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Squivr | Relationship Intelligence, Account Plans, Org Chart, Relationship Map

Revenue Intelligence, Account Plans, Relationship Intelligence, Native, AI

Overview

See How Squivr | Relationship Intelligence, Account Plans, Org Chart, Relationship Map Works

  • Relationship Management: Visualize and optimize every customer relationship with ArcSuite. Build Org Charts, Relationship Maps, & Stakeholder Groups. Automate Org Charts from Contact Data, Interactive Org Charts and Contact Hierarchies, Relationship Maps

  • 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. Account Planning and Strategic Selling Tools SWOT, Stakeholder Maps, AI

  • Revenue Intelligence: Enhance account planning Playbooks, Action Plans, & Whitespace Analysis. Leverage Org Charts and Relationship Maps, Stakeholder Groups, Advanced Related Lists with Multi-Object Data Grids, Agentforce, Relationship Map, Org Chart, AI

Squivr delivers Salesforce-native account planning, relationship management, and revenue intelligence built for modern revenue teams. Product Tiers: -ArcSight: Dynamic Org Charts, Relationship Maps, and Agentforce integration. Visualize stakeholder structures, influence, 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 with WSA, SWOT, Workspaces, Action Plans, Playbooks, collaborative account planning for strategic sales. -Squivr Analytics Suite: Advanced analytics and visualization tools - Scorecards,Grid, Reports, Dashboards, cross-object reporting and data analytics. -Squivr Enterprise Suite: The complete Squivr platform, available on Salesforce AgentExchange. Squivr delivers visibility into stakeholders, buying groups, decision-makers, and visual relationship maps for sales cloud. Automate Salesforce account org charts to map stakeholder structures and roles. Manage relationship maps and advanced grid views that reveal influence and buying authority. Improve account planning, strategy, and revenue growth.

Categories

Business Needs
Sales
Sales Intelligence
Sales Methodologies
Industries
Financial Services
Healthcare & Life Sciences
High Tech
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Sales Programs
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile