Know your buying committees, power players, decision makers, champions, coverage gaps, and influence paths, natively in Salesforce.
Squivr ArcSuite brings org charts, stakeholder mapping, rule-based contact intelligence, Squivr Views and relationship reporting natively inside Salesforce, so your team never misses a key connection.
Deals aren't lost on price.
They're lost on who you missed.
Modern B2B deals run through committees, not individuals. Gartner research puts the average buying group at six to ten stakeholders, each with a private agenda and the quiet power to stall a deal everyone thought was moving. Most revenue teams can see who replied to their last email. Almost none can see the whole room.
Relationship intelligence is the discipline of closing that gap. Not logging more activity, but maintaining a living map of who is actually in the room, how each of them feels about you, and what happens to that knowledge the moment the person who built it changes roles.
Two powerful modules.
One relationship platform.
ArcSuite = ArcSight + ArcGroups. Together they give your entire revenue team a complete, living picture of every account, from org hierarchies to automated contact grouping. Every ArcSuite plan also includes Squivr Views and a core set of Squivr reports and dashboards.
Org Charts & Relationship Maps
ArcSight renders your Salesforce Contacts into dynamic, visual org charts and relationship maps. Track hierarchies, sentiment, and influence paths updated in real time by your team, directly inside Salesforce.
- Visual org chart builder with drag-and-drop hierarchy management
- Rule-based AI assisted hierarchy building
- Contact sentiment tracking (positive, neutral, negative) with timeline history
- Indirect relationship mapping beyond the formal reporting chain
- Role and influence classification for each stakeholder
- Custom org chart configurations per Salesforce object type
- Best-view overlays for Accounts and Opportunities
- Seamless context handoff: Sales to Implementation to Customer Success
Rule-Based Contact Grouping
ArcGroups automatically segments your Contacts into meaningful groups using configurable rules and criteria, surfacing the right people at the right time without manual list-building.
- Define Group Configurations with flexible field-based criteria
- Initiate group membership via Apex Triggers or manual evaluation
- Rule-based engine assigns Contacts automatically on record changes
- Re-evaluate group membership on-demand or via automation
- Embeddable ArcGroups Lightning component on any page layout
- Admin and standard user permission tiers for governance
- Supports multi-group membership for complex account structures
Squivr Views and reporting,
now included
Every ArcSuite plan now includes Squivr Views and a core set of Squivr reports and dashboards, so the relationships you map turn into plans, timelines and numbers your team can act on.
See every record your way.
Squivr Views gives your team six ways to work with Salesforce records, all on live Salesforce data. Pick the view that fits the job: a roadmap for open opportunities, a board for deal stages, a calendar for renewals.
- Kanban
- Matrix
- Timeline
- Upgraded Gantt
- Grid
- Calendar
All six views are included with ArcSuite, the Account Planning (AP) Suite, the Analytics Suite and the Enterprise Suite. ArcSight on its own includes the Grid and Timeline views.
Every touchpoint on one timeline.
Calls, emails, meetings, tasks, milestones and close dates, in order, color coded by type. Quick filters show what is overdue, due this week, upcoming, completed or yours. Put it next to the org chart and you can see who you have been talking to, and who you have not.
Relationship intelligence, measured.
ArcSuite includes a core set of Squivr reports and dashboards plus contact activity reports, built on live Salesforce data. See how many relationships are mapped, how many contacts hold a buying role, and where your stakeholders sit across departments.
Want more? Add Squivr Analytics or the Analytics Suite for the full report and dashboard library, a custom report builder, KPI scorecards and rep coaching views. Compare plans
Org charts that show who matters.
Every card shows a stakeholder’s title, buying role and sentiment at a glance, with LinkedIn and quick add right on the card. Rule-based AI assisted hierarchy building, included with ArcSight and ArcSuite, gets you from a contact list to a working org chart faster.
Get up and running
in four steps
The ArcGroups setup path walks your Salesforce admin through a proven configuration process from permission sets to your first Apex trigger.
Assign Permissions
Assign Squivr Full Admin to admins, and Squivr Org Chart Base or View All to standard users via Salesforce Permission Sets.
Define Group Configurations
Create Group Configurations in the Squivr admin panel. Set the target object, matching criteria, and field mappings for your contact segments.
Initiate via Apex Trigger
Deploy an Apex trigger on the relevant Salesforce object to fire ArcGroups creation logic whenever records are inserted or updated.
Validate & Go Live
Review group memberships in the ArcGroups component, verify rule evaluations, and optionally add the Lightning component to page layouts.
Three permission sets.
One for every role.
Go further with
advanced configuration
Define Rules & Rule Criteria
Build multi-condition rules with AND/OR logic across any Salesforce field to auto-assign Contacts to the right groups at scale.
Custom Org Chart Configurations
Tailor ArcSight's visual rendering per Salesforce object. Define fields for card headers, tooltips, and relationship lines for each chart type.
Evaluate ArcGroups via Apex Trigger
Re-evaluate group membership whenever a related record changes. Keep assignments accurate without manual intervention.
Add the ArcGroups Lightning Component
Embed ArcGroups on Account, Contact, or Opportunity pages so reps see group memberships in context without navigating away.
Built for every stage
of the customer lifecycle
Know how every stakeholder really feels.
Track and analyze customer and prospect sentiment directly inside the org chart. Reps update sentiment in seconds; managers see trends over time so you know what drives positive outcomes before the deal is at risk.
No more getting lost in the transition.
Sales-to-CSM handoffs lose critical context. ArcSight captures stakeholder hierarchy, sentiment, roles, and informal relationships during the sales cycle so when a deal closes, your CS team walks in knowing everyone. Continuity, not catch-up.
Make good data a habit, not a chore.
Squivr's visual interface makes updating Salesforce records faster and more satisfying so reps actually do it. Real-time completeness scores surface gaps, driving accountability and clean, actionable data across the organization.
It's a rare treat to install a solution and see 100% user adoption and internal value add within the first two months.
Everything your revenue
team needs
ArcSuite delivers a complete set of relationship intelligence capabilities, all living natively inside Salesforce Lightning.
Visual Org Charts
Render living, interactive org charts from your Salesforce Contacts. Drag to reorganize, click to update. No separate tool required.
Relationship Mapping
Go beyond formal hierarchies. Map informal relationships, executive sponsors, and influence paths that don't appear on any org chart.
Sentiment Intelligence
Color-coded sentiment indicators with historical tracking. Spot account health trends and intervene before relationships sour.
ArcGroups Automation
Auto-segment Contacts into groups using rule-based logic triggered by Salesforce data changes. No manual list maintenance needed.
Rule-Based AI Engine
Define criteria once. The engine continuously evaluates contacts and adjusts group membership as your Salesforce data evolves.
Squivr Views
Kanban, Matrix, Timeline, upgraded Gantt, Grid and Calendar views on your Salesforce records. Included with every ArcSuite plan.
Reports & Dashboards
A core set of Squivr reports and dashboards plus contact activity reports, live on Salesforce data. Add Squivr Analytics for the full library.
Native Salesforce UX
Every feature lives inside Salesforce Lightning. No tabs to switch, no data sync to manage. Just a better Salesforce experience.
Common questions
about ArcSuite
What is the difference between ArcSight and ArcGroups?
ArcSight is the visual layer. It renders Salesforce Contacts as interactive org charts and relationship maps, tracking hierarchy, roles, and sentiment. ArcGroups is the automation layer. It segments Contacts into rule-defined groups based on field criteria, using Apex triggers to keep memberships current automatically.
How do you set up ArcGroups in Salesforce?
Four steps: assign Squivr permission sets to your users, define Group Configurations with target objects and matching criteria, deploy an Apex trigger to initiate group creation on record changes, and optionally embed the ArcGroups Lightning component on relevant page layouts.
Does Squivr ArcSuite require a separate login or tool?
No. ArcSuite is entirely native to Salesforce Lightning. Your team accesses org charts, relationship maps, and contact groups directly within Salesforce. There is no external application, browser extension, or separate login required.
What Salesforce permission sets does Squivr use?
Three permission sets: Squivr Full Admin for configuration access, Squivr Org Chart Base for standard users managing their own records, and Squivr Org Chart View All for users who need read access across all records.
Can ArcGroups automatically re-evaluate contact membership?
Yes. An optional evaluation Apex trigger re-evaluates ArcGroups membership whenever related records change, keeping contact segments accurate without any manual intervention from your team.
How does Squivr improve Sales-to-CSM handoffs?
ArcSight captures stakeholder hierarchy, sentiment, roles, and informal relationships throughout the sales cycle. When a deal closes, this context travels with the account so customer success teams understand the full relationship map from day one.
Is Squivr Views included with ArcSuite?
Yes. Every ArcSuite plan includes Squivr Views: Kanban, Matrix, Timeline, upgraded Gantt, Grid and Calendar views on your Salesforce records. Squivr Views is also included with the Account Planning (AP) Suite, the Analytics Suite and the Enterprise Suite. ArcSight on its own includes the Grid and Timeline views.
Does ArcSuite include reports and dashboards?
Yes. ArcSuite includes a core set of Squivr reports and dashboards plus contact activity reports, built on live Salesforce data. For the full report and dashboard library, a custom report builder, KPI scorecards and rep coaching views, add Squivr Analytics or the Analytics Suite.
Does ArcSuite use AI to build org charts?
ArcSight and ArcSuite include rule-based AI assisted hierarchy building, which helps your team turn Salesforce Contacts into a working org chart faster.
Ready to see ArcSuite in action?
Find out how Squivr helps your revenue team identify, build, and nurture your most important relationships, all inside Salesforce.
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