If your company uses Revegy account planning software for your Key Account Management (KAM) strategy, you might have heard the recent news that Revegy is being discontinued.
Revegy was widely used, well-regarded account planning software that had many worthwhile capabilities for account planning and strategy. But now the sunsetting of Revegy (apparently it will no longer be available as of March 31, 2026) is sending account planning teams on a fast-paced search for Revegy alternatives.
Before you choose a Revegy replacement, it’s important to keep in mind that just “replacing” Revegy is not the only solution. You might want to use this moment as an opportunity to go beyond your current Key Account Management capabilities and upgrade your entire KAM experience. Valkre can help.
Let’s look at a few tips on how to find the best Revegy alternative for your sales organization – and why Valkre might be the fastest, easiest way to replace Revegy for key account management.
Revegy Shutting Down: What Customers Need to Do Next
Revegy is shutting down this year, so you need to act fast. But before you choose a Revegy alternative, account management and sales support teams should take a step back and look at the big picture of what to do when switching to a new KAM platform – and what not to do. Here’s a quick list:
- Don’t try to use Excel and PowerPoint: If you liked the capabilities of Revegy, don’t assume you can replace them by piecing together manual solutions.
- Don’t assume a CRM tool can replace Revegy: Tracking sales opportunities and other CRM capabilities can be worthwhile, but that’s not the same as Key Account Management. KAM is not the intended purpose for CRM systems.
- Maintain access to your Revegy data: Any good Revegy replacement needs to offer you an easy, seamless path forward to protect and migrate your data.
Valkre can be an ideal choice to replace Revegy. Our platform helps get your Key Account Management activities into a digital space, with a standardized process, easy access to data, and a clear view of the health and performance of your key accounts. If you liked the features you were getting from Revegy, but want to take your account segmentation to a more sophisticated level in a way that adds significant value for your company, Valkre should be on your radar.
What to Look for in a Revegy Alternative
There aren’t a lot of pure-play Revegy-style alternatives on the market. At Valkre, we believe we’re pretty unique in developing a dedicated, built-for-purpose solution for the nuanced needs of Key Account Management.
If you want to quickly replace Revegy, here are a few key capabilities to look for – and how Valkre delivers each of them:
- Easy CRM integration with Salesforce and any other CRMs: Valkre is CRM-agnostic. We don’t replace CRMs, but we integrate with them. Valkre pulls CRM account and opportunity data automatically, and any data from Valkre can also flow into your CRM. CRM is not a sufficient solution to cover the unique demands of Key Account Management. Valkre gives you an elegant execution layer on top of CRM.
- More focused segmentation and stakeholder management: In the past few years, some companies might have used Revegy to focus on sales numbers across a larger number of accounts, but now they want to take a closer look at account segmentation and stakeholder management. Valkre can help you zero in on the most important aspects of your biggest, ROI-driving accounts.
- Easy Revegy data migration – no interruption in service: Time is running out before Revegy shuts down later this year. From an IT standpoint, Valkre is an ideal Revegy replacement, because it’s easy to get data out of Revegy and into Valkre. Your end users won’t have to see an interruption in service or any disruptions in their current data model.
Why Valkre is a Modern Alternative to Revegy
Valkre is the most comprehensive platform that was designed and built for the specific goals and strategic imperatives of modern Key Account Management. The biggest difference between Revegy and Valkre is that Revegy was more of an account planning repository, while Valkre is an execution platform. Revegy helps document account plans, while Valkre helps teams execute Key Account Management.
Revegy added a lot of value for account planning and sales planning, but its capabilities were more focused on transactions for the largest accounts. Its technology was mostly just overlaying on CRM data. Revegy could help your team keep an eye on big deals coming up in the pipeline, and think about how to close those deals.
And Revegy had some limitations that didn’t make it the right fit for modern KAM. Revegy historically was a better fit for a workflow where account planning was only conducted on a periodic basis, where data lived inside the platform but wasn’t deeply operationalized, and where teams still did a lot of manual work outside of the Revegy tool.
If you want a Revegy replacement, Valkre’s KAM platform can help you get more strategic and take a deeper operational dive into Key Account Management.
Valkre is built to deliver more advanced KAM capabilities, including:
- Account execution workflows
- Initiatives tied to outcomes
- Team collaboration
- Cross-functional alignment
- Visibility for leadership
- Integration-first architecture
Working with Valkre can also help your company get more sophisticated about Key Account Management. Just within the past five years, there’s been a growing understanding from companies that Key Account Management is a business discipline that’s worth investing in. More companies have started to think bigger and zero in on what Key Account Management means, and how they can unlock value.
Valkre helps you give your top 100 or top 150 accounts the special handling and focus that they deserve. It’s solving a problem that a lot more companies are just recently coming to appreciate. And the benefits of doing Key Account Management well are highly impactful for the business. Valkre is not just a software vendor. We are strategic partners for our customers, co-creating value by helping you drive bigger results from your biggest and most complex accounts.
Migration: How Valkre Brings Revegy Data Forward
Revegy customers want to protect and maintain access to their Revegy data and account plans. You might be wondering, “What happens to all my Revegy account plans and work during the migration?”
Good news: Valkre can migrate Revegy data in a safe, comprehensive, seamless and speedy way. The team transition from Revegy to Valkre takes weeks, not months. We can take your existing account plan content, initiatives/plays, strategic objectives, notes and structured fields, account lists and segmentation, and migrate all of that Revegy data to Valkre accounts.
When you migrate from Revegy to Valkre, you won’t feel like you’re “starting over.” You will have a sense of familiarity and quickly get up to speed. And the Valkre user interface gets rave reviews from customers; our platform is designed for Key Account Management in a way that puts all of the relevant information at your fingertips, fast.
Who Valkre is Best For
Here are a few attributes of companies that tend to be the best fit to work with Valkre. Our ideal customers tend to have:
- Dedicated Key Account managers for top 100 to top 150 accounts
- 20% of your Accounts represent 80% of your total revenue
- Key Accounts that involve a global presence, multiple markets, multiple regional managers, hundreds of people supporting each account
- An understanding of the strategic value of Key Account Management – your organization is already using it, you see the value of taking it seriously
We are always happy to spread the word about the value of KAM. But ideally, we love to work with companies that have already made the decision to do Key Account Management and who want to see a stronger ROI on their KAM program.
Valkre can help you see a clearer picture, not just of tracking sales opportunities, but of understanding the nuances of where you stand with each customer and what’s happening with your most important account relationships. We can make it easier to show the data and tell those stories. And we serve as your strategic partner to co-create value and drive growth at every step of the way.
Talk to Us: Request a Demo
Ready to see how Valkre is better than a Revegy replacement? Let’s talk. Book a demo with the Valkre team today. We’ll show you how Valkre can migrate your Revegy data and take your Key Account Management program to the next level.
