Whether you're in the midst of implementing Zuora or have gone live, your business may need more functionality than you originally anticipated to support changing business needs. In this session, Estuate and Price Intelligently, Zuora partners, will share examples of plug-ins and tools that extend Zuora's functionality.

2. Extending Zuora's Functionality
to Meet Changing Business
Needs

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Facundo Chamut
Chief Product Officer,
Price Intelligently
Sachin Shanbhogue
Engagement Manager and Head of
Delivery Zuora Practice,
Estuate, Inc.
introduction

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Introduction
s
4:15
Panel
discussion
4:20
Q&A
4:40
agenda

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Customizing the assisted sales
channel
Leveraging Zuora’s OOTB integration with SFDC, automate
workflows to reduce touchpoint of Sales team
Other custom solutions and integrations
Integrations with PayPal, custom revenue recognition solutions and Hybris
are some of the complex integrations Estuate has completed successfully at
competitive prices. We have seen tremendous reviews and repeat business
from customers in these areas.
Ensuring “self-service” channel is not a
misnomer
From registration to sign in, displaying product offerings to sales tax calculation, from
CC collection to subscription, guaranteeing a quick and quality checkout flow for the end
customer. We also recognize that Subscription lifecycle management is key to our long
term success.
Estuate, Inc.
Slides
best practices

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13. ProfitWell – We help you get the most out of
Zuora
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14. • SaaS Metrics reporting (so
you don’t have to)
• Best delinquent-churn
curbing in the market
• Data driven pricing and
monetization strategy
• Smart & timely AI driven
insights
And we help you look great
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15. Here are some use
cases…

16. CFO Lumbergh
Needs to understand revenue and
growth
There’s a board meeting at the end of
the week and he’s asking you to
assemble the Recurring Revenue and
Growth Rate reports. He naturally needs
these yesterday.
How’s that TPS
report coming
along?
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Watch the
Demo!

18. Marketing
Diana
Wants to lasso the right
customers
Diana is bringing in lots of
customers, but wants to make sure
those folks stick around – retention is
key.
She needs to know exactly how each
cohort of customers is currently
performing, and she needs to know
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Watch the
Demo!

20. Product Han
Shoots first (at churn)
Han just realized that 20-40% of all
churn is from delinquencies, so he
needs some firepower to terminate
involuntary churn. At light speed.
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Watch the
Demo!

22. Accuracy
Financial reporting needs to be perfectly accurate. Even 3% off
can mean cash flow issues or not investing your resources in
the right place.
Insight Laden
Reporting is a means to an end (not the end). While
spreadsheets are fine, business intelligence that’s actually
intelligent requires going beyond the numbers.
Speed and Reliability
You can’t wait days for reporting that’s going to break down.
Operators need the data yesterday (even though they only
asked you today).
Why is this technically tricky?
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23. Accuracy
A well-defined set of tools that allow us to easily get the data
we need in order to generate the metrics that power
ProfitWell.
Insight Laden
It’s hard to build tooling that there’s when you need it and
doesn’t get in the way when you don’t. The Zuora platform
empowers us to focus on what’s important to you —and the
folks that you work with— and worry less about the technical
part.
Speed and Reliability
A set of reliable, easy-to-grok endpoints and Ruby modules that
permit us to build robust tools quickly and without too much fuss.
Using Connect to parse through these problems
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24. Q&A
?

25. thank you.