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.
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.
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.
I have been using Zuora for two years.
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.
Five to six people are using this solution.
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.
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.
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.
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.