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Subscribed 2016: Don't Reinvent It, Perfect It - Make Zuora Your Own

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Business requirements which don’t quite fit the mold? No worries! Learn about different ways Zuora products have been extended, and get inspired to implement your own extensions. Customize Zuora to meet your needs. Deep dive into some of the extensions subscribers have built on the Zuora platform.

Check out Zuora Academy for more actionable advice for finance, marketing, tech, operations, product, and more. All the info you need to build and run an amazing subscription business: https://www.zuora.com/academy/

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Subscribed 2016: Don't Reinvent It, Perfect It - Make Zuora Your Own

  1. 1. Don’t Reinvent It, Perfect It – Make Zuora Your Own Custom Extensions for Business Solutions Don’t Reinvent It, Perfect It – Make Zuora Your Own Custom Extensions for Business Solutions
  2. 2. page 02 Speakers Jennifer Cruz Business Systems Analyst Zuora Elias Dayeh Senior Consultant Sean Hogan Director Strategic Alliances Drawloop / Nintex Marin Zaimov Solution Engineer Zuora
  3. 3. Extensible Platform page 03 What does it mean to be extensible? Why is application extensibility important?
  4. 4. Problem Motorola’s royalty accounting was manual and labor intensive. Complicated volume payments coupled with manual processing made errors more likely. Challenge sNot Scalable Not Integrated with BOM Labor Intensive Manual Reports
  5. 5. SOLUTION: Royalty Calculator Powered by Zuora Dynamic Catalog Tiered Products for Payment Scale Zuora API Enabled integration to BOM Billing Engine Automates calculation of Royalty Payments Analytics Automated reporting and analytics out of the box
  6. 6. Creative Implementation Using core Zuora functionality in a manner beyond it’s typical use case Royalty Calculator
  7. 7. Custom Configuration and Build Salesforce.com Custom development which ties into the end to end Zuora business process flow Pricing Module
  8. 8. Problem Sales adoption of Quotes threatened by complicated discounting process Challenge sCalculating Discounts Manually Multiple Line Item Inputs Discounts on ACV Year over Year Pricing Model
  9. 9. SOLUTION: Quote Level DiscountSingle discount input applies to all charges ACV Discounting Enables discounting by entering a target acv Ramp Pricing Automates creation of Future Dated Amendments for Y/Y Pricing Pricing Module
  10. 10. Force.com PLATFORM Custom Objects STRUCTURE Visual Force UI/UX/DISPLAY APEX MAGIC quote quote rate plan charge quote future dated amendments future dated amendments n n 1 1
  11. 11. AppExchan ge SFDC prebuilt applications which used to deliver key business functionality not inherent to Zuora Products Drawloop
  12. 12. Challeng eQuote presentments needed to be standardized and dynamic . Quote pricing needed to be displayed in year/year format inclusive of ramps. Required Data Driven Composition and Packaging Proposal vs Quote Multiple Attachments Year over Year Pricing Model Support
  13. 13. SOLUTION: SOQL Support Query based data collection Rules Engine Dynamic selection of documents Template Filter Record input used for template selection Drawloop Attachment SupportAttachment selection
  14. 14. Drawloop Application PLATFORM Custom Field TEMPLATE SELECTION Word Template PRESENTMENT (TRIM(LEFT( TEXT(zqu__SubscriptionType__c) , FIND(" ", TEXT(zqu__SubscriptionType__c),-1))))&(IF( Approval_Status__c = 'Approved' , "APV", "NoAPV"))&TEXT( Of_Ramp_Steps__c ) Drawloop DDP EXECUTION TEMPLATE Rules Engine DYNAMIC SELECTIONS SOQL Statements INPUT
  15. 15. RBM Connect Zuora’s Application Marketplace featuring over 100 applications and tools to extend Zuora functionality. Dunning Tax Integration
  16. 16. Require dDunning workflow which triggers various actions based on invoice and account status Solution: Dunning ApplicationRBM Connect PLATFORM Dunning Actions Set- Up SETUP Dunning Rule Set-Up FUNCTION Remind Notify Remind Cancel
  17. 17. Require dSales tax applied to all invoices based on country/state regulations Solution: Universal Tax ConnectorRBM Connect PLATFORM Bill Run Setup SETUP Integration Set-Up FUNCTION
  18. 18. page 18 connect.zuora.com
  19. 19. think Creative Implementation Custom Configuration and Build AppExchange RBM Connect
  20. 20. page 20 Q&A Jennifer Cruz Business Systems Analyst Zuora Elias Dayeh Senior Consultant Sean Hogan Director Strategic Alliances Drawloop / Nintex Marin Zaimov Solution Engineer Zuora
  21. 21. Check out Zuora Academy for more great info and actionable advice. All the info you need to build and run an amazing subscription business. https://www.zuora.com/academy/

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