Reviews (51-75 of 135)
- It is a helpful tool for processing payments and refunds in some cases.
- It helps us to pull all sort of data related to aging.
- It is helpful for marketing as well.
- In my opinion it should have more detailed tabs.
- Financial reporting.
- Online training
- In-person training
- Zuora has capability for analysis of financial data and provides managerial reports for decision making.
- Zuora has automated renewal of payments automatically.
- Once card details and payment frequency [are[ updated the AR part is made easy.
- Report for Aging giving date wise
- Web interface is designed pretty well, easy to navigate
- Easy to create customized reports
- Integration with other platforms
- setup was a pain
- ur system does not allow for a real AR aging that ties to a credit balance on each account
- Subscription based billing is handled very well.
- Product catalog is very flexible.
- Discounting features.
- Billing adjustments
- Invoicing templates
- Zora is best in reporting and it gives the flexibility to change the kind of reporting as per the user and his requirements . any report can be added by the users himself .
- If I talk about the finance point of view, it should add the functionality to search for the specific check number.
- zuora has not been able to add the name of the products to the invoices.
- Clean UI. The color is green/teal.
- Billing and payment cycles.
- Data pulls are nice.
- Setting up zuora to be used as a general ledger.
- Zuora integrates well with our CRM
- Zuora is built to allow customization which is a must for our products.
- Zuora allows us to send email notifications to our customers before their renewal date so they are reminded they are up for renewal.
- While Zuora allows for billing notifications, the ability to segment who those emails go to is limited. We need to able to breakdown notifications by state/province, language, country, and other traits, but right now those breakdowns are limited to just country.
- It's nice that Zuora is robust and has so many features, but that also makes it challenging to train new users.
- Products are easy to use and create with Zuora
- Much customization from email templates to billing to products.
- Recurring billing and reporting.
- They don't have very many out of the box payment plan options so that takes a lot of work to set up.
- Back end functions and making billing/subscription modifications are complicated.
- No list price field for products, at least with how we are using it so we had to build a workaround to have a visible list price.
- Zuora is great for providing structure to subscription management.
- Zuora is integrated with Salesforce.com, which we use as our CRM.
- Zuora is great at tracking changes made to a subscription.
- The user interface is behind the times.
- Making change to a subscription is very painful.
- Finding the information you need can be difficult.
Zuora allows us to automate our billing process as well as provides flexibility to adjust our products and prices, which was much more limited using out of the box Salesforce opportunity products previously.
- The sync with Salesforce. The ability for Zuora and Salesforce to sync eliminates manual transfer of data and areas of human error.
- Flexibility of setup. With all the various types of products and different revenue recognition rules, Zuora allows us to set up the rules we need to fit our business model.
- Ease of use. Creating and posting bill runs is simple and straight forward. With a few clicks of a button you are able to create and post invoices for all customers.
- The service team. I have had a great experience working alongside the Zuora consultant team. They have been easy to work with and have the ability to suggest effective solutions to ensure Zuora meets our business requirements.
- The new reporting module is definitely a step in the right direction, but the reporting module could still be better. Mirroring the drag and drop functionality of Salesforce would be great with the ability to create custom dashboards from the data. The 'run detail' vs 'run summary' reporting is a bit confusing. The 'Hide details' functionality in Salesforce would be better. Also, the fact that you can not provide a link directly to a Zuora report is pretty frustrating.
- Ability to bulk import quotes from the SF side that integrates with Zuora. During our Zuora setup we were very surprised that the ability to bulk create Zuora quotes that sync to Zuora was not possible. This caused a real headache for our setup and it would be great if Zuora allowed for this.
We are now able to work in a more agile manner to address a changing market.
- Credit card capture. Very easy to integrate with our web portal; we've had zero issues with it.
- Notification of issues on the Zuora side. The team is very proactive about any problems they're encountering; I feel like I always know what's going on.
- API access. The Zuora API is relatively easy to use and we have notifications integrated into our product.
- The API can be a little obtuse. Customization of fields sent during a notification would be nice. As it stands, we get a notification that something has changed and then we call back into Zuora to get the specifics. It'd be nice to avoid that second call.
- You can manage subscriptions, for instance, really easily and keep your customer updated on any change thanks to the automatic notifications system.
- Any change done on accounts is updated in real time.
- It gives a lot of possible inputs to use in order to look for the required information.
- Probably a nicer graphic layout.
- Reporting is of great use to determine what products a customer is utilizing.
- Being able to automatically generate invoices and send them out to clients is a main feature we use.
- Zuora allows us to manage and maintain all aspects of our customer and their usage through a single interface.
- While reporting is great, generating the reports you need could be a little easier.
- Invoices can be quite long and confusing based on the services a client is utilizing.
- Hard to read invoices.
If you need to understand what products your customers are utilizing, the reporting is great. It may just take you a while to get the right report.
- Very good overview on customer-accounts startpage. All relevant information at first sight.
- Convenient search for payments and customer-accounts.
- Stable server availability.
- We have synchronization issues with our database causing delays in payment and subscription statuses.
- Some processes need to be confirmed too often. I don't want to be asked three times if I want to process a refund. Could save some clicks.
- We have one annoying unresolved bug that allows Zuora to create more than one active subscription. This causes double-payments.
Overall I'm satisfied with the interface and daily operations.
- Integrates well with Salesforce CRM.
- Allows high levels of flexibility for different payment schedules.
- zuora is not "fast" and thus not a good solution for transactional sales processes like ours.
- zuora is hard to understand for its average user, typically an accountant, outsourced cfo, etc.
- zuora customer support is slow to respond when instant reply is typically desired.
- zuora reporting is not on par with other start ups in the space and requires considerable learning and customization, leads to poor understanding of data trends.
More appropriate: enterprise, long cycle sales process that requires a lot of documentation
- Helpful for managing our multi-channel sales process.
- Very expensive to get to an "MVP" implementation and initial set-up.
- Subscription modifications through amendments. Allows for tracking the life of a campaign and changes through each amendment
- Reporting. The new reporting interface allows to build out custom reports that meets the needs of different departments.
- Ease of account/subscription set up. Its fairly easy to create and set up accounts as needed in order to keep up with new business.
- Usage based subscriptions for advertising is particularly difficult to navigate as there is minimal flexibility.
- No statement of account reporting, which would be highly valuable in order to provide detailed list of transactions to customers YTD.
- Credit memos/debit memos would be helpful, as the revision process is extremely time consuming. Especially, when involving salesforce integrations.
- Pricing changes are driven by the UI, which is relatively easy, and can go into effect quickly without operations or development getting involved. We even have the ability to update our prices in real time because of the way we integrated with Salesforce.
- For what we do, Salesforce and Zuora has been an integral integration for our business. Creating reports in SFDC that tie into Zuora is painless, but there are some small limitations to this integration most likely due to the API. Creating dashboards can be a pain in Salesforce due to the limitations of the integration with Zuora.
- The revenue calculations are automated and require no manual touch (which is nice when dealing with a large volume of orders). It is also beneficial that the subscriptions tie in with all of the booking information in SFDC allowing us to perform a quick validation before activating a subscription. The turnaround time to invoice after activating subscriptions is almost immediate.
- The reporting is a bit difficult to work with for those of us who don't use Zuora as a primary means of reporting. There are a large number of fields that you can pull into a report but it is pretty much overkill and some fields are unnecessary to be included with certain reports. The billing can be frustrating when the system does not align with the rev rec schedule so requires manual touch at the end of the month.
- Selling through channel partners can be somewhat of a pain. We've made it work, but now that we are expanding our channel sales we're running into a slew of problems with certain hierarchy's and invoicing.
- Experience some technical difficulties with Z-Quote integration in Salesforce that requires me to manually set up an account or subscription which wastes valuable time when dealing with a large quantity of orders in a given day.
- Salesforce integration is key here with the ability to have sales people build out product quotes with flexible rate plans pushing new subscriptions into Zuora and have those Zuora subscriptions and financials visible within Salesforce to further empower sales.
- Zuora is a solid subscription billing & management platform that is constantly evolving with new releases & fixes - many of which are derived from direct customer feedback. The platform is flexible enough to allow for different kinds of subscription models
- Support, Support & Support. Zuora has grown their support staff and added additional account managers which helps enormously in the first year of operating on Zuora.
- Zuora's API endpoints affords outstanding development opportunity to integrate. We've used it for provisioning internally, mixed reporting & admin controls. It's very flexible.
- Marketing! Zuora does an outstanding job on marketing themselves and their solution. This can be a really helpful thing if you believe in the solution and need to sell the solution internally both upstream and across functional silos.
- What I believe is also a strength is unifying your business so you can focus on your core. If your core business is not subscription management, CPQ (cost-price-quote) and the financial aspects that go with it you can streamline your business down to your core. This is not something Zuora promotes but it's a happy side-effect.
- User adoption and training in my opinion is one area where Zuora can improve. They have a Zuora University program which I think is essential for people that will be users. However, the system changes often and many times users can't remember how to accomplish something. It's a challenging learning curve for finance people that may have to live in this system on a day-to-day basis, but the UI is easy to learn.
- Account management can use a little improvement. We had virtually none when we first started but a lot has changed internally with Zuora since then and we've since been assigned an account manager. I'd like to see more frequent touching from the account manager to check and make sure things are working and not just with IT but finance people, end-users.
- Reporting. The reporting in Zuora is pretty good and in my opinion better in some ways than Salesforce. Having said that, there is definitely room for improvement. They do make frequent releases to the product that helps the UI including reporting, but they seem like small changes to me. I'd like to see more advanced reporting features and a more robust system to accomplish that. For 80%+ of Zuora users, the reports and engine will be fine for you.
- The automatic emails are definitely one of the things I love about Zuora. I don't have to worry about manually sending emails to clients with past due invoices, in fact all I see is their reply with the solution. Saves a ton of time.
- Zuora keeps my clients credit card or banking information safe. Not even the people in my company with access to Zuora can see my clients' payment info.
- One of the things find more useful is the "Bill runs" and "Payment runs." It allows me to automatically send invoices and payment confirmation emails to all my clients in seconds.
- I would like to be able to edit the invoices and subscriptions after posted or saved, sometimes my clients want to change the products after receiving an invoice and because I can't edit it I have to create a new invoice with a different number and It leaves a lot of room for confusion plus it takes more time and work.
- Reporting from Zuora was not very friendly at the beginning but it has improved a lot lately.
- I would love to be able to search payments by reference, when a client tells me they paid something by cheque It's impossible for me to find out if the cheque was applied to a different invoice or client. I put the cheque number as "Reference ID" in the payment but I can't search by reference ID.
- Manages subscription services specifically.
- Can be altered to fit your particular business needs.
- Their User Interface and User Experience is absolutely garbage.
- They could benefit from more extensive user research and feedback. I feel like they've never had any communication with their users about the ease of using their products.
- Make simpler ways to complete tasks. This could be done if they hired a UI/UX Designer. I am convinced they've never thought of hiring one.
- Before implementing Zuora, managing the deferred revenue required us to maintain a spreadsheet and reconcile it monthly against our accounting system. After implementing Zuora, our deferred revenue is now managed by Z-Finance and has greatly decreased the closing process. It has allowed our staff to focus on other areas, rather than spending a couple hours making sure that all deferred revenue has been posted properly.
- Before implementing Zuora, we had to manually create invoices for clients based on the information the sales team generated in an Excel spreadsheet. This spreadsheet was our old way of presenting quotes to clients. However, this would often produce many errors in the calculations, etc. After implementing Zuora, we were able to control the pricing and presentation of quotes in the backend, while the sales team only had to focus on getting the sale. This has allowed us to focus more time on making sure that more opportunities are being won, rather than worrying if the numbers are correct.
- Accepting payments from our customers wasn't too bad when it came to methods other than credit cards. However, anytime a customer would like to make a credit card payment, the process was always time-consuming and required multiple forms. Now with Zuora, I can enter the credit card information pretty quickly and Zuora stores the information safely, allowing the customer to just send us a notification that we can process their payment, rather than having them fill out multiple forms every time.
- I wish there was a more straight-forward way of processing write-offs. I've had to change our method a few times because of how the transactions were affecting our revenues. I've had to create my own way, outside of the knowledge center, that now works for us. However, this took some experience and testing to finally figure out.
- I would like to see Zuora set up the product catalog to allow for physical items that are sold. This way, I don't have to create a "rate plan" for a printer. I realize that Zuora is used mainly for cloud-based and subscription services, however, I feel that there are enough companies that might provide a physical item along with a service/software.
- I wish the invoice and email templates were a little more visual (without the need for only HTML or Text.) Word mailmerge for designing templates is very cumbersome that requires testing for multiple use cases to make sure the generated invoice/PDF will display correctly.
However, for managing different configurations of our software products, Zuora works well. It allows for the sales team to be consistent, while also allowing us to customize different bundles for all possible selling situations.
- Zuora is highly flexible in what can be done through the rest API. Our business builds a lot of custom apps that integrate with Zuora, giving us the flexibility of setting up subscriptions how we want without needing to worry about the complex calculations that are done behind the scenes.
- Zuora, as a company, is incredibly receptive to feedback and have developed new features specifically for our business because of the value they saw it could bring to other customers.
- Zuora does a great job at keeping our team in the loop on upcoming releases. Many times we're able to beta features to give our feedback and help them create an overall better product which is key in any partnership.
- Zuora's integration with our financial ERP is lacking a lot of flexibility that our business was looking for (taxation and discounts on same line level, customer field syncing, etc.). Over the past few months, though, they've made an effort to gather our feedback and start building a revamped version.
- Having a separate product rate plan charge for discounts makes it difficult to give a cohesive experience to the end user. As a business we think about discounts as being an attribute of the initial product rate plan charge, not an entirely separate line item.
- Searching in Zuora (for specific customers, invoices, etc.) is very slow and often fails while trying to search.
- Bookings and Churn Reporting
- Subscription tracking by customer
- Reporting capability - user friendly building of reports
- Improving invoicing for usage base recurring revenue
Zuora is predominantly used by our finance, sales and product management teams. General tasks across the business include: billing, pro-rations, credits and a wide range of other tasks.
- Pricing changes are UI driven, easy, and can go into effect immediately without operations or development involvement. As a product manager, I could even update our prices on the website in real time because of the way we integrated.
- Sales people (depending on privileges) can update individual subscriptions to accommodate upgrades, discounts, credit notes, or other modifications without involving anyone else.
- The integration and flexibility of zuora to intuitively adopt our multiple subscription and product platform is integral to a seamless order to cash process.
- Zuora makes invoicing quick and easy. This allows us to combine one-time, recurring and usage charges on a single invoice.
- The majority of features needed are not out of the box, this took some time to configure and implement the solution. The API is not very well documented and this caused our development team some hassle when on-boarding the solution.
- Subscription Management Workflows. Once you have a subscription set up and for example, needed to make two changes, you have to do two separate T&C amendments. You cannot simply hit amend and make both changes at once. So what you thought would be only a couple of clicks on the mouse, turns into several clicks.
- When cancelling a subscription the system generates a pro-rated invoice that has caused confusion with our customers, where they think it's a credit note.
The solution allows us to make quick and easy amendments to subscriptions, raise credit notes at the click of a button and meet the demands of all billing models.
- The way the system is structured allows our business to bill just about any way with minimal back-end support
- The quickness by which Zuora can process invoices is huge for our company as we bill 10s of thousands of customers monthly within one day.
- The Zuora support team sometimes takes more than one iteration to understand what the problem that needs to be addressed is
- The revenue recognition software could use a little polishing to ensure that the intricacies are included
Zuora Scorecard Summary
What is Zuora?
Zuora is software for subscription businesses. The software is designed to provide an end-to-end subscription management solution that includes billing, finance, commerce and insights, helping users establish a subscription business model and establish, nurture, and monetize recurring customer relationships.
Zuora spans across commerce, billing, collections, revenue recognition, and analytics. The vendor says their products aim to help users:
- Go to market with their subscription offerings, then grow and retain their customer base across multiple channels
- Automate billing, collections, and revenue recognition to scale their business and support their go-to-market strategies
- Deeply understand their subscribers and the health of their business at all times
Zuora is headquartered in Foster City, CA with 11 offices around the world. The company services over 800 clients, including HP, Dell, Financial Times, Box, YP.com, Vivint, Hubspot, and Schneider Electric.
Zuora Technical Details