AI for account planning and relationship management
Uplevel your account planning and relationship management with Squivr & AI.
Squivr provides a strong foundation for companies to build, drive, and strive through AI. Whether you use Salesforce's AI, Einstein, PipeLaunch, or others Squivr has you covered! We leverage AI in several ways to enhance both account planning and relationship management, boosting efficiency, effectiveness, and overall success.
How?
Account Planning:
Data-driven insights: Squivr drives targeted account plans with actionable insights on customer needs, buying signals, and growth potential captured in your CRM.
Automated prioritization: Squivr uses AI to prioritize accounts based on various factors like potential deal size, engagement levels, and churn risk. This helps sales teams focus their efforts on the most lucrative accounts and optimize resource allocation.
Squivr is native to the Salesforce platform and can leverage AI technologies designed to enrich and update your account and opportunity data in real-time.
Relationship Management:
Account and contact objects are natively updated freeing up valuable time for relationship-building and strategic activities. This improves efficiency and allows for data-driven decision-making.
360-degree customer view: Squivr is native to Salesforce #CRM to provide a holistic view of each customer. This facilitates a deeper understanding of customer needs and drives more informed relationship strategies.
Proactive stakeholder engagement to address concerns and prevent customer loss, strengthening long-term relationships.
Additional benefits:
Improved team collaboration: Squivr's platform promotes seamless information sharing and collaboration between sales, marketing, and other departments, fostering a unified approach to account planning and relationship management.
Enhanced performance: Squivr helps sales teams close deals faster, increase win rates, and achieve larger deal sizes by optimizing account planning and relationship management efforts.
Overall, Squivr's AI capabilities equip sales teams with the insights, automation, and robust platform needed to develop strategic account plans, build stronger customer relationships, and drive improved sales outcomes.
Ask us how we can help to build an AI foundation of success around your relationship management and account planning.
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