Field sales is where distribution businesses win or lose. It is also where owners have the least visibility: visits happen out of sight, van stock is counted on paper, and cash collected comes back at the end of the day, or later.
The questions every sales manager asks
- Did the rep visit the outlets on today's route?
- What is left in the van, and does it match what was sold?
- How much was collected, from whom, and was it banked?
Plan the route, then follow it
With the cBiZ SFA app, managers set beat plans and routes, and reps see their day on their phone. Each visit is checked in on site, orders are taken in the outlet, and the manager reviews visits in the CRM.
Van sales without the paperwork
Van stock is a location in cBiZ. Reps sell from the van, deliver orders and record collections as they go, so stock and cash reconcile against real transactions. Every sale carries a KRA eTIMS invoice, and M-Pesa payments match their invoices.
What managers gain
- Visible distribution: vans, routes and collections live.
- Credit under control, with limits and receivables aging per outlet.
- Less time chasing reports, more time coaching reps.
Ready to see it in your business? Start a 30-day free trial of cBiZ, with no credit card and nothing to install, or talk to our team: call 0751 650 020, WhatsApp +254 751 650 020 or email sales@cybcorp.tech.
