Zuora First Impressions
January 20, 2017
Zuora First Impressions
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Zuora
Zuora is used by finance to provide billing and accounting support. When integrated with Salesforce, it allows tracking of campaigns based on invoiced totals. It addresses subscription and usage based customer invoicing needs. Additionally, the new reporting interface, allows for more personalized reports that can be used on a daily, weekly, or monthly basis.
- 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.
Zuora is great for recurring payments and automated billing. For usage based subscriptions, it was not as strong as NetSuite as a solution. For accounting close, Zuora offers great reporting, though we are still learning how to best utilize the customization options for our purposes. Invoicing is fairly easy, however, revisions can be quite time consuming depending on the need. Credit/debit memos as offered by NetSuite, would be very beneficial as a function in Zuora.