Case Study: Sococo VP Jack Crozier on Agile and Scrum in Sales

Sococo VP of Sales Jack Crozier shares with Agile Amped his experience implementing Agile practices and tools in his department After the company CEO mandated that every department was to be Agile. At first, the sales team being reluctant and skeptical, but what started in fits and starts eventually grew into a robust sales workflow with clearly defined Scrum processes, tools for visualizing work flow, and a foundation of Agile values to guide future growth. Jack provides tips on how to balance work between a CRM (e.g., Salesforce) and a work board (they used Trello), how to balance existing workload with new lead nurturing, as well as how to focus on outcomes (e.g., closing a sale) rather than on activity (e.g., making a phone call).

SolutionsIQ’s Setarra DeVeaux hosts at Southern Fried Agile 2016 in Charlotte, North Carolina.

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