Highlights

  • Relationship Management:##Visualize and optimize every customer relationship with ArcSuite. Build Org Charts, Relationship Maps | Stakeholder Groups. Map Account Hierarchy, activate Stakeholders, and harness AI-driven Relationship Mapping and Org Charts.
  • Account Planning:##Accelerate sales strategy with Account Plan tools like Playbooks, Whitespace Analysis, and Action Plans. Visualize key buyers using Org Charts, Relationship Map, Org Mapping and AI. ##Account Plans AI intelligence, Org Chart, SWOT, Maps
  • Revenue Intelligence:##Enhance account planning with AI-driven insights, Playbooks, Action Plans, and Whitespace Analysis. Use Org Charts and Relationship Maps to engage stakeholders. Drive revenue growth through smarter sales execution with Agentforce.

Social Impact

  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Description

3 Free Users - Squivr delivers Salesforce-native account planning and relationship management.##Product Tiers:####ArcSight: AI-enhanced Org Charts & Relationship Maps##ArcSuite: AI-enhanced ArcSight + ArcGroups, Relationship Maps, Org Charts, Stakeholder Groups##Whitespace Analysis, Action Plans, Playbooks, SWOT, Competitive B Card##The Full Squivr Suite: Everything####Designed for modern revenue teams, Squivr unlocks full visibility into stakeholders, buying groups, and decision-makers. Equip your team with the clarity to build stronger relationships and win more deals. Up-level account planning with the #1 Relationship Mapping and Org Chart solution:####Optimized Org Charts and Relationship Maps directly within Salesforce##Customize Org Charts to mirror real-world stakeholder structures and roles##Manage Relationship Maps which reflect influence paths and buying authority##Drive account planning competitive analysis and SWOT directly within Salesforce##Use Org Charts and Relationship Maps to align your entire sales team####Playbooks, Action Plans, SWOT, Org Charts and Relationship Maps for Account Planning.##Org Chart | Relationship Map | Relationship Maps | Account Plan | Account Plans

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: 0
  • Custom Applications: 0
  • Custom Tabs: 0

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: 0
  • App Builder: 0
  • Community Builder: 0

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 / 2.88.30
Listed On
1/18/2019
Latest Release
4/3/2026
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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