Unlocking Revenue Intelligence with Squivr in the Age of the Agentic Enterprise

In a world where data silos and disconnected tools still hold back growth, the next step is clear: intelligent workflows powered by AI agents, not just dashboards. With the latest innovations from Salesforce, including Agentforce 360 and the Winter ’26 release, the path to Revenue Intelligence is more attainable than ever.

With Squivr sitting natively inside Salesforce, your teams can take full advantage of these innovations. Squivr equips every revenue-facing team—Sales, Revenue Operations, Marketing, Business Development, Customer Success, and Leadership—to work from a unified intelligence foundation and move faster from insight to action.

What’s Changing at Salesforce and Why It Matters

Agentforce 360 and the Agentic Enterprise

At Dreamforce 2025, Salesforce unveiled Agentforce 360 and introduced a new model called the Agentic Enterprise. This vision brings AI agents into every workflow to accelerate decision-making and execution.

Key highlights include:

  • A unified platform where humans, AI agents, and data work together to enable faster and more contextual decisions.

  • Deeper integration with AI models through partnerships with OpenAI and Anthropic, bringing enterprise-grade agentic AI to Salesforce.

  • Expansion of Agentforce into service, commerce, employee operations, and more.

In practical terms, this means intelligence is now embedded directly into workflows. Account planning, contact engagement, and pipeline insights are all interconnected, helping teams act faster and smarter.

Winter ’26 Release: Key Highlights for Revenue Teams

The Winter ’26 release delivers significant improvements across AI, data, automation, and security. For teams focused on revenue growth, some key features include:

  • AI-Powered Account Research: One-click generative AI research for accounts and customers, automatically updating records with valuable insights.

  • Streamlined Engagement and Collaboration: Enhanced list views, new Flow automation capabilities, and tighter Slack integration to keep teams aligned.

  • Trusted Data, Governance, and Scale: Stronger data controls and enterprise-ready AI workflows with monitoring and cross-cloud orchestration.

These innovations make account planning, contact engagement, and pipeline visibility smarter, faster, and more scalable.

How Squivr Leverages These Innovations for Revenue Intelligence

Squivr lives natively inside Salesforce and takes full advantage of these new capabilities in three key ways:

  1. Unified Account and Contact Intelligence
    Squivr combines account plans, contact maps, opportunity data, and engagement history, now enhanced by the Winter ’26 AI research capabilities. Teams gain richer insights into account health, whitespace opportunities, and engagement trends with less manual effort.

  2. Actionable Engagement Workflows
    With intelligence built into the process, Squivr surfaces next-best actions, recommends key contacts to engage, and automates outreach. This ensures every account plan turns into measurable action.

  3. Fast Time to Value and Scalability
    Because Squivr is Salesforce-native, teams benefit immediately from platform updates like Agentforce 360 and Winter ’26 without additional integrations or tools. Adoption is fast across all teams—Sales, Marketing, Customer Success, and Operations.

How Each Team Benefits

Revenue Operations and Sales Operations

Ops teams can unify data, surface insights, and streamline execution. They can pull together account, contact, opportunity, and engagement signals into one framework. One-click account research provides rich insights, while automation reduces manual work and improves pipeline hygiene.

Sales Teams

Sales reps gain a clear view of their accounts and relationships. Squivr shows engagement history, recommends next steps, and highlights the most important contacts. Reps spend less time searching for information and more time selling.

Marketing

Marketing teams get visibility into how their efforts contribute to revenue. Squivr connects campaign engagement to accounts and opportunities, aligns target lists with Sales, and measures true pipeline impact.

Customer Success

Customer Success teams can track adoption, renewal risk, and expansion opportunities. With Squivr, success plans link directly to account strategies so teams can act proactively rather than reactively.

Business Development

BDRs and SDRs can prioritize outreach based on account intelligence. Squivr maps target accounts and key stakeholders, aligning outreach with the most relevant opportunities. Leads transition to Sales with full context, improving conversion and handoff quality.

Leadership

Executives gain real-time visibility into account coverage, deal progress, pipeline health, and team alignment. The combination of Squivr and Salesforce’s new AI capabilities gives leadership a single source of truth and greater confidence in strategic decisions.

Why Now Is the Time to Act

The combination of Salesforce’s Agentforce 360 and Winter ’26 innovations marks a major shift in how revenue teams operate. Waiting too long increases the risk of falling behind as competitors embrace intelligent, AI-driven workflows.

With Squivr, you get a solution that is ready for this new era:

  • Fully aligned with Salesforce’s latest architecture

  • AI-augmented workflows built into day-to-day processes

  • Cross-functional visibility across Sales, Marketing, and Customer Success

  • Fast deployment and quick time to value

The Future of Revenue Intelligence

Revenue intelligence is no longer about creating better dashboards. It is about embedding intelligence and action into every stage of the revenue lifecycle.

Squivr, combined with Salesforce’s newest AI and automation advancements, transforms insight into execution and data into predictable growth.

Now is the time to unlock the next generation of revenue intelligence. With Squivr, your teams can operate smarter, stay connected, and grow faster.

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Dreamforce 2025 Recap: Key Announcements and Highlights