zuora for salesforce
TRANSCRIPT
Slide 1 − Zuora Confidential, not for distribution beyond intended recipientSlide 1 − Zuora Confidential, not for distribution beyond intended recipient
Why ZuoraZuora Provides a BluePrint to Succeed in the
Subscription Economy!
Zuora and Salesforce
T h e Tw o B e s t S a a S P l a tf o r m s ?
Zuora Confidential – Not for Distribution Beyond Intended Recipient
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
Quotes Commerce Billing Finance
Rating, Invoicing, Advanced Billing, Payments & Payment
Operations, Taxation
Subscription Orders, Amendments, Renewals, Hosted Commerce Pages
Accounting Close, Audit Controls, Summary Journal Entries, Deferred Revenue
PlatformAccount ManagementSubscription Catalog Reporting & Metrics
APIs Notifications & Callouts Data Export & Import
Administration (Users & Roles)Customization (Custom Fields) Multi-Currency & Locale
PCI Level 1 Compliance SAS 70 Type II
Pricing, Quotes, Add-Ons, Renewals
inside Salesforce
AppExchange Certified Managed Packaged
360
The “Business Stack”
Zuora Confidential – Not for Distribution Beyond Intended Recipient
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)
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Zuora Confidential – Not for Distribution Beyond Intended Recipient
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
Componentization Architecture
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Library of native components
Fully Componentized Design
Plug-in Interfaces
Zuora Confidential – Not for Distribution Beyond Intended Recipient
Componentization Benefits
Easy Customization
Effortless Upgrade
Out-of-the-box: add/remove fields, add/remove sections, change page flows, change labels
Create custom pages using ZDK components at any level
Components and plugin interfaces are in our managed package, fully upgradable
Extend with plugins – no diverging from the managed package
Zuora Confidential – Not for Distribution Beyond Intended Recipient
Zuora and SalesforceBest-in-Class Commerce IntegrationHistory 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
Browse catalog &
select plan
Enter account/contact info
API Call: Subscribe
Box will invoke subscribe() API call.Set CRMId parameter To SFDC account Id
Zuora returnsAccountId
Confirm purchase
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Thank you/wrap
up
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Zuora returns account Id, subscription ID & confirmation
API Call: Query()
Box will invoke The query() method on the product and related plan and charges so that pricing is available for display on website
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Order Flows that work in Conjunction with E-Commerce
Query SFDC
Box queries SFDCto check if account or Contact exists
Account & contact exists
Account existsContact does not
Account &Contact don’texist
Create SFDC accountand/or contact
Box creates account and/or contactIn SFDC
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Box website
Zuora API
SalesforceLegend
Zuora Confidential – Not for Distribution Beyond Intended Recipient Zuora confidential, shared under non-disclosure and subject to disclaimer notice15
Thank You!
@travishuch