Zuora for Salesforce

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The Two Best SaaS Platforms in the World? Google Hangout

http://youtu.be/aPC-UdiK4Ag

On this hangout we will get into the features that distinguish Applications from Platforms. Salesforce.com CRM is a great Application, but Force.com is an even better Platform. Just in time for Dreamforce we will show how Zuora works with Salesforce, and why when you have two great platforms working together you get Synergy. 1 + 1 = 3 type stuff...

Join us for live demos that demonstrate the new features of Zuora's native Salesforce applications. See Zuora's top technical minds discuss how our joint customers leverage these new features, and why Salesforce + Zuora is becoming the de-facto SaaS business "Stack" for companies like Engine Yard, Sendgrid, Informatica, Trip Advisor, DYN and many more.

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Zuora for Salesforce

  1. 1. Zuora and Salesforce Why Zuora Zuora Provides a BluePrint to Succeed in the Subscription Economy! T h e Two B e st S a a S P l a t fo r m s ? Slide 1 − Zuora Confidential, not for distribution beyond intended recipient
  2. 2. What is a Software “Stack”? Zuora Confidential – Not for Distribution Beyond Intended Recipient 2
  3. 3. Benefits of a Stack-Based Approach • • • • • Best of breed components They work well together They scale well over time Highly configurable Each component can be upgraded as required Zuora Confidential – Not for Distribution Beyond Intended Recipient
  4. 4. You Don’t Want This. Zuora Confidential – Not for Distribution Beyond Intended Recipient 4
  5. 5. The “Business Stack” Quotes Commerce Pricing, Quotes, Add-Ons, Renewals inside Salesforce Subscription Orders, Amendments, Renewals, Hosted Commerce Pages Billing Finance Rating, Invoicing, Advanced Billing, Payments & Payment Operations, Taxation Accounting Close, Audit Controls, Summary Journal Entries, Deferred Revenue Platform AppExchange Certified Managed Packaged 360 Account Management Subscription Catalog Reporting & Metrics Administration (Users & Roles) Customization (Custom Fields) Multi-Currency & Locale PCI Level 1 Compliance Zuora Confidential – Not for Distribution Beyond Intended Recipient APIs Notifications & Callouts Data Export & Import SAS 70 Type II
  6. 6. What a Platform Means to Developers • • • • • • • • A marketplace for end users to find and install apps Managed Packages Native Applications iFrames Apex Visual Force SOQL Queries LMA (License Management Application) Zuora Confidential – Not for Distribution Beyond Intended Recipient 6
  7. 7. What a Platform Means to Users • • • • • • • 2017 Apps installable by non-technical people Configurable approval workflow routing Configurable page layouts Lookup fields Default value configuration Customizable quote templates Localize labels and messages Zuora Confidential – Not for Distribution Beyond Intended Recipient
  8. 8. Componentization Architecture 1 . 2 . Plug-in Interfaces 3 . Zuora Confidential – Not for Distribution Beyond Intended Recipient Fully Componentized Design Library of native components
  9. 9. Componentization Benefits Easy Customization Out-of-the-box: add/remove fields, add/remove sections, change page flows, change labels Create custom pages using ZDK components at any level Extend with plugins – no diverging from the managed package Effortless Upgrade Components and plugin interfaces are in our managed package, fully upgradable Zuora Confidential – Not for Distribution Beyond Intended Recipient
  10. 10. Our Favorite Analogy Zuora Confidential – Not for Distribution Beyond Intended Recipient
  11. 11. 360 Sync Quotes Zuora Confidential – Not for Distribution Beyond Intended Recipient ZDK
  12. 12. DEMO!! Zuora Confidential – Not for Distribution Beyond Intended Recipient
  13. 13. Zuora and Salesforce Best-in-Class Commerce Integration History of Success • • • • • • • Our Customers Over 400 joint customers 800,000+ subscriptions in 2013 5.5 billion+ records synced 100s of powerful customizations One of SFDC’s 1st OEM partners Marc Benioff personal investor CEO and founder Tien Tzuo was employee #11 at Salesforce Visit Zuora at Dreamforce Zuora Confidential – Not for Distribution Beyond Intended Recipient
  14. 14. Order Flows that work in Conjunction with E-Commerce 3 2 Box creates account and/or contact In SFDC Account exists Contact does not Box queries SFDC to check if account or Contact exists Query SFDC Account & Contact don’t exist Create SFDC account and/or contact Account & contact exists Browse catalog & select plan Enter account/co ntact info Thank you/wrap up Confirm purchase Zuora returns AccountId API Call: Query() 1 Box will invoke The query() method on the product and related plan and charges so that pricing is available for display on website Zuora Confidential – Not for Distribution Beyond Intended Recipient 5 Zuora returns account Id, subscription ID & confirmation API Call: Subscribe Legend 4 Box will invoke subscribe() API call. Set CRMId parameter To SFDC account Id Salesforce Box website Zuora API
  15. 15. Thank You! travis@zuora.com @travishuch Zuora Confidential – Not for Distribution Beyond Intended Recipient 15 Zuora confidential, shared under non-disclosure and subject to disclaimer notice
  16. 16. Zuora Confidential – Not for Distribution Beyond Intended Recipient 1

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