Accelerate REVENUE growth & drive SALES excellence with Squivr

ACCOUNT PLANNING

RELATIONSHIP MANAGEMENT

Accelerate Revenue Success

Empower Sales, Customer Success, and Marketing to perform at their highest level while building sales excellence directly within Salesforce—optimizing account planning and relationship management every step of the way.

  • CREATE repeatable success aligned with your GTM strategy

  • Increase PRODUCTIVITY in the key accounts

  • UP-LEVEL the Sales, Customer Success, & Marketing teams

  • Build sales EXCELLENCE within Salesforce

  • OPTIMIZE Account Planning and Relationship Management

Account Planning (AP) Suite

Account Plans, Playbooks, & White Space Analysis (WSA), Opportunity Plans, Any Object Alignment

Drive best practices, optimize engagements, and improve transitions between teams by capturing key data points on your plan of success

ArcSuite = ArcSight + ArcGroups

Relationship Maps, Contact Management, Rules Engine, Grouping, & Org Charting

Activating your contact data and quickly being able to distill this data down to your key stakeholders, champions, and detractors is imperative to every sales team’s success.

Sales Time

With 67% of sales reps not expecting to meet their quota this year, - Administrative tasks continue to consume 70% of sales reps' time, reducing their capacity to focus on selling.

5,500 sales professionals from 27 countries participated to give us the lowdown on the state of sales in 2024.

67% of sales reps don't expect to meet their quota this year, and 84% missed it last year – but why?

Could one of the factors be that the report found sellers spend 70% of their time on non-selling tasks?

Source: Salesforce State of Sales Report 2024

Supercharge REVENUE performance through enhanced Account Planning & Relationship Management, natively within Salesforce

  • "Squivr is a great tool for managing account and opportunity relationships. It is user-friendly and it provides clear hierarchy maps to help you target leads and build account/opportunity plans."

    Brent L - AppExchange

  • "Our sales team was looking for a visual means to manage account and opportunity relationships. Squivr org charts provide functionality that is adoptable by all levels of Salesforce users. The support through installation, implementation and user training is top notch!"

    Mellisa F - AppExchange

  • "Very user friendly tool, does the job efficiently, building a clear hierarchy map to facilitate leads targeting and champion building. Great customer service - Highly recommended!"

    Serena B - AppExchange

  • Squivr is a lifesaver! It's the perfect org chart for Salesforce. Easy to use, keeps things visual, and helps me find sales opportunities I'd miss otherwise. Team loves it - 5 stars!

    Samuel C

Newly released products from Squivr

SQUIVR AI - Gain immediate AI value from Squivr! Auto build org charts, relationship maps, and custom hierarchies from Squivr natively in Salesforce

SQUIVR ARCSUITE & ARCGROUPS - Squivr's ArcGroups can fast forward your entire team to their best point of view on every Account Opportunity Contact Natively within Salesforce

Squivr & Salesforce

  • Improved sales productivity: Automate many of the tasks involved in the sales process, freeing up salespeople to focus on closing deals. This can lead to increased sales productivity and profits.

  • Reduced costs: Help businesses save money on marketing, sales, and customer service. This is because it can help businesses automate tasks, streamline processes, and improve efficiency.

  • Improved decision-making: Squivr can provide businesses with insights into their customers and business, which can help them make better decisions. This can lead to increased profits and growth.