Bank Cimb Niaga Tbk, PT (CIMB)
CIMB
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Client ID
38
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Client Name
Bank Cimb Niaga Tbk, PT
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Alias
CIMB
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Initial
CIMB
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Account Manager
Dinda Rizkyta, Dinda Rizkyta
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Industry
Banking
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Address
Jl. MH. Thamrin No. 1 Lippo Karawaci, Gedung Dynaplast Lt. 5, Tangerang 15811
Revenue
| # | Proposal # | Programme | Invoice # | Amount | Month | Year |
|---|---|---|---|---|---|---|
| 1 | 032/CIMB-EN/II/19 | Program Seminar “Refreshment & Motivation Sharing Session” | 4612 | IDR 34,000,000 | 4 | 2019 |
| 2 | 032/CIMB-EN/II/19 | Program Seminar “Refreshment & Motivation Sharing Session” | 4613 | IDR 34,000,000 | 4 | 2019 |
| 3 | 032/CIMB-EN/II/19 | Program Seminar “Refreshment & Motivation Sharing Session” | 4615 | IDR 34,000,000 | 4 | 2019 |
| 4 | 032/CIMB-EN/II/19 | Program Seminar “Refreshment & Motivation Sharing Session” | 4616 | IDR 34,000,000 | 4 | 2019 |
| 5 | 032/CIMB-EN/II/19 | Program Seminar “Refreshment & Motivation Sharing Session” | 4637 | IDR 34,000,000 | 5 | 2019 |
| 6 | 020/CIMB-EN/I/19 | CX STAR AWARD 2019 | 4590 | IDR 408,000,000 | 2 | 2019 |
| 7 | 443/CIMB-EN/xi/17 | The Complete Banker Training & Development Series (TBC-17) | 4575 | IDR 120,000,000 | 12 | 2018 |
| 8 | 443/CIMB-EN/xi/17 | The Complete Banker Training & Development Series (TBC-17) | 4617 | IDR 120,000,000 | 4 | 2019 |
| 9 | 051/CIMB-EN-AI/II/18 | Break The Limit | 4415 | IDR 219,600,000 | 4 | 2018 |
| 10 | 443/CIMB-EN/XI/17 | The Complete Banker Training & Development Series (TCB 16) | 4433 | IDR 120,000,000 | 5 | 2018 |
| 11 | 443/CIMB-EN/XI/17 | The Complete Banker Training & Development Series (TCB 16) | 4463 | IDR 120,000,000 | 7 | 2018 |
| 12 | 443/CIMB-EN/XI/17 | The Complete Banker Training & Development Series (TCB 16) | 4572 | IDR 129,600,000 | 12 | 2018 |
| 13 | 082/CIMB-PR/VI/16/REV3 | The Complete Banker Training & Development Series (TCB 15) | 4332 | IDR 150,000,000 | 12 | 2017 |
| 14 | 082/CIMB-PR/VI/16/REV3 | The Complete Banker Training & Development Series (TCB 15) | 4388 | IDR 139,200,000 | 2 | 2018 |
| 15 | 082/CIMB-PR/VI/16/REV3 | The Complete Banker Training & Development Series (TCB 15) | 4462 | IDR 120,000,000 | 7 | 2018 |
| 16 | 147/CIMB-EN/IV/17 | Break The Limit - Defining Moments of Truth , Shifting Paradigms (Batch 2) | 4198 | IDR 176,400,000 | 5 | 2017 |
| 17 | 082/CIMB-PR/VI/16-REV3 | The Complete Banker Training & Development Series (TBC-14) | 4179 | IDR 125,000,000 | 5 | 2017 |
| 18 | 082/CIMB-PR/VI/16-REV3 | The Complete Banker Training & Development Series (TBC-14) | 4222 | IDR 125,000,000 | 7 | 2017 |
| 19 | 082/CIMB-PR/VI/16-REV3 | The Complete Banker Training & Development Series (TBC-14) | 4360 | IDR 125,000,000 | 12 | 2017 |
| 20 | 129/CIMB-EN/III/17 | Break The Limit | 4303 | IDR 250,000,000 | 10 | 2017 |
| 21 | 082/CIMB-PR/VI/16-REV3 | The Complete Banker Training & Development Series (TBC-13) | 4139 | IDR 125,000,000 | 2 | 2017 |
| 22 | 082/CIMB-PR/VI/16-REV3 | The Complete Banker Training & Development Series (TBC-13) | 4221 | IDR 125,000,000 | 7 | 2017 |
| 23 | 053/CIMB-EN/II/17 | Break The Limit - Defining Moments of Truth , Shifting Paradigms | 4153 | IDR 211,500,000 | 3 | 2017 |
Won Deal
Active Proposal
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 0 | The Complete Banker Training & Development Series | Deal Lost | IDR 120,000,000 |
| 2 | 0 | The Complete Banker Training & Development Series (TCB 15) | Deal Lost | IDR 125,000,000 |
| 3 | 0 | Break The Limit | Deal Lost | IDR 250,000,000 |
Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Amanda Perdana | 1 | @ | |
| Amanda Perdana | 00 | Amanda.Perdana@cimbniaga.co.id | |
| Amanda Perdana | sales academy | 00 | Amanda.Perdana@cimbniaga.co.id |
| Amanda Perdana | Sales Academy | 081905057354 | Amanda.Perdana@cimbniaga.co.id |
| Ester Hutapea | 1 | @ | |
| Ester Hutapea | 00 | Ester.Hutapea@cimbniaga.co.id | |
| Ester Hutapea | 081905057300 | Ester.Hutapea@cimbniaga.co.id | |
| Ester Hutapea | Leadership, Culture, & Talent Management Spec | (021) 5460555 ext. 55244 | Ester.Hutapea@cimbniaga.co.id |
| Ester Hutapea | Leadership, Culture, & Talent Management Spec | 0 | Ester.Hutapea@cimbniaga.co.id |
| Ester Hutapea | LND | 1 | @ |
| Ester Reonida Hutapea | Leadership, Culture, & Talent Management Spec | (021) 5460555 ext. 55244 | Ester.Hutapea@cimbniaga.co.id |
| Ester Reonida Hutapea | Leadership, Culture, & Talent Management Spec | 081905057300 | Ester.Hutapea@cimbniaga.co.id |
| Hari Krisna | Sales Academy | 08170026572 | Hari.Krisna@cimbniaga.co.id |
| Hari Krisna | 00 | Hari.Krisna@cimbniaga.co.id | |
| Hari Krisna | 08170026572 | Hari.Krisna@cimbniaga.co.id | |
| Hari Krisna | Sales Academy | 1 | Hari.Krisna@cimbniaga.co.id |
| Linda Arlini Iskandar | Academy Senior Specialist | +6281905056162 | linda.arlini@cimbniaga.co.id |
| Linda Arlini Iskandar | Academy Senior Specialist | 021-5460555 ext 55231 | linda.arlini@cimbniaga.co.id |
| Pricillia Soesanto | TCB 13 | 08113690206 | pricillia.soesanto@gmail.com |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Ester Reonida Hutapea | Leadership, Culture, & Talent Management Speciali | (021) 5460555 | Ester.Hutapea@cimbniaga.co.id |
| Devi Fransisca | Leadership & Culture Development Head | ||
| Ester Hutapea | The Complete Banker Development | 081905057300 | Ester.Hutapea@cimbniaga.co.id |
| Ester Hutapea | The Complete Banker Training & Development Series | ||
| Ester Reonida Hutapea | Leadership, Culture, & Talent Management Specialis | (021) 5460555 ext. 55244 | Ester.Hutapea@cimbniaga.co.id |
| Hendry Budiarto | Head of Learning & Development | ||
| Ibu Yuniarti | Learning Operation | - | - |
| Irma Kurniawati | HR – Service Academy – Learning Organization Devel | +6281905027150 | irma.kurniawati@cimbniaga.co.id |
| Linda Arlini Iskandar | Academy Senior Specialist | +6281905056162 | linda.arlini@cimbniaga.co.id |
| Linda Arlini Iskandar | Academy Senior Specialist | 081905056162 | linda.arlini@cimbniaga.co.id |
| Natasha Gultom | Leadership, Culture, & Talent Management Specialis | 081905056163 | Natasha.Gultom@cimbniaga.co.id |
| Yuniarti | Learning Operation |
chat - ucapan tahun baru
kirim public class
Chat pak hari to inform that SQC Singapore has sales mastery training program.
Chat bu natasha for courtesy
chat pak linda to share flyer
Chat bu ester for courtesy
chat pak hari krisna for courtesy in the beginning year
chat pak hari to share PSDM training program
chat pak hari to send SQC Singapore free webinar invitation
email bu bugi prima to share training series of communication skill and request for online presentation
chat bu natasha to share communication skills training series and ask for online presentation
chat bu linda to share information of solution to improve team cooperation.
share team excellence category program and request presentation to bu rini
share team excellence category program and request presentation to pak purnama
chat pak hary to inform team excellence category program and request presentation
chat bu pricillia to share team excellence category program and request for presentation
share to bu irma about team excellence category program and request presentation
chat bu frisca via linkedin to share information about team excellence category and request presentation
share the category program of team excellence and offer presentation to Bu ester
Share flyer of customer focused process improvement program training and offer meeting for presentation program to bu natasha gultom
share information about customer focused process improvement training program to bu linda
share information about customer focused process improvement training program to bu bugi prima
chat pak hary to inform customer focused process improvement training program
share program training customer focused process improvement to bu ester
email discussion paper of critical thinking mindset & skillset for top management to Bu Fransiska Oei
chat bu irma to ask whether she still in learning development or not.
Chat pak hari to share information about Critical Core Skills training program
The program was canceled.Click here for proposal detail
trying to call pak hari after he didn't give response my chat last week. He inform that the program is cancel.
chat pak purnama to share preview program 2024
chat pak hari to follow the proposal program after meeting presentation last week.
Participants : 1. Toni Suryantono – SQCI 2. Sjamsul Harun – SQCI 3. Hari Krisna – Bank Niaga 4. Frisca – Bank Niaga Q : Participant have awareness about BOS Excellence but they don't have autority to solve the problem A : Awareness participant is good but it's need to present ide & the solution to superior that have autority Q : How to measure the training has impact to participant A : Use Kirk Patrick methodology, L1 : L2 : L3 : implementation (like AHM, assessment like direct interview to client, team member, L4 : impact to business performance, operational performance, Q : Is it possible to do pre-assessment before training because the background of participant was diverse A : Yes, its possible but will effect the investment of training
chat bu rini to share softcopy of preview program 2024 and inform the program that run by SQCI
chat pak hari to makesure the meeting. He said they can meet on wednesday morning. than inform internally to pak toni.
chat bu ester to inform program Critical Core Mindset & Skill
Chat pak hari to confirm meeting plan at 28 Mar. He said the meeting was reschedule. He'll inform the new schedule.
Proposal created with number 171/CIMB-SH/III/24Click here for proposal detail
chat pak hari to inform the proposal will submit tomorrow. And he ask meeting on 28 Mar
chat pak hari to ask for success factor for branch manager training
meeting with pak Hari to inform SQCI new program in 2024 and gain their training need. He inform they need for managing business need for branch/area manager to increase the business performer.
chat pak hari to make sure the location for meeting tomorrow.
Chat pak hari to make sure the time for meeting on Wednesday, whether at 10 am or 1 pm.
follow up pak hari to arrange meeting next week
chat pak hari to arrange meeting
chat pak Hari to arrange meeting with agenda to give explanation about preview program. Since he still busy, call again in the next two weeks.
invite pak hari to webinar.
invite pak purnama to webinar
chat bu nessia to share e-mag dec
Call Pak Purnama to inform Amazing Race training program
Chat Bu Nessia as L& D section to share articles
Chat Pak Shodiq to share articles
Chat Pak Hari to share article about leadership
Chat Bu Irma to inform CX training program
Chat pak Shodiq to inform training program Managing CX For Business Excellence
Chat pak Hari to share SQCI article
Reply chat Bu Nessia to build raport and ask about Pak Shodiq as Head of L&D
Chat Pak Rayhan as Talent Acquisition for introduction
Chat Bu Nessia via LinkedIn for introduction
Chat Bu Irma to share invitation of SQC webinar
Chat pak Shodiq via LinkedIn to share invitation of SQC webinar
Chat Bu Irma to inform public class in June & July
Chat Pak Shodiq via LinkedIn to say happy eid mubarak
Chat Pak Hari to inform training program, Effective Leadership
Chat bu Ester to share SQCI article's
Chat Bu Pricilliat to share article
Chat pak Shodiq as Head of L&D to share company profile
Chat pak Hari to inform CX In Sales Activity training program
Send courtesy email to Pak Bugi Prima
Chat pak M Shodiq (Head of Learning & Talent Dev) via LinkedIn for introduction
Chat bu Linda to inform public class schedule in 2023
Chat bu Ester to inform public schedule in 2023
Chat bu Natasha to inform public class schedule in 2023
Chat bu Irma to inform CX For Business Excellence training program
Chat bu Pricillia to inform program Managing CX For Business Experience
Chat pak Hari to say happy new year.
Chat bu Ester to offer catalogue program
Chat bu Linda to offer catalogue program
Chat bu Natasha to offer catalogue program
Chat pak hari to offer catalogue program
Chat bu Irma to offer catalogue program
Send introduction email to pak Budi Prima (Sales Academy)
Chat bu Ester to say hello
Chat bu Linda to inform TTT training program
Chat Pak Hari to inform TTT training program
Chat pak Tegar about their training need then email the proposal
Chat bu Amanda for introduction and she inform no longer in Bank Niaga
Chat bu ester to inform PC nop
Chat bu Linda to inform public class Oct
Chat bu mariana for introduction
Chat bu Ester to inform public class
Chat pak Hari to f/u outline program
Sent outline program CX In Sales Activity
Meeting with pak Hari Krisna. He interest in program CX In Sales Activity. Continue with program outlined.
Meeting will held on 5 Sept 2 pm
Chat pak Hari to confirm meeting next week
Chat pak Hari Krisna to introduce and request meeting
Chat bu ester to introduce as new AM for bank niaga
Chat bu Roma Ully to request meeting
Chat with Bu Roma Ully to continue relationship
Follow up message ke Ibu Linda, terkait penawaran Program Seminar “Refreshment & Motivation Sharing Session”, masih belum ada jawaban dari manajemen
Menawarkan Program Seminar “Refreshment & Motivation Sharing Session” yang pernah dilakukan di 2019
Belum ada info kebutuhan dari Ibu Ester Hutapea, share kembali PC 2022 catalogue yang sudah di update
Greetings ke Ibu Ester Hutapea, apakah ada training plan utk 2022 ini?
Seasons greeting dan info mengenai PC 2022
Share jadwal Public Class ke Ibu Ester Hutapea
Follow up penawaran terkait program refreshment "The Complete Banker Training & Development Series"
Menawarkan program refreshment "The Complete Banker Training & Development Series" yang pernah dilaksanakan di 2019
Cold message ke Ibu Ester Hutapea
Perkenalan ke Ibu Ester Hutapea, Explore kebutuhan training
- pic agreed utk join PC "Service 4.0"24 feb utk 3 org free seat
- Fup PC 2021 - PIC bentrok jadwal
- menawarkan pc IKJ - Ibu Mariana tertarik tertarik mengharapkan untuk compliment
- offer free webinar
- sales courtesy call - update information about internal CIMB Niaga
- sales courtesy - propose e-learning program and trial package pic will review and update
- sales courtesy - kirim jadwal public class Ibu Nora will review and respond for any inquiries if needed
sales courtesy, menanyakan kemungkinan utk pelaksanaan public class
program cancelled, to be informed later due to re-organize internal CIMB processClick here for proposal detail
Proposal created with number 309/CIMB-EN/XII/19Click here for proposal detail
pending instructed by Director HR. run 1 batch 1 modul 1 Jul 2019
pending instructed by Director HR
use internal trainer
Proposal created with number 145/CIMB-EN/VI/19
Discuss proposal cimb Hr
postponed
Proposal created with number 096/CIMB-EN/IV/19
5 batch: 30 Mar 2019 6 Apr 2019 13 Apr 2019 20 Apr 2019 11 May 2019
batch 2: 22-23 apr 2019
Proposal created with number 085/CIMB-EN/III/19
change category
Proposal created with number 032/CIMB-EN/II/19
RUN 19 -22 FEB 2019
Proposal created with number 029/CIMB-EN/II/19
Proposal created with number 020/CIMB-EN/I/19
level 3 ada additional person 2 orang
no respond from client
pending project
17 - 18 DEC
Proposal created with number 296/CIMB-EN/X/18
revise company name
revise company name
level 3 "Leading for Result" in December
category is changed from training to event
tba
15 pax @ Rp. 15,000,000,- di Padma Hotel Banfung
Proposal created with number 249/CIMB-EN/VIII/18
DOUBLE
Forecast added
belum ada respon dari client
belum ada respon dari client
Forecast added
tcb16 level II (26-27 July 2018)
tcb15 level III (23-24 July 2018)
Edit judul -jimmy
serah terima balik ke enita setelah balik cuti lahiran
double proposal
double proposal
schedule from client tba
Proposal created with number 151/CIMB-EN/V/18
TCB 16 LEVEL 1 (3-4 May 2018) SQCI bootcamp
revisi total 12 pax @ Rp. 18,300,000
revisi total 12 pax @ Rp. 18,300,000
Sebelumnya tercatat Amway
Sebelumnya tercatat Amway
revisi nilai investasi
revisi nilai investasi
Proposal created with number 078/CIMB-EN-AI/III/18
Proposal created with number 078/CIMB-EN-AI/III/18
arranged by internal cimb
double dengan no.proposal baru
double dengan no. proposal baru
pending tbc
Conduct after Lebaran
Conduct after Lebaran
Nama PT sebelumnya salah yaitu Amway
Nama PT sebelumnya salah yaitu Amway
Proposal created with number 066/CIMB-EN-AI/III/18
Proposal created with number 066/CIMB-EN-AI/III/18
additional 4 person x Rp. 4,800,000 = Rp. 19,200,000
Proposal created with number 051/CIMB-EN-AI/II/18
Proposal created with number 051/CIMB-EN-AI/II/18
120JT
Forecast added
TCB 15 LEVEL II "Learning to Lead" 26 - -27 Feb 2018
level 3 (21-22 Dec 2017)
Proposal created with number 456/CIMB-EN/XII/17
Proposal created with number 443/CIMB-EN/XI/17
Forecast added
Forecast added
Forecast added
NO UPDATE FROM PIC
NO UPDATE FROM PIC
NO UPDATE FROM PIC
POSTPONED PROJECT
PENDING TO 2018
TCB 15 LEVEL 1 - Jambu Luwuk
Proposal created with number 426/CIMB-EN/XI/17
f.up peserta tcb
recommend alternative venue training at Jambu Luwuk
request meeting appointment with Pak Amanda and Mac Tee
f.up jadwal TCB
use previous contract - 25pax
final report TCB assessment
f/up TCB
Bandung
f/up BTL
F/up meeting appointment with Pak Mac
pindah jadwal ke okt
Belum ada data peserta untuk program ini
F up BTL
reconfirm schedule meeting
request meeting appointment with MT
tcb 15 pax
TOTAL PRICE FOR 2 BATCHES @ Rp. 90,000,000
Proposal created with number 301/CIMB-EN/VIII/17
Proposal created with number 297/CIMB-EN/VIII/17
f.up eap tcb 14
run in aug
will be run in mid of aug +/- 40 pax
present proposal Break The Limit & Explore Request of Executive Coach Training Program
reschedule
25 - 26 Jul 2017
20 - 21 Jul 2017
Proposal created with number 256/CIMB-EN/VII/17
Proposal created with number 255/CIMB-EN/VII/17
buat draft welcome letter
prepare tcb training cek report assesment cek venue hotel
observe opening ceremony tcb 15
check report cimb btl singapore + compile foto in cd
f.up tcb 15
upload costing
Proposal created with number 183/CIMB-EN/V/17
revise proposal PDC
new training program
f.up BTL
f.up peserta BTL
total 12 pax
discuss PDC & Executive coach
- Executive coach - training for sales person
Proposal created with number 155/CIMB-EN/IV/17
Proposal created with number 154/CIMB-EN/IV/17
continued
Proposal created with number 147/CIMB-EN/IV/17
contract 2016 175/L&D/IX/2016
Present Break The Limit program
Proposal created with number 137/CIMB-EN/IV/17
Proposal created with number 129/CIMB-EN/III/17
on progress
on discussion
tcb - schedule & venue discussion
send SQCI Product Catalogue 2017 and request appointment schedule
brief minutes meeting ke mac tee
- revisi proposal BTL - brief Mr. Mac Tee utk agenda 25 Apr
proposed schedule training program TCB
check PKS before sent to client
Proposal Created with number 076/CIMB-EN/II/17
create proposal BTL Bandung
creat plan schedule untuk TCB Batch 13 level III dan batch 14 level I, II, III di tahun 2017
Discuss untuk create proposal CIMB untuk peserta TCB untuk Business Etiket total image