Valkre

Spec sheet

What it does

Valkre is an enterprise SaaS workspace for key-account and strategic-account management that centralizes account planning, collaboration and execution.Read 15 Oct 2026 · valkre.com

Purpose

It provides a centralized digital account workspace to help enterprise teams operationalize strategic account plans.Read 4 Oct 2026 · valkre.com

Product

Valkre is an enterprise SaaS platform for Key Account Management (KAM) and Strategic Account Management (SAM).Read 4 Oct 2026 · valkre.com

Integrations

Named integrations include Salesforce, Microsoft Dynamics, Power BI, Oracle, Tableau, Snowflake, Asana, SAP, Azure, HubSpot and Veeva.Read 15 Oct 2026 · valkre.com

Security

The vendor states that Valkre is SOC 2 certified, GDPR compliant and hosted on Microsoft Azure.Read 15 Oct 2026 · valkre.com

Support

Valkre offers customized implementation and onboarding and says its team troubleshoots platform and integration issues.Read 4 Oct 2026 · valkre.com

Headquarters

Chicago, Illinois, United StatesRead 28 Sep 2026 · valkre.com

Founded

2014Read 28 Sep 2026 · valkre.com

Access controls

Security features listed include role-based visibility and edit rights, single sign-on and multi-factor authentication.Read 15 Oct 2026 · valkre.com

Account health

Custom KPIs, dashboards and health monitoring show account status and potential problems in real time.Read 15 Oct 2026 · valkre.com

Account planning

It structures account work around the Strategic Account Management Association's seven-step process.Read 15 Oct 2026 · valkre.com

AI

Valkre describes AI capabilities for summarizing KAM insights, suggesting next steps, and analyzing account health and portfolios.Read 4 Oct 2026 · valkre.com

AI capabilities

The product advertises AI-generated KAM summaries, next-step suggestions, account-health analysis and portfolio monitoring.Read 15 Oct 2026 · valkre.com

Alerts

Real-time and email notifications alert users when action is needed on an account.Read 15 Oct 2026 · valkre.com

API extensibility

Valkre says it can connect to any system with an API and supports CRM, ERP, MDM, database, BI, marketing-automation and project-management data.Read 15 Oct 2026 · valkre.com

Collaboration

Teams can create customer-facing dashboards and coordinate across departments and regions.Read 4 Oct 2026 · valkre.com

Company headquarters

LinkedIn lists headquarters in Chicago, Illinois.Read 15 Oct 2026 · linkedin.com

Company size

LinkedIn lists Valkre as a privately held company with 11–50 employees.Read 15 Oct 2026 · linkedin.com

Customer collaboration

Customer-facing dashboards let account teams collaborate directly with customers.Read 15 Oct 2026 · valkre.com

Documentation and support

The public Zendesk help center contains categories for new features, customer reports, administration guides and technical help, plus request submission.Read 15 Oct 2026 · valkre.zendesk.com

Encryption

The security page says website traffic uses TLS and Azure SQL data at rest uses Transparent Data Encryption.Read 15 Oct 2026 · valkre.com

Founded year

LinkedIn and Gartner list Valkre as founded in 2010.Read 15 Oct 2026 · linkedin.com

Founders and CEO

Crunchbase lists Brian Kiep and Jerry Alderman as founders and Jerry Alderman as CEO.Read 15 Oct 2026 · crunchbase.com

Funding disclosure

Valkre announced a growth-equity funding round led by Golden Section to expand product innovation, AI capabilities and scale.Read 15 Oct 2026 · valkre.com

Hosting and encryption

Valkre says it uses Azure-based infrastructure, TLS for website data transfer, and Transparent Data Encryption for its Azure SQL database at rest.Read 4 Oct 2026 · valkre.com

Hosting model

The product is delivered as an online subscription service rather than a self-hosted package.Read 15 Oct 2026 · valkre.com

Independent pricing finding

Gartner describes subscription pricing with tiers based on users or features and customized quotes for organizational scale.Read 15 Oct 2026 · gartner.com

Independent product description

Gartner characterizes Valkre as an account-planning platform that unifies processes, frameworks, teams, presentations and datasets and works with all CRM/MDM systems.Read 15 Oct 2026 · gartner.com

Integration behavior

Valkre says its embedded integration service supports bi-directional syncing with CRM systems.Read 4 Oct 2026 · valkre.com

Integration direction

Its embedded integration service supports bi-directional syncing, pulling account data in and pushing actions or opportunities back to CRM systems.Read 15 Oct 2026 · valkre.com

Legal name

Crunchbase identifies the legal entity as Valkre Solutions, Inc.Read 15 Oct 2026 · crunchbase.com

Licence

Valkre's terms reserve all intellectual-property rights in the service and prohibit copying, derivative works, reverse engineering and decompilation.Read 15 Oct 2026 · valkre.com

Limit: maturity in early use

That SAMA document describes customer-facing use as being in its early days at the time of writing, indicating the capability was still developing then.Read 15 Oct 2026 · 44343505.fs1.hubspotusercontent-na1.net

Limit: navigation

The same G2 reviewer complained that reaching functions requires clicking through many prompts and that the product does not show everything at once.Read 15 Oct 2026 · g2.com

Mutual value plans

Teams can connect customer goals with internal objectives and create action plans for mutual value creation.Read 15 Oct 2026 · valkre.com

No-code integration

Valkre describes many integrations as no-code and says its onboarding team handles connection work with limited IT involvement.Read 15 Oct 2026 · valkre.com

Payment limitation

The terms state that subscription fees are generally noncancelable and nonrefundable and purchased quantities cannot be reduced during a term.Read 15 Oct 2026 · valkre.com

Planning framework

The platform is structured around the SAMA 7-Step Process for key account management.Read 4 Oct 2026 · valkre.com

Playbook orchestration

Marketing initiatives and organizational playbooks can be connected to account-planning activities.Read 15 Oct 2026 · valkre.com

Praise: customer-facing collaboration

A SAMA case document reports that customers liked real-time access to ideas and initiatives and that the tool reduced status-reporting cycles and confusion.Read 15 Oct 2026 · 44343505.fs1.hubspotusercontent-na1.net

Praise: organization

The sole G2 reviewer praised Valkre for keeping internal work organized and having an easy-to-use interface.Read 15 Oct 2026 · g2.com

Praise: quantified outcomes

The same SAMA document says users tracked productivity targets, projects and quantified customer outcomes across plants, regions and corporate levels.Read 15 Oct 2026 · 44343505.fs1.hubspotusercontent-na1.net

Presentation automation

Users can generate account presentations from the application with one click.Read 15 Oct 2026 · valkre.com

Pricing model

Valkre is sold through an annual SaaS subscription as either a per-user subscription or a negotiated enterprise subscription; implementation costs vary.Read 4 Oct 2026 · valkre.com

Primary users

The product targets enterprises running formal key-account or strategic-account programs for important customers.Read 15 Oct 2026 · valkre.com

Rating on G2

4.0 out of 5 from 1 reviewRead 15 Oct 2026 · g2.com

Rating on Gartner Peer Insights

No rating out of 5; 0 reviews shown (Gartner labels the product “No Reviews Yet”)Read 15 Oct 2026 · gartner.com

Reporting

The platform offers real-time account summaries, dashboards, customized KPIs, and one-click presentation creation.Read 4 Oct 2026 · valkre.com

Stakeholder analysis

Key-stakeholder analysis helps teams map relationships and share stakeholder goals across the account team.Read 15 Oct 2026 · valkre.com

Target users

The maker says Valkre is designed for enterprises investing in KAM programs and large multinational organizations.Read 4 Oct 2026 · valkre.com

Unified workspace

People, processes and internal or external data are brought together in one account workspace.Read 15 Oct 2026 · valkre.com

Usage limits

Subscriptions are constrained by order-form quantities, normally measured in authorized users, and user credentials cannot be shared.Read 15 Oct 2026 · valkre.com

Whitespace analysis

The software supports whitespace and financial analysis to identify future account opportunities.Read 15 Oct 2026 · valkre.com

Plans and prices

Every Valkre plan and price →

Where Specifiction places it

• Account Planning Software#13 of 207.4