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© 2021 VALKRE SOLUTIONS, INC. 0
VALUE FOCUSED ACCOUNT MANAGEMENT
Gartner Definition
© 2021 VALKRE SOLUTIONS, INC. 1
• Retention and Growth
• Customer Life Cycle
• Account Plan Standardization
• Collaboration
• Visualization
CRM?
© 2021 VALKRE SOLUTIONS, INC. 2
10+ years building and implementing Enterprise SaaS
SAMA Certification Partner
ZS Associates Life Sciences Implementation Partner
Recognized by Gartner as a Cool New Vendor
Invited to shape Gartner’s Account Planning Market Guide
2021 “Top Sales Tool” by Nancy Nardin
Experts in designing and deploying Account Management technology
FORTUNE 1000 $1B - $100M
Culture of Co-Creation
© 2021 VALKRE SOLUTIONS, INC. 3
Gartner Requirements
© 2021 VALKRE SOLUTIONS, INC. 4
• Holistic View of Account Health
• Relationship Mapping
• Advanced Financials (Planning and Customer ROI)
• Prescriptive Playbook, Insights, and Coaching
• Opportunity Management
• Integration & Automation
• Customer Access
• Account-Based Strategy / Marketing
Customer Requirements
© 2021 VALKRE SOLUTIONS, INC. 5
• Easy to set up & get going, maintain and update
• Agile, fast delivery of enhancements & innovation
• Easy to configure to specific Methods by Role
• Intuitive ‘Live Doc’ user experience
• Print to PPT or PDF
• Integrate with anything (including CRM)
• Use outside of CRM
• Team-based Subscription Model
Demonstration
© 2021 VALKRE SOLUTIONS, INC. 6
RELATIONSHIP MAPPINGCONFIGURABLE DASHBOARD FINANCIAL PLANNING
VALUE CREATION PLAN CUSTOMER ROI
Valkyries decide the winners and losers of battle
In Norse mythology, Valkyries take the victors to the promised land. In B2B markets, Value Creation is your path to Valhalla. At Valkre, we build software and provide expert support to make this idea of value creation as easy as possible.
About Valkre
© 2021 VALKRE SOLUTIONS, INC. 7
VALUE KREATION
THE PATENT
U.S. Patent 8,311,879
Patented our system and method of customer Value Creation
THE BOOK
Winning with Customers
Proved our patent with Owens Corning and wrote a book about it
THE SOFTWARE
Customers asked us to turn our proven method of value creation into software
RECOGNITION
For innovation in sales and marketing software
PARTNERSHIP
Selected as the SaaS platform for Strategic Account Management Association
PARTNERSHIP
Selected by ZS Associates as the SaaS platform for Value and Key Account Management for Life Sciences
Brian [email protected]+1-773-575-2631
www.valkre.com