Consultative Selling, Built Into Every Deal.
Most sales training fades within weeks. The Base Over Apex CRM keeps the method in front of your reps every day, from meeting prep to qualification to coaching, so managers can coach from real data.
Why Training Fades
Training creates the skills. But back at their desks, nothing in your reps’ daily tools asks for any of it. Within weeks, discovery prep becomes a quick look at the account and qualification becomes a gut feel.
The CRM records the deal, not how it’s being sold. There’s no prompt to prepare, qualify or map stakeholders the way the team was trained.
Pipeline reviews cover amounts and close dates, not the quality of discovery or who’s been engaged.
Without deal data, coaching depends on what a rep remembers from the call, and the same gaps keep coming back.
Training creates the skills. The CRM makes them stick.
The Method, in Every Deal
Four parts of the Base Over Apex CRM that turn what your team learned into what they do every day.
Consultative Discovery Prep
A guided prep for every discovery meeting, a score that shows how strong it is, and coaching for the rep and their manager.
Strong on pain and current process. The decision process and next step still need work before the proposal.
You asked about the cost of downtime early, and it got Sam talking about real numbers.
Before ending the call, agree on a named owner and a date for the next step.
“Who should own the review on your side, and what date should we put on the calendar?”
For the manager: Sam is a strong champion. Coach on mapping the CFO before the proposal goes out.
A short brief, who’s in the room and the questions worth asking, ready before the call.
Shows how complete and strong the discovery is, so gaps surface before the next meeting.
One thing to keep doing and one thing to fix, for the rep and their manager.
Click the tabs in the preview to step through a meeting.
Qualification Scoring
A clear score for each opportunity, based on Base Over Apex’s qualification criteria, with what’s missing and the next step to strengthen the deal.
Map the approval path with Dana and Priya before sending pricing.
Measured against the same qualification criteria your team learned in Base Over Apex training.
Reps see exactly which parts of the deal are weak, not a wall of empty fields.
A suggested action to close the biggest gap before the deal moves forward.
Stakeholder & Communication-Style Mapping
See each stakeholder’s role in the decision and how they like to communicate, with guidance on how to engage them.
See who decides, who approves and who champions the deal, and how much weight each one carries.
Driver, Analytical, Amiable or Expressive, captured on each contact in the language from Base Over Apex training.
Practical prompts for each person, so the next conversation fits how they like to buy.
Select a stakeholder in the preview to switch between them.
Post-Training Reinforcement
The method stays part of the daily routine, and managers see adoption and coach from real deal data.
Three of Morgan’s last five calls ended without a dated next step. Role-play the close in your next one-on-one.
Prep, scoring and debriefs happen where reps already work, so the method isn’t an extra step.
Managers see who’s preparing, how strong discovery is and where deals stall, across the whole team.
One-on-ones start from actual calls and deals, not from what a rep remembers.
From the Classroom to Every Call
- 1Train
Base Over Apex trains your team on its consultative selling method.
- 2Prepare
Reps prep every discovery meeting with a guided brief.
- 3Qualify
Every opportunity is scored against Base Over Apex’s criteria.
- 4Engage
Stakeholder maps show who matters and how to approach them.
- 5Coach
Managers coach from scores, debriefs and adoption data.
A Look Inside
One place for the day’s meetings, the deals that need attention and the whole pipeline. Switch views to take a look.
Agree on a named owner and a date before every call ends.
Sample data shown. Your environment uses your own records.
Built on Microsoft Dynamics 365
The Base Over Apex CRM is built on Microsoft Dynamics 365 and delivered by Amplify Solutions, a Dynamics 365 and Power Platform consultancy.
Your Data
Deals, contacts and meeting notes stay in your own Dynamics 365 environment.
Your Environment
It runs in your Microsoft tenant, alongside Outlook, Teams and the tools your team already uses.
Your Security
Access follows your Microsoft security roles and policies.
Common Questions
Do we need to replace our current CRM?
If you already use Dynamics 365, the Base Over Apex CRM is added to your existing environment. If you use another CRM, we’ll walk through what moving looks like during your demo.
How long does rollout take?
Rollout is planned around your Base Over Apex training, so the CRM is ready when your team finishes the course.
What Microsoft licensing do we need?
Each user needs a Dynamics 365 licence. We’ll confirm the right one for your team, and licensing can be provided through Amplify Solutions.
Who owns our data?
You do. Your deals, contacts and meeting notes stay in your own Dynamics 365 environment, under your Microsoft security and policies.
Does it work if our team hasn’t taken Base Over Apex training?
It’s designed to follow Base Over Apex training, so the prompts and scores use the same language your team learns in the room. Talk to us about the right order for your team.
How does the AI use our information?
The AI prepares briefs, debriefs and coaching from the records and meeting notes already in your CRM, so reps and managers aren’t starting from a blank page.
Make the Training Stick
See how the Base Over Apex CRM keeps consultative selling alive in your team’s daily work.