कंपनी प्रबंधन
Brevo CRM Companies API की मदद से आप Tajo प्लेटफ़ॉर्म के भीतर एंटरप्राइज़ लॉयल्टी प्रोग्राम के लिए B2B रिश्ते और कॉर्पोरेट अकाउंट मैनेज कर सकते हैं.
अवलोकन
कंपनी प्रबंधन इन कामों के लिए ज़रूरी है:
- कॉर्पोरेट लॉयल्टी प्रोग्राम थोक रिवॉर्ड और टियर प्रबंधन के साथ
- B2B ग्राहक संबंध समर्पित अकाउंट मैनेजर के साथ
- एंटरप्राइज़ सेल्स ट्रैकिंग कंपनी-स्तर के एनालिटिक्स के साथ
- कई लोकेशन वाले कारोबार केंद्रीकृत लॉयल्टी प्रबंधन के साथ
- पार्टनर और रीसेलर प्रोग्राम ख़ास प्राइसिंग और रिवॉर्ड के साथ
क्विक स्टार्ट
कंपनी बनाएं
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" }}रिस्पॉन्स
{ "id": "comp_123456789", "name": "Acme Corporation", "created_at": "2024-01-25T14:30:00Z", "updated_at": "2024-01-25T14:30:00Z"}एंटरप्राइज़ लॉयल्टी इंटीग्रेशन
कॉर्पोरेट अकाउंट सेटअप
लॉयल्टी प्रोग्राम इंटीग्रेशन के साथ पूर्ण कॉर्पोरेट अकाउंट सेट अप करें:
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 }); }}कॉर्पोरेट टियर प्रबंधन
B2B अकाउंट के लिए बेहतर टियर प्रबंधन लागू करें:
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'; }}कई लोकेशन का प्रबंधन
लोकेशन पदानुक्रम
जटिल मल्टी-लोकेशन कॉर्पोरेट ढांचों को मैनेज करें:
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 }; }}कॉर्पोरेट डील और कॉन्ट्रैक्ट
डील प्रबंधन
लॉयल्टी पर असर डालने वाली कॉर्पोरेट डील को ट्रैक और मैनेज करें:
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 } }); }}कॉर्पोरेट एनालिटिक्स और रिपोर्टिंग
एंटरप्राइज़ डैशबोर्ड
कॉर्पोरेट अकाउंट के लिए विस्तृत एनालिटिक्स बनाएं:
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 ${nextTier} benefits`, priority: 'high', potentialValue: this.calculateTierUpgradeValue(nextTier) }); } }
// Volume discount opportunities if (metrics.spending > 100000 && !company.attributes.volume_discount_enrolled) { recommendations.push({ type: 'volume_discount', title: 'Volume discount eligible', description: 'Enroll in volume discount program to save up to 15% on bulk orders', priority: 'medium', potentialSavings: metrics.spending * 0.15 }); }
// Engagement improvement if (metrics.engagement < 0.5) { recommendations.push({ type: 'engagement_improvement', title: 'Boost employee engagement', description: 'Consider employee loyalty workshops or gamification features', priority: 'medium', expectedImpact: 'Increase program utilization by 30%' }); }
return recommendations; }}API मेथड संदर्भ
Companies CRUD ऑपरेशन
// Get company detailsconst company = await companiesApi.getCompany('comp_123456789');
// Update company attributesawait companiesApi.updateCompany('comp_123456789', { attributes: { annual_spend: 750000, loyalty_tier: 'Enterprise Platinum', last_tier_review: new Date().toISOString() }});
// Delete company (removes all associated data)await companiesApi.deleteCompany('comp_123456789');
// Get all companies with filteringconst companies = await companiesApi.getCompanies({ filters: { 'attributes.loyalty_tier': 'Enterprise Gold', 'attributes.annual_spend': '>500000' }, sort: 'attributes.annual_spend:desc', limit: 50});एडवांस्ड क्वेरी
// Find companies by industry and tierconst techGoldCompanies = await companiesApi.getCompanies({ filters: { 'attributes.industry': 'Technology', 'attributes.loyalty_tier': 'Enterprise Gold', 'attributes.contract_value': '>250000' }});
// Get companies due for renewalconst renewalDueCompanies = await companiesApi.getCompanies({ filters: { 'attributes.renewal_date': `<${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()}` }});सर्वोत्तम तरीके
- पदानुक्रमित ढांचा: कई लोकेशन वाली कंपनियों के लिए पैरेंट-चाइल्ड संबंधों का उपयोग करें
- समेकित रिपोर्टिंग: सभी लोकेशन का ख़र्च और रिवॉर्ड एक साथ जोड़ें
- टियर प्रबंधन: समेकित ख़र्च के आधार पर नियमित टियर मूल्यांकन करें
- अकाउंट टीम इंटीग्रेशन: लॉयल्टी प्रोग्राम में बदलावों की जानकारी अकाउंट मैनेजर तक पहुंचाते रहें
- कस्टम एट्रिब्यूट: उद्योग-विशिष्ट डेटा के लिए विस्तृत एट्रिब्यूट का उपयोग करें
- ऑटोमेटेड वर्कफ़्लो: टियर अपग्रेड और कॉन्ट्रैक्ट रिन्यूअल के लिए ट्रिगर सेट अप करें
एरर हैंडलिंग
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); }}अगले कदम
- डील प्रबंधन - कॉर्पोरेट डील और अवसरों को ट्रैक करें
- टास्क प्रबंधन - अकाउंट की गतिविधियां और फ़ॉलो अप मैनेज करें
- नोट्स और फ़ाइलें - ग्राहक बातचीत का दस्तावेज़ीकरण करें
- CRM एनालिटिक्स - एडवांस्ड रिपोर्टिंग और इनसाइट