© 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 Kiepbrian.kiep@valkre.com+1-773-575-2631

www.valkre.com