Tajo 사전 이용 신청

이름과 이메일 주소 또는 전화번호를 입력해 주세요. Tajo 이용 방법을 안내해 드립니다.

회사 관리

Brevo CRM Companies API를 사용하면 Tajo 플랫폼 안에서 엔터프라이즈 로열티 프로그램을 위한 B2B 관계와 기업 계정을 관리할 수 있습니다.

개요

회사 관리는 다음과 같은 경우에 꼭 필요합니다.

  • 대량 리워드와 등급 관리를 포함한 기업 로열티 프로그램
  • 전담 어카운트 매니저가 배정되는 B2B 고객 관계
  • 회사 단위 애널리틱스를 활용한 엔터프라이즈 영업 추적
  • 로열티를 중앙에서 관리하는 다지점 사업체
  • 특별 가격과 리워드를 제공하는 파트너 및 리셀러 프로그램

빠른 시작

회사 생성

POST https://api.brevo.com/v3/companies
Content-Type: application/json
api-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"
}
}

응답

{
"id": "comp_123456789",
"name": "Acme Corporation",
"created_at": "2024-01-25T14:30:00Z",
"updated_at": "2024-01-25T14:30:00Z"
}

엔터프라이즈 로열티 연동

기업 계정 설정

로열티 프로그램과 연동되는 기업 계정을 종합적으로 설정합니다.

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
});
}
}

기업 등급 관리

B2B 계정을 위한 정교한 등급 관리를 구현합니다.

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';
}
}

다지점 관리

지점 계층 구조

복잡한 다지점 기업 구조를 관리합니다.

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
};
}
}

기업 거래와 계약

거래 관리

로열티에 영향을 주는 기업 거래를 추적하고 관리합니다.

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
}
});
}
}

기업 애널리틱스와 리포팅

엔터프라이즈 대시보드

기업 계정을 위한 종합 애널리틱스를 구성합니다.

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 메서드 레퍼런스

Companies CRUD 작업

// Get company details
const company = await companiesApi.getCompany('comp_123456789');
// Update company attributes
await 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 filtering
const companies = await companiesApi.getCompanies({
filters: {
'attributes.loyalty_tier': 'Enterprise Gold',
'attributes.annual_spend': '>500000'
},
sort: 'attributes.annual_spend:desc',
limit: 50
});

고급 쿼리

// Find companies by industry and tier
const techGoldCompanies = await companiesApi.getCompanies({
filters: {
'attributes.industry': 'Technology',
'attributes.loyalty_tier': 'Enterprise Gold',
'attributes.contract_value': '>250000'
}
});
// Get companies due for renewal
const renewalDueCompanies = await companiesApi.getCompanies({
filters: {
'attributes.renewal_date': `<${new Date(Date.now() + 90 * 24 * 60 * 60 * 1000).toISOString()}`
}
});
// Find high-value inactive companies
const inactiveHighValueCompanies = await companiesApi.getCompanies({
filters: {
'attributes.annual_spend': '>500000',
'attributes.last_activity': `<${new Date(Date.now() - 60 * 24 * 60 * 60 * 1000).toISOString()}`
}
});

권장 사례

  1. 계층 구조: 다지점 회사에는 상위-하위 관계를 사용합니다
  2. 통합 리포팅: 모든 지점의 지출과 리워드를 합산합니다
  3. 등급 관리: 통합 지출액을 기준으로 등급을 정기적으로 재평가합니다
  4. 어카운트 팀 연계: 로열티 프로그램 변경 사항을 어카운트 매니저에게 계속 공유합니다
  5. 커스텀 속성: 업종별 데이터를 담을 수 있도록 속성을 폭넓게 활용합니다
  6. 자동화된 워크플로: 등급 상향과 계약 갱신에 대한 트리거를 설정합니다

오류 처리

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);
}
}

다음 단계

  • 거래 관리 - 기업 거래와 영업 기회를 추적합니다
  • 업무 관리 - 계정 관련 활동과 후속 조치를 관리합니다
  • 노트와 파일 - 고객 상호작용을 기록합니다
  • CRM 애널리틱스 - 고급 리포팅과 인사이트

Tajo 사전 이용 신청

이름과 이메일 주소 또는 전화번호를 입력해 주세요. Tajo 이용 방법을 안내해 드립니다.

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