Best Practices

Tips and tricks to help you realize success

ArcSuite

Optimize Account and Contact views

Salesforce account and contact data tends to be busy, out of date, and in need of updates. With Squivr ArcSight you can manage your optimal views and the relevant data with our Parking Lot feature.

ArcSight 101 Video

Overview of features and functionality of Squivr ArcSight

How to get started with Squivr ArcSight. Whether you are a new user of a seasoned Seller or a technical Admin we want to fully enable you and your team!

My best point of view

1st question - Can I see everything?

2nd question - How can I narrow that down to just the data or view that I prefer?

Driving the best view of your Salesforce Data is near and dear to us at Squivr. We strive for the optimal user experience. You can build custom views with Org Chart Configurations. Here is a video highlighting this capability.

AP Suite

Playbook Quickstart

How can I quickly and seamlessly get my plan of success in Salesforce?

Squivr Playbook & Action Plans have you covered.

Drive your plan of success on any opportunity. Small, Medium, or Large deal plans are all enabled with Squivr’s opportunity playbook. You can drive generic sales methodology or highly customized versions of MEDDICC, BANT, WBD, and any other version for your organization. Check out how easy it is to go from idea to implementation.

  • Easy to Use, Immediate Benefit for Sales Team Our sales team has been using the org chart feature on opportunities for about two years now. Incredibly easy tool to use, visual allows for productive conversation on engagement and stakeholder coverage.

    Irene D.

  • Great Org Chart - Very easy for our sales team! Great org chart visualization, our sales team finds it very easy to use. The drag and drop features are fantastic. Keep up the great work Team, looking forward to what the next versions will have.

    Mike M.

  • I've been looking for a tool like this for a very long time and Squivr is the best I've seen. I would recommend Squivr to anyone looking for a robust account mapping tool.

    Sara B.

What is Squivr?

Squivr is a quiver of solutions to help revenue teams succeed natively in Salesforce 🏹.

Is Squivr a native Salesforce application?

Yes, all your data remains in Salesforce to ensure you have the most secure architecture offered on the Salesforce AppExchange.

What is a native Salesforce application?

A native Salesforce app is an app that is built 100% inside of Salesforce using the Salesforce Platform. The Squivr solution depends on the customer utilizing Salesforce technology as we are fully built on the Salesforce platform.

How is Squivr licensed?

Squivr is assigned via your Salesforce permission and you would provision the licenses per-user. Our product is sold as user licenses and priced per user per month Link -

What if I need Support?

Please reference our support page at - https://squivr.zendesk.com/hc/en-us or send an email to support@squivr.com

How can we assign users and permission sets for Squivr?

Assigning Squivr users and permission sets - https://squivr.zendesk.com/hc/en-us/articles/360053666813-Assigning-Squivr-Users-and-Permissions