Zuora Quotes - Streamline Sales Process with Zuora Subscription Management

Install this Package on my trailhead developper edition

Please, how can I get this package installed ? I need to test it. Thank you !

Working Engine, but the parts have built-in defects

Keep in mind that ALL the 5-star ratings are more than 5 years old. My guess is they have since gone through a transition and things have been difficult for them to manage since. I started at my company as a consultant to bring the Salesforce instance to best practices, then change the company's billing system to Zuora and have stayed on to manage the relationship with Zuora and build out the automation between systems. The experience has been difficult. We have a pretty straight-forward Saas-based billing model with clean data (no historical data brought over). There were few adjustments needed to implement Zuora, and we still had a rather frustrating experience. The implementation was an incredibly difficult process. We were promised features we never got (not add-ons). We are still waiting to have features, such as a bug with collections letters, fixed so we can use some of the basic functionality. The knowledge base is a joke, it's either out-dated, flat-out wrong, or you need to know their internal language to understand it. And the training of the support staff leaves quite a bit to be desired. Does the billing engine work? Yes, it does. Does the connection with Salesforce work? Yes, it does. It took 5 months for them to correct the API connection, but it works now. They have an interesting interpretation of "bi-directional". Recommendations: hire someone who has been through the process with them before. Having an internal guide that understands how they operate and can really understand how your business works will go a long way to get them implemented correctly. Second, have a LOT of patience. Do not be in a hurry to implement their solution.

Painful Implementation

Zuora itself is great - however it has been a struggle to get it up and running within our Salesforce Community. It requires much more customization than to use internally in Salesforce. We are aiming to have our Clients enter in their own payment information in Zuora, rather than our own internal billing dept. having to do it themselves. Would love to hear of best practices from those that have used Zuora in a Community setting.

Need access for developer Edition

My organization is using Zuora for Automated billing. I wanted to explore more, so that i wanted to access it from Developer Edition. Is there any way that I can get access for my developer Edition.

Zuora customer turned employee!

Whilst at Reed Business Information; I worked within Subscriptions & Finance, and then Sales selling an online solution using Salesforce.com + Zuora - In a B2B environment, I was able to automate & streamline billing/ invoicing for all their UK Business Units with high volumes of renewal subscriptions with ease in minutes. As a sales-rep and account manager, I was able to quote, upsell and collect whilst viewing all the customers billing and invoice history inside Salesforce.com without the need to go into Zuora through the Z-Quotes piece. So I have been in the driving seat, loved the winning solution so much, that I decided to work for Zuora to help businesses' get into the fast lane!

Z-Business and Z-Force are keys to our success, and we look forward to adding Z-Finance in 2014!!

With Z-Business, we've introduced a self-service interface that gives customers control over their subscriptions by enabling them to manage their subscriptions effortlessly, adding and dropping optional offerings, selecting and adjusting terms, and paying bills without needing to call customer support. The result is higher customer satisfaction and increased productivity for the customer support staff which now receives fewer calls for these routine tasks. In addition, the API enables our team to build and integrate functionality across business systems, including an autopay functionality. Autopay eliminates countless hours of staff time that we previously spent contacting customers regarding issues such as expired credit cards and late payments. Further, the integration between Zuora and SFDC is a huge benefit. Everyone in the company relies on SFDC for a 360 degree view of each customer, including subscription and billing information, which resides on the Zuora platform.

Ritz-Carlton of cloud billing services

Z-Business has enabled our team to streamline and automate billing proceses and dramatically increase efficiency and productivity. Previously, the monthly billing process required the efforts of four full-time employees plus assistance from two others. With Z-Business, two people handle the entire process, including invoicing, payment processing, dunning, refunds, and invoice adjustments. In addition, tight integration between Z-Business and salesforce.com has significantly improved customer service.

Awesome Company

I've worked with Zuora in the past and they were a great company to collaborate with!

Zuora is a scaleable, flexible billing system which allows easy process automation

We have been using Zuora since May 2012 and it has enabled us to easily automate our billing process and provides a scaleable and flexible billing system. We have integrated with SalesForce using Z360 which enables us to scync our sales and marketing information and activity with our subscription billing easily so we have consistent information across our platforms. We are currently in the process of integrating Zuora with our finance system which will make automate the billing process further.

Zuora helps us manage all of our license billing

We are just now implementing Zuora and it already is paying off for us. We have many subscriptions to manage and keeping track of renewal dates and adding new users has become a challenge to manage. Not to mention ZQuotes gives us a seemless way to manage quotes and pricing to drive consistency within our selling process. Zuora is a must have!