Execute every Account Plan Opportunity Plan Sales Action Plan Buying Committee Renewal Play QBR natively in Salesforce.
Squivr gives your entire revenue team a single, repeatable system for winning, from first discovery call to quarterly business review, built 100% natively inside Salesforce.
Seven steps from strategy
to revenue
Every part of your revenue motion, connected in one place, natively inside Salesforce.
Choose Your Methodology.
Build Your Plan.
Select from three plan types and align your team on a shared methodology. Squivr supports MEDDICC, MEDDPICC, BANT, Challenger, WBD, or your own custom framework, natively in Salesforce with no integration required.
- Three plan types: Sales Action, Account, and Opportunity
- Supports all major sales methodologies out of the box
- Plan templates drive consistency across your revenue team
- Natively in Salesforce with no tab-switching or friction
Know Every Stakeholder.
Own Every Relationship.
ArcSight and ArcGroups give your team complete relationship intelligence inside Salesforce. Visualize org charts, map buying groups, and surface the relationships that actually move deals forward.
- Live, drag-and-drop org charts from Salesforce contact data
- ArcGroups segments stakeholders by role, influence, and sentiment
- Identify champions, economic buyers, blockers, and influencers
- Updates automatically as Salesforce data changes
Playbooks that Drive
Consistent Action.
Squivr's action plans and playbooks give your team a repeatable, accountable execution engine. Every next best action has an owner, a timeline, and a clear connection to the deal or account strategy.
- Playbooks codify your best sales motions at scale
- Task owners, due dates, and progress tracking built in
- Gantt-style timeline view keeps deals on track
- Supports MEDDICC, BANT, Challenger, and custom frameworks
SWOT, Competitive Intel,
and Deal Strategy.
Squivr's built-in strategic frameworks give your team a structured way to assess each account, map the competitive landscape, and identify the whitespace that drives growth.
- Integrated SWOT analysis with collaborative editing
- Competitive positioning tools built natively in Salesforce
- Quadrant analysis for account segmentation and prioritization
- Strategic insights linked directly to your plan of action
Squivr Workspaces.
One Source of Truth.
Squivr Workspaces bring your entire revenue team into a single shared environment for every account. No more siloed notes, no more missed handoffs between Sales, CS, and Leadership.
- Shared workspaces for Sales, CS, SE, and Leadership
- Contextual notes and activity feeds per account
- Role-based views so everyone sees what matters to them
- All collaboration stored natively in Salesforce
Squivr Grid.
Your Portfolio at a Glance.
Squivr Grid gives revenue leaders a dynamic, visual command center for their entire account portfolio. Spot risks, flag opportunities, and drive decisions, all without leaving Salesforce.
- Portfolio-wide account health visualization
- Filter, sort, and drill into any account in real time
- Color-coded health scores and trend indicators
- Executive view connecting activity to revenue outcomes
Squivr Analytics.
Revenue Intelligence Built In.
Squivr Analytics closes the loop between planning and performance. Surface what's working, where to coach, and where your team should focus to maximize revenue outcomes from within Salesforce.
- Plan adherence and activity completion rates
- Win/loss patterns correlated to planning behaviors
- Account health trends over time
- Coaching insights for front-line managers
Three plans.
One unified platform.
What is your sales methodology? MEDDICC, MEDDPICC, WBD, Challenger, or custom? Drive your plan of success natively in Salesforce with no integrations, no tab-switching, no friction.
Business opportunities & relationship cultivation
Highlights what you'll do to achieve your sales goals. Focused on business opportunities and key relationships, visible and accountable to all stakeholders.
- Highlights what you'll do to achieve your sales goals
- Focused on business opportunities and key relationships
- Visible and accountable to all stakeholders
- Tracks next best actions with owners and timelines
- Integrates with ArcSight relationship maps and org charts
Retain and grow strategic accounts
Maps out decision-making processes and competitive landscape. Dynamic, worked on a regular 30/60/90-day cadence to track strategy and drive QBRs with clarity.
- Maps decision-making processes and competitive landscape
- Dynamic 30/60/90-day planning cadence built in
- Tracks overall strategy to retain and grow the account
- Drives quarterly business reviews with clarity
- SWOT and whitespace analysis included
Account Plan Cadence
Keep every account plan current with a structured review rhythm.
Close more deals with a structured plan
Turn every opportunity into a managed plan. Align your team on methodology, track next best actions, and stay on top of every stakeholder from discovery to close.
- Mutual action plans shared with prospects
- MEDDICC, BANT, Challenger, or custom scoring built in
- Next best actions with owners, due dates, and expected impact
- ArcSight stakeholder maps linked directly to each deal
- Deal reviews that connect strategy to forecast with confidence
Win Rate by Planning Behavior
Teams that run structured opportunity plans consistently outperform those that don't.
Know every stakeholder.
Own every relationship.
Before you can execute a plan, you need to understand who you're selling to. Arc Suite gives your team complete relationship intelligence inside Salesforce.
Visualize the org.
Navigate the politics.
ArcSight builds live, interactive org charts directly inside Salesforce. Map every stakeholder, understand the hierarchy, and surface the relationships that actually move deals forward.
- Drag-and-drop org charts built from Salesforce contact data
- Visualize reporting structures, titles, and decision authority
- Identify champions, economic buyers, blockers, and influencers
- Always live, updates automatically as Salesforce data changes
Segment your buyers.
Engage the right people.
ArcGroups lets your team segment stakeholders by role, influence, and sentiment. Build targeted engagement strategies for each buying group and track how relationships evolve across the account lifecycle.
- Segment contacts into buying groups and personas
- Track relationship strength, sentiment, and engagement level
- Identify gaps in stakeholder coverage before they cost you
- Synced to Salesforce contacts with zero manual data entry
More power coming soon.
Included in Squivr Enterprise (Full Platform).
Squivr Grid and Squivr Analytics are coming soon as standalone add-ons and are included as part of the Squivr Enterprise (Full Platform) subscription.
Squivr Grid
A dynamic visual command center for your entire account portfolio. Surface risk, spot opportunity, and drive decisions without leaving Salesforce.
- Portfolio-wide account health dashboard
- Filter, sort, and drill into any account in real time
- Color-coded health scores and trend indicators
- Executive view connecting activity to revenue outcomes
Squivr Analytics
Revenue intelligence that closes the loop between planning and performance. Surface what's working, where to coach, and how to maximize revenue outcomes.
- Plan adherence and activity completion rates
- Win/loss patterns correlated to planning behaviors
- Account health trends over time
- Coaching insights for front-line managers
Your entire revenue team.
One unified platform.
See how Squivr's Salesforce-native account planning suite drives consistency, accountability, and revenue across your full go-to-market motion.
