The Squivr
Journey
Account Planning & Relationship Intelligence
Tips, tricks, and proven approaches to help your revenue team get the most out of Squivr inside Salesforce. From first login to full adoption. Eight guided video stops.
The complete walkthrough. See how Squivr helps revenue teams map relationships, plan accounts, and drive predictable growth, all natively in Salesforce.
- Whitespace analysis in action
- ArcSight org charts and relationship maps
- ArcGroups stakeholder alignment
- Playbooks and action plans
- Rule based AI auto build
Visualize org charts, relationship maps, and customer hierarchies right inside every Salesforce record.
- Building your first org chart
- Relationship maps on opportunities
- Customer hierarchies in Salesforce
- Using the Parking Lot feature
ArcSight plus ArcGroups together. Uncover buying committees, stakeholder maps, and ICP targets as a single view.
- Grouping stakeholders with ArcGroups
- Mapping buying committees
- Tracking engagement by role
- ICP target alignment
Turn your best sales strategies into repeatable, structured playbooks and action plans that drive consistent execution.
- Customizing MEDDPICC in Salesforce
- 30, 60, 90 day customer success plans
- Opportunity playbook setup
- QBR and BANT templates
and Whitespace Analysis
Surface expansion revenue hiding in your accounts with whitespace analysis and product level visibility.
- Whitespace analysis on any account
- Revenue visibility by product and family
- Total revenue potential across accounts
- Buying center and department views
SWOT, competitive, and custom strategic matrices, native on any Salesforce object.
- SWOT on accounts and opportunities
- Competitive analysis tied to deals
- Building custom 2 by 2 matrices
- Strategic planning consolidation
A reimagined Salesforce experience. Intuitive, fast, and beautiful, unlocking the full potential of your data.
- Modernized Salesforce UI and navigation
- Intuitive workflows across key objects
- Surfacing your most valuable data
- Efficiency activating layouts and views
Enable the full power of Agentforce alongside Squivr's rule based AI. Auto build, group data, and scale best practices.
- Setting up Squivr's rule based AI
- Auto build for org charts and hierarchies
- If then logic on Salesforce data
- Activating Agentforce with Squivr
- Deploying autonomous AI agents
- Predictive scoring walkthrough
Ready to build your map?
You have seen the journey. Let us build one tailored to your pipeline, your methodology, and your Salesforce org.