Squivr
Revenue Excellence Through Smarter Account Planning & Relationship Management, All Inside Salesforce.
Overview
Squivr is a suite of tools built natively on the Salesforce platform designed to help revenue teams with account planning and relationship management. It provides visual tools like org charts (ArcSight) and stakeholder grouping (ArcGroups), as well as structured planning tools like playbooks and whitespace analysis, to help teams execute their go-to-market strategy directly within their CRM.
✨ Key Features
- Org Charts and Relationship Maps (ArcSight)
- Stakeholder Grouping (ArcGroups)
- Account and Opportunity Playbooks
- Whitespace Analysis
- Action Plans
- 100% Salesforce Native
🎯 Key Differentiators
- Highly intuitive and visual user interface
- Combination of org charts with actionable playbooks
- Focus on driving user adoption within Salesforce
Unique Value: Transforms Salesforce into a more actionable and visual platform for account planning and relationship management, driving better adoption and execution.
🎯 Use Cases (4)
✅ Best For
- Sales and Customer Success teams using Salesforce
- Organizations looking to improve Salesforce adoption and process adherence
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies not using Salesforce
- Teams that do not require structured playbooks or methodologies
🏆 Alternatives
Offers a more integrated and process-oriented solution than standalone org chart tools by combining visual relationship maps with customizable playbooks and action plans within Salesforce.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: 3 free users
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