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
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SAMA-Certified Account Plans |
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Track Customer Value |
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Customer-Facing User Experience |
Management
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Integrated Coaching |
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Program Dashboards |
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Enterprise Reporting |
Marketing & Other Support
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Account-Based Marketing |
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Role-Based User Dashboards |
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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 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.
Track Customer Value
Establish metrics vital to customer performance and track progress over time using embedded Value Calculators.
Customer 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.
Management
Valkre creates engagement with executives and other vital stakeholders by providing compelling visuals, and insights on customers, financials, and relationships.
Integrated Coaching
Configurable coaching templates are integrated into Account Plans to help guide the continuous improvement of planning and Account Management capability.
Program Dashboards
When accessing Customer Plans, dashboards are available for users to help manage their work across multiple customers.
Enterprise 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 Marketing
Dedicated module for Marketing and the rest of the organization to supply reusable Offering Playbooks that can be directly downloaded into Account Plans.
Role 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.
Flexible CRM Integration
Operate within one or many instances of CRM to connect with Sales and Opportunity Management processes.
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
Pick a strategic account or two and we'll help you get working on it fast.
Coaching
Develop additional skills and ensure quality with the help of an expert.
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 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.
Learn More
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.
Learn More
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 MoreFind out why leading companies, consultancies and communities have chosen Valkre.
Schedule a DemoWe meet you where you're at
New to KAM? Ready for best-in-class? Somewhere in between? We are experts at meeting teams where they are at and getting better fast.
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