SalesAgility is an account planning platform that uses the time focused principles of agile software development and applies them to the sales process.
The foundation for this process centers on the five levels of planning inherent in agile development. However, they have been adapted to fit the sales organizations needs. These include:
• Vision – Long term planning
• Roadmap – 6-12 Month planning
• Quarterly – Quarterly sales execution
• Monthly – Focused efforts to meet quarterly goals
• Daily – Task management in support of deals
This model allows for a breakdown of work into time based efforts and provides the opportunity to roll up efforts towards a cohesive account plan. There is a focus on prioritizing work supporting the most important deals helping salespeople who get distracted from what is most important in their pipeline.