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

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

Proactively Prevent Churn

Prevent customers from canceling or decreasing their subscriptions and related services.

Fuel Product-Led Growth

Position products as the main drivers of customer acquisition, activation, satisfaction, retention, and scalable expansion.

Quote w/ Speed, Accuracy,
& Control

Scale your business with essential controls, accuracy, and flexibility that drive top-line revenue.

Ignite Partner Relationship
Management

Unleash your partner network to
enable growth and provide world-
class service to your customers.

Best-In-Class CX Customer
Experience

Deliver personalized experiences to customers through innovative marketing, sales, service, and engagement strategies.

Unlock Efficient Self-Service 

Drive efficiency, reduce costs, and make it easier for your customers to do business with you at any point of their journey.

Automate Revenue
Recognition

Eliminate manual worksheet-driven processes by creating a fully automated, common source of truth.

Harvest Game-Changing
Intelligence & Data

Leverage data and AI across your business to optimize your operating model, supercharge performance, and make informed decisions.

Streamline Billing
& Collections

Automate invoice generation and contract updates to drive efficiencies.

Delight customers and ignite your partner network with multi-cloud solutions for subscription businesses
Improve the subscription customer experience, speed up sales cycles, and automate billing and revenue recognition

Drive profitable top-line growth selling through your partners

Unleash seamless integration and unparalleled efficiency, revolutionizing your business connectivity and accelerating growth
Simplify revenue recognition and compliance on the Salesforce platform

Meet your customers where they want to be met

Simplify the complexity and strain around evolving revenue recognition mandates

Delight your customers by enabling a simple, easy-to-use payments page

Services

How Can We Help You?