Best Practices
Tips and tricks to realize success
Account planning success early & often
Best Practice Videos
How can I optimize my 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Salesforce account and contact data tends to be busy, out of date, and in need of updates.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
This is a longer version of 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!
Getting to 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.
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.
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