Drive Revenue with
Playbooks & Action Plans
Align your entire revenue team around a single, repeatable methodology built natively inside Salesforce. Turn strategy into execution, every time.
Map your Plan of Success within Salesforce
What is your sales methodology? MEDDICC, MEDDPICC, WBD, Challenger, or custom? Now you can seamlessly drive your plan of success natively in Salesforce with no integrations and no switching tabs.
- Drive consistency across your entire Sales Process
- Align best practices across Sales, CS, Marketing, and Leadership
- Build repeatable success for your revenue team
- Identify Strengths, Weaknesses, Opportunities, and Threats (SWOT)
- Drive action from Whitespace Analysis
Three Plans.
One Unified Platform.
Every revenue motion from prospecting to expansion covered in a single Salesforce-native workspace.
Sales Action Plan
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
- Tracks next best actions (NBAs) with owners and timelines
Account Plans
Retain and grow strategic accounts
- Maps out decision-making processes and competitive landscape
- Dynamic, worked on a regular 30/60/90-day cadence
- Tracks overall strategy to retain and grow the account
- Drives quarterly business reviews (QBRs) with clarity
Opportunity Plans
Strategy to win every deal
- Defines next best actions (NBAs) with clear ownership
- Tracks accountability, timelines, and expected impact
- Aligns team on deal strategy from discovery to close
- Supports MEDDICC, BANT, Challenger, and custom frameworks
Everything your team needs to execute with precision
Squivr AP Suite gives your revenue team the tools to align, execute, and win inside Salesforce.
Sales Playbooks
Map your best practices and sales methodology directly onto accounts and opportunities. Ensure every rep follows the winning process.
Action Plans
Turn strategy into execution. Define next best actions, assign owners, set timelines, and track impact natively in Salesforce.
SWOT Analysis
Identify Strengths, Weaknesses, Opportunities, and Threats for every account. Build strategy grounded in reality, not guesswork.
Whitespace Analysis
Identify untapped expansion opportunities across your accounts. Visualize revenue potential and drive growth with clarity.
Success Plans (30/60/90)
Build customizable success plans for new customers and QBRs. Keep every account on track with structured milestones.
Cross-Team Alignment
Sales, Customer Success, Marketing, and Leadership all operate from the same plan inside the same platform they already use.
Squivr's product suite is easy to install and configure. The org chart functionality allows reps to easily manipulate the visual structure of an organization's hierarchy in a flash! This makes it easily digestible for the entire go-to-market organization, and available to view or edit in Salesforce at any time. Their support is top-notch, very knowledgeable, and responsive. I highly recommend Squivr products for teams of all sizes, from start-ups to fully mature!
Every team member aligned to
the same winning strategy
Squivr AP Suite enables your entire revenue organization to move as one from the first discovery call to the QBR.
Best Practices
Institutionalize what winning looks like. Capture top-performer habits and make them the default for every rep.
Account Strategies
Every account has a living, breathing plan. No more strategy living in spreadsheets, emails, or someone's head.
Revenue per Customer
Identify and pursue expansion opportunities. Track revenue by customer, product family, and buying center.
Revenue per Product
See exactly which products are winning in which accounts and where the untapped whitespace lives.
Opportunity Playbooks
Attach a specific playbook to every opportunity type. Guide reps through the exact steps to close.
Qualification Criteria
MEDDICC, BANT, or custom — enforce consistent qualification so forecast accuracy improves every quarter.
Strategic Analysis,
Built into Salesforce
Quadrants gives your team a native framework for strategic thinking: SWOT, competitive analysis, and custom matrices right where your data already lives.
Turn strategy into structured action
Most strategic analysis happens in PowerPoint decks that nobody revisits. Quadrants brings that thinking into Salesforce, tied to the actual accounts, opportunities, and contacts it's about.
- Run SWOT analysis on any Salesforce object
- Map competitive positioning directly on accounts
- Build custom 2×2 matrices for any strategic need
- Share analysis instantly across Sales, CS, and Leadership
- Link insights directly to Action Plans and Playbooks
SWOT Analysis
Strengths, Weaknesses, Opportunities, Threats structured on every strategic account, natively in Salesforce.
Competitive Analysis
Map your competitive landscape per account. Know where you win, where you lose, and why.
Strategic Analysis
Build structured frameworks to evaluate market position, account health, and growth potential.
Custom Matrices
Build any 2×2 matrix your business needs. No code, no external tools, no Salesforce admin required.
How teams use Quadrants
From sales to executive strategy, Quadrants fits naturally into every revenue workflow.
Account Strategy Reviews
Run structured quarterly business reviews with a live SWOT analysis tied directly to the account record. No slide decks required.
Deal Qualification
Use a custom qualification matrix to score deals on effort vs. impact. Focus your team on the opportunities most likely to close.
Competitive Battle Cards
Map head-to-head competitive position on every active opportunity. Know your strengths and gaps before your rep walks into the call.
Expansion Planning
Identify high-potential accounts for upsell using a growth-readiness matrix. Align CS and Sales on which accounts to prioritize.
Executive Alignment
Give leadership a consistent view of strategic account health. Standardize how teams present account status across the organization.
Territory & Market Analysis
Evaluate territories and market segments on a shared framework. Make resource allocation decisions backed by structured data.
"Level Up with Squivr!"
Squivr's product suite is easy to install and configure. The org chart functionality allows reps to easily manipulate the visual structure of an organization's hierarchy in a flash! This makes it easily digestible for the entire go-to-market organization, and available to view or edit in Salesforce at any time. There are so many great features within the org chart tool that the reps love to use, like the parking lot concept, sentiment tracking, color card options, quick actions to create related records, and so much more. Their support is top-notch, very knowledgeable, and responsive. They also do a great job with their documentation and support site, which is openly available to all. I highly recommend Squivr products for teams of all sizes, from start-ups to fully mature!
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Playbooks & Action Plans enabled on any object in Salesforce
Map your Plan of Success within Salesforce
What is your sales methodology? Do you you use MEDDICC, MEDDPICC, WBD, Challenger, or custom? Now you can seamlessly drive your plan of success in Salesforce!
Squivr Playbook is ready to help you collaborate and align your sales teams. We help you understand overall market trends, nurture best practices, and increase and maximize your revenue! Quickly build account and opportunity plans to drive your success rates higher
A Sales Action Plan - A playbook that highlights what you're going to do to achieve your sales goals, focusing on the business opportunities & relationships that you can cultivate with the prospects/customers. These plans should be visible and accountable to the stakeholders responsible for the actions targeted.
Account Plans - Account planning is the process of mapping out important details about a new prospect or existing customer, including information about their decision-making process, the companies you're competing with, and the overall strategy to retain and grow the account. Account plans are dynamic and should be worked on a regular cadence (over a 30-day, 60-day, and 90-day timeline - quarterly plan). The highlighted actions should afford you the desired impact on an account.
Opportunity Plans - Opportunity plans are action plans focused on building a strategy to support the desired outcome
What are your NBA(s) or next best actions?
Who is accountable for these actions?
When do those actions need to be realized? Why?
What level of impact will this have on your prospect/customer?