Overview
This course equips sales professionals with agile methods to enhance deal flow, customer engagement, and adaptability in evolving sales cycles. Participants learn how to apply agility to sales planning, territory management, forecasting, and pipeline health. Through realworld scenarios and collaborative exercises, learners will adopt agile mindsets and practices to increase sales effectiveness. This live course is delivered by Scrum Allianceaccredited trainers and awards a digital micro credential.
Key focus areas include the agile sales process, backlog-driven opportunity management, iterative forecasting, rapid feedback loops, and crossfunctional collaboration.
Prerequisites
There are no formal prerequisites are required for this course. Familiarity with basic sales concepts or agile principles (Scrum, Kanban) is recommended to maximise cohesion.
Target Audience
This course is designed for:
- Sales managers, account executives and sales teams
- Sales enablement and operations professionals
- Leaders and managers in customerfacing roles
- Organisations aiming to apply agile ways of working to commercial activities
Learning Objectives
By the end of this course, learners will be able to:
- Describe the benefits of applying agile principles to sales operations
- Map traditional sales processes into iterative, backlogdriven workflows
- Use agile tools such as visual boards, sprints, and retrospectives to manage pipelines
- Forecast effectively using empirical data and short cycle reviews
- Conduct regular feedback loops with customers and internal stakeholders
- Collaborate across functions (marketing, product, support) with agile rituals
- Identify and mitigate common antipatterns in agile sales adoption
Course Outline
Introduction to agile sales
- why agility matters in modern sales environments
- comparing traditional and agile sales models
Understanding sales flow
- visualising pipeline as backlog
- managing sales stages with iteration
Sprints and forecasting
- running sales sprints or cycles
- forecasting based on sprint outcomes, data and velocity
Feedback and adaptation
- conducting weekly or biweekly sales reviews
- rapid “inspect and adapt” learning from wins and losses
Collaboration and stakeholder alignment
- involving marketing, product and customer success in agile sales activities
- crossfunctional standups and demo sessions
Tooling and metrics
- utilising boards, CRM tools or simple task walls
- tracking metrics: win rate, cycle time, pipeline coverage
Avoiding antipatterns in sales agility
- common pitfalls: overplanning, lack of customer feedback, rigid hierarchies
- techniques to maintain flexibility and customer focus
Scaling agile sales
- applying agile across teams and territories
- aligning sales agility with wider commercial and delivery strategies
Exams and Assessments
There are no formal exams for this micro-credential. Participants demonstrate proficiency through guided exercises, realworld scenario discussion, and application of agile sales techniques.
Hands-On Learning
- Live, instructorled sessions with certified Scrum Alliance trainers
- Collaborative workshops using reallife sales scenarios
- Templates and visual tools for immediate use (e.g., board templates, cycle trackers)
- Group retrospectives and peer feedback on agile sales approaches
Frequently asked questions
How can I create an account on myQA.com?
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Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.
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How do QA’s online courses work?
QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course.
Once you have purchased the Online course and have completed your registration, you will receive the necessary details to enable you to immediately access it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.
All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.
When will I receive my joining instructions?
Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.
When will I receive my certificate?
Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.