Bank Maspion Indonesia Tbk, PT (BMAS)
Bank Maspion
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Client ID
2141
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Client Name
Bank Maspion Indonesia Tbk, PT
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Alias
Bank Maspion
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Initial
BMAS
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Account Manager
Dinda Luvita, Dinda Luvita
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Industry
Banking
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Address
Jl. Basuki Rachmat 50-54Surabaya Telp. 031-5356123
Revenue
| # | Proposal # | Programme | Invoice # | Amount | Month | Year |
|---|---|---|---|---|---|---|
| 1 | 097/BMAS-SH/I/24 | High Impact Training Delivering Skills | 5954 | IDR 93,500,000 | 5 | 2024 |
| 2 | 295/BMAS-SH/X/23 | Delivering Service Excellence | 5785 | IDR 47,775,000 | 11 | 2023 |
| 3 | 295/BMAS-SH/X/23 | Delivering Service Excellence | 5794 | IDR 20,475,000 | 11 | 2023 |
| 4 | 201/BMAS-SH/VI/23 | Delivering Service Excellence | 5725 | IDR 54,950,000 | 9 | 2023 |
| 5 | 201/BMAS-SH/VI/23 | Delivering Service Excellence | 5746 | IDR 23,550,000 | 9 | 2023 |
Won Deal
| # | Proposal # | Project Name | Amount | Month | Year |
|---|---|---|---|---|---|
| 1 | 097/BMAS-SH/I/24 | High Impact Training Delivering Skills | IDR 93,500,000 | 5 | 2024 |
| 2 | 295/BMAS-SH/X/23 | Delivering Service Excellence | IDR 47,775,000 | 11 | 2023 |
| 3 | 295/BMAS-SH/X/23 | Delivering Service Excellence | IDR 20,475,000 | 11 | 2023 |
| 4 | 201/BMAS-SH/VI/23 | Delivering Service Excellence | IDR 54,950,000 | 9 | 2023 |
| 5 | 201/BMAS-SH/VI/23 | Delivering Service Excellence | IDR 23,550,000 | 9 | 2023 |
Active Proposal
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 007/BMAS-SH/I/24 | Mystery Shopping | Deal Lost | IDR 54,000,000 |
| 2 | 244/BMAS-SH/VI/24 | Customer Empathy With Heart Work | Deal Lost | IDR 20,450,000 |
| 3 | 0 | Training Customer Empathy | Deal Lost | IDR 20,000,000 |
| 4 | 202/BMAS-SH/VI/23 | Complaint Is An Opportunity | Deal Lost | IDR 35,625,000 |
| 5 | 204/BMAS-SH/VI/23 | Reach For The Star | Deal Lost | IDR 45,250,000 |
| 6 | 203/BMAS-SH/VI/23 | WOW Service Through Great CX | Deal Lost | IDR 37,750,000 |
Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Juan Alexander | HR Dept | +62 812-3173-2300 | juan_richard@bankmaspion.co.id |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Juan Alexander | HR Dept | +62 812-3173-2300 | juan_richard@bankmaspion.co.id |
greeting via wa
chat bu novi for courtessy
Still no news from picClick here for proposal detail
Chat Pak Erwin to share information about the importance of managing service
chat pak juan for courtesy
Forecast addedClick here for proposal detail
chat pak juan for courtesy
Set estimation time as the project changed as 2025 forecastClick here for proposal detail
Set estimation time as the project changed as 2025 forecastClick here for proposal detail
The program will not run in 2024. Change as 2025 forecast.Click here for proposal detail
chat pak juan to follow up the proposal and also inform program of communication training seriesClick here for proposal detail
chat pak juan to inform the effective communication training series and request online presentation
chat bu novi to share communication skills training series and ask for online presentation
chat pak Juan to follow up the plan of mystery shopping. He said still postponed, wait for end of this year.Click here for proposal detail
share information about organization excellence program category to pak erwin and offer online presentation
share information about team excellence program category to pak juan and offer online presentation
email discussion paper of critical core mindset for top management to Bu iis herijati
From Pak Juan's information, they decided to use local speaker.Click here for proposal detail
Lost because they use local speakerClick here for proposal detail
reply chat pak juan. he informed that his management choice another speaker for their seminar event.
chat pak juan to follow up proposal seminar
prepare proposal
Proposal created with number 244/BMAS-SH/VI/24Click here for proposal detail
Forecast addedClick here for proposal detail
call pak juan to discuss about Maspion plan to invite SQCI in their internal seminar next month
meeting with pak juan, bu novi and bu sherly to present report of TTT that already held last month.
reply chat pak juan for courtesy
chat pak juan to arrange evaluation meeting after TTT last month. He agree at Tuesday afternoon.
chat pak juan to arrange meeting for present training report. It agree on Tuesday after noon
chat pak juan to inform that training report already emailed in the beginning week and offer meeting to present report next week
send participant certificate to pak juan
send report of TTT to pak juan cc pak erwin
complete the training report
chat pak juan to share softcopy of invoice for TOT
chat pak juan to ask for the training that already done 3 days and also ask for Maspion tax number for invoicing purpose
monitoring the training condition by chat pak juan.
remind the participant in the wa group about location of training and their time attendance
Chat pak juan to inform the change of trainer team and remind to send the LOA
after remind the participant about video assignment, some of participant ask for help to upload the video assignment. After they sent the video, upload it to google drive.
remind the participant about video assignment and inform them if they have problem, can private chat via whatsapp
forward email to pak juan about document delivery then send back to courier
remind the participant in wa group to do assignment and internal discuss with trainer team
chat bu anis to share link of participant whatsapp group.
chat pak juan to make sure the participant
Make wa group for participant of High Impact Training Delivery Skill program and invite each participant or joining them to the group. Then share the Welcome Letter that consist of training preparation include assignment for participant.
chat pak juan to update the LOA delivery status. The LOA still in courier company and there is possibility to change the destination.
Prepare welcome letter as preparation.
Chat pak juan to ask the participant list.
Will run at 3-5 May with 20 pax in SurabayaClick here for proposal detail
After Pak Juan said the participant selection activity will be in their responsibility, prepare the LOA then ask Pak Joseph to send it . After that, send to Pak Juan.
send 2nd revised proposal to pak juan which there is additional scope to run participant selection activity
after pak juan inform there are possibilities SQCI will run selection process, there must revision in proposal. Make revised proposal.
call pak juan to follow up the proposal
chat pak juan to follow up yesterday meeting to makesure the participant
Meeting with pt bank maspion, consist of Pak Juan, Bu Novi, Bu Shirley, Pak Fahmy and Bu Asih. Team trainer consist of AW and IQ. The main agenda is present the revise proposal. After present, we discuss about the participant. It seem they still unsure with the participant since the participant isn't internal trainer but frontlines that appointed to be internal trainer. So we offer additional scope of work i.e. help them to recruit the participant. They will discuss internally first.
there is another priority so its postponedClick here for proposal detail
send invitation for presentation meeting on Thursday, 27 March
send revised proposal to pak Juan
make internal coordination for maspion training program, TTT.
Chat pak juan to remind about yesterday email
Call pak Juan to discuss about the TTT that will be run at 3-4 May. Since they want additional material about cross selling and upselling, the proposal seem to be revised.
chat bu novi to inform the schedule of TTT at 3-4 May
postponed to Apr/MayClick here for proposal detail
Chat pak juan to follow up TTT program. Propose schedule on 3-4 apryl
Call bu novi to follow up about preview program material. and discuss about next project.
chat bu novi to inform that the doorprize have sent
try to call pak kusnadi to follow up the material of preview program
chat bu novi to share the material of preview program and offer discussion by phone tomorrow.
Chat pak Kusnadi to share softcopy of preview program material and offer meeting if there is something to discuss.
invite bu novi to webinar
Chat pak Juan to follow up proposal. He said the TTT program postponed on Mar-Apr.
Prepare proposal TTT for 15 pax. Venue in Surabaya. Estimation schedule at 26-27 Feb.
Proposal created with number 097/BMAS-SH/I/24Click here for proposal detail
Chat pak juan to follow up the mystery shopping proposal
Chat pak juan to inform that the proposal already emailed and offer meeting next week.
Send mystery shopping proposal to Pak Juan.
Proposal created with number 007/BMAS-SH/I/24Click here for proposal detail
Make proposal for mystery shopping
Reply chat pak juan about mystery shopping
Chat to the participant group to remind their task.
Chat pak Juan to say thank you for his payment
Reply chat bu Minah and say thank you for her help to distribute the certificate
Chat Pak Juan to inform the delivering of certificate already done.
Chat bu angel to ask the pic in jakarta, medan and bandung branch to send certificate
Call Pak Juan to confirm the schedule for next batch. He said the next batch postpone to next year.
Chat bu Angel to ask for the training documentation
Chat pak Juan to follow up again the next batch since he have to ask to the users
call Pak Juan to follow up the next batch
Pak Juan informed already received the LOA
Chat Pak Juan to confirm whether he already received the document
Attend to Maspion training in Hotel Yello Jakarta
Call Pak Juan for training preparation. Pak Juan suggest to bring the first invoice also while training.
2nd payment also in NovClick here for proposal detail
Split payment in 2Click here for proposal detail
Send welcome letter
Deal for #2 first in Jakarta at 3-5 Nov. The next 2 batch will decide after Jakarta DSE training.Click here for proposal detail
Call pak Juan to ask for list of participant for Jakarta DSE training
Chat pak Juan to ask whether the LOA already sign or not
Familiarization for training DSE in Maspion Jakarta
The program merged with Delivering Service Excellence and its ongoingClick here for proposal detail
The program merge with Delivering Service Excellence and its ongoingClick here for proposal detail
Program change to Delivering Service Excellence and have been runningClick here for proposal detail
Chat Pak Juan to inform the discount for #2
Call Pak Juan to discuss about the LOA. He asked whether there is a discount for #2.
Call pak Juan to follow up the meeting
Meeting with Pak Juan and the users like Bu Novi, Bu Iis, Pak Erwin and Pak Akadhita. The agenda is discuss about preparation for training in Jakarta that will be held on 3-5 Nov.
Chat Pak Juan to inform the availability of trainer on 16 Oct
Chat pak Juan to send proposal for Jakarta office
Proposal created with number 295/BMAS-SH/X/23Click here for proposal detail
Chat Pak Juan to inform available schedule for next batch. There are opportunity for 3 batches DSE
Send training repot to Pak Juan.
Chat bu Novi to confirm the schedule of online coaching. She informed posphone to 5 Oct
Chat Pak Juan to makesure the schedule of online coaching still in this month or posphone to next month
Reply chat Pak Juan and say thank you for Maspion's payment
Reply Pak Juan chats. He ask for the evaluation of training. It will share with training report.
Chat pak Juan to ask the respond of the training
Chat Pak Juan to inform the schedule of trainer
Send welcome letter
Reply chat Pak Juan to confirm it's not allow to record the training
Call Pak Juan to discussion training preparation including invoicing
Chat Pak Juan to ask about invoicing
Divide into 2 paymentClick here for proposal detail
Chat Pak Juan to ask for participant list and service standar
Chat Pak Juan to remind the participant to fill the quisioner
Chat bu Novi to send questioner link and remind to share their service standard
Meeting fam with Maspion
Chat Pak Juan to inform and say thank you for sending LOA
Chat Pak Juan to make sure the delivery of signed LOA
Chat Pak Juan to inform timeline
Chat pak juan to inform that the signed LOA already sent to his office
Chat Pak Juan to discuss about term of payment. Its ok for 2x payment and change the LOA.
The schedule of training are 3 days from 15 to 17 SeptClick here for proposal detail
Send draft LOA to Pak Juan for review.
Chat Pak Juan to ask about the negotiated price. He said ok and ask draft of LOA
Call Pak Juan to discuss about the price.
Chat pak Juan to inform that revised proposal already emailed and whether he already studied or not.
Revised proposal to accomodate the schedule and language in English
Chat pak Juan to follow the last meeting
Meeting with Bank Maspion operational team to discuss proposal
Send link zoom for meeting online on Friday morning
Chat pak Juan to discuss the schedule for training. Agree the meeting will be at 9-10 am
Inform pak Juan the meeting ok on next friday 21 July
Follow up revised proposal. Pak Juan ask meeting next week
Email revised proposal to Pak Juan and Pak Erwin
Chat Pak Juan to say thank you for his confirmation
Chat Pak Juan to ask about the training duration
Pak Juan inform they interest in DSE, CIAO and WOW Service but only have 3 days.
Chat pak juan to follow up proposal. He said still studying by user
Proposal created with number 204/BMAS-SH/VI/23Click here for proposal detail
Revisi amountClick here for proposal detail
Proposal created with number 203/BMAS-SH/VI/23Click here for proposal detail
Proposal created with number 202/BMAS-SH/VI/23Click here for proposal detail
Proposal created with number 201/BMAS-SH/VI/23Click here for proposal detail
Chat pak Juan to ask which program he will choose so we can prepare the discussion paper
Email catalogue program to Pak Juan so he can have more deeper about the program.
FIrst meeting with pak Juan (L & D) and Pak Erwin (Service Strategic)
Chat Pak Juan to offer meeting at 23 Jun 9.30 pm
Sourcing. Bank Maspion have 777 employees with Marlyn Tanralili as Head of HRD Strategy
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