Key Account Management Software For Pharma
Key account planning built for pharma
and medtech.
The clear choice for enterprise KAM and drug launch teams, on its own or right inside your CRM.
Pharma KAM Challenges
Your most important accounts deserve more than a slide deck.
Health systems and IDNs now shape access, formulary decisions, and how quickly patients can benefit from new therapies. Partnering with them takes one plan, executed by KAMs, market access, medical, and field sales together. But the commercial stack was built for HCP engagement, so that plan ends up in slides and spreadsheets. Chances are your teams are facing one or all of these:
- Account plans live in PowerPoint and Excel.
- The matrix team works in silos.
- Access and formulary progress stalls at key accounts.
- Leadership can't see progress across key accounts.
For Enterprise KAM Teams
Built for the complexity of IDNs.
Health system consolidation turned pharma’s most important customers into its most complex accounts. One IDN can span dozens of hospitals, hundreds of clinics, a centralized P&T committee, and a system-level pharmacy strategy. Valkre manages it all as one strategic customer.
Valkre simplifies with:
- Full system hierarchy synced from your CRM account data
- Stakeholder maps across pharmacy, P&T, C-suite, clinical, and value analysis
- Tiering and prioritization by potential and strategic fit
- Definitive Healthcare and IQVIA data inside every account plan
How Valkre Helps
Key account planning needs its own platform.
Most KAM and launch teams still plan in slides, track in spreadsheets, and coordinate over email because the CRM was never built for this work. Enough!
Valkre is where key account planning happens. Every KAM gets one command center for account planning, the matrix team gets a shared view of each account, and leadership gets live visibility across the portfolio. Run it on its own, connect it to your CRM, or embed it right inside. The planning happens in Valkre either way, and account managers get back 20 to 30% of the time they used to spend on administration.
The KAM platform life sciences leaders run on.
Valkre is the purpose-built key account planning and Key Account Management (KAM) platform for pharma, biotech, and medtech. Enterprise KAM teams and new drug launch teams at Pfizer, Bristol Myers Squibb, Boehringer Ingelheim, and Regeneron use it to plan and execute strategy for their most important health system and IDN customers. Valkre is built on SAMA best practices. It runs on its own, integrates with Veeva CRM, Veeva Vault CRM, Salesforce, Microsoft Dynamics 365, and homegrown CRMs, and can be embedded directly inside Veeva CRM, Veeva Vault CRM, Salesforce, Dynamics, or any homegrown CRM. No gaps, no silos, any tech stack.
Life Sciences Key Account Management
Built for how pharma and medtech KAM actually works.
IDN and health system hierarchies.
Parent systems, member hospitals, and affiliated sites managed as one strategic customer.
Stakeholder and influence maps.
Every decision maker across pharmacy, P&T, the C-suite, and clinical leadership, plus who owns each relationship.
Matrix team collaboration.
The full matrix team works in Valkre, not just KAMs. Market access, medical, field sales, marketing, and health IT (HIT) work from one plan, with role-based permissions for each function.
Launch and formulary tracking.
Every key account tracked from prioritization through P&T review to activation.
SAMA-based account plans.
Strategy Maps, objectives, initiatives, and milestones built on SAMA best practices.
Live dashboards and rollups.
Progress by brand, tier, region, or team, ready for QBRs without rebuilding a deck.
For New Drug Launch Teams
Know where your launch is, and where it's headed.
Launch success is decided account by account. Valkre gives every member of the launch team a clear lane and gives leadership real-time visibility into where the launch stands at every key account, from first prioritization through formulary to activation.
Valkre makes drug launches better with:
- Clear lanes. KAMs, market access, medical, and field teams each know exactly which accounts, stakeholders, and milestones they own.
- Real-time visibility. Live rollups by launch stage, tier, and region show where the launch is today and where it's headed next. No more rebuilding the status deck every Monday.
- Agility owned by commercial. Commercial leaders can adjust metrics, account profiling questions, and plan content as the launch evolves, without waiting on a development cycle.
- Compliance at the table. Compliance teams can set the required approach and approved messaging for key accounts directly in Valkre, so every account team executes within the same guardrails from day one.
And clarifies launch stages:
- Prioritize and tier. Target the health systems that matter most.
- Map stakeholders. Identify decision makers and assign owners across the matrix team.
- P&T and formulary. Track status, review timing, and evidence needs.
- Protocols and order sets. Move from formulary approval into clinical workflow.
- Pull-through and activation. See which accounts are converting and which are stalled.
Enable best-in-class key account management.
Software Integrations
Valkre does the planning.
You decide where it shows up.
Key account planning happens in Valkre. We don’t believe good KAM can be done in a CRM, and our clients agree. Valkre fits around the rest of your stack: connected by data, embedded inside your CRM, or both.
Integration Options:
Data Integration
Embedded Experience
Put Valkre right on top of Veeva CRM, Veeva Vault CRM, Salesforce, Microsoft Dynamics 365, or any homegrown CRM. KAMs build plans, map stakeholders, and update milestones without leaving the screen they already use.
Connects With:
Veeva stays your CRM.
Valkre runs your key accounts.
BMS kept Veeva as its system of record and went live on Valkre with weekly Veeva interaction imports and 11 data automations from day one.
KAM teams see results fast.
of BMS KAMs are confident presenting QBRs directly from Valkre
say updating account and formulary data is faster than in Veeva
Source: BMS Neuroscience KAM survey after go-live.
Life Sciences Customer Stories
See how life sciences teams
run key account planning on Valkre.
BMS: How BMS Neuroscience turned account strategy into daily execution
With a major product launch accelerating, BMS Neuroscience gave every KAM one shared place to plan and execute strategy, replacing the spreadsheets and standalone decks layered on top of Veeva. Go-live landed on schedule with SSO, hospital tiering, and 11 data automations live from day one.
Pfizer: How Pfizer unified KAM to show up as One Pfizer
Pfizer harmonized key account management across business units on one purpose-built platform. The result was higher KAM satisfaction and adoption and far more granular data on key customer engagement.
Dexcom: How Dexcom became a partner of the year to its key customers.
Dexcom centralized account data and cross-functional collaboration for its most important customers. It has since been named Outstanding Partner of the Year by some of those same customers.
Boehringer Ingelheim and Regeneron run their enterprise KAM programs on Valkre, too.
AI and Security
AI for every step of key account planning.
Governed the way IT needs.
For commercial teams:
- Agents for every planning step. From SWOT analysis and stakeholder insights to Strategy Maps, objectives, and initiatives, agents help KAMs build stronger plans faster and suggest strategic moves based on what has worked at similar accounts.
- Research and news on every account. The KAM Research Assistant and AI news feed pull insights from trusted external sources, so KAMs catch changes and growth signals early.
- Your plans inside the AI tools you already use. Valkre's MCP server connects key account plans to Claude, ChatGPT, Microsoft Copilot, and other MCP-compatible assistants. Teams can build meeting prep, executive summaries, KPI dashboards, and account reviews, and flag stalled initiatives or emerging risks, without manually pulling data together.
- Build your own agents. Customers can build and own agents that run on their Valkre data, based on their own processes and governance, or use Valkre-built agents.
For IT and compliance:
- Bring your own LLM. Use Valkre's Azure OpenAI environment or connect your own LLM in under an hour. Token usage runs through your existing provider agreement.
- Permissions carry through to AI. MCP connections use secure authentication and respect existing Valkre permissions, so no one sees more through an AI assistant than they already can in Valkre.
- Full visibility and control. Report AI usage by agent, user, and object in the Valkre Admin Console. Set spend controls at the company or user level.
- Enterprise security. SOC 2 Type 2 certified, with SSO and role-based permissions. The full matrix team works in Valkre, not just KAMs, and each role sees exactly what it should.
Why Valkre
Why life sciences teams choose Valkre instead of building on their CRM.
Commercial teams compare Valkre to the slides and spreadsheets they use today. IT teams compare it to extending the CRM or funding a custom project. Here’s why the build path costs more than it looks.
Live in 6 to 8 weeks
Valkre goes live in weeks, configured to your KAM and launch process. Custom CRM builds typically take multiple quarters before a KAM sees a finished workflow.
Methodology built in
Commercial owns the changes
Nothing extra for IT to carry
Partners
Achieve even more with our partners.
The Strategic Account Management Association is the go-to resource for KAM best practices. Valkre is a certified SAMA technology and training partner, and our platform is built on SAMA best practices.
ZS is a global management consulting firm bringing KAM expertise and change management to the life sciences industry. Valkre and ZS have teamed up to solve critical implementation challenges and simplify KAM adoption.
Frequently asked questions
about KAM software for pharma.
KAM in pharma is a commercial model that treats the most important institutional customers, typically health systems, IDNs, and large hospital networks, as strategic partners rather than collections of individual prescribers. A KAM leads a cross-functional team to build and execute a long-term plan for each account, covering access, formulary, clinical adoption, and shared value creation.
No. Valkre is a complete key account planning platform on its own. Most pharma companies connect it to Veeva CRM or Veeva Vault CRM for account, contact, and interaction data, and many embed it inside their CRM. That’s a choice, not a requirement. Veeva stays your CRM for customer engagement. Key account planning happens in Valkre.
Yes. Valkre can run right on top of Veeva CRM, Veeva Vault CRM, Salesforce, Microsoft Dynamics 365, or any homegrown CRM, so KAMs work in the screen they already use. Valkre also integrates by data with Veeva CRM, Veeva Vault CRM, Salesforce, Dynamics, homegrown CRMs, Definitive Healthcare, IQVIA, and Snowflake, with bi-directional sync and no volume limits.
Find the fit for your
KAM program.
Whether you’re preparing a launch or scaling key account planning across every health system, see how Valkre fits your process, your matrix team, and your CRM.
One tool can get your KAM efforts to the next level.
Request a demo
Experience Valkre yourself and see how the platform empowers your team to partner with your important customers.
What good looks like
(for you)
Grow your customers
Make your KAM efforts efficient and effective, creating and executing strategic plans that drive revenue and relationships.






