Bank Syariah Mandiri, PT (BSM)
Mandiri Syariah
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Client ID
54
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Client Name
Bank Syariah Mandiri, PT
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Alias
Mandiri Syariah
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Initial
BSM
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Account Manager
Dinda Rizkyta, Dinda Rizkyta
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Industry
Banking
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Address
Kantor Pusat, Wisma Mandiri Jl. MH Thamrin No. 5 Jakarta 10340
Revenue
| # | Proposal # | Programme | Invoice # | Amount | Month | Year |
|---|---|---|---|---|---|---|
| 1 | 291/BSM-MAR/X/18 | Public Class Training Program: Connect with Your Customers to Increase Sales | 4524 | IDR 2,500,000 | 10 | 2018 |
| 2 | 083/BSM-SA/III/17 | BSM Service Inspiring Leader | 4218 | IDR 85,556,000 | 7 | 2017 |
Won Deal
| # | Proposal # | Project Name | Amount | Month | Year |
|---|---|---|---|---|---|
| 1 | 291/BSM-MAR/X/18 | Public Class Training Program: Connect with Your Customers to Increase Sales | IDR 2,500,000 | 10 | 2018 |
| 2 | 083/BSM-SA/III/17 | BSM Service Inspiring Leader | IDR 85,556,000 | 7 | 2017 |
Active Proposal
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 0 | Staff Development program | Deal Lost | IDR 1,000,000,000 |
Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Danny | 08561710676 | dagustian@bsm.co.id | |
| DEWI AYU AMIATI | BOD | 0857-1431086 | dayu13949@bsm.co.id |
| Yusni | 08129729393 | Yhhalim@bsm.co.id |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Bpk. Firman Jantika | Group Head | ||
| Ibu DEWI AYU AMIATI | - | 0857-1431086 | dayu13949@bsm.co.id |
dihubungi
public class
public class
sudah menghubungi Pak Danny dan Pak Yusni
cari di linkedin
number not found
hub tgl 19 Agust
Say Hi perkenalan, karena BSM sudah bergabung dengan Bank BRI Syariah dan BNI Syariah, mengganti nama menjadi Bank BSI Syariah, jadi menginfokan dan menanyakan jika ada kebutuhan terkait training
follow up kebutuhan training tahun ini, training service rencana akan ada di semester 2
share jadwal public class masih di review materinya
follow up rencana join public class, dalam tahap pengajuan ke bagian learning
share public class, coba diajukan ke atasan katanya
project di tunda karena pandemiClick here for proposal detail
belum dapat jawaban dari HRD terkait program public class
share jadwal public class
Belum bisa join webinar krn jadwal bentrok
follow up PC IKJ besok akan kasih keputusan
propose PC personal coach
follow up proposal perihal LMS namun kmrn ibu dessy blum menyelesaikan program dan ingin daftar ulang untuk trial embali
follow up proposal survey kepuasan pelanggan masih tahap review, dan sepertinya ketunda karena corona
follow up proposal survey kepuasan pelanggan masih tahap review, dan sepertinya ketunda karena corona
follow up hasil e learning namun PIC blum menyelesaikan program karena sibuk
Proposal created with number 060/BSM-RA/III/20Click here for proposal detail
Sending email reminder for tech. detail data providing for proposal design.
sending MOM & collecting TOR for proposal requested
Briefing session for Monitoring & Evaluation project
asking for meeting, following up vendor presentation. will discuss about post training in service
preparing presentation collect all trainers updated CV format compailed 2 years sqci portfolio registration vendor online
Official vendor introduction 2020 Product presented by IQ
send compro & list of trainer
Send email jadwal public class
minta tema asessor budget ga masuk
pitching
2d1m
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Proposal created with number 291/BSM-MAR/X/18
calling -- req proposal leadership
Budget issue
sesi cust delight bandung 2 jam-- program only
Proposal created with number 180/BSM-SA/VI/18
no trainer available on the date
renew project category
send rev proposal
no trainer available on the date requested // change schedule from #W3 Nov to 7-8 nov
need to find schedule and still need management approval on the budget
the program was cancel for budget issue
ask for a risk management training can not fulfill it due to out of capability and nobody can join meeting invitation in the same day
change on material due to budget
Proposal created with number 367/BSM-SA/IX/17
Asking for any program alternative for BFA
ask to meet -- will be done in the afternoon
call GA for next week benchmark schedule. BSM need it in Tuesday GA only have it in Thursday
initial meeting-- need benchmark & BFA info
Proposal created with number 337/BSM-SA/IX/17
send benchmark proposal to BSM
send request letter to GITC for BSM benchmark proposal
collecting the payment
Actual cost calculation , submit to ci mei
other dept need to have the presentation file for internalpost training sharing
need to check on training venue, scheduled on next week
adm file to be completed -- LOA
tech detail for upcoming training
due to internal training priority
SPK revision
Preparing SPK
2D in class training + 1D teambuilding
Update program status. Next week SPK will be sent by BSM
2Htraining +1H team building
Confirmation training date= 16-18 Jul with brief opening by IKJ
Due to material since client requested L4 evaluation ( we offered L3)
Forecast added
negotiation meeting for leadership
Confirmation on Nego meeting tomorrow
Thank you email & presentation meeting confirmation
Update on negotiation result. Will be finalize next week
Aanwijzing LDP for spv, 14 batch Attended by 10 vendors
incoming call - confirming aanwijzing meeting next Thursday
Discuss on detail outline
Response on aanwijzing invitation
Negotiation on supporting item, BSM will provide them. Need program only costing
Submit Thank You email & outline revision
Presenting the outline by Iq Will.make some rev. And submit next Tuesday
run in early of may for 1 class/ 35 pax
confirming meeting schedule this week
Req meeting to present the outline by trainer
Cancel today meeting since new div head want to join the meeting and req for the trainer incharge to come on next meeting
update proposal status since it was plan to run in April
Discuss about day 3 activities Need to put cust. Delight in it
Need to put evaluation tool to measure training result
Discuss on some detail in team building program
Discuss about the proposal on the training design (2D classroom + 1 team building) as requested by BSm
Reschedule to May
Update proposal status
Reinfo for the investment which can not cover 2 batches as requested, advice if we could offer 1 batch with more pax covered ( max 35 pax)
submit rev investment value for 1 batch ( 3D training)
The price is higher than other vendor -- LR only 50% off our rate
Change to 1 batch due to budget issue
rev investment value die to over budget
rev investment value due to over budget and higher than other vendor
Negotiation
Negotiation
proposal rev on investment value & total batch
Nogo on investment value
Proposal Created with number 083/BSM-SA/III/17
Proposal Created with number 082/BSM-SA/III/17
Submit 2 proposal 1. Leadership training 2. Team building for Raker event @ Jogja
courtesy call promote MU program for BSM will submit outline for BSM
Present leadership program by aes