Request a callTurn Demandbase signals into sales action
Demandbase sales alignment defines which intent and engagement signals matter, when sales acts, who owns follow-up and what gets logged. PlanConversion builds the routing, alerts, CRM views and sales plays, then runs a weekly or biweekly account review with marketing, sales and RevOps.
Built for: Teams where intent fires but sales has no play to run.
Last updated
What usually goes wrong
Signals without plays
Intent fires but reps do not know what to do.
Inconsistent handoff
Every rep handles engagement differently.
Moving definitions
"Engaged" and "ready" change after launch.
What is included
The exact scope is set after an initial diagnostic.
Intent activation
Which signals matter and what sales does next.
Signal routing
Owner mapping, alerts, CRM views and rep context.
Sales plays
Follow-up steps, talk tracks, account notes and content.
Operating cadence
Account review with marketing, sales and RevOps.
Is this the right program?
A good fit when
- Sales ignores Demandbase alerts or never logs in
- Reps get account signals but no guidance on what to do next
- Marketing and sales count pipeline differently
Not the right fit when
- There is no agreed account list yet (start with ABM strategy)
What the first 90 days look like
- Weeks 1 to 2Listen
Interviews with reps and managers on which signals help and which are noise.
- Weeks 3 to 4Design
Alert rules, account views in the CRM and a short play for each signal type.
- Weeks 5 to 6Enable
Short training per sales team and a shared definition of an engaged account.
- OngoingReview
A monthly marketing and sales review of signals, follow-up rates and pipeline.
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
Sales alignment: common questions
More Demandbase programs programs
How often should sales and marketing review accounts?
Weekly for active tiers, biweekly for the rest. The review covers priority accounts, response, pipeline movement, blockers and next plays.
Do reps need to log into Demandbase?
Ideally not. We push the few signals that matter into the CRM and inbox, where reps already work.
How do you measure alignment?
Follow-up rate on alerts, time to first touch, meetings from engaged accounts and whether both teams report the same pipeline number.
