Likelihood to Recommend
In terms of managing a subscription business, there is nothing better. For more complex businesses, with multiple locations and multiple products, Zuora can still fit your needs, however, please give consideration to setting up your product catalog first before progressing. This will save you time and money and will allow you to get the most out of Zuora. Zuora has a large amount of flexibility once you understand the product and a sound understanding of the product catalog is crucial to the success of your business. Zuora pushes you to simplify your business and focus on what matters for your customers.
- The CPQ quote engine makes our quoting much simpler and allows us to configure quotes quickly. The added advantage is it allows to turn the quotes in to subscriptions at the click of a button when the business is won.
- One of the great things is the one you least think about. It simply sits in the background and does its job. Each subscription is configured to be invoiced and payments collected on daily schedules. We only know when things aren't right - which is rare.
- Having the subscription information in Salesforce is a godsend. We have used the power of Salesforce workflows, formulas, reporting etc to make this data work for our customer-facing teams.
- The user interface is a disaster. There are many things that make no sense, such as clicking on a hyperlinked Subscription number that takes you to an invoice instead of the subscription.
- Extremely limited customization capability to improve poor UI
- Searching/reporting is very weak and difficult to use. The format of exported data is at least different than what many other systems tend to use. I find it unintuitive and difficult to manipulate or perform tasks such as vlookups and filtering; perhaps it's really smart and I just don't get it
- The concept of a credit memo does not exist...yet. They keep promising it but have not delivered. Their solution has been Invoice Adjustments and Invoice Item Adjustments, which at least don't make sense for my business.
Likelihood to Renew
Based on 13 answers
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.
Based on 17 answers
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.
Reliability and Availability
Based on 2 answers
Based on 12 answers
While responsiveness is great, sometimes it can take some time for them to tell us what's going on, even if the problem is not really a Zuora issue, but rather an issue on our side.
Based on 2 answers
Based on 2 answers
Based on 9 answers
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.
We had attempted to move away from Zuora last year due to the high cost, but were unable to because: Intacct did not support our payment gateway or have SalesForce quoting Recurly does not have usage tiers in their SalesForce quoting QuickBooks does not have the bells and whistles. Essentially Zuora has everything we need to run our business, it is just very expensively, which would be the only reason we would leave in the future.
Return on Investment
- We've been able to close deals faster with the implementation of Z-Force Quotes and DocuSign within Salesforce. Plus, this puts the tools in the hands of sales to do the work, not support staff. Added bonus of having better information within Salesforce in regards to previous quote history and current subscription numbers.
- Our finance team is better able to act like gatekeepers in some instances when it comes to the kinds of deals that get created because the product catalog and pricing plans are more standardized. A plus in transparency between sales and finance.
- Standardizing your product catalog into a model that works within Zuora can be challenging IF, as a business you've not already formalized your catalog and you do a lot of non-standard things like packaged deals or 'bundling' as some people call it. Having a successful Zuora implementation may mean being flexible in how you sell, but the good news is that making that standardization is good for the entire company, not just sales and finance.
- There is a real sense that you need to find the ROI in Zuora, especially in the early stages but I don't think most people will. When you have to migrate part of your accounting & business to Zuora it shines a very bright light on a lot of flaws you may already have. It takes time to adjust and normalize data in Zuora and in many cases you may not get the kind of accurate business reporting (churn, MRR, ARR) you were hoping for in the first year if your subscription business is based on annual or multi-year deals. If you're monthly, you should have none of these issues.
- Customer service has greatly improved. Our team has better transparency into the subscriptions of our customers and it makes it easier and faster for our CSA staff to zero in on the products and services our customers are using.
- Sales has much better information at their fingertips in Salesforce to help them make better sales.
- Making the migration from wherever you are into Zuora can be very challenging. In our case we had a homegrown solution so the migration was a bit difficult. Post-migration we felt a bit like we got kicked out of the nest with some rising frustration. This has since changed with added account management and increased support.
Premium Consulting/Integration Services—
Entry-level set up fee?