Creating mutual value with your Key Account Management (KAM) program starts with visibility – an opportunity to get your data in order. For that reason, choosing the best key account management software is often a matter of integrations. But before you ask questions like “Does Valkre integrate with…” it’s important to take a step back and look at your data landscape.
Making your KAM data available to all of your account planning teams, sales teams, business intelligence (BI) teams, and the rest of your sales organization is a competitive advantage in itself. The best key account planning tools offer easy, adaptable integrations that can get your data in front of the right people at your enterprise.
Valkre offers seamless connections and flexible integrations with major CRMs, enterprise resource planning (ERP) tools, master data management (MDM) systems, and various other database tools and sales-related software. Valkre can integrate with any system that has an Application Programming Interface or API. Because Valkre is so flexible with software integrations, it’s incredibly simple for your enterprise to get the most insight out of your data and create more value with your Key Account Management efforts.
By getting your sales planning data out of siloes and into a unified, connected experience that is easily accessible and visible across your sales organization, Valkre’s software integrations can enhance your processes and boost your effectiveness. The best KAM software integrations aren’t just about better software – they enable better business performance. Valkre’s integrations will speed up your journey to adopt and maximize the opportunities of your Key Account Management program.
Let’s look at a few examples of the most-requested Valkre integrations, how they work, and how they can make a bigger difference for your company.
Why Integrations Matter for Key Account Management in Valkre
Every single Valkre client uses integrations as a fundamental part of their setup. Valkre integrations can unlock efficiency and create value in a wide range of ways.
One of the biggest reasons to choose Valkre is that it helps your sales planning teams stop working with inefficient manual processes, form fills, and siloed spreadsheets. Because Valkre integrations work so well with so many other platforms, systems, and tools, we can help your team escape from the limitations of spreadsheets and start to unlock significant value from a data set that wasn’t previously available to everyone at your company.
What could your sales planning team accomplish if your key account data points were truly “shared,” visible, and actionable, instead of “siloed?” If your account data is being stored on spreadsheets and held back by lots of manual processes, your company is missing out on incalculable opportunities.
Valkre recently worked with a major enterprise customer that we brought on board with our key account management software integrations. Before working with Valkre, this company was managing all of that account data via Excel sheets. Business intelligence data was being segmented into PowerPoint decks.
Because of this company’s disorganized, siloed way of managing their data and their planning processes, valuable account data ended up being hidden from a lot of people, like Marketing and the C-Suite.
With Valkre’s software integrations, this company was quickly able to surface, organize, and have one source of truth for all of that data. Instead of having data and insights scattered across dozens of different silos, all of the data could be accessed and visible by everyone who needed it across the sales organization and higher-level company leadership. Their teams had what they needed to quickly get better at key account management. Valkre integrations gave them a clean data set across all the accounts, so they could run analysis against it, clear dashboards to see it, or integrate the data with whatever tools they wanted to use.
“Does Valkre Integrate With…?” (The Answer is Yes)
Here are a few of the most frequently asked questions about Valkre integrations:
Does Valkre integrate with Salesforce or other CRMs?
Yes. Valkre integrates with Salesforce and all other major CRMs like Veeva and Microsoft Dynamics. Valkre is CRM-agnostic: our key account management software can integrate with any CRM or multiple CRMs.
Because of our integration layer, if a complex organization has multiple CRMs in the U.S. and other countries, we can integrate them all. Valkre lets your sales planning team pull information from regional sales teams, see what’s happening on the ground, and get all of that information into Valkre so it’s accessible and visible for even a global organization to use.
This flexibility is your unique competitive advantage, and it’s a feature that keeps Valkre ranked among the best KAM software complements for Salesforce. But Valkre is not just a “Salesforce integration.” We’re the best KAM software for Microsoft Dynamics and other CRMs, too.
A major pharma company recently signed up for Valkre. One of their biggest reasons for choosing Valkre was our ability to integrate with Veeva. Valkre was able to provide better functionality for our client’s niche group of key account managers, while still sharing the common data set in Veeva with the rest of the client’s organization.
Does Valkre integrate with Snowflake and other data warehouses?
Yes. Valkre integrates with Snowflake and any other MDM (massive data management) system, like Relteo.
Does Valkre integrate with Business Intelligence tools or dashboards?
Yes. Valkre integrates with various BI tools and dashboards like PowerBI and Tableau. We can embed those business intelligence tools into your account plan with a simple embed code. If your team is working from a dashboard, Valkre can take the existing dashboard that your team has spent time making, surface it into Valkre, and help inform the overall value picture for your key accounts.
The Valkre process works with seamless connection, so it feels like less of an integration – it’s more like “importing” the BI dashboards than “integrating.” Valkre can help get your BI team’s work inside the account plan in a way that saves time and makes their insights more accessible to everyone at your organization.
Does Valkre integrate with ERPs and other data providers?
Yes. Valkre integrates with a variety of data providers, like Definitive Healthcare for sales teams in the healthcare industry. Our Valkre software integration process can help bring a wide range of data, such as healthcare accounts, size of hospitals, stakeholders, and other key details, into your Valkre account plan. Valkre can integrate with other data providers that your company might already be paying for – talk to us for specifics.
How the Valkre Integration Process Works
Valkre can integrate with all these different tools, platforms, and systems. Our integration process is designed to be simple and to lighten the load for our customers. Integrating with Valkre doesn’t take a lot of resources from your team.
Here’s how the Valkre integration process works:
- When you come on board as a Valkre customer, you’ll work with our dedicated Integration team. They will do an assessment of your data sources with assistance from your team to understand what information you already have that is helpful for Key Account Planning for your top 100 most important clients. Usually, that key account data exists in a few places, like a CRM, data warehouse, and/or Snowflake.
- Our Integration team will work with your organization’s experts to map out your data landscape, understand where your data is currently housed, and use this data landscape as a source of truth.
- We’ll work on bringing data into Valkre for teams to execute, using Cyclr (middleware), which is Valkre’s own integration platform. Cyclr provides prebuilt workflows and connectors that make it simple for us to go in and integrate with account records in Salesforce and other tools and platforms. That was an investment that Valkre made, and it’s something we make available to everyone.
That’s the data onboarding process. Once your organization’s teams are working in Valkre, they’ll have appropriate access to important data sets that they previously didn’t have. The connection is bidirectional, too. We can send data back to your source of truth, such as a CRM or Snowflake data warehouse integration, from Valkre.
Technically, our customers can go into Cyclr and do this integration work themselves, but we have a dedicated Valkre integration manager who focuses just on those processes – we encourage our customers to let us handle that lift for them. If a customer requests to have Valkre integrate with common systems, such as Snowflake, we can execute that in just a few minutes.
The Valkre integration process works so seamlessly that it removes a big burden off the IT team at our customers’ organizations – especially when compared to the integration lift with other KAM software. Valkre integrations help you do Key Account Management the right way, backed by a full view of your most important account data.
How Valkre Integrations Can Support Your AI Initiatives
An important initiative right now in enterprise sales planning is the adoption of AI and the implementation of enterprise-wide AI informatics, which merges artificial intelligence with data science to analyze large datasets, particularly in healthcare, research, and business, enabling smarter, data-driven decisions. Many enterprises are hiring senior leadership roles focused on AI adoption, like “VP of AI.”
If your enterprise is trying to create a cohesive, unified AI story internally, it’s important for your AI to have access to the entire data landscape. Right now, many companies’ AI solutions don’t have access to all of the data pertaining to their teams’ work with key accounts.
If your enterprise KAM team wants to be involved in and support your company’s latest AI initiatives, Valkre integrations can support this goal. For example, if you’re asking Copilot for information on a major customer, typically that data lives in an Excel or PowerPoint file. Instead of fighting Copilot, Valkre’s flexible integrations can quickly help you get that key account data out of the siloes and into your company’s AI model.
Valkre integrations aren’t just about software. They’re about helping your company realize more mutual value from your Key Account Management – faster and more seamlessly.
See It In Action, With Your Data: Request a Demo Environment
Want to see how easily Valkre can integrate with Salesforce, Snowflake, PowerBI, and your other sales planning tools? We can create a custom demo environment for you that includes a roadmap for where integrations will feed or be fed data in the account planning process. Start the conversation by booking a demo today: https://valkre.com/demo/
