Great Eastern Life Indonesia, PT (GE)
Great Eastern
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Client ID
106
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Client Name
Great Eastern Life Indonesia, PT
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Alias
Great Eastern
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Initial
GE
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Account Manager
Ika Sundari
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Industry
Insurance
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Address
Jl. HR Rasuna Said Blok X-5 Kav. 1-2 Jakarta Selatan 12950
Revenue
| # | Proposal # | Programme | Invoice # | Amount | Month | Year |
|---|
Won Deal
| # | Proposal # | Project Name | Amount | Month | Year |
|---|
Active Proposal
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 158/GE-EN/II/21 | "EXCELLENT TEAM with EXCELLENT SPIRIT” | Proposal | IDR 89,000,000 |
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 162/GE-DM/VII/22 | Complaint Is An Opportunity | Deal Lost | IDR 35,000,000 |
| 2 | 209/GE-EN/IX/20 | Customer Experience Transformation | Deal Lost | IDR 214,000,000 |
| 3 | 140/GE-SA/VI/19 | BEING EXCELLENCE @WORK training | Deal Lost | IDR 58,000,000 |
| 4 | 194/GE-SA/V/17 | Monitoring & Evaluating Service Quality Workshop | Deal Lost | IDR 50,000,000 |
| 5 | 193/GE-SA/V/17 | Enhancing Facilitator's Skill | Deal Lost | IDR 75,000,000 |
| 6 | 096/GE-SA/III/17 | Connecting & Engaging With My Colleague | Deal Lost | IDR 55,000,000 |
Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Enrico Aswin | Lnd | 081510566150 | EnricoAlexander@greateasternlife.com |
| fefe | 08128493435 | fransiscalaurined@greateasternlife.com | |
| irwan | Human Capital | +62 812-9093-2363 | iwan@greateasternlife.com |
| Rudy | 02125543888 | rudy.nurdjaya@greateasternlife.com | |
| Yudi | Learning Division | 081218833536 | sebastinus.pratama@greateasternlife.com |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|
klien diminta dikirimkan company profile via email, untuk dilanjutkan ke internal mereka
greetings via whatsapp
Mengirimkan undangan program preview 2024 ke Pak Yudhy.
Mengirimkan kembali company profile, proposal starpro dan katalog bootcamp ke Pak Yudhi untuk memancing kebutuhann di tahun ini, coba masuk juga melalu markomnya, Rizky Amelia.
Follow Up Kebutuhan ke Pak Yudhy
Follow Up Kebutuhan ke Pak Yudhy
No update Info from picClick here for proposal detail
Follow up program "Complaint Is An Opportunity" ke PIC
Info dari PIC Mundur untuk bulan pelaksanaannyaClick here for proposal detail
Masih di pelajari oleh ManagementClick here for proposal detail
follow up proposal yang sudah dikirimkan yang rencana akan dilaksnakan di akhir agustus atau di bln september tetapi dari pic belum merespon terkait hal iniClick here for proposal detail
sudah di hubungi beberapa kali terkait proposal yang sudah dikirimkan tetapi pic belum merespon
Proposal created with number 162/GE-DM/VII/22Click here for proposal detail
terkait kebutuhan training Handling complaint yang di oeruntukan untuk customer service great eastern, yang rencananya akan dilakukan secara offline, terkait : lebih karena karena cukup banyak telpon yang masuk adalah complain, juga yang hard complain. ingin touch dari sisi bagaimana menanganinya dan bagaimana personel cs bisa coping setelah menghadapi hal itu dan release stressnya. rencana akan dilaksanakan di akhir agustus atau awal september
Greetings kembali ke Pak Enrico, explore kebutuhan
Follow up kebutuhan DSE via Pak Enrico, akan dikabari nanti, saat ini sedang hectic
Follow up message, mengenalkan materi ttg DSE, explore kebutuhan GE dengan pak Enrico
SQCI sudah pernah kenal tetapi waktu itu belum jadi projectnya. Explore opportunity via linkedin message
Message perkenalan dengan Pak Enrico (Learning and Development)
fup 5 April - belum ada respon dari management, segera di fup lagi oleh pic utk status terupdateClick here for proposal detail
- fup proposal update dan propose jadwal meeting presentasi - pic masih dalam review internal dan akan dikabari menyusulClick here for proposal detail
Proposal created with number 158/GE-EN/II/21Click here for proposal detail
Proposal discussion and costing
16.00 - 16.30 - rfp discssion : team building virtual - detail by email and client request proposal
- fup register pc - fup rfp utk inhouse dari jadwal pc: service 4.0 & leadership in digital area
Lost bidding. rencana management untuk bersaing di Awards ya, para peserta dari ajang award ini banyak yg merekomendasikan konsultan lain utk pelaksanaan projectClick here for proposal detail
- revisi proposal - revisi nilai investasi - send email revisi dan call pic for detail informationClick here for proposal detail
Update title program - nilai investasi menyusulClick here for proposal detail
-Compile proposal -send email proposal -update to pic
Meeting internal with Vanda, ER, Hanan utk reciai proposal
Send revise proposal 25sept "cx transformation for contact center" nilai investasi menyusulClick here for proposal detail
Exploring BOI utk mengakomodasi kebutuhan GELI
Meeting internal utk discuss proposal GELI 15.30-16.15
- meeting present proposal "Service Standard Development Workshop" 14.00 - 15.20
- persiapan meeting utk present proposal
Proposal sudah diteruskan ke pimpinan. Untuk jadwal meeting & presentasi akan dikabari menyusul dalam minggu iniClick here for proposal detail
- sudah diskusi proposal - sedang propose utk jadwal meetingClick here for proposal detail
- send proposal "Service Standard Development Workshop" - proposaal discussion and propose a meeting for presentation - PIC will review the proposal and discuss with internal
Proposal created with number 209/GE-EN/IX/20Click here for proposal detail
- create proposal - costing - discuss dengan TN dan Erly
- RFP Service Standard Development
Menjelaskan SQCI dan pembuatan standar layanan. Pak Enrico minta usulan pembuatan standar layanan inbound dan outbound untuk tim contcat centre Great Esater.
- sales courtesy call - pic move to other division
no info from PICClick here for proposal detail
Akan meeting awal SeptClick here for proposal detail
Proposal created with number 140/GE-SA/VI/19
Call belum diangkat. WA PIC konfirmasi apakah sudah terima email jadwal PC.
project deleted due to regional policy
run by internal trainer
lost due to price & material fit in to client need
lost due to-- the other vendor has more suitable material
lost due to-- the other vendor has more suitable material
confirmation on payment method asking by PIC
revise proposal with issued mapped by PDD
email confirmation
discuss on term of tax and payment method
need to map the issue (provided by client) into each session on outline
nego to 2 days program = 55M or stay 3 days program nego = 85M
update proposal status-- still in vendor comparison process
Revise proposal into 2 days program help by SY
due to internal priority
due to internal priority
Bundling with spv program
Package with spv coaching program
ganti menjadi 3 hari
Ganti judul dan durasi menjadi 3 hari
Proposal created with number 278/GE-SA/VII/17
Submit revision proposal
meet the HC for wider point of view on program objective, need to revise proposal
Thank you email with MOM
Reconfirm meeting
Confirming meeting attendance with Reschedule to 30 min earlier
still in internal discussion
still on internal discussion
Asking proposal status, will be confirming next week
pending to jul
Proposal created with number 194/GE-SA/V/17
Submit 2 new proposal & company profile
Proposal created with number 193/GE-SA/V/17
prepare 2 proposal & costing : TTT & monitoring service workshop
Discuss last proposal & opportunity to have another training, will send TTT & measurement service performance outline
Update proposal status Change target pax from Opr div to all div
Re email the rev proposal (1 batch/2D/57.500)
client decide to run 1 batch first for pilot project
Rev from 3 batches into 1 batch for Q2
Propose Rp. 57.000.000 for 1 batch training
submit investment value after nego
add to 3 batch in total will start on 15- 16 Apr or 21 -22 apr
nego discussion
Update proposal SIP status and asking for presentation meeting if needed Client need a team building version for comparation
Submit Everyone Matter outline
Submit proposal for Operation dept. Strengthening internal partnership
Proposal Created with number 096/GE-SA/III/17
prepare outline use the satisfying customer @ work AHM outline
prepare outline use the satisfying customer @ work AHM outline
courtesy call training need for customer service & operation div
Courtesy call Will set meeting next Thusday
Courtesy call Will set meeting next Thusday