Fix the Demandbase setup before more budget goes through it
A Demandbase platform rebuild audits configuration, integrations, scoring, intent topics, audiences and reporting, then fixes sync issues, rebuilds lists and segments, tunes scoring and repairs tracking. PlanConversion documents the rules so your team can run the platform after handoff.
Built for: Teams whose Demandbase account scores do not match what sales sees, or whose renewal is approaching without proof of impact.
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What usually goes wrong
Scores do not match reality
Account scores disagree with what sales sees in real deals.
Modules sit unused
Purchased modules were never configured after the initial setup.
The account view is unreliable
CRM and marketing automation sync issues break trust in the data.
Alerts are noisy or late
Sales ignores alerts because they fire too often or too late.
What is included
The exact scope is set after an initial diagnostic.
Configuration audit
Account fields, scoring logic, intent topics and audiences.
CRM and MAP health
Sync gaps, stale fields, lifecycle logic, duplicate accounts and source data.
Signal rebuild
Scoring, topics, tiers, segments, journeys and action rules.
Tracking repair
Source fields, UTMs, campaign mapping and reporting tied to opportunities.
Is this the right program?
A good fit when
- Demandbase is licensed but few people trust or use it
- Account lists, intent topics or CRM sync were set up years ago
- Renewal is coming and you need to show value
Not the right fit when
- You have not bought Demandbase yet (start with ABM strategy)
- You only need a one-off training session
What the first 90 days look like
- Weeks 1 to 2Audit
Integrations, account lists, intent topics, scoring and how sales actually uses the platform.
- Weeks 3 to 5Rebuild
Clean CRM sync, tiered lists, intent keywords tied to your offers and journey stages that match your sales process.
- Weeks 6 to 8Activate
Sales alerts, account views and the first campaigns running on the rebuilt setup.
- Month 3Prove
A report linking platform signals to meetings and pipeline, ready for the renewal conversation.
What it costs
Demandbase programs run from $25K to $60K per month; the pilot has a 3-month minimum.
- Number of target accounts and tiers
- Channels and media budget
- CRM and platform work needed before launch
Platform rebuild: common questions
More Demandbase programs programs
Is a full rebuild always needed?
No. Scope depends on the initial diagnostic. Many accounts need targeted fixes rather than a full rebuild.
Do you need admin access to our Demandbase instance?
Yes, plus read access to the CRM objects it syncs with. We document every change so your team can maintain it after the rebuild.
Will the rebuild interrupt live campaigns?
No. We rebuild alongside what is running and switch over segment by segment once tracking is confirmed.
