The Complete Revenue
Intelligence Platform
Squivr delivers a powerful suite of products designed to help revenue teams execute account planning and manage relationships natively in Salesforce. No spreadsheets, no disconnected tools, no wasted time.
Relationship Maps & Org Charts
Built into Salesforce
Your dynamic relationship maps and org charts are now natively represented in Salesforce with ArcSight. Instantly visualize, interact with, and track your most important account data without leaving Salesforce.
Pair ArcSight with ArcGroups to deliver a truly interactive experience on any Salesforce object, empowering teams to see the bigger picture and act with confidence.
- Interactive org charts on any Salesforce object
- Dynamic relationship maps with sentiment tracking
- ArcGroups for team-based collaboration and alignment
- Stakeholder management built directly into your CRM
- Visualize decision-making hierarchies in real time
ArcSight
Interactive org charts and relationship maps rendered natively inside every Salesforce record.
ArcGroups
A whole new way to collaborate and align on accounts. Group stakeholders, assign roles, and track engagement across any object.
Sentiment Tracking
Color-code contacts by sentiment and track relationship health over time across every account.
Quick Actions
Create related records, log activities, and take action directly from the org chart without switching views.
Playbooks, Action Plans
& Whitespace Analysis
Bring your sales methodology to life in Salesforce. Seamlessly represent your sales methodology, success plans, account strategies, and best next actions, all natively in Salesforce.
- Customize MEDDICC or MEDDPICC directly in Salesforce
- Track custom 30-60-90 day account plans with ease
- Map and track engagements with advanced whitespace analysis
- Align your plan of success to any Salesforce object
- Opportunity plans, sales action plans, and account plans
Sales Playbooks
Map your methodology and best practices directly onto every account and opportunity in Salesforce.
Action Plans
Define next best actions, assign owners, set timelines, and track impact natively in Salesforce.
Whitespace Analysis
Identify untapped expansion opportunities across existing accounts and visualize revenue potential.
Revenue Summary
Visualize revenue by product family, identify gaps, and surface total revenue potential across all your accounts.
SWOT, Competitive &
Strategic Quadrants
Turn strategy into a living, visible asset inside Salesforce. Squivr Quadrants give revenue teams a native canvas for SWOT analysis, competitive positioning, and custom strategic matrices — right on the records that matter most.
No more strategy decks sitting in a shared drive. Every insight is captured, updated, and acted on directly in Salesforce where your team already works.
- SWOT Analysis natively on any Salesforce object
- Competitive analysis tied directly to accounts and opportunities
- Custom strategic matrices built to fit your process
- Comprehensive strategic planning without leaving Salesforce
- Align teams around a single, shared strategic view
SWOT Analysis
Capture strengths, weaknesses, opportunities, and threats on any account or opportunity record — always in context.
Competitive Analysis
Map the competitive landscape directly onto your deals. Know where you win, where you lose, and how to position effectively.
Custom Matrix Capabilities
Build any 2×2 or strategic matrix that fits your team's methodology — fully configurable and native to Salesforce.
Strategic Planning
Consolidate all strategic thinking in one place. Link insights to plans, actions, and outcomes for end-to-end visibility.
Rule-Based AI for
Relationship Management
Squivr optimizes your investment in AI and Salesforce, streamlining how revenue teams build strategies, foster relationships, personalize customer interactions, and predict future trends.
- Rule-based AI using if-then logic on your Salesforce data
- Predictive scoring on accounts, opportunities, and custom objects
- Next best action recommendations surfaced in real time
- Automated workflow triggers to keep your team focused
- AI applied to any standard, custom, or junction object
Predictive Scoring
Rank every record by AI-driven likelihood to convert, expand, or churn keeping your team focused.
Next Best Action
Surface context-aware recommendations directly on every Salesforce record to guide reps to the highest-impact next step.
Workflow Automation
Automate routine tasks so your team can focus on strategic, relationship-driven activities.
Any Salesforce Object
Apply AI to Accounts, Opportunities, Account Plans, standard objects, custom objects, and junction objects.
Everything your team needs
to win inside Salesforce
All of this happens natively in Salesforce, ensuring your data, plans, and insights are always connected, up to date, and actionable.
Uncover Opportunities
Advanced whitespace analysis surfaces untapped growth across your existing accounts before your competitors spot it.
Guide Execution
Tailored playbooks and action plans ensure every rep follows a consistent, proven process from discovery to close.
Visualize Relationships
Dynamic org charts and relationship maps give your team instant clarity on stakeholders, influencers, and decision makers.
Sharpen Strategy
SWOT, competitive, and custom strategic matrices give every rep and manager a clear, shared view of how to win each deal.
Strengthen Win Rates
Track and manage accounts and opportunities seamlessly. Improve relationship quality and drive measurable improvement in close rates.
Scale Consistency
Scale consistent processes across every team and territory. What your best reps do naturally becomes the standard for everyone.
Trusted by revenue teams
across Salesforce
50+ verified reviews on G2 and AppExchange from sales reps, managers, and operators who use Squivr every day.
"Great Product, Great Product Team drives efficiencies across the org"
"This will change the way you close business wish I had it sooner"
"I highly recommend this product, it is such an amazing help!"
"Squivr is a lifesaver! It's the perfect org chart for Salesforce. 5 stars!"
"Squivr's interface effortlessly visualizes team hierarchies clarity and simplicity"
"Essential Salesforce App for Streamlined Enablement and Rapid Adoption as a consultant, I consistently recommend Squivr as a must-have app within Salesforce."
Ready to see Squivr in action?
See how Squivr helps revenue teams map, track, and execute with confidence, directly where they work in Salesforce.
Squivr - Full Demo
Discover the Future of Account Planning & Relationship Management in Salesforce
In this video, we walk through the full Squivr platform in action - including:
Whitespace Analysis to uncover growth opportunities
Action Plans & Playbooks to drive consistent execution
ArcSight for interactive org charts and relationship maps
And introducing ArcGroups - a whole new way to collaborate and align on your accounts
See how Squivr empowers revenue teams to plan smarter, build stronger relationships, and win more - all natively in Salesforce.
ArcSuite (ArcGroups + ArcSight)
Enable your revenue teams with Relationship Maps, Org Charts, Stakeholder Management seamlessly in Salesforce
Visualize Relationships. Unlock Revenue.
Your dynamic relationship maps and org charts are now natively represented in Salesforce with ArcSight. Instantly visualize, interact with, and track your most important account data - without leaving Salesforce.
Pair ArcSight with ArcGroups to deliver a truly interactive experience on any Salesforce object, empowering teams to see the bigger picture and act with confidence.
Account Planning (AP) Suite
Identify your opportunities with current customers via Whitespace Analysis
Bring Your Sales Methodology to Life in Salesforce with Playbooks and Action Plans
Seamlessly represent your sales methodology, success plans, account strategies, and best next actions - all natively in Salesforce.
Want to customize MEDDICC or MEDDPICC directly in Salesforce?
Need to track custom 30-60-90 day account plans with ease?
Looking to map and track engagements with advanced whitespace analysis?
With Squivr, you can align your Plan of Success to any Salesforce object—giving your teams clarity, consistency, and confidence at every stage.
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![A young man with short dark hair, wearing a blue and white checkered shirt, smiling and sitting indoors near a window.]()
"Great Product, Great Product Team - drives efficiencies across the org"
Phillip H.
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![Portrait of a smiling man with glasses, short dark hair, a beard, wearing a light gray button-up shirt, against a gray background.]()
"This will change the way you close business - wish I had it sooner"
Jody M.
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![Close-up of a woman with dark hair and red lipstick, wearing a black top.]()
"I highly recommend this product, it is such an amazing help!"
Chelsea H.
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![Close-up of a man with dark hair smiling and looking downward, outdoors on a cloudy day.]()
Squivr is a lifesaver! It's the perfect org chart for Salesforce. 5 stars!
Samual C
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![A smiling man with short dark hair wearing a light blue collared shirt, standing outside near a brick wall.]()
Squivr's interface effortlessly visualizes team hierarchies - clarity & simplicity
Ryan Marquardt
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![Black and white headshot of a smiling man with wavy blond hair against a white circular background.]()
An impressive product portfolio - enhance your team's Salesforce experience.
Chris H
Drive Revenue Excellence with Squivr
Squivr delivers a powerful suite of products designed to help revenue teams execute account planning and manage relationships natively in Salesforce—no spreadsheets, disconnected tools, or wasted time.
With Squivr, you can:
Uncover new opportunities with advanced Whitespace Analysis
Guide execution with tailored Playbooks & Action Plans
Visualize relationships through ArcSight’s dynamic org charts & relationship maps
By bringing account planning and relationship management into Salesforce, Squivr empowers your teams to:
Align on a shared plan of success
Track and manage accounts and opportunities seamlessly
Strengthen relationships and improve win rates
Scale consistent processes across every team and territory
All of this happens natively in Salesforce—ensuring your data, plans, and insights are always connected, up to date, and actionable.
Squivr enables revenue excellence-helping teams map, track, and execute with confidence, directly where they work.
+50 REVIEWS ON G2!
"Essential Salesforce App for Streamlined Enablement and Rapid Adoption"
“As a consultant specializing in enablement strategies, I consistently recommend SQUIVR to my clients as a must-have app within Salesforce. It offers a powerful way to streamline onboarding and training, ensuring that teams and partners can quickly get up to speed. The fact that it is native to Salesforce allows clients to quickly get setup and manage enablement programs, track progress, and ensure adoption all within one platform. Working with the team at SQUIVR has been a dream.”