Asuransi Jiwasraya (Persero), PT (AJR)
Jiwasraya
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Client ID
955
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Client Name
Asuransi Jiwasraya (Persero), PT
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Alias
Jiwasraya
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Initial
AJR
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Account Manager
Ika Sundari
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Industry
Insurance
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Address
Jl. H.Juanda No.34, Jakarta 10120 - Indonesia
Revenue
| # | Proposal # | Programme | Invoice # | Amount | Month | Year |
|---|---|---|---|---|---|---|
| 1 | 390/AJR-EN/X/17 | Being Excellent @ Work | 4354 | IDR 212,000,000 | 12 | 2017 |
| 2 | 390/AJR-EN/X/17 | Being Excellent @ Work | 4366 | IDR 212,000,000 | 1 | 2018 |
| 3 | 116/AJR-EN/III/17 | One Team, One Goal, One Spirit, One Jiwasraya | 4182 | IDR 18,729,198 | 5 | 2017 |
| 4 | 116/AJR-EN/III/17 | One Team, One Goal, One Spirit, One Jiwasraya | 4184 | IDR 74,916,794 | 5 | 2017 |
| 5 | 015/AJS-EN/I/17 | Delivering Service Quality | 4152 | IDR 22,500,000 | 2 | 2017 |
| 6 | 015/AJS-EN/I/17 | Delivering Service Quality | 4154 | IDR 22,500,000 | 3 | 2017 |
| 7 | 015/AJS-EN/I/17 | Delivering Service Quality | 4164 | IDR 22,500,000 | 4 | 2017 |
| 8 | 015/AJS-EN/I/17 | Delivering Service Quality | 4200 | IDR 22,500,000 | 5 | 2017 |
| 9 | 015/AJS-EN/I/17 | Delivering Service Quality | 4220 | IDR 22,500,000 | 7 | 2017 |
Won Deal
| # | Proposal # | Project Name | Amount | Month | Year |
|---|---|---|---|---|---|
| 1 | 390/AJR-EN/X/17 | Being Excellent @ Work | IDR 212,000,000 | 12 | 2017 |
| 2 | 390/AJR-EN/X/17 | Being Excellent @ Work | IDR 212,000,000 | 1 | 2018 |
| 3 | 116/AJR-EN/III/17 | One Team, One Goal, One Spirit, One Jiwasraya | IDR 18,729,198 | 5 | 2017 |
| 4 | 116/AJR-EN/III/17 | One Team, One Goal, One Spirit, One Jiwasraya | IDR 74,916,794 | 5 | 2017 |
| 5 | 015/AJS-EN/I/17 | Delivering Service Quality | IDR 22,500,000 | 2 | 2017 |
| 6 | 015/AJS-EN/I/17 | Delivering Service Quality | IDR 22,500,000 | 3 | 2017 |
| 7 | 015/AJS-EN/I/17 | Delivering Service Quality | IDR 22,500,000 | 4 | 2017 |
| 8 | 015/AJS-EN/I/17 | Delivering Service Quality | IDR 22,500,000 | 5 | 2017 |
| 9 | 015/AJS-EN/I/17 | Delivering Service Quality | IDR 22,500,000 | 7 | 2017 |
Active Proposal
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
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Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Adit | 00 | aditya_s@jiwasraya.co.id | |
| Aditya Setyawan | 1 | @ | |
| ADITYA SETYAWAN | divisi sdm | 1 | @ |
| Aditya Setyawan | Seksi Pelatihan & Rekrutmen | +62811975559 | aditya_s@jiwasraya.co.id |
| Diety Lucia | 085261481603 | diety_lucia@jiwasraya.co.id |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Aditya Setyawan | Divisi Sumber Daya Manusia | ||
| Aditya Setyawan | Kepala Seksi Pelatihan | ||
| Aditya Setyawan | Kepala Seksi Pelatihan & Rekrutmen | ||
| Aditya Setyawan | Learning & People Development | ||
| Bpk. Udhi Prasetyanto | Kepala Divisi SDM | ||
| Muhamad Zamkhani | Direktur |
Mengirimkan compro SQ
share the category program of team excellence and offer presentation to bu diety
chat bu diety for courtessy
Send email to Pak Aditya for introduction
Send email perkenalan to Bu Diety Lucia and request meeting online
Chat pak Aditya to introduce as new AM. That number wasn't Pak Aditya number.
Pak Aditya saat ini sudah di Kaplan Kodekiddo, tidak di jiwasraya lagi
Follow up penawaran PC ke pak Aditya Setyawan, masih di review terlebih dahulu, karena saat ini belum ada keperluan training yang mendesak
Seasons greeting ke Pak Aditya Setyawan, share PC 2022 catalogue, akan di review dulu apakah ada materi sesuai
Send SQCI materi ke Pak Aditya Setyawan, merekomendasikan terkait Presentation Skill dan Business Communication Skill
Whatsapp message Pak Aditya Setyawan
- fup proposal elearning and trial package - pic still want to join trial and try to arrange the time
- f.up proposal e learning and trial package pic masih belum ada waktu untuk register
- fup proposal elearning and trial program - pic forgot about that and will register the trial
- reminder pic utk register trial e-learning - pic lupa dan akan segera register
- sales courtesy call - offer e learning program and trial package - pic excited and consider to join trial
- Sales courtesy - kirim jadwal public class pic menginformasikan saat ini belum ada kebutuhan training
tbc
revisi 2 hari
belum ada kebutuhan
belum ada status
Proposal created with number 235/AJR-EN/VIII/18
Proposal created with number 202/AJR-EN/VII/18
postponed
schedule tbc
Edit by Jimmy
renew project category
NO UPDATE FROM PIC
NO UPDATE FROM PIC
POSTPONED
NO UPDATE FROM PIC
no update from PIC
Proposal created with number 431/AJR-EN/XI/17
Proposal created with number 422/AJR-EN/XI/17
9 - 10 dec 2017 4 class paralel
follow up proposal
Proposal created with number 390/AJR-EN/X/17
f/up request proposal
to RAD
sales call
proposal awal
Proposal created with number 265/AJR-EN/VII/17
check report jiwasraya dsq batch 3
check report DSQ Jiwasraya batch 4
explore event team building
check report team building Jiwasraya
Forecast added
settlement yanti, enita reimbursement jiwasraya
follow up proposal
Proposal created with number 188/AJR-EN/V/17
send proposal new team building
prepare team building
dp
dp
dp
DP 20% PELUNASAN 80%
Proposal created with number 116/AJR-EN/III/17
total 5 batch: batch 1 - Maret 2017 batch 2 - Maret 2017 batch 3 - April 2017 batch 4 - July 2017 batch 5 - July 2017
f.up inquiry
5 BATCH in 2017
Proposal Created with number 060/AJR-EN/II/17
Proposal Created with number 045/AJS-EN/II/17
Proposal Created with number 015/AJS-EN/I/17
Proposal Created with number 014/AJS-EN/I/17
1) Training Needs: - Delivering Service Excellent & Innovation - 1 batch for pilot project, +/-30 Pax or suitable for effective class - Schedule in April or earlier - Location arranged by Jiwasraya - Participants profile: backoffice (finance/cashi