Gestion des entreprises
L’API Companies du CRM Brevo vous permet de gérer les relations B2B et les comptes d’entreprise associés aux programmes de fidélité entreprise au sein de la plateforme Tajo.
Vue d’ensemble
La gestion des entreprises est essentielle pour :
- Programmes de fidélité entreprise avec récompenses groupées et gestion des niveaux
- Relations clients B2B avec des gestionnaires de compte dédiés
- Suivi des ventes entreprise avec des analyses au niveau de l’entreprise
- Entreprises multisites avec une gestion centralisée de la fidélité
- Programmes partenaires et revendeurs avec une tarification et des récompenses spécifiques
Démarrage rapide
Créer une entreprise
POST https://api.brevo.com/v3/companiesContent-Type: application/jsonapi-key: YOUR_API_KEY
{ "name": "Acme Corporation", "attributes": { "industry": "Technology", "company_size": "500-1000", "website": "https://acmecorp.com", "phone": "+1-555-0123", "address": "123 Business Ave, Tech City, CA 90210", "loyalty_program": "Enterprise Plus", "loyalty_tier": "Corporate Gold", "annual_spend": 250000, "contract_value": 500000, "renewal_date": "2024-12-31", "account_manager": "Sarah Johnson", "industry_vertical": "Software Services" }}Réponse
{ "id": "comp_123456789", "name": "Acme Corporation", "created_at": "2024-01-25T14:30:00Z", "updated_at": "2024-01-25T14:30:00Z"}Intégration de la fidélité entreprise
Configuration d’un compte d’entreprise
Configurez des comptes d’entreprise complets, intégrés au programme de fidélité :
class TajoEnterpriseService { constructor() { this.companiesApi = new CompaniesApi(); this.contactsApi = new ContactsApi(); }
async createCorporateAccount(companyData) { // Create company with loyalty attributes const company = { name: companyData.name, attributes: { // Business Information industry: companyData.industry, company_size: companyData.employeeCount, website: companyData.website, phone: companyData.phone, address: companyData.address, tax_id: companyData.taxId,
// Loyalty Program Data loyalty_program: 'Enterprise Plus', loyalty_tier: this.determineEnterpriseTier(companyData.annualSpend), loyalty_points: 0, annual_spend: companyData.annualSpend || 0, lifetime_value: companyData.lifetimeValue || 0,
// Contract Information contract_value: companyData.contractValue, contract_start: companyData.contractStart, renewal_date: companyData.renewalDate, payment_terms: companyData.paymentTerms,
// Account Management account_manager: companyData.accountManager, success_manager: companyData.successManager, billing_contact: companyData.billingContact,
// Preferences bulk_discount_eligible: true, volume_rewards_enabled: true, consolidated_billing: companyData.consolidatedBilling, multi_location: companyData.hasMultipleLocations } };
try { const response = await this.companiesApi.createCompany(company);
// Set up corporate loyalty tracking await this.initializeCorporateLoyalty(response.id, companyData);
return response; } catch (error) { console.error('Error creating corporate account:', error); throw error; } }
determineEnterpriseTier(annualSpend) { if (annualSpend >= 1000000) return 'Enterprise Diamond'; if (annualSpend >= 500000) return 'Enterprise Platinum'; if (annualSpend >= 250000) return 'Enterprise Gold'; if (annualSpend >= 100000) return 'Enterprise Silver'; return 'Enterprise Bronze'; }
async initializeCorporateLoyalty(companyId, companyData) { // Create corporate loyalty program entry await loyaltyService.createCorporateProgram({ companyId: companyId, programType: 'enterprise', tier: this.determineEnterpriseTier(companyData.annualSpend), volumeDiscounts: this.calculateVolumeDiscounts(companyData.annualSpend), bulkRewards: true, dedicatedSupport: true });
// Set up automated tracking await loyaltyService.setupCorporateTracking(companyId, { trackVolumeDiscounts: true, trackBulkOrders: true, trackMultiLocation: companyData.hasMultipleLocations, consolidateReporting: true }); }}Gestion des niveaux entreprise
Mettez en place une gestion fine des niveaux pour les comptes B2B :
class CorporateTierManager { constructor() { this.tierThresholds = { 'Enterprise Bronze': { minSpend: 0, benefits: ['basic_support', 'standard_shipping'] }, 'Enterprise Silver': { minSpend: 100000, benefits: ['priority_support', 'free_shipping', '5%_discount'] }, 'Enterprise Gold': { minSpend: 250000, benefits: ['dedicated_manager', 'expedited_shipping', '10%_discount'] }, 'Enterprise Platinum': { minSpend: 500000, benefits: ['premium_support', 'custom_integration', '15%_discount'] }, 'Enterprise Diamond': { minSpend: 1000000, benefits: ['white_glove_service', 'unlimited_integration', '20%_discount'] } }; }
async evaluateTierUpgrade(companyId, currentSpend) { const company = await this.companiesApi.getCompany(companyId); const currentTier = company.attributes.loyalty_tier; const newTier = this.calculateTier(currentSpend);
if (newTier !== currentTier && this.isUpgrade(currentTier, newTier)) { await this.processTierUpgrade(companyId, currentTier, newTier, currentSpend); }
return newTier; }
async processTierUpgrade(companyId, oldTier, newTier, currentSpend) { // Update company tier await this.companiesApi.updateCompany(companyId, { attributes: { loyalty_tier: newTier, tier_upgrade_date: new Date().toISOString(), previous_tier: oldTier, annual_spend: currentSpend } });
// Notify account team const company = await this.companiesApi.getCompany(companyId); await this.notifyAccountTeam(company, { upgradeType: 'tier_upgrade', oldTier: oldTier, newTier: newTier, newBenefits: this.tierThresholds[newTier].benefits });
// Send congratulations to company contacts await this.sendTierUpgradeNotifications(companyId, { companyName: company.name, newTier: newTier, benefits: this.tierThresholds[newTier].benefits });
// Apply new tier benefits await this.applyTierBenefits(companyId, newTier); }
calculateTier(annualSpend) { const tiers = Object.entries(this.tierThresholds) .sort(([,a], [,b]) => b.minSpend - a.minSpend);
for (const [tier, threshold] of tiers) { if (annualSpend >= threshold.minSpend) { return tier; } } return 'Enterprise Bronze'; }}Gestion multisite
Hiérarchie des sites
Gérez des structures d’entreprise multisites complexes :
class MultiLocationManager { async createLocationHierarchy(parentCompanyId, locations) { const locationCompanies = [];
for (const location of locations) { const locationCompany = { name: `${location.companyName} - ${location.locationName}`, attributes: { parent_company_id: parentCompanyId, location_type: location.type, // 'headquarters', 'branch', 'franchise' location_name: location.locationName, address: location.address, phone: location.phone, manager: location.manager, employee_count: location.employeeCount,
// Loyalty Program Inheritance loyalty_program: 'Enterprise Plus', inherit_parent_tier: true, location_budget: location.budget, location_spending_limit: location.spendingLimit,
// Performance Tracking location_performance_target: location.target, location_rewards_pool: location.rewardsPool } };
const createdLocation = await this.companiesApi.createCompany(locationCompany); locationCompanies.push(createdLocation);
// Link employees to location await this.linkEmployeesToLocation(createdLocation.id, location.employees); }
// Set up consolidated reporting await this.setupConsolidatedReporting(parentCompanyId, locationCompanies);
return locationCompanies; }
async linkEmployeesToLocation(locationCompanyId, employees) { for (const employee of employees) { await this.contactsApi.updateContact(employee.email, { attributes: { company_id: locationCompanyId, employee_level: employee.level, department: employee.department, location_rewards_eligible: true } }); } }
async consolidateLocationSpending(parentCompanyId) { const locations = await this.getCompanyLocations(parentCompanyId); let totalSpending = 0; let totalRewards = 0;
for (const location of locations) { const locationSpend = location.attributes.annual_spend || 0; const locationRewards = location.attributes.loyalty_points || 0;
totalSpending += locationSpend; totalRewards += locationRewards; }
// Update parent company totals await this.companiesApi.updateCompany(parentCompanyId, { attributes: { consolidated_annual_spend: totalSpending, consolidated_loyalty_points: totalRewards, last_consolidation_date: new Date().toISOString() } });
// Check for corporate tier upgrades based on consolidated spending await this.tierManager.evaluateTierUpgrade(parentCompanyId, totalSpending);
return { totalSpending, totalRewards, locationCount: locations.length }; }}Transactions et contrats entreprise
Gestion des transactions
Suivez et gérez les transactions entreprise et leurs implications sur la fidélité :
class CorporateDealManager { async createCorporateDeal(dealData) { const deal = { name: dealData.dealName, company_id: dealData.companyId, attributes: { deal_value: dealData.value, deal_stage: dealData.stage, close_date: dealData.expectedCloseDate, probability: dealData.probability, deal_type: dealData.type, // 'new_business', 'renewal', 'upsell', 'expansion'
// Loyalty Program Impact loyalty_points_included: dealData.loyaltyPointsBonus, tier_upgrade_eligible: dealData.tierUpgradeEligible, volume_discount_rate: dealData.volumeDiscountRate,
// Contract Terms contract_length: dealData.contractLength, renewal_terms: dealData.renewalTerms, early_termination_clause: dealData.earlyTermination,
// Team Assignment sales_rep: dealData.salesRep, solution_engineer: dealData.solutionEngineer, success_manager: dealData.successManager } };
const createdDeal = await this.dealsApi.createDeal(deal);
// Set up deal-specific loyalty tracking if (dealData.loyaltyPointsBonus > 0) { await this.setupDealLoyaltyTracking(createdDeal.id, dealData); }
return createdDeal; }
async setupDealLoyaltyTracking(dealId, dealData) { // Create loyalty milestone based on deal closure await loyaltyService.createMilestone({ companyId: dealData.companyId, dealId: dealId, type: 'deal_closure', pointsReward: dealData.loyaltyPointsBonus, tierBonus: dealData.tierUpgradeEligible, triggerCondition: 'deal_won' });
// Set up volume discount tracking if (dealData.volumeDiscountRate > 0) { await loyaltyService.setupVolumeTracking({ companyId: dealData.companyId, dealId: dealId, discountRate: dealData.volumeDiscountRate, thresholds: this.calculateVolumeThresholds(dealData.value) }); } }
async processDealClosure(dealId, status) { const deal = await this.dealsApi.getDeal(dealId);
if (status === 'won') { // Award loyalty points for successful deal if (deal.attributes.loyalty_points_included > 0) { await loyaltyService.awardCorporatePoints( deal.company_id, deal.attributes.loyalty_points_included, { reason: 'Deal closure bonus', dealId: dealId, dealValue: deal.attributes.deal_value } ); }
// Trigger tier evaluation if (deal.attributes.tier_upgrade_eligible) { const company = await this.companiesApi.getCompany(deal.company_id); const newSpendTotal = (company.attributes.annual_spend || 0) + deal.attributes.deal_value;
await this.tierManager.evaluateTierUpgrade(deal.company_id, newSpendTotal); }
// Set up renewal tracking await this.setupRenewalTracking(deal); }
// Update deal status await this.dealsApi.updateDeal(dealId, { attributes: { deal_stage: status, close_date: new Date().toISOString(), actual_value: deal.attributes.deal_value } }); }}Analyse et reporting entreprise
Tableau de bord entreprise
Créez des analyses complètes pour les comptes d’entreprise :
class CorporateAnalytics { async generateCorporateReport(companyId, timeframe) { const company = await this.companiesApi.getCompany(companyId); const locations = await this.getCompanyLocations(companyId); const deals = await this.getCompanyDeals(companyId, timeframe); const contacts = await this.getCompanyContacts(companyId);
const report = { company: { name: company.name, tier: company.attributes.loyalty_tier, totalSpending: company.attributes.annual_spend, totalPoints: company.attributes.loyalty_points, locations: locations.length },
performance: { spendingGrowth: await this.calculateSpendingGrowth(companyId, timeframe), tierProgress: await this.calculateTierProgress(companyId), loyaltyEngagement: await this.calculateLoyaltyEngagement(companyId), volumeDiscountsSaved: await this.calculateVolumeDiscounts(companyId, timeframe) },
deals: { totalDeals: deals.length, totalValue: deals.reduce((sum, deal) => sum + (deal.attributes.deal_value || 0), 0), averageDealSize: deals.length > 0 ? deals.reduce((sum, deal) => sum + (deal.attributes.deal_value || 0), 0) / deals.length : 0, winRate: deals.filter(d => d.attributes.deal_stage === 'won').length / deals.length * 100 },
engagement: { activeContacts: contacts.filter(c => c.attributes.last_activity > this.getDateDaysAgo(30)).length, totalContacts: contacts.length, emailEngagement: await this.calculateEmailEngagement(contacts), rewardRedemptions: await this.getRewardRedemptions(companyId, timeframe) },
recommendations: await this.generateRecommendations(companyId, { spending: company.attributes.annual_spend, tier: company.attributes.loyalty_tier, engagement: await this.calculateLoyaltyEngagement(companyId) }) };
return report; }
async generateRecommendations(companyId, metrics) { const recommendations = []; const company = await this.companiesApi.getCompany(companyId);
// Tier upgrade opportunities const nextTier = this.getNextTier(metrics.tier); if (nextTier) { const spendingNeeded = this.getSpendingForTier(nextTier) - metrics.spending; if (spendingNeeded > 0 && spendingNeeded < metrics.spending * 0.5) { recommendations.push({ type: 'tier_upgrade_opportunity', title: `${nextTier} tier within reach`, description: `Increase annual spending by $${spendingNeeded.toLocaleString()} to unlock ${nextTier} benefits`, priority: 'high', potentialValue: this.calculateTierUpgradeValue(nextTier) }); } }
// Volume discount opportunities if (metrics.spending > 100000 && !company.attributes.volume_discount_enrolled) { recommendations.push({ type: 'volume_discount', title: 'Volume discount eligible', description: 'Enroll in volume discount program to save up to 15% on bulk orders', priority: 'medium', potentialSavings: metrics.spending * 0.15 }); }
// Engagement improvement if (metrics.engagement < 0.5) { recommendations.push({ type: 'engagement_improvement', title: 'Boost employee engagement', description: 'Consider employee loyalty workshops or gamification features', priority: 'medium', expectedImpact: 'Increase program utilization by 30%' }); }
return recommendations; }}Référence des méthodes de l’API
Opérations CRUD sur les entreprises
// Get company detailsconst company = await companiesApi.getCompany('comp_123456789');
// Update company attributesawait companiesApi.updateCompany('comp_123456789', { attributes: { annual_spend: 750000, loyalty_tier: 'Enterprise Platinum', last_tier_review: new Date().toISOString() }});
// Delete company (removes all associated data)await companiesApi.deleteCompany('comp_123456789');
// Get all companies with filteringconst companies = await companiesApi.getCompanies({ filters: { 'attributes.loyalty_tier': 'Enterprise Gold', 'attributes.annual_spend': '>500000' }, sort: 'attributes.annual_spend:desc', limit: 50});Requêtes avancées
// Find companies by industry and tierconst techGoldCompanies = await companiesApi.getCompanies({ filters: { 'attributes.industry': 'Technology', 'attributes.loyalty_tier': 'Enterprise Gold', 'attributes.contract_value': '>250000' }});
// Get companies due for renewalconst renewalDueCompanies = await companiesApi.getCompanies({ filters: { 'attributes.renewal_date': `<${new Date(Date.now() + 90 * 24 * 60 * 60 * 1000).toISOString()}` }});
// Find high-value inactive companiesconst inactiveHighValueCompanies = await companiesApi.getCompanies({ filters: { 'attributes.annual_spend': '>500000', 'attributes.last_activity': `<${new Date(Date.now() - 60 * 24 * 60 * 60 * 1000).toISOString()}` }});Bonnes pratiques
- Structure hiérarchique : utilisez des relations parent-enfant pour les entreprises multisites
- Reporting consolidé : agrégez les dépenses et les récompenses de tous les sites
- Gestion des niveaux : évaluez régulièrement les niveaux à partir des dépenses consolidées
- Intégration de l’équipe de compte : tenez les gestionnaires de compte informés des changements du programme de fidélité
- Attributs personnalisés : utilisez des attributs complets pour les données propres à chaque secteur
- Workflows automatisés : mettez en place des déclencheurs pour les montées en niveau et les renouvellements de contrat
Gestion des erreurs
try { const company = await companiesApi.createCompany(companyData); console.log('Company created:', company.id);} catch (error) { if (error.status === 409) { console.error('Company already exists with this name'); } else if (error.status === 400) { console.error('Invalid company data:', error.message); } else { console.error('Unexpected error:', error); }}Prochaines étapes
- Gestion des transactions - Suivez les transactions et les opportunités entreprise
- Gestion des tâches - Gérez les activités et les relances liées aux comptes
- Notes et fichiers - Documentez les interactions clients
- Analyse du CRM - Rapports et analyses avancés