Salesforce’s Account Plan Object and Squivr

Written By JP Leggett

Why Squivr is Essential with Salesforce's Account Plan Object

Salesforce's new Account Plan object is a game-changer for strategic account management. It centralizes account planning activities, providing a clear view of key objectives, company details, and current status. However, having the object alone isn't enough to ensure success — that's where Squivr comes in.

The Challenge: While the Account Plan object offers a robust framework, managing and executing those plans across large teams, multiple accounts, and dynamic business environments can quickly become complex. Teams need better tools to collaborate, align goals, and track progress seamlessly.

What’s in each?

Salesforce’s Account Plan Object includes

  • SWOT analysis

  • Objectives

  • Highlight Panel Per Quarter

  • Buyer Relationship Map (Limited)

  • Company and Competitive Analysis

Squivr’s Full Suite includes

  • Account Planning Suite

    • Playbooks / Action Plans

    • White Space Analysis (WSA)

    • Opportunity Plans

    • Squivr AI

  • Relationship Management Suite (ArcSuite)

    • Relationship Maps and Org Charts

    • Custom Views on any object

    • ArcGroups including Leadership View, Stakeholder Management, Buying Committees, Opportunity Groups

    • Squivr AI

  • You can map, track, and interact on the Account Plan object or anywhere else in Salesforce (Accounts, Opportunities, Custom).

Salesforce’s Account Plan Object and Squivr’s Account Planning Suite

How Squivr Complements Salesforce's Account Plan Object:

  1. Intelligent Collaboration: Squivr enhances team alignment by streamlining communication and ensuring everyone is on the same page with real-time updates.

  2. Data-Driven Insights: By analyzing account plan data, Squivr provides actionable insights to drive better decision-making.

  3. Scalable Execution: Squivr helps teams operationalize account plans, breaking down objectives into actionable tasks.

  4. Integration-First Approach: Squivr integrates seamlessly with Salesforce, ensuring no data silos and a smooth user experience.

The Outcome: With Squivr, organizations can unlock the full potential of Salesforce's Account Plan object. Sales teams can focus on building stronger customer relationships, driving growth, and achieving long-term success.

If you're using Salesforce's new Account Plan object, Squivr is the missing piece to supercharge your account planning strategy. Start transforming your account management today!

JP Leggett
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