Ride along report
Name
Date & Time
Sales Consultant Name
Sales Unit
Sales Consultant Email
*
example@example.com
ASM / Team Leader
Belal Tayyeh
Mohamad Ksibate
Louay Khourdaji
Ayman Rezeq
Mohanad Khader
Elias Khalil
Ayman Fakher
Mahmoud Fadi
Omar Al shaltone
Conrad Sebastian
Ehab Alaawar
Ayman Fakher Eldine
Salman Assaf
ASM Email
*
example@example.com
Sales Manager
Firas Rayyan
Igor Kirin
Damion Smith
RSM Email
*
example@example.com
Division
Construction
Auto
Cargo
Metal
Maintenance
Wood
Trade
Emirate
Abudhabi
Ajman
Al Ain
Dubai
Fujairah
Sharjah
Ras Al Khaimah
Umm Al Quwain
Performance
Answers
Comment
Is the Sales Consultant proposing new lines to customers?
Yes
No
Is route plan/time management followed?
Yes
No
New/Reactivation customer focus
Yes
No
Is Sales Consultant using sales tools(catalogues,samples,offers,etc,.)
Yes
No
Collection follow ups?
Yes
No
Sales Consultant Development
Ratings
Comments, if any
Customer application (Nature of business)
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Product understanding related to application
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Sales talk / Customer approach Understanding of customer sensitivity towards (quality/price/service)
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Communication Skills – Active Listening
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Use of Demo
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Follow ups (previous quotations, calls received, material approvals, collection etc.)
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Sales and negotiation / influencing techniques
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Punctuality / time management
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Knowledge of division purity and segmentation
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Product Knowledge
Product List
Understanding
Comments, If any
Product 1
AC
Car Care
Chemical Construction
Chemicals/Engine
Electrical/Consumable
Facade/Anchors
Fasteners
Fire Protection
Material Processing
ORSY Systems
Power Tools/Pneumatic Tools
PPE
Hand Tools
Varifix
Welding
Workshop Equipment
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Product 2
AC
Car Care
Chemical Construction
Chemicals/Engine
Electrical/Consumable
Facade/Anchors
Fasteners
Fire Protection
Material Processing
ORSY Systems
Power Tools/Pneumatic Tools
PPE
Hand Tools
Varifix
Welding
Workshop Equipment
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Product 3
AC
Car Care
Chemical Construction
Chemicals/Engine
Electrical/Consumable
Facade/Anchors
Fasteners
Fire Protection
Material Processing
ORSY Systems
Power Tools/Pneumatic Tools
PPE
Hand Tools
Varifix
Welding
Workshop Equipment
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Product 4
AC
Car Care
Chemical Construction
Chemicals/Engine
Electrical/Consumable
Facade/Anchors
Fasteners
Fire Protection
Material Processing
ORSY Systems
Power Tools/Pneumatic Tools
PPE
Hand Tools
Varifix
Welding
Workshop Equipment
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Product 5
AC
Car Care
Chemical Construction
Chemicals/Engine
Electrical/Consumable
Facade/Anchors
Fasteners
Fire Protection
Material Processing
ORSY Systems
Power Tools/Pneumatic Tools
PPE
Hand Tools
Varifix
Welding
Workshop Equipment
Strong Understanding
Good Understanding
Some Understanding
Poor Understanding
No Understanding
Sales Consultant Requirements
(requirements allowing the Sales Consultant to perform better)
Process
Department
Division
Time Frame
Comments
Requirement 1
Product Category
Internal Process
Collection Process
Personal development/training
Sales
Sales Operation
Finance
Procurement
Logistics
IT
Service
E-Commerce
Human Resource
Construction
Metal
Auto/Cargo
Wood
1-3
3-6
6-9
9-12
Requirement 2
Product Category
Internal Process
Collection Process
Personal development/training
Sales
Sales Operation
Finance
Procurement
Logistics
IT
Service
E-Commerce
Human Resource
Construction
Metal
Auto/Cargo
Wood
1-3
3-6
6-9
9-12
Requirement 3
Product Category
Internal Process
Collection Process
Personal development/training
Sales
Sales Operation
Finance
Procurement
Logistics
IT
Service
E-Commerce
Human Resource
Construction
Metal
Auto/Cargo
Wood
1-3
3-6
6-9
9-12
Requirement 4
Product Category
Internal Process
Collection Process
Personal development/training
Sales
Sales Operation
Finance
Procurement
Logistics
IT
Service
E-Commerce
Human Resource
Construction
Metal
Auto/Cargo
Wood
1-3
3-6
6-9
9-12
Requirement 5
Product Category
Internal Process
Collection Process
Personal development/training
Sales
Sales Operation
Finance
Procurement
Logistics
IT
Service
E-Commerce
Human Resource
Construction
Metal
Auto/Cargo
Wood
1-3
3-6
6-9
9-12
Car status
GPS
Yes
No
Company logo
Yes
No
Cleanliness and general maintenance
Yes
No
Daily visit
No. of visits
Time Started 1st visit
1
2
3
4
5
6
7
8
9
10
11
12
:
Hour
00
10
20
30
40
50
Minutes
AM
PM
AM/PM Option
Time ended last visit
1
2
3
4
5
6
7
8
9
10
11
12
:
Hour
00
10
20
30
40
50
Minutes
AM
PM
AM/PM Option
Total Sales (AED) Today
No. of new created + reactivated customers invoiced today
Collection Today (AED)
Number of order today
Comments if any:
Overall Rating
1
2
3
4
5
6
7
8
9
10
Submit
Should be Empty: