Execute every account plan, opportunity plan, sales action plan, buying committee, renewal play and 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 Views & Grid.
Every Record, Your Way.
Squivr Views, now included with the Account Planning (AP) Suite, gives your team six ways to work the same Salesforce records: Kanban, Matrix, Timeline, an upgraded Gantt, Grid and Calendar. Squivr Grid adds spreadsheet-style editing for the whole portfolio.
- Six views on live Salesforce data, nothing to sync
- Matrix roadmaps sort opportunities into Now, Next and Later
- Squivr Grid: inline and bulk record editing, saved views and one-click export
- Every view respects your Salesforce sharing and security
Squivr Analytics.
Revenue Intelligence Built In.
Squivr Analytics is now available. Every plan includes a core set of Squivr reports and dashboards plus contact activity reports, and Squivr Analytics adds the full library so you can see what is working, where to coach, and where to focus, all inside Salesforce.
- 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
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.
One plan.
Every way to see it.
Squivr Views is now included with the Account Planning (AP) Suite: Kanban, Matrix, Timeline, an upgraded Gantt, Grid and Calendar, all reading the same Salesforce records, with ArcSight org charts alongside. Switch views to see your plans the way each person on the team works best, and get more out of the Salesforce data you already have.
Move every action forward,
one card at a time.
Every action in the plan becomes a card, grouped by status. Drag a card to a new column and the Salesforce record updates with it, so stalled and at-risk work is impossible to miss.
- Status changes save straight to the Salesforce record
- Owner, due date, and plan type on every card
- At-risk work gets its own column, not a buried field
Draft QBR narrative
Whitespace: EMEA expansion
Confirm executive sponsor
Mutual action plan sign-off
Security review packet
Map buying committee
Renewal pricing model
Every touchpoint,
in order.
Calls, emails, meetings, tasks, milestones and close dates on one color-coded timeline. Quick filters show what is overdue, due this week, upcoming, completed or yours, so nothing in the plan slips quietly.
- Every activity type on one timeline
- Filters for overdue, due this week, upcoming, completed and mine
- Add activity without leaving the view
See the whole plan
across 30, 60 and 90 days.
Lay every action and milestone across your 30/60/90-day cadence. Overlaps, slipping dates, and dependencies show up long before they push out the QBR.
- Gantt-style bars for every action and milestone
- 30/60/90-day markers that match your plan cadence
- A today line shows what is late at a glance
Prioritize on two axes,
not gut feel.
Plot accounts or opportunities by any two measures, such as relationship strength and whitespace, and the right strategy jumps out: expand, develop, protect, or monitor.
- Quadrant analysis for segmentation and prioritization
- Bubble size shows account or deal value
- Click any point to open its plan
Work hundreds of records
like a spreadsheet.
Squivr Grid puts plans, accounts, and actions in one editable grid. Sort, filter, edit inline, and update records in bulk, all without exporting a thing from Salesforce.
- Inline editing on native Salesforce fields
- Bulk updates across many records at once
- Filter and sort the whole portfolio in real time
| Account | Plan | Owner | Health | Whitespace | Next step | Due | |
|---|---|---|---|---|---|---|---|
| Kestrel Bank | Account | JL | Healthy | $1.2M | Exec QBR | Apr 30 | |
| Summit Labs | Account | MR | Healthy | $640K | EMEA pilot | Apr 12 | |
| Harbor Health | Opportunity | AK | Watch | $410K | Find sponsor | Mar 18 | |
| Ridgeway Mfg | Account | TS | Healthy | $220K | Renewal call | Mar 25 | |
| Lumen Logistics | Opportunity | MR | Watch | $380K | Security review | Mar 10 | |
| Cobalt Energy | Account | JL | At Risk | $90K | Save plan | Mar 08 |
See who decides, and
how they feel about you.
ArcSight turns Salesforce contacts into a live org chart with roles and sentiment, so every plan is anchored to the people who actually sign off.
- Champion, economic buyer, and blocker roles on every card
- Sentiment colors show where relationships are warm or cold
- Dashed cards flag stakeholders no one has met yet
One record, every lens
Views are different ways to look at the same Salesforce records. Update a card on the Kanban and the Timeline, Grid, and your reports reflect it instantly. Nothing to sync, nothing to export.
Built on the Salesforce you already run
Because everything stays native in your org, list views, reports, dashboards, Flows, and sharing rules keep working the way your admins set them up.
The right view for every role
Reps work the board, managers scan the grid, leaders read the matrix, and CS inherits the org chart. Everyone stays on one plan, each in the view that fits how they work.
Know every stakeholder.
Own every relationship.
Before you can execute a plan, you need to understand who you're selling to. ArcSuite 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
- Rule-based AI assisted hierarchy building
- 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
Squivr Grid and Squivr Analytics.
Available now.
Add Squivr Grid or Squivr Analytics on their own, get both in the Analytics Suite, or get everything in the Enterprise Suite. Every plan already includes a core set of Squivr reports and dashboards plus contact activity reports.
Squivr Grid
Spreadsheet-style editing on any Salesforce object. Work hundreds of records at once without exporting a thing.
- Spreadsheet-style inline grid
- Mass inline and bulk record editing
- Advanced filtering, sorting and grouping
- Saved grid views and one-click export
$15 / user / month, or included in the Analytics Suite and Enterprise Suite.
Squivr Analytics
Revenue intelligence that closes the loop between planning and performance, built on live Salesforce data.
- Full pre-configured report and dashboard library
- Custom report builder on any object
- Interactive dashboards and KPI scorecards
- Rep scorecards, leaderboards and coaching views
$15 / user / month, or included in the Analytics Suite and Enterprise Suite.
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.