Enterprise DNA

Instead of DemandFarm

Stop renting DemandFarm. Own your key account planning system.

We build your version around how you grow existing accounts, map the DemandFarm records you want to keep and run it for you. Start with your review process and the commitments your team must deliver.

DemandFarm quotes its packages privately. Bring your annual agreement and we will compare the account-planning work your team actually uses.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

The recurring bill

What your DemandFarm agreement buys

DemandFarm packages account planning around company size and selected capabilities. Its pricing page asks buyers to request a quote. These are six parts of that planning work to compare with your own system.

Grid

Coverage across the account

The account heatmap records where products fit across the customer. Your own version keeps confirmed coverage, competitor-held areas and unknowns separate.

Users

Relationship maps

DemandFarm maps the people in an account. Your version keeps their professional role, relationship owner and the evidence behind each assessment.

Target

Growth planning

Growth planning turns account knowledge into work. Keep each play, its success measure, the responsible person and its next deadline together.

Eye

Account reviews

DemandFarm offers in-app reviews and exports for offline reviews. Your version prepares the agenda from current actions and saves the position at each review.

BarChart

Leadership reporting

Portfolio reporting brings accounts into one view. Your version highlights missing decision-maker coverage alongside quiet relationships and overdue actions.

Settings

Connections and customisation

DemandFarm offers integrations and customisation in its packages. We scope the connections and working rules your business needs in the version you own.

Your account record

The weekly account review, built around your rules

Relationships

See where the buying group is still unclear

A job title is a starting point. Keep the evidence that explains the role each person plays in the account.

  • check Record decision-makers, influencers and unknown roles
  • check Assign an internal owner to each relationship
  • check Flag contacts with no recorded interaction or a quiet month
  • check Show accounts with missed actions and no recorded decision-maker together

Account coverage

Separate a real gap from a guess

Record the product position in each business unit. Keep an estimate distinct from money already earned.

  • check Distinguish your service, a competitor, an unserved unit and an unknown
  • check Keep the source and date of each assessment
  • check Flag evidence that needs a fresh check
  • check Keep each planning estimate in its own currency without adding unlike amounts

Follow-through

Give every growth play an owner and an outcome

An account plan is useful when the promised work happens. Bring the play and its next actions into the same review.

  • check Define a measurable customer outcome for each play
  • check Assign actions with dates and responsible people
  • check Keep a play open until its outstanding actions are complete
  • check Preserve the outcome of completed actions and the account position at review time

Your operating rules

Keep the record usable as the team changes

Read the plan, check its evidence and prepare the documents in your own business name.

  • check Check contact-purpose, accuracy and retention-review evidence
  • check Generate an account growth plan and quarterly review agenda
  • check Read who recorded each change and its result
  • check Change your fields and review rules with Enterprise DNA as the business changes

Make it yours

Design your own DemandFarm replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from DemandFarm. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your DemandFarm replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your DemandFarm data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Key Account Planning for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Key Account Planning for Claude Code

Connected to your own database

Which accounts have missed actions and no recorded decision-maker?

A-001

Name
Harbour Components
Owner
Mia
Review status
overdue
Decision makers
0
Quiet contacts
2
Overdue actions
1
Open plays
1
Unknown cells
1

A-002

Name
Southern Distribution
Owner
Tom
Review status
scheduled
Decision makers
1
Quiet contacts
0
Overdue actions
0
Open plays
1
Unknown cells
0

A-003

Name
Harbour Services
Owner
Mia
Review status
not scheduled
Decision makers
0
Quiet contacts
0
Overdue actions
0
Open plays
0
Unknown cells
0

Ask it anything

Ten questions your account records answer

These questions run against the working demonstration. Your own version can join the evidence and review rules that matter to your business.

chat_bubble Which accounts have overdue actions and no recorded decision-maker?
chat_bubble Which reviews are overdue or have never been scheduled?
chat_bubble Which influential contacts have been quiet for more than thirty days?
chat_bubble Which business units are still marked unknown rather than unserved?
chat_bubble Which unserved units rely on an assessment older than ninety days?
chat_bubble Which competitor-held units have a named product and supporting evidence?
chat_bubble Which growth plays have a measurable outcome and an accountable owner?
chat_bubble Which actions are overdue and who owns each one?
chat_bubble Which stakeholder records lack a purpose, current verification or retention review?
chat_bubble What did the account plan say at the last quarterly review?

Switching

How to switch from DemandFarm

A move usually involves exporting account and contact records, mapping any custom planning history, checking the import and comparing both systems before you switch.

  1. 1

    Export your account records

    For a Salesforce-native DemandFarm installation, start with Salesforce Account and Contact exports in CSV format. These provide the initial import. DemandFarm’s custom account plans, relationship attributes and coverage objects need separate mapping. If you need to export directly from DemandFarm, use what your account allows, usually CSV or Excel, and check with DemandFarm. A presentation export alone is not a complete migration.

  2. 2

    Test the import first

    Load the account and contact exports using the import process, and run a test before committing to the move. This gives you a chance to confirm that records and identifiers line up before the import changes the working database. Keep the original exports private. The import retains the original columns and CSV text to help you reconcile records against their source.

  3. 3

    Review import flags

    Check every issue the import reports before relying on the loaded records. Duplicate identifiers, contacts without a matching account and changed source rows can stop an import. Reconcile those records with the originals and correct the mapping or source data before trying again. Exact repeat imports are harmless, but imported contacts remain unverified, and owner IDs stay as IDs until you map them to people.

  4. 4

    Run both systems side by side

    Keep DemandFarm available for a short period while you compare real account plans, relationship coverage, actions and review history in the new system. Check that the records your team needs are present and that the agreed fields and rules behave as expected. Resolve gaps against the original records before asking the team to rely on the new system.

  5. 5

    Switch off DemandFarm

    Once you have checked the records and your team is ready to work in the new system, switch off DemandFarm. Keep a complete private snapshot of the new database and retain the original exports according to your own data policies. Make sure access, backups and recovery arrangements are agreed before the old service is no longer available.

construction

Where the real effort goes

The real work is usually mapping your fields and account rules, then deciding which history to bring across. Salesforce account and contact records have an initial import path, but custom account plans, relationship attributes, coverage and review history need a reviewed mapping and checks against the originals. Enterprise DNA handles that mapping and checking when you have them install and run your version.

Not ready for a call?

Get your DemandFarm switch plan by email

We will send you the step-by-step plan for moving your business off DemandFarm, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Choose how much you want us to handle

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo and run npm install, npm test and npm run demo
  2. 2 Open it in Claude Code, Codex, OpenCode or Cursor and ask for the account review
  3. 3 Test the Salesforce Account and Contact exports using the import guide, then map custom DemandFarm records separately
  4. 4 Set your branding, review rules and database access before using real records
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer for ongoing work

  • check Your account tiers, buying roles and review rules
  • check Your agreed DemandFarm history mapped and reconciled
  • check Your own web front end or a different stack where needed
  • check Connections to the systems your account team already uses
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed with access, backups and ownership agreed
  • check Weekly review and quarterly account agendas prepared
  • check Record checks and ongoing changes handled for your team
  • check Run through Omni by Enterprise DNA beside the rest of your business
Book an account planning review

Questions

Instead of DemandFarm, answered

What does DemandFarm cost compared with this? expand_more

DemandFarm asks for a quote on its current pricing page. We do not substitute old directory prices for your agreement. The free version has no software licence fee, while hosting and agent subscriptions are separate. Enterprise DNA builds and runs your version for one setup fee, then a retainer.

Can you bring our DemandFarm history across? expand_more

Yes, with the mapping agreed first. For a Salesforce-native installation, the free version brings in account and contact exports. Custom account plans, buying roles, coverage and review history need a separate mapping and checks against the originals. We handle that work for an installed version. A presentation export alone is not a complete migration.

Will this fit how our account managers work? expand_more

The free version covers relationship reviews, account coverage, growth plays, assigned actions and quarterly reviews. We build your version around your fields and rules, including the shared screens, phone access and connections your team needs. Agree those requirements before replacing your existing service.

Can we trust the growth figures and contact checks? expand_more

Potential is a labelled planning estimate, with its source, date and currency kept beside it. Unknown values stay unknown. Contact checks flag missing purpose, stale verification and retention reviews. They support an operator review and do not certify legal compliance or turn a job title into buying authority.

What do we keep if we stop working with you? expand_more

You keep the database, your version and the account history. The working system exports a complete snapshot, including review records and original import files. We agree access, backups and recovery with you when setting it up, so ownership includes a practical way to keep operating.

Bring your account plan and your annual bill

Spend 30 minutes with Sam. We will look at the account reviews your team runs, the history you need to keep and what your own version should do first.

Book a 30-minute call with Sam Get the free version

Key Account Planning for Claude Code is free and open source, published by Enterprise DNA.

Done paying for DemandFarm?

Get your version built