AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

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 Intelligence, Build Org Charts, Relationship Maps & Stakeholder Groups and Automate Org Charts from Contact Data with Interactive Org Charts, Contact Hierarchies & Stakeholder Mapping for complete Org Chart Relationship Mapping in Salesforce

  • 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

  • Analytics, Revenue Intelligence from Salesforce data. Track Scorecards & Movement with Reports, Dashboards and Multi-Object Data Grids. Analyze accounts with advanced Related Lists, Org Charts, Relationship Maps & Stakeholder Groups. AIforce, 360, AI

  • Stakeholder Management, Map and manage key stakeholders with ArcSuite. Build Buying Groups, Org Charts & Relationship Maps to identify decision-makers and influence. Track Scorecards, Activity Reporting & Movement with Any-Object Data Grids in Salesforce

  • Buying Groups, Buying committee grouping and scoring that helps revenue teams identify, organize, and evaluate the stakeholders involved in a buying decision. Build dynamic groups by role, persona, influence or dept - Buying committee visualization in CRM

  • Strengthen, Account Strategy with Native CRM relationship mapping, Account influence scoring models, Buying-committee engagement analytics, Account-level product telemetry integration, and Customizable opportunity scorecards and playbooks, Grow Revenue

  • Improve deal execution with Opportunity-level stakeholder role capture, Opportunity scorecards and playbooks, Stakeholder mapping for buying committees, Engagement analytics for committee coverage, and Relationship map analytics and dashboards, natively

  • Streamline Salesforce data with advanced data tables and grids for screen flows, Editable Spreadsheet-style Grid in Flows, Inline Editing Lightning Web Components, Spreadsheet Style Inline Grid Editing, and a Mass Update Spreadsheet-style editors

  • Deliver top rated relationship mapping for sales cloud with Account executive relationship visualization tools, Org chart visualization within CRM systems, and Embedded Salesforce relationship visualization to give sales teams insights and a clear picture

Salesforce-native revenue intelligence built for modern revenue teams ✨ ArcSight: Dynamic Salesforce Org Charts, Relationship Maps, and Agentforce integration. Automate account org charts to visualize stakeholder structures, relationships, influence, roles, and buying authority at a glance. ✨ ArcSuite: Everything in ArcSight plus ArcGroups for Stakeholder Group Management, Buying Groups, Decision-Makers, advanced Relationship Mapping, and enhanced Org Charts. Gain greater visibility into stakeholders, org charts, and visual relationship maps from Salesforce data. ✨ Account Planning Suite: Strategic Account Plans with WSA, SWOT library, Workspaces, Action Plans, and Playbooks for collaborative account planning, sales strategy, and revenue growth ✨ Squivr Analytics Suite: Advanced analytics and data visualization with Scorecards, Grid, Reports, Dashboards, cross-object reporting, and data analytics. Advanced grid views for bulk editing records. Actionable data grids to replace standard related lists. Calculate real-time customer health scores ✨ Squivr Enterprise Suite: Combining Relationship Intelligence, Revenue Intelligence, and Account Planning for modern revenue teams

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