Execute Every Account Plan
with Precision
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.
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.
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
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: org charts, stakeholder maps, and buying group segmentation in one place.
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
- Share org charts across Sales, CS, and Leadership instantly
- Always live, updates automatically as Salesforce data changes
Segment your buyers.
Personalize your approach.
ArcGroups lets your team segment every account's contacts into structured buying groups: champions, economic buyers, technical evaluators, and more, so outreach is always targeted, never scattered.
- Create custom stakeholder groups tied to any Salesforce account
- Classify contacts by role, influence level, and buying stage
- Track engagement and sentiment per group, not just per contact
- Align Sales and CS on the right contacts for the right conversations
- Feed stakeholder context directly into action plans and playbooks
Turn strategy into
accountable action
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, every time.
Action Plans
Turn strategy into execution. Define next best actions, assign owners, set timelines, and track impact, natively inside Salesforce.
Whitespace Analysis
Identify untapped expansion opportunities across your accounts. Visualize revenue potential and drive growth with clarity and confidence.
Success Plans (30/60/90)
Build customizable success plans for new customers and QBRs. Keep every account on track with structured milestones and clear checkpoints.
Qualification Criteria
MEDDICC, BANT, or custom: enforce consistent qualification so forecast accuracy improves every quarter, across every rep.
Cross-Team Alignment
Sales, Customer Success, Marketing, and Leadership all operate from the same plan, inside the same Salesforce platform they already use.
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 lives in PowerPoint decks nobody revisits. Quadrants brings that thinking directly 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
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.
Your revenue team's
home base inside Salesforce
Workspaces bring every plan, playbook, stakeholder map, and team member into one shared operating space, natively in Salesforce. No toggling between tools. No strategy left in a slide deck.
Unified Account Workspace
Every account plan, stakeholder map, action item, and note in one dedicated workspace per account, always live in Salesforce.
Cross-Functional Collaboration
Sales, CS, Marketing, and Leadership all work from the same living workspace. Shared visibility means no more version-of-truth problems.
Plan Status at a Glance
See which accounts have active, current plans, which are at risk, and where your team's attention is needed most, in real time.
QBR-Ready Views
Walk into every business review with a fully structured, up-to-date workspace. Every stakeholder, action item, and insight already in place.
Connected to ArcSight
Workspaces connect seamlessly with ArcSight relationship maps and ArcGroups stakeholder segments, giving you one complete picture of every account.
Configurable by Team
Build distinct workspace views for Sales, CS, and Leadership, each surfacing exactly the context that team needs, nothing more.
See every account at scale
in one unified grid
Squivr Grid brings the power of a spreadsheet to your Salesforce data. Manage dozens of accounts, plan statuses, and revenue opportunities without ever leaving your CRM.
Inline Editing
Update account plans, action items, and SWOT data directly in the grid without opening individual records, no context switching.
Custom Views
Build personal or team-shared grid views filtered by territory, stage, health score, or any Salesforce field your business tracks.
Bulk Actions
Apply playbooks, update statuses, or assign owners across multiple accounts in a single action. Scale your process with precision.
Live Salesforce Data
No sync delays, no exports, no workarounds. Every data point in the grid is live Salesforce data, always current and always accurate.
Pipeline Intelligence
Sort and filter by whitespace opportunity, deal stage, account health, or plan coverage. See risk and opportunity at a glance.
Export Ready
Generate clean exports for leadership reviews, QBR prep, or territory planning, whenever you need them, in whatever format you need.
Measure what winning looks like
across your revenue org
Squivr Analytics transforms your account planning activity into intelligence. See which teams are planning, which playbooks close the most deals, and where your next dollar of growth is hiding.
Plan Adoption Dashboards
See exactly which accounts and reps have active, current plans, and where gaps in coverage are costing you forecast accuracy.
Playbook Performance
Track which sales methodologies and playbooks drive the highest win rates, deal velocity, and revenue. Stop guessing what works.
Account Health Scoring
Aggregate plan quality, stakeholder coverage, and action item completion into a single health score for every account in your portfolio.
Whitespace Capture Rate
Measure how much of the identified expansion opportunity your team is actively pursuing, and where revenue is slipping through the cracks.
QBR Intelligence
Generate insights and benchmarks for every quarterly business review, backed by real Salesforce data and plan execution history.
Executive Dashboards
Give leadership a real-time pulse on revenue execution quality across the entire organization, from rep to region to global rollup.
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.
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!
"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!
https://www.g2.com/products/squivr/reviews
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?