Zuora Workflow: Subscription management

At Subscription Factory, we understand that every business is unique, but many of the challenges in managing billing, subscriptions, and payments are shared. With over 10 years of experience, we’ve designed a portfolio of standardized workflows that accelerate your path to automation, freeing up your team to focus on growing your business. Each workflow is customizable, ensuring it fits seamlessly into your operations.

Example workflows

Manage GDPR requests effectively

With GDPR requirements in the EU, deleting subscriber accounts can be complex, involving multiple manual steps in Zuora. Subscription Factory’s GDPR management solution simplifies this: upload account IDs, run the process, and Zuora automatically handles everything, ensuring compliance with ease, even for high volumes of requests.

Calculating commission Fee

Managing commission or kickback fees in partnership and reseller arrangements can be complex, especially for high-volume providers. Subscription Factory’s Kickback Fees calculator automates billing, roll-up of sold units, and credit initiation, ensuring accurate and timely commission payouts to partners based on predefined schedules.

Manage ‘Cancel Subscription’ requests smartly

Subscribers often request changes after cancellation a subscription, but Zuora doesn’t allow edits post-cancellation. With this workflow, we use a 3-step process to set a “Temporary Cancel,” allowing edits until the cancellation date. Our automated workflow handles everything, including cancellation revocation.

Send Purchase Order requests automatically for upcoming renewal

Automatically send a Purchase Order (PO) request ‘x’ days before subscription renewal. Set the lead time, and the system will calculate, generate a PO request PDF, email it, and update the invoice with the received PO number after billing. Simple, streamlined, and efficient.

Elevate Your Business with Seamless Workflow Integration

Partnering with Subscription Factory means gaining access to expertly crafted workflows that reduce friction in your operations and give you a competitive edge in the subscription economy. Whether you’re a growing business or an established enterprise, our flexible, efficient workflows will help you achieve faster results and drive long-term success. Let us be your trusted partner in making the most out of Zuora.