Different companies have been using Zuora to transitioning from traditional business models to subscription-based ones. This shift has helped improve their businesses. Essentially, Zuora facilitates its move to a subscription-based approach.
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Provides a user-friendly and resource-rich environment for learning and using
What is our primary use case?
What is most valuable?
Zuora is an end-to-end solution that handles orders, payments, and licensing. Its robust billing engine manages all billing aspects, including debit memos. Zuora's rate plan charges offer the flexibility needed in the subscription business, allowing for easy product configuration. It has evolved since 2015, driven by customer feedback and ongoing reviews. It rapidly improves with new customizations and deployment features, making it a leading solution.
What needs improvement?
We feel the deployment and version comparison process could be easier when switching between different systems. Based on our feedback, they are working on this. We can contact them whenever we encounter a problem, and they provide a solution.
For how long have I used the solution?
I have been using Zuora since 2016.
What do I think about the stability of the solution?
Zuora is quite stable. Occasionally, we experience performance degradation, but we receive notifications about these issues through a maintained site. There have been instances of performance degradation where things take a little longer. These issues can be tracked on our system, where their engineering team works to resolve them.
How are customer service and support?
Support is quite fast. We raise a ticket, and we get a response within one or two hours. If it's a high-priority matter, such as something significantly impacting us, we mention it as a priority ticket and get an even faster response.
How was the initial setup?
The initial setup was manual and time-consuming. We faced some issues with Zuora. These are technical issues with the tool. They have reduced the frequency of these issues over time and are also collecting user feedback. However, these problems persist when deploying from one environment to another.
What other advice do I have?
If you're seriously considering transitioning your business to a subscription model, Zuora could be a good choice.
Zuora can be a valuable tool, depending on your objectives. If you are considering transitioning your business to a subscription model, Zuora is a strong option. It helps manage various systems and processes associated with subscription businesses. Zuora integrates well with other systems, including Jira, through REST API calls, facilitating seamless integration with any system.
Zuora can also be beneficial if you have an order layer separate from your billing system and need a dedicated solution to manage subscriptions and finances. In such cases, Zuora can efficiently handle the subscription aspect, while your front-end could be Salesforce, SAP, or a web-based interface.
Learning Zuora is going to be easy because it offers comprehensive resources for learners. They have a training website called Zuora University, where you can choose any topic. The platform includes UI demonstrations and a learning sandbox, allowing you to explore and learn hands-on. In addition to Zuora University, there is an extensive Knowledge Center available online for anyone to access. Zuora is compliant with finance information standards, ensuring secure handling of data. Recently, they have introduced AI features, such as dashboards for generating reports and automating simple operations like auto-creation of tasks. Their support team uses an automated chatbot to create tickets based on user input. Overall, Zuora provides a user-friendly and resource-rich environment for learning and using their system.
Overall, I rate the solution an eight out of ten.
A user-friendly and feasible solution which anyone can learn quickly
What is our primary use case?
We use Zuora primarily for finance-related tasks. Once a customer onboards and starts using our products, such as Twilio, SendGrid, or other offerings within Twilio, their details are entered into Zuora and Salesforce. This includes customer information, account status, and usage data. We track details like when they started using our products, company information, and the number of users.
After this initial phase, account managers engage with the customer to discuss potential upgrades or expansions. If they decide to proceed, we negotiate agreements and handle billing details in Zuora, including premiums, discounts, and agent counts. This comprehensive process ensures that all billing aspects are managed end-to-end within Zuora, facilitating collections as well. For instance, automated emails are triggered through Azure when invoices are due, and once payments are made, Zuora is updated accordingly. This integrated approach streamlines our billing processes and supports effective financial management.
What is most valuable?
Zuora is user-friendly; anyone can learn it quickly. It is feasible and friendly in many aspects, but the navigation is a bit difficult compared to Zoho. Additionally, Azure allows you to download multiple data in a single location, whereas in Zuora, various features are scattered across the platform, making it challenging to access certain parts.
What needs improvement?
Unlike Zoho, the main page doesn't contain everything. You have to click a button to reveal multiple options; even within those, there are further layers of options to navigate through.
Unlike Zoho, there's no straightforward search option to find what you need in Zuora quickly. Apart from the customer search button, there are limited settings changes available. In contrast, Zuora offers comprehensive options; you can easily find what you want using the search function. Additionally, Zuora employs symbols for easy identification and remembrance, making navigation more intuitive than Zoho, where everything is written out, potentially leading to confusion. This difference in approach makes the feature set of Zuora stand out from Zoho.
For how long have I used the solution?
I have been using Zuora for two years.
What do I think about the stability of the solution?
The solution's stability is good. However, downloading large amounts of data takes a lot of time. If you have hundreds of records, it is difficult to download them all at once. Comprehensive training would be very helpful. Additionally, providing videos that cover all the hidden features would be beneficial for using Azure effectively.
What do I think about the scalability of the solution?
Five to six people are using this solution.
How are customer service and support?
I have chatted with them multiple times to understand what certain features do, what the users can do, and what we can do. We encountered some technical glitches from our side.
How was the initial setup?
Zuora did not provide training to multiple companies. Its training module is limited, with only a few videos explaining the product's features and hidden functionalities. Unlike Chargebee, which provides an updated review of features, Zuora updates do not allow reverting to older versions. This issue with APIs exists in Zuora but not in Chargebee, where you can revert to older versions if needed. Additionally, customization options in Zuora are lacking compared to other platforms.
What's my experience with pricing, setup cost, and licensing?
Zuora offers a variety of pricing options based on the features. They have a robust product with many features, and the cost depends on which features you choose to utilize. Discounts are also available. Zuora's product is highly recommended, but to fully understand how it works, it is advisable to explore its features or schedule a call with them to learn about the entire end-to-end process.
What other advice do I have?
You can use Zuora. It is a very good product. I suggest you also try other products because some might suit your needs. For instance, Oracle offers a complete package with billing and other features, which you may find beneficial.
I felt comfortable using Chargebee instead of Zuora, but Zuora is still a solid option. Integrating with Power BI and various CRMs, including XML CRM, made it more accessible. However, when using Oracle products like NetSuite or Oracle Fusion, you can handle end-to-end processes, including accounts receivable/accounts payable, internal sales commissions, banking, and energy cancellations.
Zuora can handle many of these tasks. It depends on your specific needs, how you plan to use it, and the cost structure. You might also consider whether you need a separate billing tool or if you want to integrate QuickBooks or NetSuite.
Zuora is easy to use, and you can quickly learn the basics. However, mastering more advanced features and gaining deep expertise takes time and effort. Even someone without prior billing knowledge can learn to use Zuora from scratch.
Zuora is a comprehensive product with multiple features that stand out from competitors. It simplifies the billing process, collections, and email management. Unlike some products that require separate purchases for different components, Zuora allows you to add features to a single product, enabling you to perform multiple tasks seamlessly. It integrates easily with Yara Atlas for end-to-end accounting and works well with QuickBooks, NetSuite, Oracle, and SAP. The cost structure is minimal and offers flexibility in billing and agreement modifications. You can automate processes using DocuSign, making it a good product overall.
Overall, I rate the solution a nine out of ten.
A subscription-based tool that helps with automated invoicing
What is our primary use case?
Companies mostly use Zuora to manage their products using a subscription-based business model. They use it to maintain a customer database, saving all customer information on Zuora’s platform. Importantly, the solution handles recurring invoicing, usually monthly, based on the company's product catalog. In some cases, such as telecommunications, pricing is based on user usage. It offers tools to meet the needs of these customers programmatically.
What is most valuable?
The tool's most valuable aspect is its evolution. When I first worked on it, it was a simple platform that handled accounts and basic invoicing. Over the years, I've seen many changes that have enabled it to support complex projects. The help desk now provides solutions for these projects, which wasn't initially possible. The most important thing about Zuora is its ability to handle complexity through workflows, essentially automating the invoicing process.
We are in constant communication with the support team. Whenever an issue arises, we text them and usually find a good solution. For example, last week, we had an issue with encoding because one of our customers from Bulgaria used a different encoding than usual. The platform couldn't handle it, but we contacted the support team, and within a few days, they provided a workaround. Importantly, they also informed us that the next version, coming in a few months, will include a solution for this issue so that we won't need the workaround anymore.
For how long have I used the solution?
I have been working with the product for three years.
What do I think about the stability of the solution?
In terms of stability, I wouldn't say I encounter bugs often. Very rarely, maybe once every two months, the platform might be slow for a day or two. We usually receive notifications about these issues, which seem to stem from connectivity errors or similar issues.
What do I think about the scalability of the solution?
The solution provides settings that allow you to add users and work to the platform. We often add technical people from the customer's side to give them an overview of the platform that fits their needs. Zuora has a role system where I can be an admin for different divisions, like reporting, invoicing, or customer overview. When adding a user from the customer side, I can assign them a standard user role with limited permissions. For example, they might be able to read data but not delete it. The scalability is excellent, especially due to this configurable role model. My company has 15-20 users.
How was the initial setup?
During the project's first year, we didn't have the deployment manager tool they introduced later. Back then, deploying was tricky, and we relied on an external tool. However, about two years ago, they significantly improved the deployment manager tool. Now, the entire deployment process has become much easier and notably faster.Approximately every two months, the tool updates the platform and incorporates all the changes it has made.
What was our ROI?
The solution is worth the money. Even though I'm not entirely sure about the exact cost of Zuora, it has proven effective for big companies with many customers. We've experienced very few issues, and any that did arise were quickly fixed by the support team without causing significant problems like losing money or data. I would strongly recommend it.
What other advice do I have?
If your project involves subscriptions, I would definitely recommend Zuora. We have used Salesforce in the past, but its subscription features are not very advanced right now. Although Salesforce plans to improve in the future, it cannot compete with Zuora's complexity and capabilities. So, for subscription-related projects, Zuora is the better choice.
Before starting the tool, you'll need to take some initial steps. First, contact someone from the company to understand your project's specific needs. They will provide you with information on the necessary contracts and any required certifications. For instance, if you don't need analytics for your project, you won't need to purchase the analytics package.
Everything in the technical industry can be time-consuming, especially since Zuora has many smaller tools. However, it offers an online academy that is a great starting point. It includes videos, technical examples, and written theory. If you want, you can also earn certificates on the platform. This process opened my eyes to the possibilities and capabilities of the solution. It wasn't overly time-consuming for me; it took about two months.
I would rate it an eight out of ten as a subscription system tool. Overall, I'm very satisfied working with it, especially because whenever we encounter issues, the support team is quick to help, and we manage to overcome them. The platform is user-friendly and relatively easy to use, not as complex as other large tools like Salesforce.
A pretty good experience in viewing mode
ZUORA--A great accounting software
* Friendly interface and easy to learn
* Each sub category for accounts, billing and payments as well as integrated reporting
* The unified solution helps us in managing billing and payments of single area of business product
i would say it in one word, "Professional"
Great for enterprise management, but a beast to maintain
Easy to navigate, Give accurate data
Zuora Billing system
Excellent subscription based billing paltform
Zuora is integrated with salesforce so quote can be made in salesforce and will automatically create subscription with Zuora. Zuora have incredible interactive learning center and get different badges on Zuora certifications.
Flexible subscriptions management, automated billing process, revenue cognitions and reporting. We also make our own Self service management tool for clients to get all details in one place and check their own subscriptions due or payment or deadline data reacted to their own subscriptions