Highlights

  • Relationship Management: Visualize and optimize every customer relationship with ArcSuite. Build Org Charts, Relationship Maps, & Stakeholder Groups. Map Account Hierarchies, Activate Key Stakeholders, & Harness Relationships via Strategic Account Plans
  • Account Planning: Accelerate sales strategy with Account Plan tools like Playbooks, Whitespace Analysis, and Action Plans. Visualize key buyers with Org Charts and Relationship Maps. Strategic Selling, Org Mapping, and SWOT Analysis built in, Org Chart
  • Revenue Intelligence: Enhance account planning Playbooks, Action Plans, & Whitespace Analysis. Leverage Org Charts and Relationship Maps, engage stakeholders & drive revenue through smarter sales execution with Agentforce, Relationship Map, Org Chart, AI

Social Impact

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Description

Start free with 3 users — Squivr delivers Salesforce-native account planning and relationship management built for modern revenue teams.####Product Tiers:##-ArcSight: Dynamic Org Charts, Relationship Maps, and Agentforce integration — visualize stakeholder structures and buying authority at a glance.##-ArcSuite: Everything in ArcSight plus ArcGroups for Stakeholder Group management, advanced Relationship Mapping, and enhanced Org Charts.##-Account Planning Suite: Strategic Account Plans w WSA, SWOT Analysis, Workspaces, Action Plans, and Playbooks to drive competitive positioning.##-The Full Squivr Suite: The complete platform - available on Salesforce AgentExchange.##Squivr unlocks full visibility into stakeholders, buying groups, and decision-makers. ####Equip your team with the clarity to build stronger relationships & win more deals through interactive account hierarchies and relationship maps.##Account Planning Build and customize automate account org charts from contact Data directly within Salesforce to mirror real-world stakeholder structures and roles. Manage Relationship Maps that reflect influence paths & buying authority. Drive competitive analysis and SWOT.

Features

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, Force.com, Developer, and Performance EditionsEnterprise & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • View and edit this package’s code and metadataEditable Code
  • Supports orgs where Person Accounts is enabledPerson Accounts
  • Supports orgs where Multiple Currencies is enableMulti-Currency

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 33
  • Custom Applications: 1
  • Custom Tabs: 8

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 18
  • App Builder: 6
  • Community Builder: 6

Requirements

Salesforce Edition
Enterprise, Unlimited, Force.com, Developer, Performance
Other System Requirements
My Domains####Account Plans & Relationship Management Natively in Salesforce##Architected based on the most secure data framework - https://www.squivr.com/security####Org Chart, Relationship Map, Playbook, Action Plan, ##Whitespace Analysis, Custom Org Charts

Support Salesforce Lightning or Classic compatible My Domains must be enabled Support for Relationship Map & Org Chart on multiple objects - Plans of Success and Playbooks - any objects. Salesforce Org Chart, Org Charts, Relationship Map, & Playbooks

Additional Information

Package Name
Squivr
Version
2.88 / 2.88.36
Listed On
1/18/2019
Latest Release
4/13/2026
Languages
English, French, Japanese, Korean, Spanish
Squivr
Denver, Co
Founded
2018

Enable your valuable selling and support motions on Salesforce with an intuitive & native Salesforce experience. Squivr helps companies better understand, organize, and interact with your critical data. ####We offer Squivr Org Chart & Squivr Playbook each native to the Salesforce platform and helping customers achieve better Salesforce adoption, results, and data.####We strive for a better way by improving accuracy and efficiencies throughout the Salesforce experience.

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