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Upravljanje podjetij

API Brevo CRM Companies vam omogoča upravljanje odnosov B2B in poslovnih računov za programe zvestobe velikih naročnikov na platformi Tajo.

Pregled

Upravljanje podjetij je bistveno za:

  • Poslovne programe zvestobe s količinskim nagrajevanjem in upravljanjem ravni
  • Odnose s strankami B2B z namenskimi skrbniki računov
  • Spremljanje prodaje velikim naročnikom z analitiko na ravni podjetja
  • Podjetja z več lokacijami s centraliziranim upravljanjem zvestobe
  • Partnerske in preprodajne programe s posebnimi cenami in nagradami

Hitri začetek

Ustvarjanje podjetja

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"
}
}

Odgovor

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

Integracija zvestobe za velike naročnike

Nastavitev poslovnega računa

Nastavite celovite poslovne račune z integracijo programa zvestobe:

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
});
}
}

Upravljanje poslovnih ravni

Vzpostavite dovršeno upravljanje ravni za račune 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';
}
}

Upravljanje več lokacij

Hierarhija lokacij

Upravljajte zapletene strukture podjetij z več lokacijami:

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
};
}
}

Poslovni posli in pogodbe

Upravljanje poslov

Spremljajte in upravljajte poslovne posle z učinki na zvestobo:

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
}
});
}
}

Poslovna analitika in poročanje

Nadzorna plošča za velike naročnike

Ustvarite celovito analitiko za poslovne račune:

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;
}
}

Referenca metod API

Operacije CRUD nad podjetji

// 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
});

Napredne poizvedbe

// 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()}`
}
});

Najboljše prakse

  1. Hierarhična struktura: Za podjetja z več lokacijami uporabite razmerja med nadrejenimi in podrejenimi enotami
  2. Konsolidirano poročanje: Porabo in nagrade seštevajte po vseh lokacijah
  3. Upravljanje ravni: Redno ocenjujte ravni na podlagi konsolidirane porabe
  4. Vključenost ekipe za račune: Skrbnike računov obveščajte o spremembah v programu zvestobe
  5. Atributi po meri: Za podatke, značilne za panogo, uporabite celovite atribute
  6. Avtomatizirani poteki dela: Nastavite prožilce za nadgradnje ravni in podaljšanja pogodb

Obravnava napak

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);
}
}

Naslednji koraki

Zaprosite za zgodnji dostop

Vnesite ime ter e-poštni naslov ali telefonsko številko. Poslali vam bomo podrobnosti o dostopu do platforme Tajo.

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