Reinforce CustomerCentric Selling® (CCS) in Salesforce

Bring CustomerCentric Selling® to life in Salesforce with ClosePlan

WHAT IS CustomerCentric Selling®?

CCS® helps companies define and implement their customer-centric sales process, encapsulating the most successful sales approaches and techniques to improve sales and ultimately, increase revenue. Only through helping sales organizations define a repeatable, scalable sales process, can true sales success be achieved.

CustomerCentric Selling consists of eight key steps:

  1. Sellers should engage in situational conversations with the buyer.

  2. Sellers should ask relevant questions related to the buyers business.

  3. Sellers should focus on the solutions to the buyer’s issues.

  4. Sellers should target decision-makers.

  5. Sellers should promote product / solution applications.

  6. Sellers should focus on impactful engagement and reduce non meaningful interactions.

  7. The sales cycle should align to the buyer’s timeline. This is done with the use of a Sequence of Events.

  8. Sellers should focus on buyer empowerment.


ClosePlan can help you roll out CCS in Salesforce quickly across your sales organization. We do this in three simple ways.

1. OPPORTUNITY QUALIFICATION - Opportunity qualification scorecards ensure qualification and alignment is occurring within the CCS methodology.

2. RELATIONSHIP ALIGNMENT - Relationship Maps visualize the key decision makers - Champions, Key Players, Economic Buyers, Technical Buyers, Coaches, etc,.

3. SEQUENCE OF EVENTS - ClosePlan helps reinforce the CCS selling process.

ClosePlan is an approved Salesforce AppExchange application designed for optimizing the Opportunity to Close sales process.

Let us show you how we can quickly operationalize CCS in your Salesforce environment.


CustomerCentric Selling® is a registered trademark of Customer Centric Selling.

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