Perusahaan Pelayaran Equinox, PT (PPEX)
PP Equinox
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Client ID
2312
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Client Name
Perusahaan Pelayaran Equinox, PT
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Alias
PP Equinox
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Initial
PPEX
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Account Manager
Sjamsul Harun, Dinda Rizkyta
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Industry
Logistics/Freight Forwarding/Shipping
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Address
Globe Building 4th FloorJl. Warung Jati Barat No. Kav. 31-33Jakarta SelatanTelp. 021 7918 7006/7
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 | 136/PPEX-SH/V/25 | Leader In Action | Proposal | IDR 64,000,000 |
| 2 | 040/PPEX-SH/II/25 | Boots Your Sales Performance | Proposal | IDR 19,650,000 |
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 241/PPEX-SH/VIII/23 | Training For Corporate Value Development Core Team | Deal Lost | IDR 44,500,000 |
| 2 | 259/PPEX-SH/VIII/23 | Service Quality Leadership | Deal Lost | IDR 42,672,500 |
| 3 | 134/PPEX-SH/V/23 | High Impact Presentation Skill | Deal Lost | IDR 35,000,000 |
| 4 | 258/PPEX-SH/VIII/23 | Service Start With Me | Deal Lost | IDR 39,977,500 |
Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Tegar Rachmanto | HR Dept | +62 811-1922-6993 | tegar@equinoxshipping.co.id |
| Tegar Rachmanto | HR Dept | +62 811-1922-6993 | xxx@ppequinox.co.id |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|
p
chat pak tegar to follow the proposal.
chat pak tegar to follow up the proposal of leadership training
chat pak tegar to inform that the proposal already sent
sent the proposal of leadership training to pak tegar
prepare the proposal of leadership training
chat pak tegar to inform that the proposal is preparing and try to find their budget for leadership training. Pak Tegar inform they didn't decide the budget yet so they need information form training vendor.
Since still in Equinox discussion, moved to MayClick here for proposal detail
Proposal created with number 136/PPEX-SH/V/25Click here for proposal detail
prepare the proposal for leadership training
Chat pak tegar to follow up. He inform they have need in leadership training.
chat pak tegar to say happy eid mubarak
reschedule at Q2Click here for proposal detail
chat pak tegar to confirm about the training schedule. He said, the schedule postpone to april.
Chat pak tegar to follow up after presentation meeting on menday. He said they still pitch the program to another vendor.
meeting with bu indah dan pak tegar to present the proposal. The proposal presented by Pak Iqbal as product development.
present the proposal to pak tegar and emphasize that the proposal already made based on their requirement especially the investment value. To make sure the outline meet the user requirement, offer special meeting between user and trainer team.
chat pak tegar to inform that proposal already emailed
email the proposal to pak tegar
prepare the proposal for equinox, sales training for non-sales personal
reply chat pak tegar that ask for proposal.
Proposal created with number 040/PPEX-SH/II/25Click here for proposal detail
Chat pak tegar for courtesy
no respond from picClick here for proposal detail
no respond from picClick here for proposal detail
no respond from picClick here for proposal detail
pic said there isn't no news from his manager. it seem the program was changed.Click here for proposal detail
chat pak tegar to ask for the proposal that submitted last year, whether will continue in this year or not.
chat pak tegar to say happy ied fitri
Still no update from picClick here for proposal detail
Moved to Q4Click here for proposal detail
moved to Q2Click here for proposal detail
No respon from picClick here for proposal detail
invite pak tegar to webinar
Postponed to Q1 2024Click here for proposal detail
Postponed to Q1 2024Click here for proposal detail
Postponed to Q1 2024Click here for proposal detail
Chat Pak tegar to say hello
Chat Pak Tegar to ask TTT program, still running in Sept or posphone to Q4. He is still waiting for his superior direction
Proposal created with number 259/PPEX-SH/VIII/23Click here for proposal detail
Proposal created with number 258/PPEX-SH/VIII/23Click here for proposal detail
Chat Pak Tegar to follow up core value training. He said Equinox still need that training but Pak Angga still prioritize business function first.
Chat Pak Tegar to follow up the proposal of training for corporate value development core team
Send proporsal training for corporate value development core team
Make proposal training for corporate value development core team as a continuation of meeting between Pak Indra and Pak Angga
Proposal created with number 241/PPEX-SH/VIII/23Click here for proposal detail
Based on Pak Tegar information, prepare proposal for their task force training
Meeting between Pak Indra and Pak Angga to gain the background of core value made by him. From discussion, we can offer program to facilitate their task force to cascade core value to behaviour.
Posphone the schedule since the CEO want to review the core value first.Click here for proposal detail
Chat pak Tegar to confirm that Pak Indra available for meeting in Tuesday morning
Chat pak Tegar to inform that Pak Indra time available next week
Chat Pak Tegar to arrange meeting Pak Indra and Pak Angga
Chat pak Tegar to ask their core value
Reply Pak Tegar chats and inform the proposal will be submit next week
Meeting with Pak Angga
Chat pak Tegar to inform it's ok to meet tomorrow afternoon
Chat Pak Tegar to ask schedule meeting. The schedule will on Wednesday noon
Chat pak Tegar about meeting plan with his CEO. The confirmation after 10 July.
Chat pak Tegar to ask his condition. He is fine and inform that Equinox CEO want to have meeting with trainer at 10 July above.
Chat Pak Tegar to ask the PO/PKS
Discuss the price and agree to give the price same with their budger with condition the PO must be max next week. To complete the proposal, send trainer's profile and his experience to teach TOT program.
Email revized proposal consist of 2 day training as Bu Indah request.
Meeting with Pak Tegar and Bu Indah as HR Director. From tim trainer presentation, Bu Indah prefer to have 2 days training to maximize the program.
Chat pak Tegar for meeting preparation
Meeting with pak Tegar to present proposal. For follow-up, Pak tegar will arrange meeting with his superior at 13 June.
Chat pak Tegar to send zoom meeting link
Chat pak Tegar to arrange meeting online and ok in Wednesday afternoon
Chat Pak Tegar to follow up proposal
Chat pak Tegar to send proposal
Proposal created with number 134/PPEX-SH/V/23Click here for proposal detail
Chat Pak Tegar to ask their need more detail. It seem their need is becoming presenter training program not training the trainer.
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