The Complete Revenue
Intelligence Platform
Squivr delivers a powerful suite of products designed to help revenue teams execute account planning, manage relationships and measure what matters, natively in Salesforce. No spreadsheets, no disconnected tools, no wasted time.
- 100%Salesforce native
- 5.0On AgentExchange & G2
- 50+Verified G2 reviews
- 3Free users on every plan
The Squivr suite
Seven products, one platform
Each one runs natively in Salesforce on the same relationship data. Start with one, add the rest as you grow.
01Relationship Intelligence
Relationship Maps & Org Charts
Built into Salesforce
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.
- Interactive org charts on any Salesforce object
- Dynamic relationship maps with sentiment tracking
- Rule-based AI assisted hierarchy building
- ArcGroups for team-based collaboration and alignment
- Visualize decision-making hierarchies in real time
- ArcSight
- ArcGroups
- Squivr Views
- Core reports & dashboards
ArcSight from $15 · ArcSuite $25 / user / month
ArcSight
Interactive org charts and relationship maps rendered natively inside every Salesforce record.
ArcGroups
Group stakeholders, assign roles, and track engagement across any object.
Sentiment Tracking
Color-code contacts by sentiment and track relationship health over time.
Quick Actions
Create related records and log activities directly from the org chart.
02Account Planning (AP) Suite
Playbooks, Action Plans
& Whitespace Analysis
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.
- Customize MEDDICC or MEDDPICC directly in Salesforce
- Track custom 30-60-90 day account plans with ease
- Map and track engagements with advanced whitespace analysis
- Align your plan of success to any Salesforce object
- Opportunity plans, sales action plans, and account plans
- Action Plans & Playbooks
- Revenue Summary & WSA
- Quadrants
- Squivr Views
AP Suite $25 · modules from $10 / user / month
Sales Playbooks
Map your methodology and best practices onto every account and opportunity.
Action Plans
Define next best actions, assign owners, set timelines, and track impact.
Whitespace Analysis
Identify untapped expansion opportunities and visualize revenue potential.
Revenue Summary
See revenue by product family, spot gaps, and surface total potential.
03Strategic Analysis
SWOT, Competitive &
Strategic Quadrants
Turn strategy into a living, visible asset inside Salesforce. Squivr Quadrants give revenue teams a native canvas for SWOT analysis, competitive positioning, and custom strategic matrices, right on the records that matter most.
No more strategy decks sitting in a shared drive. Every insight is captured, updated, and acted on directly in Salesforce where your team already works.
- SWOT Analysis natively on any Salesforce object
- Competitive analysis tied directly to accounts and opportunities
- Custom strategic matrices built to fit your process
- Align teams around a single, shared strategic view
- Account Planning (AP) Suite
- Enterprise Suite
- Or $10 / user / month on its own
SWOT Analysis
Capture strengths, weaknesses, opportunities, and threats on any record.
Competitive Analysis
Know where you win, where you lose, and how to position effectively.
Custom Matrices
Build any 2×2 or strategic matrix that fits your methodology.
Strategic Planning
Link insights to plans, actions, and outcomes for end-to-end visibility.
04Squivr Analytics · Analytics SuiteNew
Relationship Intelligence,
Measured
Squivr Analytics is now available. Every plan includes a core set of Squivr reports and dashboards plus contact activity reports. Squivr Analytics adds the full library, so leaders can see pipeline health, coverage, and account risk on live Salesforce data.
Get it on its own, or with Squivr Grid and Squivr Views in the Analytics Suite.
- Full pre-configured report and dashboard library
- Custom report builder on any Salesforce object
- Interactive dashboards and KPI scorecards
- Rep scorecards, leaderboards and coaching views
- Squivr Grid: spreadsheet-style inline and bulk editing
- Squivr Analytics
- Squivr Grid
- Squivr Views
Squivr Analytics $15 · Analytics Suite $25 / user / month
05Squivr ViewsNew
Every Record,
Your Way
Six ways to work with the same Salesforce records, so every person on the team sees plans and pipeline the way they work best. Update a card on the Kanban and the Timeline, Grid and your reports reflect it instantly.
- ArcSuite
- AP Suite
- Analytics Suite
- Enterprise Suite
Grid and Timeline are also included with ArcSight
- KanbanMove actions forward by status
- MatrixRoadmaps in Now, Next and Later
- TimelineEvery touchpoint, in order
- Upgraded GanttPlans across 30, 60 and 90 days
- GridEdit hundreds of records inline
- CalendarRenewals and milestones by date
06Squivr AI
Rule-Based AI for
Relationship Management
Squivr optimizes your investment in AI and Salesforce, streamlining how revenue teams build strategies, foster relationships, personalize customer interactions, and predict future trends.
- Rule-based AI using if-then logic on your Salesforce data
- Predictive scoring on accounts, opportunities, and custom objects
- Next best action recommendations surfaced in real time
- Grounds Agentforce and Claudeforce in structured revenue context
Predictive Scoring
Rank every record by likelihood to convert, expand, or churn.
Next Best Action
Context-aware recommendations on every Salesforce record.
Workflow Automation
Automate routine tasks so teams focus on relationships.
Any Salesforce Object
Standard, custom, and junction objects alike.
07Enablement & Adoption
A Modern Layer on
Top of Salesforce
Most Salesforce implementations struggle with the same problem: powerful data, but limited usability across teams. Squivr Workspaces bring everything together into a focused, role-based experience designed to actually enable users, not overwhelm them.
Workspaces align to any object in Salesforce and can be embedded within other Workspaces for a modular, layered experience that mirrors how revenue actually flows across your business.
- Curated data, not clutter
- Contextual workflows, not scattered processes
- AI and automation built in, not bolted on
- Composable Workspaces that adapt to each team
- Included with every Squivr product
Role-Based Experience
Sales, success, and ops each get the right data at the right moment.
Composable & Embedded
Drill into detail without losing context.
Any Object, Any Data Model
Standard, custom, and junction objects, no compromise.
Real Adoption
Salesforce that is usable for everyone, not just power users.
Revenue Excellence
Everything your team needs
to win inside Salesforce
All of this happens natively in Salesforce, ensuring your data, plans, and insights are always connected, up to date, and actionable.
Uncover Opportunities
Advanced whitespace analysis surfaces untapped growth across your existing accounts before your competitors spot it.
Guide Execution
Tailored playbooks and action plans ensure every rep follows a consistent, proven process from discovery to close.
Visualize Relationships
Dynamic org charts and relationship maps give your team instant clarity on stakeholders, influencers, and decision makers.
Sharpen Strategy
SWOT, competitive, and custom strategic matrices give every rep and manager a clear, shared view of how to win each deal.
Measure What Matters
Squivr Analytics turns relationship and planning data into dashboards, scorecards and coaching views leaders can act on.
Drive Adoption & Scale
Role-based Workspaces and Squivr Views make Salesforce usable for every team, so what your best reps do becomes the standard.
Customer Reviews
Trusted by revenue teams
across Salesforce
50+ verified reviews on G2 and AgentExchange from sales reps, managers, and operators who use Squivr every day.
- ★★★★★
“Great Product, Great Product Team drives efficiencies across the org”
Phillip H.
- ★★★★★
“This will change the way you close business wish I had it sooner”
Jody M.
- ★★★★★
“I highly recommend this product, it is such an amazing help!”
Chelsea H.
- ★★★★★
“Squivr is a lifesaver! It's the perfect org chart for Salesforce. 5 stars!”
Samuel C.
- ★★★★★
“Squivr's interface effortlessly visualizes team hierarchies clarity and simplicity”
Ryan M.
- ★★★★★
“Essential Salesforce App for Streamlined Enablement and Rapid Adoption as a consultant, I consistently recommend Squivr as a must-have app within Salesforce.”
G2 Verified Review
Get started
Ready to see Squivr in action?
See how Squivr helps revenue teams map, plan, measure and execute with confidence, directly where they work in Salesforce. Every plan includes 3 free users.
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![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.
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![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.
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![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.
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![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
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![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
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![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
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.
ArcSuite (ArcGroups + ArcSight)
Enable your revenue teams with Relationship Maps, Org Charts, Stakeholder Management seamlessly in Salesforce
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.
Account Planning (AP) Suite
Identify your opportunities with current customers via Whitespace Analysis
Bring Your Sales Methodology to Life in Salesforce with Playbooks and Action Plans
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.
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.”