Skip to main content

Overview of Zuora CPQ


Overview of Zuora CPQ

Zuora CPQ: Success With Subscriptions On

Subscription businesses that use Salesforce for Sales and Customer Support face some unique challenges

1 Product managers can't price and package the right way Your business wants to roll out free trials and time based promotions, they want to introduce pricing plans that include charges with varying billing frequencies, they want to create usage and overage based pricing plans and more. But your Salesforce product catalog is unable to support these pricing models.
2 It's hard to nurture the complete subscriber lifecycle Beyond initial subscription sign-ups, sales reps cannot support the ongoing life cycle of upgrades, add-ons, renewals and more.
3 No visibility into billing and payment information Sales and service teams don't have relevant billing and payment information at their fingertips when interacting with customers.
4 You're unable to get the metrics you need You are increasingly measuring the health of your business using both traditional financial metrics alongside subscription operational metrics such as MRR, TCV, churn and renewal rates, but you are unable to get these metrics from Salesforce.
5 Sales and billing processes aren't tightly integrated  

Zuora CPQ lets you sell and nurture subscriptions without breaking your sales and customer care processes

Zuora CPQ provides two native applications: Quotes to enable direct assisted sales of your subscription offerings, and 360 Sync to provide full visibility in Salesforce into key Subscriber activity and into opportunities that exist to foster deeper subscriber relationships. In addition, we offer a robust Zuora Developer Kit of custom components, classes and APIs to enable sales administrators to build custom subscription flows and use cases in Salesforce.

.Zuora for Salesforce Workflow


Zuora CPQ provides the following benefits

z-finance-accountingPeriods-03.pngSubscription Pricing & Packaging: Leverage over 30 one time, recurring and usage-based charge models in our product catalog to price and package for any subscription growth strategy.

z-finance-chartOfAccounts-10.pngOne-Click Quote To Cash: Seamlessly send quotes from Salesforce to Zuora, so recurring invoicing and cash collections can begin immediately and automatically

z-finance-trialbalance-01.pngSubscription Lifecycle Quoting: Create quotes not only for new subscriptions but also for the full lifecycle of upgrades, renewals, add-ons, cancelations and more. z-finance-ARAging-09.pngComplete Subscriber Visibility: Arm your sales and service teams with up-to-the-minute information on key subscriber billing activity, including invoice, payment and refund histories, and more.
z-finance-revenueRecognition-04.pngLine-item Pricing Flexibility: Close deals more rapidly by enabling sales reps to apply price, quantity, discount, and subscription term changes within a quote. z-finance-accountingLockdown-08.pngPackaged Subscription Reports: Run your business more efficiently with our 11 pre-packaged subscription reports, as well as the ability to create your own ad-hoc reports.
img-09.pngReal Time Subscription Metrics: View the full financial impact of a quote with real time subscription metrics like discounts, monthly recurring revenue (MRR), and total contract value (TCV). img-10.pngPoint-and-Click Configuration: Rapidly build custom quoting flows that your reps will love, since Zuora CPQ leverages the full power of the point-and-click platform.
img-06.pngConfigurable Quote Templates: Present prospects with accurate and easy-to-understand quote PDF documents, complete with your own branding and look-and-feel. img-05.pngFull Custom Field Support: Fully leverage your own custom fields within your quoting flow, and specify which fields should sync from Salesforce to Zuora.
img-12.pngSecure Electronic Payment Capture: Accelerate cash collections by capturing credit cards and other electronic payment methods directly within a quoting flow. img-04.pngComprehensive API Library: For more complex subscription workflows, rules or other customizations, utilize our comprehensive API library built specifically for