The Essential ISV for Salesforce
For Relationship Management and Account Planning…
For enterprise sales teams, customer relationships are the currency of growth. Yet too often, the systems designed to manage these relationships fall short of delivering the clarity and collaboration that teams need. Salesforce is the platform of record, but when it comes to deep relationship management and strategic account planning, teams still rely on disconnected spreadsheets, slide decks, or specialized tools outside the CRM. This leads to duplication of effort, lack of visibility, and missed opportunities.
Squivr changes that by enabling true native relationship management and account planning directly in Salesforce. With Squivr, sales teams can finally execute strategic selling activities without leaving the platform they already rely on.
The Challenge: Fragmented Account Planning
Enterprise sales cycles are complex. A single opportunity might involve dozens of stakeholders, multiple decision makers, and months of coordinated engagement. Traditional Salesforce objects capture activities and contacts, but they are not designed for mapping influence, tracking strategic plays, or collaborating on long-term account strategies.
For example, a global technology vendor managing a Fortune 500 customer might need to:
Map 50 stakeholders across multiple business units.
Track how executives influence one another.
Align internal teams on account objectives and growth initiatives.
Share and update account plans during quarterly business reviews.
Without a native solution, these activities often move to spreadsheets, which are static, siloed, and quickly out of date.
Squivr’s Native Advantage
Squivr brings these activities back into Salesforce where they belong. By working natively in Salesforce, Squivr eliminates the friction of context switching and ensures that strategic account insights are always up to date and accessible.
Key benefits include:
Stakeholder Mapping in Salesforce: Visualize influence networks and decision hierarchies directly on account records.
Collaborative Account Planning: Build and share account plans that live inside Salesforce, where everyone can see real-time updates.
Seamless Integration with Opportunities and Activities: Tie strategy to execution so that every play is measurable.
Enterprise Security and Governance: Ensure sensitive account information stays within Salesforce’s secure environment.
Enterprise Use Cases
1. Strategic Account Growth
A Fortune 100 manufacturing company wanted to grow revenue from its top 25 accounts. With Squivr, the account teams created detailed relationship maps in Salesforce, identified white space opportunities, and tracked executive engagement strategies. Within two quarters, they saw measurable pipeline growth tied directly to their account plans.
2. Global Account Coordination
A multinational software company needed to coordinate sales, customer success, and services teams across three regions for a key client. Using Squivr, they built a single account plan in Salesforce that aligned initiatives across all functions. This replaced disjointed regional spreadsheets and ensured the client had a unified experience.
3. Executive Engagement
A leading professional services firm wanted better visibility into executive sponsorship for strategic accounts. Squivr allowed them to map internal executives to client leaders within Salesforce, making it clear where relationships were strong and where gaps existed. This insight directly influenced their executive outreach strategy.
Why This Matters Now
Enterprise buyers expect their vendors to know them deeply, anticipate their needs, and engage with precision. Winning and growing these accounts requires more than activity tracking; it requires strategic collaboration. By keeping account planning native to Salesforce, Squivr ensures that strategy and execution are aligned in one system of record.
Salesforce may be the foundation, but without Squivr, strategic account management remains disconnected. With Squivr, enterprises gain the structure, visibility, and collaboration they need to build stronger customer relationships and drive sustainable growth.
