Enhance Revenue performance via Account Planning and Relationship Management with Squivr

  • DRIVE repeatable success and align to your GTM strategy

  • Increase PRODUCTIVITY across departments and your key accounts

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

  • Build sales EXCELLENCE within Salesforce

Optimizing Revenue Teams

Account Planning (AP) Suite

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

Understand current revenue, and opportunities to properly tier your account base with Squivr’s Whitespace Anaylysis

Drive your account plans and opportunity playbooks with your standard or customized Action Plans, including MEDDICC, BANT, MEDDPICC, or any customized framework. Visualize your progress with an interactive Gantt chart or a cohesive action plan.

Standardize success on your net new sales, up and cross-sells, and renewal process with Playbooks, Action Plans

Increase your revenue success with Squivr’s Account Planning Suite

ArcSuite = ArcSight + ArcGroups

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

Drive best practices, optimize engagements, and improve transitions between teams by capturing key data on your customer relationships with Squivr’s relationship maps and org charts

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.

  • "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

Two NEW products launched in the second half of 2024

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

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

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

Squivr + Salesforce

Track of key customer relationships to maximize engagement & provide better service. Increase customer satisfaction, repeat business, and referrals.

  • 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.

Uplevel your Revenue Team

Enablement - Sales, Customer Success, and Marketing

Relationship Management

Engagement Scoring

Whitespace Analysis

Account Tiering

  • Drive excellence throughout your sales segments & verticals to drive repeatable success with every prospect, customer, partner, & client.

    What does your team’s - 30, 60, and 90-day plan look like on your key accounts? What is your opportunity plan for success?

    With Squivr’s unique ability to drive ‘your’ plan of success in Salesforce, you can now map and track your best practices from the comfort of your CRM. Better understand your whitespace to build real pipeline and lean into what your customers need to succeed.

  • Driving sales excellence so every opportunity is tracked towards success. Whether you use MEDDICC, MEDDPICC, BANT, GAP, NEAT, or have created your own qualification criteria we enable you to track your plan to completion with Squivr’s Account Plans and Opportunity Playbooks

  • Quickly identify your champions, blockers, buying committees, and engagement gaps through Squivr’s org charts and relationship maps

  • Are you mapping and tracking success with your most important accounts and opportunities? We help to surface optimal actions to drive success for your business development, sales, and customer success teams

Relationship Management & Account Planning Natively in Salesforce