Demandbase uses the Title field for a person (Lead or Contact) from your CRM, Marketing Automation System (MAS), or CSV import to determine their Department and Role.
Important: Department and Role Mapping comes from your integration data, and is different from Demandbase Buying Group Personas and Roles.
Department Mapping
The following table shows how Demandbase maps people to a Department based on words in the Title field.
Important:
- If a person already has a Department value from your CRM, Marketing Automation System (MAS), or CSV import, Demandbase uses that value instead of the default mapping. This may result in additional Departments appearing in Demandbase.
- Title matching is not case-sensitive.
Title |
Department in Demandbase |
|---|---|
| CMO, Marketing, SEO, ABM, Content, Demand | Marketing |
| CSO, Sales, Sale, Business, Account Executive | Sales |
| President, CEO, COO, Officer, Board, Chairman, Chairwoman, Owner | Administration |
| Developer, Designer, Engineer, CTO, Technology, Engineering, Quality | R&D |
| CFO, Financial, Accountant, Accounting, Controller | Finance |
| CHRO, HR, Human Resources | HR |
| Counsel, Legal, Attorney, Contracts | Legal |
| CIO, IT, CISO | IT |
| Customer, Support, Service | Service |
| All other titles | Other |
Role Mapping
The following table shows how Demandbase maps people to a Role based on words in the Title field.
Important:
- Once a match is found, Demandbase stops trying to find additional matches.
- Title matching is not case-sensitive.
Title |
Role in Demandbase |
|---|---|
|
Matches any of the following requirements:
|
CXO |
|
Matches any of the following requirements:
|
VP |
| Includes director | Director |
| Includes manager | Manager |
| Matches none of the previous requirements | Other |
Review Departments and Roles
You can see the mapped Department and Roles in the People page in the Analytics section.
Select the Department/Role preset option from the drop-down list.
If you don’t see the Department and Role columns in the table, click Edit Columns to add them.
Find People in Other Departments or Roles
To find people in Departments or Roles that Demandbase doesn’t map to, use one of the following methods:
- Create a person filter to search for people with the Departments or Role in their Title. See Create and Save Filters.
- Create a segment for people with the Departments or Role in their Title. See Create and Manage Segments.
-
Use your own Department or Role fields in the People Heatmap by clicking Custom and selecting it from the Row or Column drop-down lists.