Zuora Workflow Solutions

The Make or Buy Decision: Tailored to Your Needs

You want to explore new ways of engaging with your customers and want to validate subscription or membership based offerings with your customers. How do you make sure the offer resonates with your customers and who can support you in this process?

Expert Guidance: Our seasoned professionals bring extensive knowledge to the table, ensuring that your workflows are not just functional but optimized for peak performance.

Cost-Effective Solutions: Save on the resources and time required to build and troubleshoot workflows from scratch.

Scalability: Benefit from workflows designed to grow with your business, adapting to your evolving needs.

Why start from zero when you can jumpstart your success with our extensive library of pre-built use cases? We offer a comprehensive suite of workflows that address common business challenges, tailored to fit a variety of scenarios. Our solutions are built on a foundation of proven strategies, saving you time and reducing the risk of error. 

Our commitment doesn’t end with implementation. We continuously develop and innovate our workflows, ensuring that you always have access to the latest advancements. By partnering with us, you gain a competitive edge, keeping your processes at the forefront of efficiency and effectiveness. 

Many businesses are unaware of the full range of manual actions that can be automated within Zuora. Our service will help you uncover these opportunities, transforming tedious tasks into streamlined, automated processes. This not only improves efficiency but also allows your team to focus on higher-value activities. 

Gain insights from other Zuora customers who have successfully implemented automated processes. Our community of users shares their experiences and strategies, providing you with valuable lessons and inspiration for your own workflows. Learn from their successes and avoid common pitfalls. 

To kickstart your journey, here are five exemplary workflows that showcase the potential of automation with Zuora:

Generate event-based collection reminders for customer accounts
With this process, you not only automate the collection process for your customers (subscribers), but you also get an action list for your AR team based on the collection status of a customer (subscribers) and they get an option for pausing collections for certain accounts.

Generate summary journal entries that integrated easily with your finance system
This solution lets you generate summary journal entries in the best format for your downstream business processes without manually reformatting the standard CSV/Excel exports from Zuora.

Calculating commission Fee (Kickback)
Calculating the commission/kickback fees can be a big challenge within partnership and reseller arrangements, especially if you’re a high-volume service provider.

Manage GDPR requests effectively
With the GDPR mandate especially in the EU, subscribers also request to delete their accounts after discontinuing their services.

Handle subscription cancellation requests smartly
There are always situations where a customer (subscriber) cancels their subscription per the end date and then requests to continue with the subscription. Per the current Zuora design, once a subscription is set to ‘Cancelled’ status, the user can not edit/resume it again, even though the cancellation is effective at a future date.