Does exactly what it says on the tin!
December 14, 2017
Does exactly what it says on the tin!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Zuora
We are a SaaS business and use Zuora to manage all our subscriptions. From original quotes in Salesforce, to regular invoicing and payment collections, to feeding back subscription and customer information back to Salesforce to enable our customer success, support and billing departments to have all the information they need to hand. The great thing is once the original subscription is created from the quote input is minimal and it just does its job. Invoices and payment collections just work automatically in the background and we only get involved when there are exceptions to deal with. Its great to know you can rely on it and have your focus on other areas of the business. Recent changes have helped improve the way we use Zuora with multi-currency, CPQ and the Insights reporting being the standout areas. Software is not everything and the team at Zuora are always open and willing to help when change comes around and the annual Subscribed event is a MUST for anyone in the subscription economy. I am always happy to recommend Zuora as its years ahead of any competition.
- 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.
- My only con at this point is the speed of the support in the UK - needs to be quicker.
- In the past reporting has been an issue but with the Insights addition, that challenge has now gone away.
I don't know of the current capabilities of the nearest competitors to Zuora as it's been in our business 5 years now. At the time we looked there was no realistic competition and Zuora was a no-brainer! As it's always done what we needed we have not had the need to look elsewhere.
Using Zuora
30 - Sales - Configuring quotes for new business
Customer Success - Processing renewals using quotes through opportunities and having the subscription detail to hand. KPI metrics
Customer Support - Subscription details
Billing Dept - managing exceptions and chasing overdue debts
Finance - monthly accounting and reporting KPIs
Customer Success - Processing renewals using quotes through opportunities and having the subscription detail to hand. KPI metrics
Customer Support - Subscription details
Billing Dept - managing exceptions and chasing overdue debts
Finance - monthly accounting and reporting KPIs
2 - Analytical thinking and with some financial awareness
- Manage subscription invoicing and payment collections
- New business sales and customer success renewals quoting
- Subscription information in Salesforce - helps us get a 360 view of the customer
- We utilised the data in Salesforce using workflows etc., to manage credit control with some automation.
- Automation of renewals - again using Salesforce we have now automated our renewals process and control everything through Salesforce Opportunities and Zuora quotes.
- As we move to utility based pricing we need to match Zuora pricing levels with usage data so our Customer Success teams can monitor customers nearing their next price band.
- Zuora has helped us keep administration costs down in maintaining subscriptions and payments.
- The payments management has helped us keep the incoming cashflow positive and overdue debts to a minimum.