Freedom251 › Account Planning Software
Valkre
What Valkre is
Valkre is an enterprise SaaS platform for Key Account Management (KAM) and Strategic Account Management (SAM). It gives enterprise teams a shared digital workspace for putting strategic account plans into practice, organized around the SAMA 7-Step Process. Planning tools cover stakeholder analysis, relationship maps, mutual value plans, account objectives, action tracking, whitespace analysis, and financial planning. Teams can coordinate across departments and regions, create customer-facing dashboards, and review account summaries, customized KPIs, and dashboards. Valkre also offers one-click presentation creation. Its described AI capabilities summarize KAM insights, suggest next steps, and analyze account health and portfolios. Listed integrations include Salesforce, Microsoft Dynamics, Power BI, Oracle, Tableau, Snowflake, Asana, SAP, Azure, HubSpot, and Veeva; the maker says its embedded integration service supports two-way CRM syncing. Valkre states it is SOC 2 certified and GDPR compliant, with single sign-on, multi-factor authentication, and role-based access controls. Pricing is on request; there is no free plan or trial.
Who it suits
Valkre is designed for enterprises investing in KAM programs, including large multinational organizations. It suits teams coordinating strategic account plans across departments or regions.
What it does well
- Structured around the SAMA 7-Step Process.
- Includes stakeholder analysis and whitespace analysis.
- Teams can create customer-facing dashboards.
- Supports two-way CRM syncing, according to the maker.
- Offers single sign-on and multi-factor authentication.
What to know first
- No free plan or free trial.
- Pricing is on request.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Per-user subscription | Annual SaaS subscription; implementation costs vary · Per-user licensing · negotiated order form | On request |
| Enterprise Subscription | Annual SaaS subscription; negotiated enterprise pricing · Unlimited users · implementation costs vary | On request |
As valkre.com lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://valkre.com/.
- Contact Valkre for pricing and an annual subscription option.
- Select a per-user subscription or an Enterprise Subscription with unlimited users.
- Arrange customized implementation and onboarding with Valkre.
Verdict
Valkre brings account planning, collaboration, reporting, and CRM synchronization into an enterprise KAM and SAM workspace. Prospective customers must request pricing, and the listed subscription plans are annual.
Questions
Is Valkre free to use?
No. The listed pricing model is paid, and there is no free plan or free trial.
How is Valkre priced?
Pricing is on request. The listed options are an annual per-user subscription and an annual Enterprise Subscription with negotiated pricing and unlimited users.
Which integrations are listed?
The maker lists Salesforce, Microsoft Dynamics, Power BI, Oracle, Tableau, Snowflake, Asana, SAP, Azure, HubSpot, and Veeva. Its embedded service supports bi-directional CRM syncing.
What account-planning tools does it include?
Tools include stakeholder analysis, relationship maps, mutual value plans, whitespace analysis, financial planning, account objectives, and action tracking.
What security measures does Valkre state it supports?
Valkre states it is SOC 2 certified and GDPR compliant, and supports single sign-on, multi-factor authentication, and role-based access controls.
Who is Valkre designed for?
The maker describes it as designed for enterprises investing in KAM programs and large multinational organizations.
Facts from Valkre's own pages
- Access controls
- Security features listed include role-based visibility and edit rights, single sign-on and multi-factor authentication. · valkre.com, 15 Oct 2026
- Account health
- Custom KPIs, dashboards and health monitoring show account status and potential problems in real time. · valkre.com, 15 Oct 2026
- Account planning
- It structures account work around the Strategic Account Management Association's seven-step process. · valkre.com, 15 Oct 2026
- AI
- Valkre describes AI capabilities for summarizing KAM insights, suggesting next steps, and analyzing account health and portfolios. · valkre.com, 4 Oct 2026
- AI capabilities
- The product advertises AI-generated KAM summaries, next-step suggestions, account-health analysis and portfolio monitoring. · valkre.com, 15 Oct 2026
- Alerts
- Real-time and email notifications alert users when action is needed on an account. · valkre.com, 15 Oct 2026
- 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. · valkre.com, 15 Oct 2026
- Collaboration
- Teams can create customer-facing dashboards and coordinate across departments and regions. · valkre.com, 4 Oct 2026
- Company headquarters
- LinkedIn lists headquarters in Chicago, Illinois. · linkedin.com, 15 Oct 2026
- Company size
- LinkedIn lists Valkre as a privately held company with 11–50 employees. · linkedin.com, 15 Oct 2026
- Customer collaboration
- Customer-facing dashboards let account teams collaborate directly with customers. · valkre.com, 15 Oct 2026
- Documentation and support
- The public Zendesk help center contains categories for new features, customer reports, administration guides and technical help, plus request submission. · valkre.zendesk.com, 15 Oct 2026
- Encryption
- The security page says website traffic uses TLS and Azure SQL data at rest uses Transparent Data Encryption. · valkre.com, 15 Oct 2026
- Founded
- 2014 · valkre.com, 28 Sept 2026
- Founded year
- LinkedIn and Gartner list Valkre as founded in 2010. · linkedin.com, 15 Oct 2026
- Founders and CEO
- Crunchbase lists Brian Kiep and Jerry Alderman as founders and Jerry Alderman as CEO. · crunchbase.com, 15 Oct 2026
- Funding disclosure
- Valkre announced a growth-equity funding round led by Golden Section to expand product innovation, AI capabilities and scale. · valkre.com, 15 Oct 2026
- Headquarters
- Chicago, Illinois, United States · valkre.com, 28 Sept 2026
- 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. · valkre.com, 4 Oct 2026
- Hosting model
- The product is delivered as an online subscription service rather than a self-hosted package. · valkre.com, 15 Oct 2026
- Independent pricing finding
- Gartner describes subscription pricing with tiers based on users or features and customized quotes for organizational scale. · gartner.com, 15 Oct 2026
- 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. · gartner.com, 15 Oct 2026
- Integration behavior
- Valkre says its embedded integration service supports bi-directional syncing with CRM systems. · valkre.com, 4 Oct 2026
- Integration direction
- Its embedded integration service supports bi-directional syncing, pulling account data in and pushing actions or opportunities back to CRM systems. · valkre.com, 15 Oct 2026
Where Valkre stands on Freedom251
- Account Planning Software#16 of 20