Up-Level Account Planning and Contact Engagements
In today’s revenue-driven world, account planning is no longer a “nice-to-have.” It is the difference between reactive selling and predictable growth. But many teams struggle with fragmented tools, underused Salesforce objects, or static spreadsheets that fail to drive meaningful contact engagement. That’s where Squivr steps in.
With Squivr, your account planning process becomes more strategic, collaborative, and actionable. It delivers quick time to value whether you’re migrating from another ISV solution, relying on Salesforce’s native account plan object, or starting from scratch.
From Static to Strategic Account Plans
Most organizations face one of three starting points:
Coming from another ISV vendor: You may already have account planning tools in place, but they often live in silos, disconnected from where your team works every day. Squivr helps you transition seamlessly, consolidating your data inside Salesforce so you can build on what you’ve already created.
Using Salesforce’s account plan object: The standard object provides a framework, but it often lacks depth and engagement. Squivr extends this foundation with ready-to-use templates, workflows, and automation that bring your account strategy to life.
Starting from scratch: For teams without a structured process, Squivr gives you an instant head start. You’ll have a purpose-built account planning system without spending weeks designing from the ground up.
In all cases, Squivr provides a modern, guided framework for account growth that scales across teams. No heavy admin work required.
Driving Meaningful Contact Engagement
An account plan is only as good as the actions it drives. That’s why Squivr integrates directly with Salesforce contacts and opportunities, ensuring that your plans lead to engagement:
Map key relationships: Identify champions, decision-makers, and influencers across accounts.
Track engagement history: See every touchpoint in context, so reps always know the next best step.
Enable collaborative selling: Bring marketing, customer success, and sales together around the same plan.
With Squivr, engagement isn’t an afterthought. It is woven into the account plan itself, keeping your strategy connected to execution.
Quick Time to Value
One of the biggest hurdles with account planning tools is adoption. Squivr removes that barrier:
Fast onboarding: Out-of-the-box templates and Salesforce-native integration mean your team can start in days, not months.
Familiar workflows: Because Squivr lives inside Salesforce, reps don’t need to learn yet another system.
Immediate ROI: Teams see value in the very first quarter with better pipeline visibility, deeper account insights, and more productive conversations with stakeholders.
Whether you’re migrating from another vendor, expanding Salesforce’s native features, or launching account planning for the first time, Squivr delivers fast, tangible impact.
Why Squivr?
Account planning is too important to be siloed or left to chance. Squivr gives you a scalable, Salesforce-native solution that makes account growth predictable. By combining structured plans with meaningful engagement and rapid deployment, your team gets the clarity, collaboration, and confidence they need to win.
Ready to transform your account planning? Squivr makes it simple, powerful, and fast.
