Relationship Management & Account Planning

Natively in Salesforce

Squivr - Full Demo

Check out the full account planning and relationship management video Including:

Whitespace Analysis, Action Plans, Playbooks, ArcSight (Org Charts and Relationship Maps), and introducing ArcGroups! Squivr AI (coming in Fall 24’)

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ArcSuite = ArcGroups + ArcSight - Relationship Maps, Org Charts, Stakeholder Management

Your dynamic relationship map & org chart are natively represented in Salesforce. With ArcSight, you can now visualize, interact, and track your most important data in Salesforce.

With ArcSight and ArcGroups, customers can now provide an interactive experience on any object in Salesforce.

Don’t spend hours or days working offline to produce a good picture of what is happening in an account. Unleash the power of your revenue teams with ArcSight!

Account Planning - Account Plans & Opportunity Playbooks

Customers can seamlessly represent their sales methodology, plan of success, account plans, and best next action natively in Salesforce. Want to customize MEDDICC OR MEDDPICC in Salesforce?

Want to track customized 30-60-90 day plans on your accounts? Want to quickly map and track your engagements with advanced Whitespace analysis?

Squivr aligns your plan of success on any object in Salesforce!

+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.”

Revenue & GTM

  • Excellence

  • Intelligence

  • Optimization

  • Execution

Squivr offers a suite of products helping revenue teams execute on account planning and relationship management natively in Salesforce.

Whitespace Analysis, Playbooks & Action plans, and ArcSight for relationship mapping & org charts.

We enable revenue excellence through seamless account planning and relationship management all from the comfort of Salesforce.

Map and track your account and opportunity plans from within Salesforce

  • "Great Product, Great Product Team - drives efficiencies across the org"

    Phillip H.

  • "This will change the way you close business - wish I had it sooner"

    Jody M.

  • "I highly recommend this product, it is such an amazing help!"

    Chelsea H.

  • Squivr is a lifesaver! It's the perfect org chart for Salesforce. 5 stars!

    Samual C

  • Squivr's interface effortlessly visualizes team hierarchies - clarity & simplicity

    Ryan Marquardt

  • An impressive product portfolio - enhance your team's Salesforce experience.

    Chris H