3 Reasons Why Businesses Are Shifting from Zuora to Salesforce CPQ & Billing

16th September 2020

If you have used Zuora before, you know it as the company that builds and provides software for subscription-based service businesses. The purpose of Zuora is to help businesses automate their billing processes and subscription processes, and Zuora was once the leading subscription-based service software company.

Times have changed, and businesses are noticing that there are critical areas where Zuora is falling short. With over 150,000 businesses utilizing Salesforce to keep track of their customers’ sales cycles, there was a need for billing and quoting to mesh on the same platform, and we now have Salesforce CPQ & Billing.

Simply put, Salesforce CPQ helps sales reps formulate quotes for customers, and Salesforce Billing helps invoice customer orders and subscriptions. Read on to learn three reasons why many businesses are now migrating from Zuora to Salesforce CPQ & Billing.

1. All Your Data is Kept Together in One Home

In a physical home when all your possessions are in one storage spot rather than spread around the garage, basement and attic, you can account for everything more easily. When your customer data is kept track of in the Salesforce suite of tools, there are far less room for errors.

With Salesforce CPQ & Billing working together, there is less room to miss billing a customer, there are tighter controls around data input, and you have a full 360-degree view of your customers and their data.

2. You Can Simplify Your Business Processes

It is much easier to keep track of your customer data if it is stored in one spot. With Salesforce CPQ & Billing, you can be more nimble with the data by editing and organizing it in the same platforms.

Your data is richer and more accurate in the Salesforce suite of tools, in contrast to when the data tries to talk back and forth between Salesforce and Zuora. When all the data speaks the same language, it is makes business processes much simpler which saves you time and money.

3. You Reduce the Number of Versions of One Product in Your Product Catalog

With Zuora, you are likely dealing with something called product proliferation, where the same product gets replicated in several ways, each way slightly different than the others in order to support combinations of charges, different billing frequencies, different pricing.

Product proliferation leads to challenges with product catalog upkeep, like maintaining pricing. For example, when a salesperson is configuring a unique quote for a customer that wants a product billed in a special cadence or a combination of certain products. Zuora doesn’t make this process simple, and you end up with several duplicates of the product which creates confusion and problems in the future.

How Neocol Can Help

There are not many partners in the ecosystem that have success migrating Zuora data to Salesforce CPQ & Billing, but Neocol is one of the best. Neocol has deep knowledge of the Zuora platform and the issues that come from migration, and how to get through the challenges that are presented by trying to get Zuora and Salesforce to work together.

If you’re interested in learning more about how Neocol can help take care of your customer data, and migrating it from Zuora to Salesforce, reach out now!

Contributor: Sean Ralph, Principal Billing Architect, Neocol

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