SalesIntel vs. Zuora

SalesIntel is well suited for those times when you have not been able to reach the DM through the normal channels. SI will often include personal email addresses as well as direct line or mobile phone numbers. The platform also provides information and other pertinent press releases and updates. Such as, new funding, potential mergers, and other relevant company announcements

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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.

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• I like the ability to be very granular in my search for information to expand my pipeline.
• The platform is easy to use and exporting lists is by far one of the best features for how I currently use it.
• It integrates well with several CRM platform and there are some options for exporting and downloading lists.

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• 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.

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• I have found contact information that was inaccurate. Since the information is human verified, there should be some type of on-going audit to catch those.
• It would be nice to have some type of rating system along with the human verified options for the information. Perhaps a 5 star rating that aligns with how recent the info has been verified.
• it would be nice to have the option to upload my current CRM list for SalesIntel to verify my list is accurate.

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Independently Invited by TrustRadius

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• 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.

It is fairly intuitive, and the salespeople found it to be effective and did not need much training or support to use it.

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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.

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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.

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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.

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Invited by TrustRadius (TR) on Vendor's Behalf

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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

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Invited by TrustRadius (TR) on Vendor's Behalf

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

The onsite was so helpful and worth the hours spent. All three people that came to represent Zuora had a lot to offer.

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It was reliable.

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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.

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Invited by TrustRadius (TR) on Vendor's Behalf

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

SalesIntel was comparable and a good overall value when compared to competitors. It was not overly complex and the data, although not perfect, was on par with more expensive services.

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Independently Invited by TrustRadius

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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.

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Independently Invited by TrustRadius

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 product is capable of a lot, small companies and large companies can utilize it with ease

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• The ROI is impacted by the intangibles of using the platform. As our team goes through the learning curve, we establish better collaboration skills and celebrate the 'aha' moments. SalesIntel is feature rich and we've just scratched the surface.
• One of the coolest added features is the ability to request information on demand. Once I've established a company qualifies for what we offer, even if I cannot locate human verified contact information for DM's, I can request info for the specific titles that I need to speak with about our solution.

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Independently Invited by TrustRadius

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

• Poor support has slowed down our implementation of features and resolution of issues
• Lack of flexibility has led to some complex and unwieldy workaround solutions
• No useful built in AR reporting so we had to come up with our own solution
• Challenges with finance due to unreliability of Salesforce sync