Field Sales & Distribution
Run your sales team in the field, from first visit to final payment, even offline.
The Challenge
Last-mile sales happen far from the office, and paper order books and patchy signal leave managers guessing what was sold, delivered, and paid.
Agents out of reach
Sales teams work in villages with no office and no signal.
Payments hard to follow
Payment plans slip when no one sees a missed payment.
CRM stops at the office
Office tools like Salesforce don’t reach agents offline.
Find the right customers, and know who to visit next
- Capture leads from market days, referrals, and demos
- See each agent’s leads as a list or on a map
- Flag who is ready to buy and who needs a follow-up
Close the sale on the customer’s doorstep
- Pick products and prices from your own catalog
- Set up a payment plan and take the deposit by mobile money
- Capture a signed agreement photo with every order
Deliver, install, and collect every payment
- Scan serial numbers and check off each installation step
- See what each customer owes before the visit
- Schedule a follow-up when a payment is missed
Example Dashboard Integration
See sales, stock, and agents as visits sync
- Track units sold and payments collected against target
- Spot low stock and agents who need coaching
- Send data to Salesforce or your finance system
Field sales teams built on CommCare
Organizations that buy, sell, and deliver at the last mile, run on CommCare.
The Coffee Gardens: a coffee business run on real-time data
The Coffee Gardens works with more than 1,000 smallholder coffee farmers in Uganda and tracks its payments to them on CommCare, connected to Salesforce. When 4,000 kilograms of coffee went missing from a warehouse, its real-time data flagged the gap automatically.
Teuk Saat 1001: water kiosks run by local entrepreneurs
Field advisors use CommCare to collect data from more than 250 kiosks, replacing the paper records once used for sales monitoring and water quality tests.
Read the story
World Poultry Foundation: chickens sold at every step of the supply chain
Partner companies use CommCare to manage field agents who bring farmers into a supply chain where birds are sold, not given away, so every stage makes a profit.
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Casa Flor Ixcaco: customer insights at the point of sale
A cooperative of 20 indigenous women weavers uses a CommCare app at the till to learn who buys their products, so they can shape what they make and pitch to new distributors.
Read the storyField sales and distribution, built for every sector.
Use the power of CommCare to run your sales team in the field, whatever you sell.
Lead to final payment, whatever you sell.
Lead tracking, orders and payment plans, delivery, and stock, for teams selling products and services at the last mile. Pick a sector to see how it tunes.
- Lead lists and visit plans for every agent
- Orders, payment plans, and collections
- Sales, stock, and agent performance in one view