Keep your sales team in time.
BassLine Consulting sets up, cleans up and connects the CRM and sales tools your team uses every day, so the pipeline you see matches the deals you actually have.
- Reps work around the CRMDeals live in spreadsheets, inboxes and memory, and the system only gets updated before the forecast call.
- Nobody trusts the reportsDuplicate contacts, stale stages and missing fields make every dashboard an argument.
- The tools don't talkMarketing, sales and billing each keep their own version of the customer, and someone copies data between them by hand.
- You pay for features you don't useLicenses, add-ons and automations were bought with good intentions and never fully set up.
Sales systems that fit how your team sells
Every engagement starts with how your team works today. The software gets configured around your process, not the other way around.
CRM selection
Compare platforms against how your team actually sells, then pick one with a clear plan and budget.
- Requirements workshop
- Side-by-side platform comparison
- Total cost estimate
Implementation
Pipelines, stages, fields, permissions and automations configured for your sales process.
- Pipelines and deal stages
- Lead routing and tasks
- Launch plan and go-live support
Cleanup and migration
Deduplicate, restructure and move your data so you start from records you can trust.
- Duplicate and stale records
- Mapping from spreadsheets or an old CRM
- Test runs before cutover
Integrations
Link the CRM to email, calendars, marketing, quoting and billing so data moves on its own.
- Email and calendar sync
- Form and marketing handoffs
- Custom builds with Double Tap
Reporting
Dashboards and forecasts built on stage definitions your team agrees on.
- Stage exit criteria
- Pipeline and win-rate dashboards
- Forecast views for leadership
Training and support
Hands-on training for reps and managers, plus ongoing admin help when you need it.
- Role-based training
- Quick reference guides
- Monthly tune-ups
CRM audit
A review of your setup, data quality and adoption, with a prioritized list of fixes.
Project
A defined build, migration or integration with a set timeline and price.
Ongoing support
A block of admin hours each month for changes, reports, training and questions.
Platforms we work with include the ones below. If you use something else, ask.
- Kamayu
- HubSpot
- Salesforce
- Pipedrive
- Zoho CRM
- Microsoft Dynamics 365
- Zapier / Make
Working with Double Tap Software
BassLine partners with Double Tap Software, a New Hampshire software company, when a project needs more than configuration. You get sales-process expertise and senior engineering on the same team.
Kamayu
Double Tap's all-in-one workspace for small and medium businesses: CRM, sales and quoting, projects and tasks, help desk and dashboards. Your email stays in your own mailbox. BassLine sets it up, moves your data in and trains your team.
Learn about Kamayu →Custom software
When off-the-shelf tools don't fit, Double Tap builds what's missing: integrations, internal tools, web and mobile apps, and back ends on Azure and Cloudflare. BassLine defines what the sales team needs; Double Tap builds it.
Visit Double Tap Software →From first call to a system your team uses
- 01
Listen
A free call to learn how you sell today and where it breaks down.
- 02
Arrange
A written plan with scope, timeline and a fixed quote.
- 03
Build
Configuration, data work and integrations, reviewed with you along the way.
- 04
Rehearse
Training and a go-live checklist so the team is ready on day one.
- 05
Keep time
Optional ongoing support as your team and process grow.
The other BassLine
The bassline holds the band together. Nobody notices it until it's missing, and good sales systems work the same way.
The person behind BassLine plays bass and sings in the Whitney Doucet Band, performing all over New England. Before that came years in general business bands and touring original acts.
Keeping a band in time and keeping a sales team in time take the same skills: listen closely, hold the groove and make everyone around you sound better.
- Instrument
- Bass and vocals
- Band
- Whitney Doucet Band
- Territory
- All over New England
- Playing live since
- 2002
18 years in sales. On stage since 2002.
BassLine Consulting is led by a sales professional with 18 years of experience, including time at well-known Boston companies in retail and software.
That means years as the person using the CRM every day, not just configuring it. BassLine knows what reps will actually keep updated, what managers need to see, and why a system fails when it's built around the software instead of the sales process.
BassLine is small by design. You work directly with the person doing the work, from the first call to go-live.
- Process before softwareWe start with how your team sells, then configure the tools to match.
- Plain languageYou'll always know what's being built and why.
- Fixed quotesProjects are scoped and priced up front.
- Built to hand offDocumentation and training mean your team can run it without us.
Ready to get your pipeline in time?
Tell us about your team and tools. You'll get a reply within one business day.