AJ Central Asia Raya, PT (CAR Life Insurance) (CAR)
CAR
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Client ID
1234
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Client Name
AJ Central Asia Raya, PT (CAR Life Insurance)
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Alias
CAR
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Initial
CAR
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Account Manager
Azzahra Salsabilla
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Industry
Insurance
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Address
Wisma CAR Life Blok A-CJl. Gelong Baru Utara No. 5-8Jakarta Barat11440
Revenue
| # | Proposal # | Programme | Invoice # | Amount | Month | Year |
|---|---|---|---|---|---|---|
| 1 | 158/CAR-EN/VII/20 | Service Excellence in New Normal | 4988 | IDR 7,500,000 | 12 | 2020 |
Won Deal
| # | Proposal # | Project Name | Amount | Month | Year |
|---|---|---|---|---|---|
| 1 | 158/CAR-EN/VII/20 | Service Excellence in New Normal | IDR 7,500,000 | 12 | 2020 |
Active Proposal
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 217/CAR-EN/VI/17 | STRENGTHENING INTERNAL COMMUNICATION & PARTNERSHIP | Deal Lost | IDR 27,500,000 |
Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Afif Munawar | Trainer | 08119222659 | afif.munawar@car.co.id |
| Lia | 1 | @ |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Nuraini Fitria | Procurement Staff | +62 21 5696 8998 | nuraini.fitria@car.co.id |
coba email ke bu nuraini, masih menunggu respon
email ke PIC berbeda yaitu bu nuraini. karena pak afif tidak ada jawabannya
greetings via email
email team excellence category program and request presentation to bu nuraini
Chat pak Afif to introduce and request meeting. Now, pak Afif replaced by Bu Ervina in HRD
Say hi ke Pak Afif, greetings, explore opportunity, info juga kalau bootcamp sudah bs digunakan
Follow up call, belum ada kebutuhan
Perkenalan dengan pak Afif Munawar, explore training plan 2022
- pic request materi PDF utk kelas kemarin
Activity 04 Jan - revisi e-certificate - kirim email utk revisi e-certificate
- kirim e-certificate ke semua peserta kelas 18 Dec - kirim pdf report - konfirmasi ke client
- meeting teknis persiapan program 14.00-16.00 - koordinasi internal - create welcome letter
- meeting pembahasan teknis pelaksanaan - negosiasi harga menyesuaikan dengan bujet mereka
run di 18 dec (IQ)Click here for proposal detail
- koordinasi utk jadwl meeting bsk
- koordinasi utk jadwal meeting mgg dpn utk ke tim procurement dan pembahasan detil materi
- ada rencana utk running kelas di 18 Dec untuk program "Service Excellence in New Normal" - besok akan didiskusikan bersama via telp
- schedule 2020 full sampe December, direncanakan akan diundur di 2021Click here for proposal detail
masih menunggu status psbbClick here for proposal detail
pic msh menunggu dari user, namun melihat kondisi saat ini sepertinya mundur ke Q3, di nov - desClick here for proposal detail
sudah dif.up dan belum ada updates terbaruClick here for proposal detail
informasi dari management terkait dengan training ini, dimana agenda training ini mengalami reschedule yang disebabkan oleh ada nya perpindahan karyawan di beberapa kantor yang ada di Jakarta, sehingga belum memungkinkan dilakukan training ini dalam waktu dekat. sehingga keputusan ini diambil oleh management. jika kita sudah siap kita akan informasikan lagi ke pihak Sarel. kemungkinan di bulan depan (sept 2020)Click here for proposal detail
presentasi proposal to user - 7 Agustus 2020Click here for proposal detail
re-reuploadClick here for proposal detail
reuploadClick here for proposal detail
upload proposal Click here for proposal detail
Proposal created with number 158/CAR-EN/VII/20Click here for proposal detail
Explore and branlinstrom new training need - pic request proposal for service excellence in new normal - sqci will send proposal on friday
- sales courtesy - pic ada kebutuhan utk kelas webinar internal company - sqci akan meeting bersama di tgl 23 Jul 2020 - 14.00
- greeting new pic - offer e learning and trial package Pic will join the trial
- sales courtesy call - offer e learning and trial program Pic will send information to manager and let us know for any needs
NO UPDATE FROM PIC
NO UPDATE FROM PIC
NO UPDATE FROM PIC
NO UPDATE FROM PIC
@bogor
Proposal created with number 336/CAR-EN/IX/17
double proposal
tbc
Program consideration. other vendor using NLP method
fup training program
prepare utk present bsk
Proposal created with number 221/CAR-EN/VI/17
Proposal created with number 220/CAR-EN/VI/17
Proposal created with number 218/CAR-EN/VI/17
venue bogor
2 kelas total 38 pax
Proposal created with number 217/CAR-EN/VI/17
Proposal created with number 215/CAR-EN/VI/17
ada request 4 kebutuhan program utk setelah lebaran: - team building utk divisi underwriting - team buidling utk leader divisi finance & investment - presentation skill utk team finance - communication skill utk divisi claim
send compro, program catalogue & topic matrix
cold calling request meeting appointment 29 May