Relationship Management & Account Planning

Natively in Salesforce

Squivr - Full Demo

Discover the Future of Account Planning & Relationship Management in Salesforce

In this video, we walk through the full Squivr platform in action—including:

  • Whitespace Analysis to uncover growth opportunities

  • Action Plans & Playbooks to drive consistent execution

  • ArcSight for interactive org charts and relationship maps

  • And introducing ArcGroups - a whole new way to collaborate and align on your accounts

See how Squivr empowers revenue teams to plan smarter, build stronger relationships, and win more—all natively in Salesforce.

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ArcSuite (ArcGroups + ArcSight)

Relationship Maps, Org Charts, Stakeholder Management

Visualize Relationships. Unlock Revenue.

Your dynamic relationship maps and org charts are now natively represented in Salesforce with ArcSight. Instantly visualize, interact with, and track your most important account data—without leaving Salesforce.

Pair ArcSight with ArcGroups to deliver a truly interactive experience on any Salesforce object, empowering teams to see the bigger picture and act with confidence.

Stop wasting hours (or days) building static diagrams offline. With ArcSight, your revenue teams gain clarity, alignment, and speed—right where they work.

A project management dashboard displaying an account plan for United Oil & Gas Corp, with progress tracking and strategy timelines, including strategies for 30, 60, and 90 days, and a whitespace analysis, showing start and end dates, completion percentages, and completion dates.

Account Planning - Account Plans & Opportunity Playbooks

Bring Your Sales Methodology to Life in Salesforce

Seamlessly represent your sales methodology, success plans, account strategies, and best next actions—all natively in Salesforce.

  • Want to customize MEDDICC or MEDDPICC directly in Salesforce?

  • Need to track custom 30-60-90 day account plans with ease?

  • Looking to map and track engagements with advanced whitespace analysis?

With Squivr, you can align your Plan of Success to any Salesforce object—giving your teams clarity, consistency, and confidence at every stage.

  • A young man with short dark hair, wearing a blue and white checkered shirt, smiling and sitting indoors near a window.

    "Great Product, Great Product Team - drives efficiencies across the org"

    Phillip H.

  • Portrait of a smiling man with glasses, short dark hair, a beard, wearing a light gray button-up shirt, against a gray background.

    "This will change the way you close business - wish I had it sooner"

    Jody M.

  • Close-up of a woman with dark hair and red lipstick, wearing a black top.

    "I highly recommend this product, it is such an amazing help!"

    Chelsea H.

  • Close-up of a man with dark hair smiling and looking downward, outdoors on a cloudy day.

    Squivr is a lifesaver! It's the perfect org chart for Salesforce. 5 stars!

    Samual C

  • A smiling man with short dark hair wearing a light blue collared shirt, standing outside near a brick wall.

    Squivr's interface effortlessly visualizes team hierarchies - clarity & simplicity

    Ryan Marquardt

  • Black and white headshot of a smiling man with wavy blond hair against a white circular background.

    An impressive product portfolio - enhance your team's Salesforce experience.

    Chris H

Drive Revenue Excellence with Squivr

Squivr delivers a powerful suite of products designed to help revenue teams execute account planning and manage relationships natively in Salesforce—no spreadsheets, disconnected tools, or wasted time.

With Squivr, you can:

  • Uncover new opportunities with advanced Whitespace Analysis

  • Guide execution with tailored Playbooks & Action Plans

  • Visualize relationships through ArcSight’s dynamic org charts & relationship maps

By bringing account planning and relationship management into Salesforce, Squivr empowers your teams to:

  • Align on a shared plan of success

  • Track and manage accounts and opportunities seamlessly

  • Strengthen relationships and improve win rates

  • Scale consistent processes across every team and territory

All of this happens natively in Salesforce—ensuring your data, plans, and insights are always connected, up to date, and actionable.

Squivr enables revenue excellence-helping teams map, track, and execute with confidence, directly where they work.

+50 REVIEWS ON G2!

"Essential Salesforce App for Streamlined Enablement and Rapid Adoption"

“As a consultant specializing in enablement strategies, I consistently recommend SQUIVR to my clients as a must-have app within Salesforce. It offers a powerful way to streamline onboarding and training, ensuring that teams and partners can quickly get up to speed. The fact that it is native to Salesforce allows clients to quickly get setup and manage enablement programs, track progress, and ensure adoption all within one platform. Working with the team at SQUIVR has been a dream.”