Download - Copy of Tracker Handover GA Light Service
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8/19/2019 Copy of Tracker Handover GA Light Service
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Support Account Handover done (Yes/ No)
Ioana Croitoru
Amadeus Yes
Ioana Croitoru
Ioana Croitoru
Rodica Marin SWIFT YesRodica Marin Yes
Rodica Marin Yes
Rodica Marin Yes
Rodica Marin Yes
Rodica Marin Yes
Stefan Militaru
KBC
Yes
Stefan Militaru
Stefan Militaru
Stefan MilitaruStefan Militaru
Stefan Militaru
Stefan Militaru
Stefan Militaru
Stefan Militaru
Stefan Militaru
Stefan Militaru
Stefan Militaru
Stefan Militaru
KPN No
Stefan Militaru Rolls-Royce No
Andra Falticeanu NOR!A "ANK A" Yes
Andra Falticeanu
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Andra Falticeanu
Andra Falticeanu
Andra Falticeanu
aniela "adea COMM!R#"ANK A$ No
aniela "adea CONTIN!NTA% A$ No
Adrian o&re RW! A$ No
"u'du(an Madalina )*M yes
"u'du(an MadalinaMoise Mi+aela
M,NC)!N!R R,CK!
Yes
Moise Mi+aela
Moise Mi+aela
Moise Mi+aela
Moise Mi+aela
T,RKC!%% )O%IN$ AMoise Mi+aela
Moise Mi+aela
Moise Mi+aela
%a.inia Sa.a
A" O%O
No
%a.inia Sa.a Yes
%a.inia Sa.a Yes
%a.inia Sa.a Yes
%a.inia Sa.a Yes
%a.inia Sa.a Yes
%a.inia Sa.a Yes
"AY!RAKTI!N$!S!%%SC)AF
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%a.inia Sa.a Yes
%a.inia Sa.a Yes
%a.inia Sa.a Yes
%a.inia Sa.a Yes
%a.inia Sa.a Yes
%iliana Co'miuc A/A Yes
%iliana Co'miuc
%iliana Co'miuc
%iliana Co'miuc ArcelorMittal Yes
%iliana Co'miuc
%iliana Co'miuc
%iliana Co'miuc
%iliana Co'miuc
%iliana Co'miuc
%iliana Co'miuc
%iliana Co'miuc
%iliana Co'miuc
%iliana Co'miuc
$a&riela Morosanu !lectricite de France Yes0 1artially
Oana ra(uta
Yes
Oana ra(uta Yes
Oana ra(uta Not com1leted
Oana ra(uta No
Oana ra(uta No
Oana ra(uta No
T!%!KOM A,STRIAAKTI!N$!S!%%SC)AF
T
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SPAR-CASS!ANT!I%S!RWA%T,N
$SSPARKASS!
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Oana ra(uta
No
Marinela Toma IK!A yesMarinela Toma 1artially
Marinela Toma 1artially
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Person with whom you did handover Activities in scope
Paul Aioanei
Forecast
O.erdue o11s
Claims
Cristi $o(u Forecast 2le re.ie3Cristi $o(u Forecast 2le su&missi
Cristi $o(u Forecast call
Cristi $o(u Follo3 u1 3it+ o11s o
Cristi $o(u Ad +oc re1orts
Cristi $o(u Ome(a Actuals .s For
Monica Adam
A"P
A"T
TAM
Pi1eline Mana(ement
Forecast
SCO4Ot+er
Paul Aioanei Forecast
O.erdue follo3-u1
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SCO
Account status 1rese
Paul Aioanei
Paul Aioanei
Paul Aioanei
Paul Aioanei Forecast )el1er 2le s
O.erdues 1rocess
Paul Aioanei
Forecast
SCO
On demand re1orts
5 follo3-u1
Forecast
SCO
On demand re1orts
5 follo3-u1
Iordac+e Andreea
Aioanei0 Paul Forecast
Aioanei0 Paul SCO4Ot+er
Aioanei0 Paul Pi1eline Mana(ement
Aioanei0 Paul A"P
Aioanei0 Paul
Andreea0 Craciun Forecast
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Andreea0 Craciun A"P
Andreea0 Craciun A"T
Andreea0 Craciun TAM
Andreea0 Craciun Pi1eline Mana(ement
Andreea0 Craciun
Paul Aioanei Forecast
A"P
O.erdue Pro6ect
Ionut $a&riel No.ac Forecast
A"P
Presentations
O11ortunities +istory
Attend calls 3it+ A$M
Claims Su&mission
Claims In.esti(ations
Re.enue Re1orts
SFC Re1orts
A"T
$a&riel Stoenescu discussed so far - For
Iuliana Nitu Forecast analysis
Iuliana Nitu A"P
Iuliana Nitu A"T
Iuliana Nitu SCO
Iuliana Nitu Pi1eline re1orts
Iuliana Nitu TAM
SCO4Ot+er
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Iuliana Nitu Ot+er acti.ities
Andreea Iordac+e ForecastAndreea Iordac+e A"P
Andreea Iordac+e SCO
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Detais on the activity
in.esti(ate missin( &usiness and contact t+e A$M
3ee7ly3ee7ly
e.ery 8 3ee7s 9attended one already as 1art of +ando.er0 to (et used to t+e tool:
As a result of forecast call0 if t+e case 1resents itself0 in order for sales to u1date o
rare0 t+ey only need Co&ra data
;uarterly c+ec7
Pro.ide contin(ency analysis9seasonality 0 YoY $ro3t+:
)o3 to ;ueries - ata ;uality and ;uestions around t+e 1rocess
Pro.ide contin(ency analysis
)o3 to ;ueries - ata ;uality and ;uestions around t+e 1rocessPro.ide contin(ency analysis9seasonality 0 YoY $ro3t+:
)o3 to ;ueries - ata ;uality and ;uestions around t+e 1rocess
Pro.ide 1i1eline analysis on main KPIs
)o3 to ;ueries - ata ;uality and ;uestions around t+e 1rocess4 SFC
Pro.ide forecast analysis 9WoW c+an(es0 forecast .s 1i1eline .s actuals:
Forecast Calls - ma minutes &i3ee7ly call
Pro.ide account 1erformance analysis 9Won .s Actuals0 )istorical data etc:
)o3 to ;ueries - ata ;uality and ;uestions around t+e 1rocess
Forecast 2le sent 3ee7ly on T+ursday and to &e su&mitted &y Friday !O"? noforecast calls set
to e +ours t+at 3e +ad in t+e re1ort 3e recei.ed from$A Team 3as due to t+e fact t+at lad didnt +ad t+e time lately to mana(e t+is
accoun@ So t+e A$M 3ould actually need t+e su11ort0 I 6ust +a.e to 2nd out a fe3details on t+e ;uota in order to estimate a num&er of +ours needed@ I assume its
t+e same for Rolls-Royce0 &ut I 3ill 2nd out more today
refres+ re1ort eac+ T+ursday mornin(0call 3it+ )arri - s+ould &e eac+ T+ursdaysu&mit re1ort eac+ 3ee7 &y Friday !O"follo3-u1 3it+ o11 o3ners on o11 status for &i( dealsfollo3-u1 3it+ o11 o3ners on not ;uali2ed o11s
run re1ort eac+ Monday0follo3-u1 3it+ o11 o3ner to 2< o11s
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T+e Forecast )el1er 2le is su&mitted &y-3ee7ly &y t+e su11ort and sent to Ana $r
"y-3ee7ly on MondaysB e minutes Call - account status is 1resented0A$M mi(+t as7 for slides 3it+ 1i1eline details D 1resentation of slides durin( t+e
call
also I recei.ed in.ites forB-EPIP!%IN! CA%% - Nordea - call 3it+ A$M mana(er-E NOR!A Account teamB Mont+ly > minutes Call-E P+ili1 Morris International- Account FCST * 1i1eline re.ie3 9&i 3ee7ly: - clustercall0 not sure 3+y I recei.ed P+ili1 Morris in.ite and not Nordea
We +ad to do t+e +ando.er &ut it 3as cancelled as Andreea mentioned t+at t+isaccount 3ill not &e ali(ned to me and I 3ill recei.e anot+er one &ut for t+emoment I dont +a.e any information 9 s+e told me a 1erson from +er team 3ill
tell me 3+at account I 3ill co.er:
Pro.ide forecast analysis 9WoW c+an(es0 forecast .s 1i1eline .s actuals:0follo3 u13it+ t+e ISrs
t+ese are t+e main acti.ities0Paul +as t+is account only for 8 mont+s so +edoesnt 7no3 e
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Pro.ide contin(ency analysis
Pro.ide 1i1eline analysis on main KPIs
Pro.ide account 1erformance analysis 9Won .s Actuals0 )istorical data etc:
maintenance * u1dates as 1er A$MGs re;uest
maintenance * u1dates as 1er A$MGs re;uest
s1eci2c 1resentations as re;uested &y A$M
follo3-u1 3it+ o11ortunity o3ners to 2nd out o11ortunity status
also 1ro.ide details on diHerent to1ics as re;uested
in order to 2nd out .alues not e
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all t+e details a&out t+e forecast 2le and I 3as in a forecast call 3it+ t+e A$Msome TAM re1orts
some analisys around Won .s Actuals
claimsmentioned t+at s+e 3as not a3are t+at our su11ort 3ill start on anuary J=t+ and
3as e
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11s .alue or sales sta(e
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no .ia e-mail0 +i(+li(+tin( si(ni2cant c+an(es 9if any: in t+e email &ody@
ers to +a.e t+e close dates c+an(ed@
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