squivr’s Salesforce-Native Capabilities
Squivr is designed for organizations that want to operationalize strategy at the account, opportunity, and relationship level without leaving Salesforce. Below are the key capabilities that set Squivr apart.
Org Charts
Understand the people who shape your deals.
Squivr’s Salesforce Org Charts:
Document and classify specific customer and prospect roles
Visualize direct and indirect reporting structures
Highlight influence, power, and relationship pathways
Connect opportunities to key individuals
Use only standard Salesforce Account and Contact objects to keep your CRM clean
This human-level visibility is essential for mapping stakeholders, identifying champions, navigating political landscapes, and uncovering untapped connections that accelerate deals.
Relationship Maps
Reveal how internal and external stakeholders are connected.
Squivr extends beyond traditional org charts by visualizing:
Indirect relationships and influence networks
Channel partner and consulting partner connections
Referrals and cross-organizational ties
Buying committees and multi-threaded engagement paths
These maps help reps understand not only who the decision makers are, but who shapes opinions behind the scenes.
Playbooks
Turn strategy into action.
Squivr’s Playbooks provide a single, structured view of the tasks, engagements, and milestones needed to advance an account or opportunity.
Playbooks include:
Templated steps aligned to opportunity stages
Customizable workflows built on established methodologies
Milestone progression tracking
Clear ownership and accountability across teams
Whether your organization uses MEDDICC, TAS, Command of the Message, Value Selling, or a custom approach, Playbooks help teams operationalize it consistently.
Streamlined User Experience
Designed for real-world selling, not administrative overhead.
Squivr’s user interface includes:
Drag-and-drop relationship and org-chart updates
Embedded third-party resource links
Quick-select dropdowns for updating opportunity status
In-context visibility across Accounts, Contacts, and Opportunities
The goal is simple: eliminate friction and maximize adoption by making account planning intuitive and fast.
What Analysts Are Saying About Account-Planning Tools
Gartner’s Market Guide highlights several key trends that align directly with Squivr’s strengths:
1. Account-Planning Tools Improve Revenue Impact
“Account-planning tools (APTs) — whether CRM-native or a separate toolset — help sales organizations improve the ease and impact of their account-planning approaches.”
Teams that plan better, win better. Squivr ensures those plans stay connected to your system of record.
2. Nuanced Differences Create Big ROI
“Many vendors share common core capabilities, which makes evaluation challenging. But nuanced, seemingly small differences for specialized needs or use cases can have a big payoff.”
Squivr’s CRM-native model, relational mapping, and customizable Playbooks deliver those nuanced advantages that drive adoption and real business outcomes.
3. Configurability and Collaboration Are Increasing in Importance
“Vendors continually improve their offerings by increasing configurability, improving collaboration features, and enhancing data visualization.”
Squivr was built around flexibility and team collaboration from day one.
4. Predictive Recommendations Are the Future
“Predictive recommendations — through which sellers are notified of at-risk accounts or growth opportunities and proactively guided to the next best action — represent an emerging capability and potential differentiator in the coming years.”
Because Squivr sits entirely on Salesforce, it is positioned to leverage native AI and analytics to surface intelligent insights that guide next-best actions.
Why Squivr
Squivr empowers your teams to build stronger relationships, execute with precision, and accelerate pipeline inside the system of record. By unifying account planning, relationship mapping, org charts, Playbooks, and analytics inside Salesforce, Squivr ensures your data becomes actionable and your strategy becomes repeatable.
