Provides Salesforce-native tools for account planning and relationship management, including org charts, relationship maps, action plans, and whitespace analysis. Squivr enables revenue teams to identify key stakeholders, streamline sales processes, and improve data quality, helping businesses close deals faster and optimize customer engagement.
Funding
Funding not disclosed
Founders
Product
Problem
Sales teams often struggle to visualize account relationships and navigate complex organizational structures within Salesforce, leading to missed opportunities and inefficient sales processes. Lack of clear visibility into key stakeholders, champions, and detractors hinders effective engagement and deal closure.
Solution
Squivr provides a suite of Salesforce-native applications designed to enhance account planning and relationship management. The platform offers interactive org charts and relationship maps that visually represent key contacts and their connections within an account. By centralizing this information directly within Salesforce, Squivr enables revenue teams to identify key decision-makers, understand internal dynamics, and tailor their sales strategies accordingly. The solution also includes tools for whitespace analysis and action plan creation, facilitating a more structured and data-driven approach to account management.
Target Audience
Squivr primarily targets sales, customer success, and marketing teams that utilize Salesforce and seek to improve account engagement, streamline sales processes, and increase revenue generation.
Features
- Interactive org charts and relationship maps visualize account hierarchies and stakeholder connections.
- Native Salesforce integration ensures seamless data flow and user experience.
- Rule-based AI to automate org chart building and relationship mapping.
- Account planning tools to create and track strategic initiatives.
- Opportunity playbooks to standardize sales processes and best practices.
- Whitespace analysis to identify potential revenue opportunities within existing accounts.
- Action plans with interactive Gantt charts to visualize progress.
- Customizable frameworks such as MEDDICC, BANT, and MEDDPICC.