Want to Accelerate Revenue❔

Bring Account Planning back into the system of record (CRM)❕

💢 Why can't we conduct QBRs, Deal reviews, Account planning, within Salesforce❔

💢 Why is Salesforce pushing Quip (lost steam since the acquisition and Bret Taylor's departure)❔

💢 Is your team logging into 3-8 different systems just to prepare their QBR review❔

💢 Is your important data on personal employee devices❔

💢 Where do you understand, capture, take action on your most important relationships?

There is a better way via SQUIVR in Salesforce (recently released Account Plan Object)❕

▪️ Native to Salesforce

No more switching between tools. Squivr lives inside Salesforce, making it easy for sellers and managers to access, update, and review account plans without breaking their workflow. Everything is tied to live CRM data

▪️ Structured, Repeatable Planning

Squivr provides purpose-built templates and frameworks that bring consistency to account plans—across reps, teams, and regions. Instead of ad hoc planning in disconnected docs or slides, you get a repeatable process directly in Salesforce

▪️ Cross-Functional Collaboration

Account planning isn’t a solo effort and it lives across multiple team (any Object in Salesforce). Squivr enables real-time collaboration across sales, marketing, CS, and leadership—so everyone is aligned on strategy, key plays, and whitespace

▪️ Data-Driven Insights

Squivr integrates with your Salesforce data to surface insights that help you prioritize the right accounts, identify growth opportunities, and mitigate risk. It turns static plans into dynamic, living strategies

▪️ Manager Visibility and Coaching

Sales leaders get a clear view into account strategies across the team, helping them coach more effectively and forecast more confidently