The Summit Group Partner

Thoughtware + Software for Transformative Key Account Management

Valkre partners with The Summit Group to combine proven KAM methodology and best-in-class KAM software. Together, we enable organizations to turn strategy into execution ensuring your Key Account Management program creates measurable impact across teams and customers.

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

Why This Partnership Matters

Strategic frameworks meet digital execution.
The Summit Group brings decades of Strategic and Key Account Management (KAM) expertise — coaching leaders, designing frameworks, and embedding best practices. Valkre brings the KAM platform that operationalizes those methods day-to-day. Together, we help organizations scale KAM excellence, align leadership and field teams, and sustain continuous improvement.

Key Challenges We Address

Strategic KAM account plans that never translate into action

Fragmented tools (PowerPoint, spreadsheets, CRMs)

Lack of visibility into account execution and results

Difficulty maintaining a unified KAM process across regions

How the Partnership Delivers Value

Rapid go-live
with guided adoption

Framework + Tool in One:

Summit’s KAM methodologies are configured directly into Valkre’s KAM platform

Expert-led enablement:

Summit coaches and Valkre Customer Success teams jointly onboard your users

Scalable rollout:

Launch with a focused group, then scale across business units

Valkre key account management software dashboard feature spotlight
Valkre key account management software dashboard feature spotlight

Growth and innovation

Continuous evolution and alignment

Embedded learning:

Methodology updates and refinements are reflected in the software

Unified reporting:

Real-time dashboards connect Summit’s KAM frameworks with performance metrics

Sustained excellence:

Annual refreshes keep KAM strategies current and actionable

Frequently asked questions.

Yes. Valkre is built to configure around your company’s KAM process — not replace it. Whether you use The Summit Group’s frameworks or your own, Valkre digitizes your structure, language, and cadence.

That’s common. Valkre supports multi-methodology environments, allowing local teams to operate with their preferred frameworks while leadership maintains global visibility and governance.

No. Valkre is the KAM tool that sits above CRM, focused on execution for your top 50–100 customers. CRM remains your system of record; Valkre is your KAM workspace for planning, collaboration, and leadership reporting.

Absolutely. The platform and The Summit Group’s coaching model evolve together, helping clients move from early KAM adoption to advanced strategic account management maturity over time.

Turn KAM strategy into measurable execution.

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.

See how Valkre + The Summit Group align thoughtware and software for world-class Key Account Management.

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