Squivr Playbooks & Action Plans

Drive consistency for your Sales Process

Align the entire Go-To-Market team

Ensure repeatable success

“Squivr helps companies close deals faster, drive data quality, enhance the user experience, and allow companies to unlock the power within Salesforce! Great Salesforce-native app.”

Playbooks & Action Plans enabled on any object in Salesforce

"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!

G2 Reese

https://www.g2.com/products/squivr/reviews

 

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?

Each of these exercises helps: drive best practices across your revenue teams, identify success methodology /best practices criteria, and unlock the ability to execute deals on time.

 

Learn more

Reach out to understand how Squivr Salesforce Org Charts can help improve your understanding of the people in your Salesforce Org.