Zuora for your invoicing needs
Updated June 29, 2016
Zuora for your invoicing needs
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Zuora
Zuora is our billing software. It is used primarily by the finance department but also used in other departments. It addresses our invoicing, and customer data storage needs.
- Zuora does a great job calculating tough subscriptions and auto -generating credits
- Constantly improving with new versions.
- Amendments to detailed subscriptions are not allowed.
- You must delete and rebuild the subscription in order to change certain information.
- Support response time is slower than I would expect sometimes.
We use Zuora primarily for invoicing, we have another actual accounting software that does our accounting close. We generate and send all invoices from Zuora and allow half of our batches to run automated; the other half we manually work with them as they are more complicated and take some manual touches to ensure they are correct.
Using Zuora
100 - Finance, order ops, sales ops, support, financial analyst
3 - IT is required to help support zuora, business systems analyst is our other support.
- Accounting/billing
- Collections
- Order operations
- Use some technical billing functions that create pro-rations for us and do the calculations when we credit and rebill.
- Z-quotes for sales operations and allowing the reps insight into current customers billing statuses
- Improving z-quotes to better sync with SFDC and thus push subscriptions through properly
- Utilize dunning email operations, tax help and storage of more financial metrics.
- Positive - allows for ease of subscription building and billing off of those subscriptions.
- Negative - issues properly using z-quotes.
- Positive - Has many options for customer data to be stored properly thus making it our primary data storage center of customer information.
Evaluating Zuora and Competitors
- Product Features
- Product Usability
- Existing Relationship with the Vendor
Relationship with zuora - they care about our success with the product and it goes a long way in renewing with them
I wouldn't change it, I like zuora a lot and would like to see my company keep zuora and even purchase more features of the software.
Zuora Implementation
- I was not here when zuora was originally implemented
Zuora Training
- Online training
- In-person training
- Self-taught
Only certain parts were self taught, I don't recommend self teaching the software to yourself as you miss details that are important to getting the most out of the product.
Configuring Zuora
Needs to be more configurable to SFDC, the quoting tool seems to present issues at time.
No - we have not done any customization to the interface
Nothing to add here.
Zuora Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Yes - It was.
When they came onsite for an 8 hour meeting with us, three representatives of Zuora from all over the nation met with a core group of us Zuora users and provided an exceptional meeting for us. They were comprehensive with their support and suggestions.
Using Zuora
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Initial Subscription building
- Customer account creation
- invoicing
- Amendments to existing subscriptions.
- Changing currency of an existing account
- z-quotes
Zuora Reliability
Integrating Zuora
- NS
The integration with both of these has not been completed.
- File import/export
- API (e.g. SOAP or REST)
Be sure to use Zuora experts to help you. Don't do this without training.
Relationship with Zuora
I did not partake in the initial negotiations.
Utilize their support and advice.
Upgrading Zuora
Yes - Went perfectly smooth.
- Subscription capabilities
- Better options for amendments of subscriptions.
Yes - We want to move to an even higher level of Zuora to utilize a better z-quoting tool.