Squivr ☁️ Relationship Map | Org Chart | Playbook | Action Plan | WSA
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.
Top keywords
- account5×3.40%
- relationship5×3.40%
- planning4×2.72%
- account planning3×2.04%
- advanced3×2.04%
- analytics3×2.04%
- buying3×2.04%
- charts3×2.04%
- maps3×2.04%
- org3×2.04%
- org charts3×2.04%
- relationship maps3×2.04%
8x8 XCaas
- Out-of-the-box integration with minimal setup required. - Screen-Pop and Contextual Information: Automatically retrieve and present CRM records upon initiating or receiving an interaction, offering agents invaluable context, including past call history, to enhance customer interactions. - Interaction Logging and History: Effortlessly record interactions upon completion, accurately linking them to the appropriate record and capturing vital data such as 'Call Duration,' 'Call Recording,' and 'SMS Transcript'. - Automated Record Creation: Automatically generate new records when no match is detected, boosting agent efficiency and ensuring a constantly updated customer relationship system. - Click to Call: Streamline call initiation by simply clicking on a phone number within your CRM, eliminating the need for manual entry and saving valuable time. - Embedded experience: Handle interactions directly within the Salesforce interface, streamlining workflows and enabling users to operate from a single pane of glass. - Configuration and customization: Configure CRM Integration workflows via a self-service administration portal.
Top keywords
- call3×1.94%
- crm3×1.94%
- interactions3×1.94%
- record3×1.94%
- 'call2×1.29%
- automatically2×1.29%
- customer2×1.29%
- history2×1.29%
- integration
