Squivr’s Account Planning & Relationship Management

Pricing & Packaging

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Squivr’s ArcSight, ArcSuite, AP Suite, & Full Suite

$10

ArcSight user/month

Map accounts, contacts, and stakeholders via org charts and relationship maps. Map any object (custom, standard, junction) within Salesforce. Visualize, interact, and report your most important Salesforce data.

Each can be visualized and customized for every engagement.

ArcSight + AI

Squivr AI Create custom hierarchies with Salesforce with ArcSight & Squivr AI. Use the power of AI to enrich and sanitize your Salesforce data. Auto build groups, hierarchies, relationship maps, org charts, or your own custom use cases using Squivr AI.

Drive a seamless experience for your Salesforce users with Squivr. Org chart tab and component access included

**Premium Support is Offered & Pricing subject to volume and multiyear discounts

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$20

ArcSuite (ArcSight + ArcGroups) user/month

Seamlessly create & manage your data to best represent the most impactful view for your revenue team.

ArcSuite + AI

Squivr AI Create custom hierarchies with Salesforce with ArcSight & Squivr AI. Use the power of AI to enrich and sanitize your Salesforce data. Auto build groups, hierarchies, relationship maps, org charts, or your own custom use cases using Squivr AI..

Automatically create groups, buying committees, leadership teams, executive and leadership teams, account hierarchies based on business requirements.

Map any object (custom, standard, junction) within Salesforce. Visualize, interact, and report your most important Salesforce data.

**Premium Support is Offered & Pricing subject to volume and multiyear discounts

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$20

Account Planning (AP) Suite Playbooks, Action Plans, White Space Analysis user/month

Ad hoc?

  • Whitespace Analysis - $10 user/month

  • Action Plans and Playbooks - $10 user/month

Immediately recognize current revenue by product or product family to identify and prioritize key accounts and prospects (WSA).

Map your best practices, sales methodologies, & your next-best actions natively within Salesforce

Track your success plans including 30, 60, 90(s) Account Plans, QBR, Deal Reviews, One on Ones, MEDDPICC, BANT or customize your playbooks and sales process.

Align you teams on any object in Salesforce with Whitespace Analysis, Action Plans, and Playbooks - Drive sales & revenue excellence natively in Salesforce.

**Premium Support is Offered & Pricing subject to volume and multiyear discounts

$35

Squivr’s Full Suite

Full Suite for Account Planning (AP) & Relationship Management (RM) pricing is user/month

Enable your entire revenue organization with Squivr’s complete Account Planning and Relationship Management platform, built natively inside Salesforce.

With ArcSuite + AI, teams gain the tools to plan, manage, and execute every aspect of account strategy and customer engagement in one seamless experience.

What’s Included in the Full Squivr Suite

  • Relationship Management (RM) Suite EE

    • ArcSight: Dynamic org charting and visualization

    • ArcGroups: Manage executive teams, leadership groups, board members, buying committees, placeholders, and required contacts

  • Account Planning (AP) Suite

    • Action Plans: Define, assign, and track activities that drive revenue impact

    • Playbooks: Standardize and operationalize best practices and methodologies

    • Whitespace Analysis (WSA): Identify growth opportunities and uncover expansion potential

  • Squivr AI

    • Auto-population and hierarchy building in Salesforce

    • Intelligent mapping of relationships, opportunities, and whitespace

    • Adaptive recommendations for next-best actions

Drive Better Planning and Execution

Run your success plans natively within Salesforce including 30/60/90-day account plans, QBRs, deal reviews, and one-on-ones. Support popular methodologies such as MEDDPICC, BANT, or tailor your own frameworks with Squivr’s flexible Playbooks and Action Plans.

Easily map, track, and scale your organization’s best practices, methodologies, and critical next actions. All visualized directly inside Salesforce with Playbooks, Gantt charts, and timelines.

ArcSuite: The Power of Visualization

  • Map any Salesforce object, whether standard, custom, or junction, and bring your CRM data to life

  • Visualize relationships, influence, and data flows to support decision-making

  • Interact with org charts and groups in real time, with component and tab access included

  • Drive alignment across leadership, sales, and customer-facing teams by mapping the people and structures that matter most

Why Teams Choose Squivr

  • Native Salesforce Experience: No swivel chair, no duplicate data. Everything runs where your teams already work

  • Flexible and Customizable: Adapt to your organization’s unique methodologies, playbooks, and planning needs

  • Enterprise-Ready: Scale seamlessly across regions, industries, and revenue teams

  • Proven Impact: Accelerate deal cycles, improve forecast accuracy, and strengthen executive relationships

Support and Pricing

Premium Support is offered, with volume and multi-year discounts available. Pricing is per user, per month, tailored to ensure scalability for teams of any size.

Squivr helps your revenue teams plan smarter, execute faster, and manage relationships better, all natively in Salesforce.

**Premium Support is Offered & Pricing subject to volume and multiyear discounts

  • "Squivr org charts provide functionality that is adoptable by all levels of Salesforce users. The support through installation, implementation and user training is top notch!"

    Melissa F

  • "Very user friendly tool, does the job efficiently, building a clear hierarchy map to facilitate leads targeting and champion building."

    Serena D

  • "The insights from a leadership perspective and the time saved and strategic planning gained on the sales side makes this app a no brainer."

    Sienna Q

Account Planning and Opportunity Playbooks for everyone

  • We help companies support various segments & verticals to drive excellence through every revenue engagement.

    What is your team’s - 30-day, 60-day, 90-day, 6-month, or 1-year plan of success?

    Want to customize your plan?

    No problem, with Squivr’s unique ability to drive ‘your’ plan of success in Salesforce

  • Driving sales excellence so every opportunity is tracked towards success. Whether you use MEDDICC, MEDDPICC, BANT, GAP, NEAT, or have created your own qualification criteria we enable you to track your plan to completion with Squivr’s Account Plans and Opportunity Playbooks

  • Quickly identifying your champions, blockers, buying committees, and engagement gaps through Squivr’s org charts and relationship maps

  • Are you seeing success with your most important accounts and opportunities? We help to surface optimal actions to drive success for your business development, sales, and customer success teams

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