The Squivr
Journey
Account Planning & Relationship Intelligence
Tips, tricks, and proven approaches to help your revenue team get the most out of Squivr inside Salesforce. From first login to full adoption.
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The complete walkthrough. See how Squivr helps revenue teams map relationships, plan accounts, and drive predictable growth, all natively in Salesforce.
- Whitespace analysis in action
- ArcSight org charts and relationship maps
- ArcGroups stakeholder alignment
- Playbooks and action plans
- Rule based AI auto build
Visualize org charts, relationship maps, and customer hierarchies right inside every Salesforce record.
- Building your first org chart
- Relationship maps on opportunities
- Customer hierarchies in Salesforce
- Using the Parking Lot feature
ArcSight plus ArcGroups together. Uncover buying committees, stakeholder maps, and ICP targets as a single view.
- Grouping stakeholders with ArcGroups
- Mapping buying committees
- Tracking engagement by role
- ICP target alignment
Turn your best sales strategies into repeatable, structured playbooks and action plans that drive consistent execution.
- Customizing MEDDPICC in Salesforce
- 30, 60, 90 day customer success plans
- Opportunity playbook setup
- QBR and BANT templates
and Whitespace Analysis
Surface expansion revenue hiding in your accounts with whitespace analysis and product level visibility.
- Whitespace analysis on any account
- Revenue visibility by product and family
- Total revenue potential across accounts
- Buying center and department views
SWOT, competitive, and custom strategic matrices, native on any Salesforce object.
- SWOT on accounts and opportunities
- Competitive analysis tied to deals
- Building custom 2 by 2 matrices
- Strategic planning consolidation
A reimagined Salesforce experience. Intuitive, fast, and beautiful, unlocking the full potential of your data.
- Modernized Salesforce UI and navigation
- Intuitive workflows across key objects
- Surfacing your most valuable data
- Efficiency activating layouts and views
Enable the full power of Agentforce alongside Squivr's rule based AI. Auto build, group data, and scale best practices.
- Setting up Squivr rule based AI
- Auto build for org charts and hierarchies
- If then logic on Salesforce data
- Activating Agentforce with Squivr
- Deploying autonomous AI agents
- Predictive scoring walkthrough
Ready to build your map?
You have seen the journey. Let us build one tailored to your pipeline, your methodology, and your Salesforce org.