Fix the Demandbase setup before more budget goes through it

In short

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.

Last updated

Signs you need this

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.

Scope

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.

Fit

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
Timeline

What the first 90 days look like

  1. Weeks 1 to 2Audit

    Integrations, account lists, intent topics, scoring and how sales actually uses the platform.

  2. Weeks 3 to 5Rebuild

    Clean CRM sync, tiered lists, intent keywords tied to your offers and journey stages that match your sales process.

  3. Weeks 6 to 8Activate

    Sales alerts, account views and the first campaigns running on the rebuilt setup.

  4. Month 3Prove

    A report linking platform signals to meetings and pipeline, ready for the renewal conversation.

Investment

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
Proof

Related results

FAQ

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.

Proposal request

Tell us what needs to change.

Three short steps. A senior strategist reads every request and replies within one business day with a practical scope, priorities and next step.

  • Founder-led first call, no junior handoff
  • Your top three fixes, whether or not we work together
  • NDA on request, month-to-month terms
$120M+pipeline influenced
18,000+qualified leads
92%clients expand scope
Hojabr Sattari
Hojabr SattariFounder and Director, reads every request
What brings you here?

Pick everything you are considering. We will staff the call accordingly.

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