Optimized Account Planning & Relationship Management in Salesforce
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Open Booking CalendarEverything your revenue team needs. All inside Salesforce.
Click through each product to explore how Squivr transforms account planning, relationship intelligence, and strategic execution.
ArcSight
Visualize and manage your relationships like never before — with interactive relationship maps, org charts, and deep relationship management tools built natively in Salesforce.
- Interactive Org Charts
- Relationship Mapping
- Champion & Detractor Identification
- Contact Scoring & Rules Engine
ArcGroups
Organize and understand your buyers through stakeholder mapping, buying groups, ideal customer profiles, RFP teams, and fully customizable use cases.
- Stakeholder Mapping
- Buying Group Management
- Ideal Customer Profiles
- 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.
- Account Plans & Playbooks
- MEDDPICC Frameworks
- 30-60-90 Day Action Plans
- Actionable Insights & Alignment
Whitespace Analysis
Uncover growth opportunities by identifying your top revenue accounts and whitespace areas where you can expand success with your key customers.
- Revenue Gap Identification
- Expansion Opportunity Mapping
- Product & Tier Coverage
- Account Health Scoring
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.
- Automated CRM Enrichment
- Actionable AI Insights
- Data Alignment & Hygiene
- Team-Level Intelligence
Who We Surveyed
- 1
Sales Leaders
Sales and revenue leaders and managers
- 2
Sales Reps
Front-line, quota-carrying sales representatives
- 3
Partner Reps
Sales reps external to the company who sell through revenue-sharing agreements
- 4
Sales and Business Development Representatives (SDRs and BDRs)
Specialists who prospect and qualify leads to fill the sales pipeline
- 5
Sales Operations
Includes sales operations, sales enablement, revenue ops, and deal desk professionals
Sales Performance Levels
Throughout this report, we classify survey respondents across the following sales performance tiers.
Source: Salesforce State of Sales Report, 2026
Sellers Face High Expectations and Low Capacity
Sales reps are being stretched thin by two opposing forces: growing customer demands on one end and limited time to deliver on them on the other.
Sellers say customers increasingly want ROI, personalized experiences, and extensive education before buying. Meanwhile, the sales cycle is growing longer as customers take longer to decide.
The challenge for reps is not a lack of desire or skill, but capacity. They spend more than half of their time on nonselling work like data entry and prospecting.
With only so many hours in the day, and only so many reps to go around, the question for sales teams becomes how to do more with less.
Changing customer demands is the #1 challenge in sales.
Reps Are Caught Between Customer Demands and Limited Time
Sales Professionals Who Say the Following
How Reps Spend Their Time During an Average Workweek
Source: Salesforce State of Sales Report, 2026
Your one-stop shop for every revenue team
Navigate through your optimized UI for all revenue teams within Salesforce. One unified workspace, zero context switching.
Unified Dashboard
Every product, every insight, every action — surfaced in a single, intuitive view designed for how revenue teams actually work.
Cross-Team Visibility
Sales, CS, and RevOps all see the same account truth. Eliminate silos and align on strategy with shared, real-time intelligence.
Native to Salesforce
No new logins, no data migration, no separate apps. Squivr lives where your team already works — right inside Salesforce.
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.