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.

Trusted by renowned life sciences KAM teams

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:

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:

Valkre key account management software dashboard feature spotlight

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.

Valkre key account management software dashboard feature spotlight

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:

And clarifies launch stages:

Enable best-in-class key account management.

Valkre key account management software dashboard
quotations

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

Bi-directional sync with Veeva CRM, Veeva Vault CRM, Salesforce, Microsoft Dynamics 365, and homegrown CRMs, plus Definitive Healthcare, IQVIA, Snowflake, and your BI tools. No transaction or volume limits. Use Valkre’s Integration Service with turnkey connectors, or your own MuleSoft or Boomi.

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:

Salesforce logo
PowerBI logo
Oracle logo
Tableau logo
Snowflake logo
Asana logo
SAP logo
Azure logo
Hubspot logo
Veeva logo

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.

0 %

of BMS KAMs are confident presenting QBRs directly from Valkre

0 %

say updating account and formulary data is faster than in Veeva

0 %
have fully retired parallel PowerPoint and Excel account plans

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.

Valkre’s AI agents cover the full account planning process, from SWOT analysis to Strategy Mapping. They’re trained on 15 years of KAM expertise and work alongside external data and your proprietary internal data. A human stays in the loop, and your organization decides which agents to turn on.

For commercial teams:

For IT and compliance:

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

Valkre ships with a SAMA-based KAM framework refined across hundreds of programs. A custom build starts from a blank page.

Commercial owns the changes

Commercial leaders adjust metrics, fields, and plan content as the business moves. On a custom build, every change becomes a new request in the IT queue.

Nothing extra for IT to carry

Valkre maintains, secures, and improves the platform with new enhancements every month, while Valkre’s KAM Excellence team drives adoption and continuous improvement. A custom build becomes one more internal app to support indefinitely.

Partners

Achieve even more with our partners.

SAMA logo

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 logo

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.

Customer healthcare KAM dashboard with reports software for KAM data integration.

Frequently asked questions
about KAM software for pharma.

Valkre is the purpose-built key account planning and KAM platform for life sciences, used by Pfizer, Bristol Myers Squibb, Boehringer Ingelheim, and Regeneron. CRM systems are built for HCP-level call activity. Valkre is built for key account planning: account strategy, stakeholder mapping, matrix team collaboration, and launch tracking for health systems and IDNs. It runs on its own, integrates with Veeva CRM, Veeva Vault CRM, Salesforce, and Microsoft Dynamics 365, and can be embedded directly inside your CRM.
Valkre gives launch teams one platform to prioritize and tier key accounts, map stakeholders, track P&T and formulary review, plan protocol and order set inclusion, and monitor pull-through to activation. Bristol Myers Squibb’s Neuroscience KAM team rolled out Valkre as a major product launch was accelerating, giving every KAM one shared place to plan and execute strategy for its hospital and health system accounts.

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.

Because we don’t believe good key account planning can be done in a CRM, and our clients agree. Veeva manages customer engagement. Valkre is where KAM and launch teams build living account plans for complex health systems, run them with the matrix team, and give leadership a real-time view of progress. That’s why Bristol Myers Squibb kept Veeva as its system of record and chose Valkre for KAM. After go-live, 76% of its KAMs said updating account and formulary data in Valkre was faster than in Veeva.
Valkre manages each health system as one strategic customer. It maps the parent system, member hospitals, and affiliated sites, plus stakeholders across pharmacy, P&T, the C-suite, and clinical leadership. Native integrations with Definitive Healthcare and IQVIA bring health system and market data directly into the account plan.
Compliance teams get a seat at the table. They can set the required approach and approved messaging for key accounts directly in Valkre, so every account team works within the same guardrails. Role-based permissions control what each function sees, Valkre is SOC 2 Type 2 certified, and AI connections through the MCP server respect existing permissions.
Life sciences customers include Pfizer, Bristol Myers Squibb, Boehringer Ingelheim, Regeneron, Alnylam, EMD Serono, and Dexcom.
Most life sciences teams go live in 6 to 8 weeks. Implementations are configured to match your existing KAM process. Valkre’s dedicated KAM Excellence team implements the platform, drives adoption, and leads continuous improvement long after go-live. ZS is also available as an implementation partner if desired.
Valkre is an annual SaaS subscription, available per user or as an Enterprise Subscription with unlimited users. Most pharma companies start with one brand or therapeutic unit and expand from there.
They can build screens. What’s hard to build is a proven KAM methodology, an experience KAMs actually adopt, and a platform that keeps up with the business. Custom CRM projects typically take multiple quarters, and every change to a plan template or metric becomes a new IT request. Valkre goes live in 6 to 8 weeks, ships with a SAMA-based framework, lets commercial leaders adjust metrics and plan content themselves, and improves every month without adding to the IT backlog.
Valkre is an enterprise SaaS platform that works alongside your CRM without custom code inside it. It connects to Veeva CRM, Veeva Vault CRM, Salesforce, Microsoft Dynamics 365, and homegrown CRMs through Valkre’s Integration Service or your own MuleSoft or Boomi. It supports SSO and role-based permissions, can be embedded in your CRM’s user interface, and lets you bring your own LLM for AI features.
Valkre includes AI agents for every step of the account planning process, from SWOT analysis to Strategy Mapping. They’re trained on 15 years of KAM expertise and work alongside external data and the proprietary internal data each customer owns, with a human in the loop. Companies can use Valkre’s Azure OpenAI environment or connect their own LLM in under an hour, and all AI usage is reportable with spend controls at the company or user level.
Yes. Valkre’s MCP server securely connects key account plans to Claude, ChatGPT, Microsoft Copilot, and other AI assistants that support the Model Context Protocol. Teams can prepare for account meetings, summarize initiative status, flag risks and overdue actions, and build executive account reviews from the AI tool they already use. Customers can also build their own agents on their Valkre data. Every connection respects existing Valkre permissions.
Yes. Valkre supports KAM programs across pharma, biotech, medtech, and diagnostics. Dexcom uses Valkre to centralize account data and collaborate cross-functionally with its most important customers. Dexcom has since been named Outstanding Partner of the Year by some of those customers.

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.

1

Request a demo

Experience Valkre yourself and see how the platform empowers your team to partner with your important customers.

2

What good looks like
(for you)

We’ll help you tailor Valkre to your specific needs and get your teams up and running quickly.
3

Grow your customers

Make your KAM efforts efficient and effective, creating and executing strategic plans that drive revenue and relationships.

Get started today