Account Plans
Account Plans
Grow Key Accounts
Solutions

Orchestrate Quantified ROI & Customer Outcomes on Key Accounts

Enable Account Management teams with a platform made up of dashboards, frameworks, calculators, workflows and presentations that build on CRM capabilities.

Challenges We Solve

Account Managers

Expectations to improve and retain partnerships with Key Accounts that deliver short, mid, and long term growth results.

Management

Urgency to deliver and prove results from significant investments in Key Account Management Programs.

Marketing & Other Support

Pressure to support and add value to Account-Based Growth Efforts.

Valkre co-created a next generation solution with leading companies and associations, focused on improving Account Management, and Marketing to compete on customer outcomes.

Account Plans

Valkre provides a comprehensive, configurable platform that consists of modules designed to solve critical challenges.

Account Managers
SAMA-Certified Account Plans

SAMA-Certified Account Plans

Track Customer Value

Track Customer Value

Customer-Facing User Experience

Customer-Facing User Experience

Management
Integrated Coaching

Integrated Coaching

Program Dashboards

Program Dashboards

Enterprise Reporting

Enterprise Reporting

Marketing & Other Support
Account-Based Marketing

Account-Based Marketing

Role-Based User Dashboards

Role-Based User Dashboards

Flexible CRM Integration

Flexible CRM Integration

Account Managers

Valkre provides Account Managers with a powerful tool to guide them efficiently while ensuring the Customer, Management, Marketing and others involved are kept engaged in the process.


SAMA Certified Account PlansSAMA Certified Account Plans

Proven workflow, featured at the heart of SAMA’s Certification program; this incudes all the necessary internal and customer focused tools for World Class Account Management.

SAMA Certified Account Plans
Track Customer Value

Track Customer ValueTrack Customer Value

Establish metrics vital to customer performance and track progress over time using embedded Value Calculators.

Customer FacingCustomer Facing

Seamlessly work within a customer portal with key customer stakeholders in an environment that fundamentally advances the nature of customer collaboration into the modern era.

Customer Facing
Management

Valkre creates engagement with executives and other vital stakeholders by providing compelling visuals, and insights on customers, financials, and relationships.


Integrated CoachingIntegrated Coaching

Configurable coaching templates are integrated into Account Plans to help guide the continuous improvement of planning and Account Management capability.

Integrated Coaching

Program DashboardsProgram Dashboards

When accessing Customer Plans, dashboards are available for users to help manage their work across multiple customers.

Program Dashboards
Enterprise Reporting

Enterprise ReportingEnterprise Reporting

Comprehensive engine to generate turnkey reports across many Customer Plans for internal and customer-facing presentations.

Marketing & Other Support

Valkre connects critical Account Management work with processes and tools for Marketing, Sales, Product, and more.


Account Based MarketingAccount Based Marketing

Dedicated module for Marketing and the rest of the organization to supply reusable Offering Playbooks that can be directly downloaded into Account Plans.

Account Based Marketing

Role Based User DashboardsRole Based User Dashboards

Dashboards can be configured by a user role with widgets that are interactive and clickable, making it easy to access work or reports from a centralized place.

Role Based User Dashboards

Flexible CRM IntegrationFlexible CRM Integration

Operate within one or many instances of CRM to connect with Sales and Opportunity Management processes.

Flexible CRM Integration

Our Customers are Getting Results

The Outcomes get to the core of improving the effectiveness of an organization in its Account Management work with critical customers.

Need Help?

Valkre is here to assist you; we provide expert support, training and guidance.

Onboarding Onboarding

Pick a strategic account or two and we'll help you get working on it fast.

Coaching Coaching

Develop additional skills and ensure quality with the help of an expert.

Consulting Consulting

Enlist an expert to help define your KAM / SAM program and integrate it into how the rest of your organization works.

More help is available from our partners.

SAMA

SAMA is a not-for-profit community focused on Key / Strategic Account Management. Valkre is a Technology and Training Partner for SAMA. Valkre leads a course that uniquely combines technology and the proven SAMA playbook to accelerate learning and application of KAM / SAM best practices.

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ZS

ZS is the leading Key / Strategic Account Management consulting and implementation services firm for the Life Sciences Industry. Valkre and ZS partner to bring next generation solutions to Life Science companies determined to transition to the KAM / SAM business model.

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Whetstone

Whetstone, led by Adrian Davis, is a recognized thought leader and change agent in the KAM / SAM community by providing coaching, training, and strategic vision. Valkre and Adrian partner to help companies drive KAM / SAM engagement, effectiveness, and adoption.

Learn More

Find out why leading companies, consultancies and communities have chosen Valkre.

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Align Sales, Marketing and Customers with Valkre in Salesforce.