® Zuora for Salesforce
Arming sales and service teams with the power to run their subscription businesses.Arming Salesforce®
administrators with the tools to delightthem.
The 5 Challenges of Salesforce
Are you running a recurring revenue business and using Salesforce®? Ifso, you are likely contending with these
challenges,as core elements ofthe Salesforce® platform don’tsolve the specific needs ofsubscription businesses:
Product managers can’tprice and package the rightway.
Beyond initial subscription sign-ups,sales reps cannotsupportthe ongoing life cycle of upgrades,add-ons,renewals
Sales and service teams don’thave relevant billing and paymentinformation attheir fingertips when interacting with
Managementis flying blind withoutrelevant reports to run a subscription business.
IT can’t easilyintegrate with subscription billing and paymentsystems.
As a result,businesses lose new revenue opportunities,sales operations wastes time building custom subscription
renewal processes,sales leaders and CFOs manuallytrack their business performance metrics in spreadsheets,and
IT teams face the harsh reality of spending hundreds ofhours custom-building expensive integrations to their back
Thankfully, there’s an answer.Zuora is the world’s leading subscription quoting application,with full visibility into
subscription lifecycle information,and a toolkit for point-and-click configurations.Zuora for Salesforce delivers an
integrated solution for subscription businesses to drive rapid growth and effectively manage the end-to-end
processes from quote to cash to renewal.
The World’s Leading Subscription Management Application on Salesforce
Zuora solves these pain points and was builtfrom the ground up for the Subscription Economyto provide:
A robustsubscription pricing engine to enable broad pricing flexibility.
Lifecycle quoting and order managementto supportrecurring revenue businesses.
Visibility to key accountinformation,subscription and financial metrics.
The power of being builton the Force® platform to allow administrators to quicklytailor to a company’s unique
Integration with Zuora for everything from invoicing to collections.
"100% integration with Salesforce has made near real-time dashboard reporting for everyday sales possible.These
dashboards provide up-to-date insighton how the entire business ecosystem is doing.Today, over 300 CSRs tap into
Salesforce daily to access customer info from Zuora. Not only that, butZuora’s integration with Salesforce has
allowed us to grow our capacity selling revenues."
Zuora lets you sell without breaking your quoting and order processes.
That’s why Zuora is used by hundreds of the world's leading subscription businesses and is used each year to create
nearly 1 million subscriptions and subscription lifecycle changes.
Zuora For Salesforce Success With Subscriptions On Force.com
Zuora provides two native Force® applications:Quotes to enable directassisted sales ofyour subscription offerings,
and 360 Sync to provide full visibilityin Salesforce® into key subscriber activity and into opportunities thatexist to
foster deeper customer relationships.In addition,we offer a robustZuora Developer Kit (ZDK), a toolkit of custom
components,classes and APIs to enable sales admins to build custom subscription flows and use cases in
Subscription pricing and packaging
Leverage over 30 one-time,recurring and usage-based charge models in our product catalog to price and package
for any subscription growth strategy.
Arm your sales and service teams with up-to-the-minute information on key subscriber billing activity, including
invoice, payment and refund histories, and more.
Close deals more rapidly by enabling sales reps to apply price, quantity, discount, and subscription term changes
within a quote.
Real-time subscription metrics
Configurable quote templates
Seamlesslysend quotes from Sales-
USAGE force® to Zuora, so recurring invoicing
and cash collections can begin imme- diatelyand automatically.
View the full financial impactofa quote with real-time subscription metrics like discounts,monthly recur- ring revenue
(MRR) and total contract value (TCV).
Presentprospects with accurate and easy-to-understand quote PDFdocu- ments,complete with your own branding
and look-and-feel.Subscription lifecycle
Complete subscriber quoting
Create quotes not only for new subscriptions but also for the full lifecycle of upgrades, renewals, add -ons,
cancellations, and more.
Line-item pricing flexibility
Secure electronic payment capture
Accelerate cash collections bycapturing credit cards and other electronic payment methods directly within a quoting
Packaged subscription reports
Run your business more effectively with our 11 pre-packaged subscription reports,as well as the ability to create your
own ad-hoc reports.
Rapidlybuild custom quoting flows thatyour reps will love, since Zuora leverages the full power of the point-and-click
Full custom field support
Fully leverage your own custom fields within your quoting flow, and specify which fields should sync from Sales -