Enhance Salesforce Account Plans with Squivr
Squivr enhances Salesforce’s Account Plans by providing additional structure, and intelligence to improve sales execution and account strategy. Here’s why you might need Squivr when working with Salesforce’s native account planning tools:
Streamlined Account Planning
Squivr organizes account plans with a more intuitive and visual interface, making it easier to track goals, key stakeholders, and action items.
Automated Data Insights
It leverages AI to analyze account data, providing recommendations on next steps, deal risks, and potential growth opportunities.
Relationship Mapping & Stakeholder Management
Unlike standard Salesforce Account Plans, Squivr offers relationship mapping, helping sales teams visualize decision-makers, influencers, and champions within an account.
Squivr will also group you key stakeholders, contacts, buyers, champions, blockers, and any custom use cases
Collaboration & Accountability
Teams can collaborate in real-time, assign tasks, and track progress across different team members—enhancing coordination across sales, marketing, and customer success.
Integration with Sales Methodologies
Squivr supports popular sales methodologies (such as MEDDIC, Challenger, or SPIN Selling), ensuring account plans align with proven strategies for closing deals.
Better Forecasting & Pipeline Visibility
It provides a clearer picture of account health, growth potential, and risks, improving forecast accuracy and pipeline management.
More User-Friendly Experience
While Salesforce Account Plans can be rigid, Squivr simplifies navigation and reduces manual data entry, making it more user-friendly for sales reps.
If you want to take Salesforce’s Account Plans to the next level by adding automation, intelligence, and collaboration tools, Squivr is a valuable addition. Would you like insights on specific features that might help your team?
