Squivr to Power Account Plans
Account planning has become one of the most important growth engines for modern revenue teams. The challenge is that most account plans are created once, stored in Salesforce, and quickly forgotten. They do not drive daily execution, and they rarely connect to the actual relationships that influence pipeline, retention, and expansion.
Customers are turning to Squivr because it transforms the Salesforce Account Plan object into a living, actionable framework that connects strategy with the people, insights, and workflows required to grow an account. A key part of that transformation is ArcSight, Squivr’s relationship intelligence module, which offers deeper value than Salesforce’s built-in Buyer Relationship Map.
This blog explores how customers use Squivr to round out the Account Plan object and provides a detailed comparison between ArcSight and Buyer Relationship Map, including a capability scoring model.
The Account Plan Object: The Center of Account Growth Strategy
The Account Plan object in Salesforce should be the place where teams define goals, identify key contacts, align strategies, and track progress. For many companies, the challenge is that the Account Plan becomes static. It is not connected to relationships, opportunity motion, or account health.
Squivr changes this by surrounding the Account Plan with:
Relationship intelligence
Org chart and influence mapping
Engagement insights
Whitespace analysis
Action plans and playbooks
Reporting and accountability
This combination turns the Account Plan object into a dynamic system that drives daily execution rather than a once-a-year exercise.
Buyer Relationship Map vs Squivr ArcSight: Side-by-Side Comparison
Customers frequently ask how Squivr ArcSight compares to Salesforce’s Buyer Relationship Map. Below is a scoring model using a 1 to 10 scale across capabilities that matter to account-based revenue teams.
1. Relationship Mapping Depth
Buyer Relationship Map: 4
A simple grid that organizes contacts by department, buyer role, and seniority.
ArcSight: 10
Interactive org charts with reporting lines, influence paths, relationship sentiment, multi-account connections, and custom object support.
2. Integration with Account Plans
Buyer Relationship Map: 3
Maps contacts but does not connect to the Account Plan object in a meaningful way.
ArcSight: 10
Relationship maps directly inform account plan goals, gaps, next steps, and strategic planning workflows.
3. Support for Custom and Junction Objects
Buyer Relationship Map: 2
Limited to contacts on accounts or opportunities.
ArcSight: 10
Supports any Salesforce object, including custom and junction objects, ideal for multi-business-unit customers or partner ecosystems.
4. Execution and Workflow Automation
Buyer Relationship Map: 2
Visualization only, no workflow or strategy capabilities.
ArcSight: 9
Maps drive action items, engagement strategies, whitespace insights, and account plan workflows.
5. Enterprise Configuration and Scalability
Buyer Relationship Map: 3
Does not handle large enterprise structures or complex org models.
ArcSight: 10
Built for enterprise orgs with matrix reporting, large hierarchies, and cross-geo teams.
6. Ease of Use and Adoption
Buyer Relationship Map: 6
Easy to learn and understand but limited in scope.
ArcSight: 9
Highly visual, intuitive, and widely adopted across sales, customer success, and partner teams.
7. Connection to Sales Strategy and Execution
Buyer Relationship Map: 3
Useful for seeing who is involved in a deal but not tied into plans or opportunity strategy.
ArcSight: 10
Links relationships directly to account plans, deal strategy, multi-threading efforts, opportunity health, and forecasting.
Total Score
Buyer Relationship Map: 23 out of 70
Squivr ArcSight: 68 out of 70
The takeaway is clear. Buyer Relationship Map is a helpful starter tool, but it does not drive the strategy or execution needed for real account planning. ArcSight is a complete relationship intelligence system that fuels planning, coaching, and revenue impact.
How Customers Use Squivr to Strengthen the Account Plan Object
1. Stakeholder and Influence Mapping
Customers use ArcSight to build visual org charts and influence maps directly on the account. Missing relationships become visible instantly and are automatically reflected in the Account Plan.
Benefit: Fewer blind spots and stronger multi-threading.
2. Connecting Plans to Engagement and Health
Squivr brings engagement history, relationship sentiment, whitespace, and account health into the plan. This allows teams to measure real account conditions against their strategy.
Benefit: Teams always know where they stand.
3. Playbooks and Action Plans
Squivr transforms account plans into actionable workflows with templates, milestones, tasks, and owner tracking. Teams no longer rely on static documents.
Benefit: True execution consistency across the team.
4. Support for Complex Account Models
Customers who manage multi-tiered organizations, partners, or multi-business-unit accounts use Squivr to map relationships across custom and junction objects.
Benefit: Every relevant relationship is included in the account plan.
Why Customers Love This Approach
Customers consistently highlight these advantages in G2 reviews:
“We finally have a way to see how accounts are tied together and where we are missing relationships.”
“Our plans are consistent, structured, and centrally located inside Salesforce.”
“The org charts are fantastic. The more data we add, the more value we get.”
“Forecast accuracy and account coverage improved immediately.”
With Squivr, Salesforce becomes more than a CRM. It becomes the central system for account strategy, relationship intelligence, and revenue execution.
Wrap it up…
Salesforce provides the foundation for account planning with the Account Plan object and Buyer Relationship Map. Squivr elevates that foundation into a connected system of strategy, relationships, engagement, and action.
Customers choose Squivr because:
ArcSight offers unmatched relationship intelligence
Account plans become active and actionable
Data stays entirely inside Salesforce
Teams align around one clear view of the account
Execution becomes measurable and repeatable
For companies that want to take account planning seriously, Squivr is the difference between having a plan and executing a winning strategy.
