Orum is sales technology that allows users to plug AI into the sales process to accelerate top of funnel with good data and more conversations. It enables users to dial hands-free, multiple numbers in parallel, automate dispositions and call outcomes in a CRM, and speak with more prospective clients. With it, users don't need to wait for Voicemails, manually dial, or fumble with account research. Orum is designed to bring everything needed in front of sales reps, and connect users with target…
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Zuora
Score8.5 out of 10
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Zuora is one of the best-known subscription billing platforms. Zuora is an enterprise-level product and, as such, provides comprehensive metrics, tax automation, and support for multiple currencies. It also offers Salesforce and NetSuite integration out-of the-box. It often replaces cumbersome ERP (enterprise resource planning) systems that does not focus exclusively on billing.
Orum is especially well-suited for companies that have high top-of-funnel activity metrics. High-velocity and high-volume sales are more easily facilitated by Orum. Orum is especially useful for industries where cold calling still means conversion. Orum is a must-have in any early-stage startup's tech stack.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Zuora is great for smaller subscription businesses that have a limited number of simple or basic products. As more products are added to the catalog, the ability to report on specific product performance has become more challenging. Similarly, as our number of customers has grown significantly over the past few years, the extraction of data through export files is more of a challenge to capture all data points.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The implementation of Zuora is very helpful. Their interactive training guides are one of the best I've used. It is very thorough and any salesperson can learn how to use it very quickly.
Their subscription management offers many ways to sell a subscription. These subscriptions can be evergreen (renewing every month) or termed subscriptions. The subscriptions can be amended to add/remove products very easily.
The ability to quickly pass through large amounts of usage data for our clients is allowing us to perform billing in a time-effective manner. Once usage data is loaded, a few clicks and all of the invoices for our client base can be generated. Invoices are clean and detailed which help us maintain a good customer experience even with our somewhat complex billing model. The reporting is extremely helpful in calculating the end of month commissions, recognizing and deferring revenue, and overall bookkeeping.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Calls get cut off more regularly than I would expect. I am not sure if that is an issue on Orum's end, but I don't think it is a network issue either so I am not sure why.
In the search lists, it would be nice if we could add favorite cadences or separate by our own.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
User Interface - Zuora's UI is still a weak point, however, this is negated through the use of its API's. Zuora has done a lot of work in releasing new products to limit its UI experience and the addition of Orders allows for more functionality to reduce the UI issue.
Complex system - This is both a pro and a con, but in this instance, it is a con because we may not have taken the time to truly understand the implications of all the options that were available. the Flexibility is great however if you do not take the time to understand the product and what problem you are trying to solve, you can make life difficult for yourself later down the track. Take the time to map out your approach end to end and ensure your assumptions at the start are robust.
Reporting - reporting is weak as such we have moved away to our own reporting data warehouse.
Our business is now, more than ever, focused on our core business rather than homegrown support tools for quoting, contracts, billing, invoicing, payments and the rest of the subscription economy. We evaluated other solutions and found this the best and most viable solution given the strong ties to Salesforce and it's integration. Zuora works, and it works well.
Very easy to pick up and use. I was involved in the trial phase all the way through to implementation, and actually defined the internal Orum process for the company. Given my involvement I was very hands on and involved in training the bulk of the team, and found that many if not all users picked the tool up very quickly and it was very easy to document the process due to the usability. The only sticking point tended to be the CRM integration for loading in contacts to lists as this was a little bit fiddly, however the actual tool is super easy to use
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I had 20+ years of accounting experience before taking on the revenue role. I had several things to [learn] but was able to easily master the software in a matter of weeks. Zuora is our preferred billing platform that we currently use - very efficient and much more automated than our other platform/process.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
There have only been a few days/instances in the past 2.5 years of using zuora that I, personally have had issues or been notified of issues relating to Zuora.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Zuora does a superb job for all the tasks I use it for. Billing - it is trustworthy and accurate. Customer data- it holds it and keeps past records for even cancelled accounts, and subscription builds - it has the ability to make very difficult subscriptions seem easy.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A support request is emailed to their support team, then an automated response is sent to you in a couple hours saying "Hey, someone will take a look at your support request soon". Then somewhere around 12-18 hours later, an actual support member responds with "Have you checked out our tutorials? Here's one that sounds like it might help you". I don't want a tutorial given to me that I've already read through that only exists because of the terrible user design of Zuora's user interface
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I think Zuora did a great job. However, they could have provided more guidance on how to deal with out Payment Gateway and Processor provider, as well as guidance around providing a Mobile Responsive experience for sites using the Zuora HPM.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I have both Orum and Outreach but use Orum for instances where I need to call at scale. Outreach is designed for one-off calls but does not have nearly the breadth and quality of resources for dialing at scale that Orum does.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Zuora provides way more functionality than Recurly or SaaSOptics as a billing engine. However, it is not a general ledger system like NetSuite ERP, it is still designed to be primarily a billing function that feeds into a general ledger via automated general entries. It has simplified our invoice management and automated billing while connecting with Salesforce for high-powered reporting and cross-departmental collaboration. The automation of revenue recognition has the potential to significantly reduce the time spent on accounting close by a few days.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
As a BDR, setting meetings is how I get most of my Bonus, and Orum has allowed me to do this more easily by reaching more prospects
Whereas before I may only be able to make 500 calls a week if I really grinded, I can make 1,000+ calls a week using Orum even easier
Orum's masking of my number has allowed me to get on the phone with folks that had seemingly been ghosting me for months, which has allowed me to grow my business
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
