Salesforce and your relationship data
What is the most unvalued data? Your relationship data. If you ware not capturing your relationship data in Salesforce, then you are missing out.
Why is this critical for driving sales performance, account strategy, and organizational alignment?
Centralized Source of Truth
When these strategic relationship data lives in Salesforce
Everyone from sales to customer success to leadership works from one consistent, real-time view.
It eliminates siloed information across spreadsheets, slides, and notes, reducing confusion and misalignment.
New team members can ramp faster by understanding account dynamics without chasing tribal knowledge.
Informed Account Planning & Strategy
Storing maps and charts directly in Salesforce enhances account-based selling
You can visualize decision-makers, champions, blockers, and influencers alongside opportunity data.
Track relationship strength, political capital, and communication cadence—all in one platform.
Supports multi-threading efforts by identifying who needs to be engaged at every stage.
Operational Efficiency & Scalability
Embedding this intelligence into Salesforce workflows allows teams to
Automate reminders and tasks based on stakeholder activity.
Leverage tools like Sales Cadences, Flows, or AI to target specific roles or personas in the buying group.
Standardize how teams map and approach key accounts, improving consistency and reducing missed opportunities.
Enhanced Forecasting & Pipeline Accuracy
Understanding the real decision-making structure boosts forecast reliability
Helps reps and managers qualify deals based on stakeholder alignment.
Enables gap analysis e.g., no champion or unknown economic buyer—and triggers risk mitigation steps.
CRM-integrated maps give visibility into deal health beyond basic stage and amount metrics.
Data Security & Continuity
Keeping sensitive relationship data in Salesforce ensures
Auditability you can see who added/updated what and when.
Continuity during turnover if a rep leaves, institutional knowledge doesn’t walk out the door.
Better data governance and compliance than local files or third-party storage.
Analytics & AI Enablement
With data in Salesforce
Advanced analytics can detect patterns across accounts e.g., which stakeholder roles correlate with wins.
Salesforce Einstein and other AI tools can recommend actions, flag risk, and score relationships more intelligently.
Leadership can measure coverage and relationship depth across strategic accounts.
Squivr is the optimal choice for Salesforce relationship management because it is 100% native to Salesforce, enabling teams to manage stakeholder maps, org charts, and buying groups directly within the CRM—without switching tools or compromising data security. By embedding relationship intelligence into the daily sales workflow, Squivr empowers reps to visualize and act on real-time insights about decision-makers, champions, and blockers. This seamless integration ensures that critical relationship data stays centralized, secure, and actionable across the entire revenue organization.
Unlike static tools or disconnected systems, Squivr is built specifically for strategic selling and account-based execution. With drag-and-drop stakeholder maps, relationship strength scoring, and intuitive dashboards, Squivr transforms Salesforce into a true relationship command center—enabling both reps and leadership to drive smarter deal strategies, multi-thread effectively, and close more complex enterprise sales with confidence.
