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

By Squivr

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

Starting at $15   USD/user/month

Discounts available for nonprofits

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Industries
Financial Services
Healthcare & Life Sciences
High Tech
Business Need
Sales
Sales Intelligence
Sales Methodologies
Requires
Sales Cloud
Service Cloud
Experience Cloud
Financial Services Cloud
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Account Planning | Relationship Intelligence ArcSight: Org Charts, Relationship Map, AI Relationship Maps ArcSuite: Stakeholder Mgmt AP Suite: Playbooks SWOT Analytics Suite: Reports, Dashboards Enterprise Suite: Account Plans, All Mods ▪️3 Free Users

  • Enhanced Account Plans | Relationship Management Relationship Maps, Org Charts, Playbooks, Revenue +

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Experience Cloud
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Additional 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

App Details

Version
Squivr/2.91 2.91.16
Listed On
01/18/2019
Latest Release
08/16/2026
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 36
Custom Tabs: 9
Custom Apps: 1
Lightning Components
Global: 30
App Builder: 7
Community Builder: 7
Languages
English
French
Japanese
Korean
Spanish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.81.2
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/27/2021

Additional Details

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.

Need help?

Squivr

Denver, Co

My Domains - Compatible with Salesforce Lightning and Classic Supports multiple objects Run Action Plans and Playbooks on any object Use Org Charts for Account Planning, Relationship Map, AI Agent Custom Relationship Mapping, Org Charts, AI, Agentforce

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