Let's Connect

See Squivr in action

Book a personalized walkthrough and see how Squivr's Relationship Intelligence and Account Planning tools work natively inside your Salesforce org — no new logins, no data migration.

30-minute intro call
Live Salesforce demo
No commitment required
Schedule your intro call
Pick a time that works for you. We'll walk through your use case and show you exactly what Squivr can do for your team.
Open Booking Calendar

You'll be taken to Calendly to select a date and time. Calls are typically 30 minutes via Zoom or Google Meet.

What We'll Cover

Everything built natively in Salesforce

Your demo is tailored to your team's goals. Here's what we can walk through together.

ArcSight

Visualize and manage your relationships with interactive org charts, relationship maps, and deep contact management tools.

Interactive Org Charts
Relationship Maps
Champion & Detractor Identification
Contact Scoring & Rules Engine

ArcGroups

Organize and understand your buyers through stakeholder mapping, buying groups, ideal customer profiles, and RFP teams.

Stakeholder Mapping
Buying Group Management
Ideal Customer Profiles
Fully Customizable Use Cases

Account Planning (AP) Suite

Bring your sales methodology to life directly in Salesforce with playbooks, MEDDPICC frameworks, and actionable account plans.

Account Plans & Playbooks
White Space Analysis (WSA)
Opportunity & SWOT Plans
30-60-90 Day Action Plans

Quadrants

Embed strategic account intelligence directly into Salesforce. Transform how revenue teams plan, execute, and win.

SWOT Analysis
Competitive Landscape
Company Characteristics
Strategic Initiatives

Whitespace Analysis

Identify your top revenue accounts and uncover growth opportunities where you can expand success with key customers.

Revenue Gap Identification
Expansion Opportunity Mapping
Product & Tier Coverage
Account Health Scoring

Squivr AI

Your easy button for Salesforce. Automatically align and enrich your CRM data to deliver actionable insights for your teams.

Automated CRM Enrichment
Actionable AI Insights
Data Alignment & Hygiene
Team-Level Intelligence
Why Book a Demo

We'll tailor it to your team

Every demo is personalized. We take the time to understand your team's workflow before we show you anything — so you see exactly what matters to you, not a generic walkthrough.

See your actual use cases demonstrated live inside Salesforce
Get honest answers to your questions from our team — no sales pressure
Understand exactly how Squivr fits your existing Salesforce setup
Walk away with a clear picture of implementation effort and timeline
Book Your Demo
What Customers Say
★★★★★

Squivr is a great tool for managing account and opportunity relationships. It provides clear hierarchy maps to help you target leads and build account plans.

Brent L — AppExchange
★★★★★

Our sales team was looking for a visual means to manage account relationships. Squivr org charts provide functionality adoptable by all levels of Salesforce users. Support is top notch!

Mellisa F — AppExchange
★★★★★

Squivr is a lifesaver! The perfect org chart for Salesforce. Easy to use, keeps things visual, and helps me find opportunities I'd miss otherwise. Team loves it.

Samuel C — AppExchange
Get Started

Ready to see it for yourself?

Join the revenue teams using Squivr to build better relationships, execute smarter account plans, and drive consistent results — all inside Salesforce.

Optimized Account Planning and Relationship Management in Salesforce

ArcSight

Visualize and manage your relationships like never before - with interactive relationship maps, org charts, and deep relationship management tools.

ArcGroups

Organize and understand your buyers through stakeholder mapping, buying groups, ideal customer profiles, RFP teams, and fully customizable use cases.

Playbooks & Action Plans

Bring your sales methodology to life directly in Salesforce with 30-60-90 plans, MEDDPICC frameworks, proven sales playbooks, and actionable insights that keep your teams aligned and on track.

Whitespace Analysis

Uncover growth opportunities by identifying your top revenue accounts and whitespace areas where you can expand success with your key customers.

Quadrants

Squivr Quadrant is designed to transform how revenue teams plan, execute, and win inside Salesforce by embedding strategic account intelligence directly into the system of record.

  • SWOT Analysis

  • Competitive Landscape

  • Company Characteristics

  • Strategic Initiatives

Squivr AI

Your easy button for Salesforce. Automatically align and enrich your CRM data to deliver actionable, truly valuable insights for your teams.