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%
Smart Lead Converter
Smart Lead Converter (SLC) is an Advanced Lead conversion app that can be used to convert Leads to Account, Contacts, Opportunities, and other Standard & Custom Objects. Along with field mappings, SLC helps you migrate associated Files of the leads as well. If you work with multiple record types of Leads and other objects, SLC helps you define the destination record type for each converted Lead, irrespective of your default record type. Standard lead conversion converts records only to the default record type of Account, Contact & Opportunity. SLC allows you to have different conversion mappings for different Profiles which makes your lead conversions more flexible and meaningful based on the requirements of the Profile. Only one mapping can be assigned to each profile.
Top keywords
- lead5×4.10%
- record4×3.28%
- slc4×3.28%
- conversion3×2.46%
- leads3×2.46%
- record type3×2.46%
- type3×2.46%
- account2×1.64%
- default2×1.64%
- default record2×1.64%
