key account management software
Ditch the spreadsheets, presentation decks, and word docs. Unify your team with an all-in-one account planning platform.
Immediately implement KAM best practices.
Building relationships with your most important customers can be a complex job. There are so many touchpoints, sources of information, and activities to coordinate. Many teams find themselves working in data silos, disconnected from other departments and trying to reinvent the wheel with every initiative.
It doesn’t have to be that way. Valkre provides your team with a repeatable framework for best-in-class account management processes. It’s the only key account management tool you’ll ever need.
Intuitive user experience
Monitor important KPIs
How It Works
Account planning software that supports best-in-class performance.
Valkre is structured on the SAMA 7-Step Process for best-in-class key account management. Every option, window, tool, and feature supports your team and their strategic plan for your most important customers. All your data, both internal and external, collects in one place to provide visibility and enable data-driven decision making.
It’s not just software — it’s a framework for best-in-class performance across all your key accounts.
KAM Efforts In One Place
Your team’s
unified place to work.
Purpose-built functionality
Valkre came from decades of KAM experience to address the needs of key account managers.
CRM connectivity
Connect your strategic account plans to your CRM dataset to share information across teams.
Data visibility
Plug in any data source from your company to give key account managers the info they need.
Quality Account Plans
Empower
strategic thinking.
Create customer value
Connect customer goals to internal objectives to create action plans for mutual value creation.
Identify opportunities
Easily perform whitespace and financial analysis to put future plans in place.
Build relationships
Get to know key stakeholders and pass along their goals and information to the team.
Faster Account Reviews
Take the burden out
of reporting.
Presentation automation
No more Sunday nights spent duplicating decks. Create presentations with one click.
Easy account reviews
Real-time account summaries mean less data entry and more insightful evaluation.
Customer collaboration
Create customer-facing dashboards to maximize your time working together.
Account Team alignment & Collaboration
Efficient collaboration across your organization.
Cross-team alignment
Connect other business units and regions to the single source of truth for strategic growth.
Real-time alerts
Be notified when the ball is in your court, or an account needs attention.
Email notifications
Connect Valkre with your email for easy updates and notifications.
Track Account health
Know exactly where each customer stands.
Customized KPIs
Measure against a dataset specifically designed for your KAM program.
Account management dashboards
Link all your internal and external data in one place for clear, comprehensive dashboards.
Monitor account health
Tell at a glance how each customer account is doing and identify potential challenges.
Real-Time Management and Coaching
Enable active management and improvement.
Monitor leading indicators
Build plans based on real-time information about account status and performance.
Coach to process
Develop team members based on execution of best practices and repeatable processes.
Built-in best practices
Develop your team with regular platform updates reflecting current KAM best practices.
Account-based marketing
Unlock a new level of playbook orchestration.
Track ABM success
Collect data that clearly connects to account-based marketing efforts to establish ROI.
Deploy playbooks
Connect marketing campaigns to every customer with easily executable initiatives.
Eliminate silos
Keep strategic account and marketing teams unified and aware of ongoing activities.
Enable best-in-class key account management.
Continuous best practices in KAM
Key account management is always evolving. So is Valkre.
Your plans and processes aren’t set in stone. Your key account management teams are constantly iterating. Your key account management software should keep pace.
We regularly update Valkre to reflect industry-leading best practices and SAMA recommendations. You’ll never need to put together a workaround or piecemeal process. When something changes in the industry, your key account management tool will reflect that update. Don’t worry about falling behind or missing the boat. Stay up-to-date with the tool that stays up-to-date.
The Valkre platform is SOC2-certified and GDPR-compliant. With single sign-on access and multi-factor authentication, it’s trusted by Fortune 500 companies to adhere to data governance and security protocols.
Turn-Key
Integrations
Easily connect your key account platform to your other mission-critical software for unparalled transparency and visibility. From CRM to data visualization, Valkre can augment your entire tech stack.
Trusted by SOME OF THE BEST key account management teams
Frequently asked questions.
Key account management technology is a core component for achieving best-in-class KAM program results. A dedicated KAM platform can break down silos, unify data, and automate administrative tasks. SAMA research shows world-class KAM programs have two times the growth compared to low-performing KAM Programs.
CRM platforms are sales tools organized around winning a single deal. KAM software is organized around the processes and activities necessary to build relationships and produce more deals at the account level.
Key account management technology helps establish shared processes and enables account teams to understand and execute their work more effectively and efficiently. This efficiency comes from a “single source of truth” that both internal and external teams can rely on for unified data collection and proactive planning.
Valkre‘s user experience, workflow, security, and permissions are designed for teams of people engaged with a common customer. These teams often cross department boundaries. Housing account management data, goals, and processes in a centralized platform that provides visibility for every team improves understanding and alignment.
White space analysis is one of several tools used to help key account managers think critically when building a customer account plan. The phrase “white space” suggests finding a favorable, untapped area for growth within the context of the customer relationship.
Some companies use this language to define or segment accounts. They may have 10 very large strategic accounts and 100 they consider key accounts. Valkre is designed for all of these use cases.
Usage is always something to track with any software purchase. We’re proud to say we’ve never lost a client because of low usage. Account health scorecards are becoming the standard for most of our customers. The tracked metrics are composed of leading indicators around the development and execution of account plans and lagging indicators such as account growth.
When opening up the platform, the KAMs should easily see themselves in the user experience. Many existing technology solutions treat KAM as a secondary priority.
Ask yourself, “If my customer saw my account plan technology, would they understand it?”
Valkre is designed to be used and accessed by the KAM’s customer. We believe that the account plan is just as much owned by the customer as by the KAM and therefore both can/should have access.
Valkre offers a foundational course in Key/Strategic Account Management. The Strategic Account Management Association (SAMA) uses this course, which is recognized as best-in-class.
For individual users it is intuitive and fast to get going. We teach a KAM class within the Strategic Account Management Association (SAMA) Academy where attendees use Valkre as a learning aid without previous access or training. Our team is well-versed in organizational onboarding.
Valkre is a powerful tool that can integrate into many different workflows. If you’d like to see how it can fit into your KAM process, reach out and book a demo with our team. We’ll walk you through the unique, purpose-built functionality that helps KAM teams become world class.
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.
Grow your customers
Make your KAM efforts efficient and effective, creating and executing strategic plans that drive revenue and relationships.