Don’t Reinvent It, Perfect It –

Make Zuora Your OwnCustom Extensions for Business Solutions

Don’t Reinvent It, Perfect It – Make Zuora Your Own

Custom Extensions for Business Solutions

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Speakers

Jennifer Cruz Business Systems Analyst

Zuora

Elias DayehSenior Consultant

Sean HoganDirector Strategic Alliances

Drawloop / Nintex

Marin ZaimovSolution Engineer

Zuora

ExtensiblePlatform

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What does it mean to be extensible?

Why is application extensibility important?

ProblemMotorola’s royalty

accounting was manual and labor intensive.

Complicated volume payments coupled with

manual processing made errors more likely.

ChallengesNot Scalable

Not Integrated with BOMLabor IntensiveManual Reports

SOLUTION:Royalty

CalculatorPowered by Zuora

Dynamic CatalogTiered Products

for Payment Scale

Zuora APIEnabled integration

to BOM

Billing EngineAutomates

calculation of Royalty Payments

AnalyticsAutomated reporting and analytics out of

the box

01

Creative Implementati

on

Using core Zuora functionality in a manner beyond

it’s typical use case

Royalty Calculator

02

Custom Configuration and Build

Salesforce.com Custom development which ties into the end to end Zuora business process flow

Pricing Module

ProblemSales adoption of

Quotes threatened by complicated

discounting process

ChallengesCalculating Discounts

ManuallyMultiple Line Item InputsDiscounts on ACVYear over Year Pricing Model

SOLUTION:

Quote Level DiscountSingle discount

input applies to all charges

ACV DiscountingEnables

discounting by entering a target

acv

Ramp PricingAutomates creation of

Future Dated Amendments for Y/Y

Pricing

Pricing Module

Force.comPLATFORM

Custom ObjectsSTRUCTURE

Visual ForceUI/UX/DISPLAY

APEXMAGIC

quote

quote rate plan charge

quote future dated

amendments

future dated amendments

n n1 1

03AppExchange

SFDC prebuilt applications which used to deliver key business functionality not inherent to Zuora Products

Drawloop

ChallengeQuote presentments needed to be standardized and dynamic .

Quote pricing needed to be displayed in year/year format inclusive of ramps.

RequiredData Driven Composition and PackagingProposal vs QuoteMultiple AttachmentsYear over Year Pricing Model Support

SOLUTION:

SOQL SupportQuery based data

collection

Rules EngineDynamic selection

of documents

Template FilterRecord input used for

template selection

Drawloop

Attachment SupportAttachment selection

Drawloop ApplicationPLATFORM

Custom FieldTEMPLATE SELECTION

Word TemplatePRESENTMENT

(TRIM(LEFT( TEXT(zqu__SubscriptionType__c) , FIND(" ", TEXT(zqu__SubscriptionType__c),-1))))&(IF( Approval_Status__c = 'Approved' , "APV", "NoAPV"))&TEXT( Of_Ramp_Steps__c )

Drawloop DDPEXECUTION TEMPLATE

Rules EngineDYNAMIC SELECTIONS

SOQL StatementsINPUT

04RBM

Connect

Zuora’s Application Marketplace featuring over 100 applications and tools to

extend Zuora functionality.

DunningTax Integration

RequiredDunning

workflow which triggers various actions based on

invoice and account status

Solution: Dunning ApplicationRBM Connect

PLATFORM

Dunning Actions Set-UpSETUP

Dunning Rule Set-UpFUNCTION

Remind

Notify

Remind

Cancel

RequiredSales tax

applied to all invoices based

on country/state regulations

Solution: Universal Tax ConnectorRBM Connect

PLATFORM

Bill Run SetupSETUP

Integration Set-UpFUNCTION

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connect.zuora.com

think

Creative Implementation

Custom Configuration and Build

AppExchange

RBM Connect

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Q&A

Jennifer Cruz Business Systems Analyst

Zuora

Elias DayehSenior Consultant

Sean HoganDirector Strategic Alliances

Drawloop / Nintex

Marin ZaimovSolution Engineer

Zuora

Check out Zuora Academy for more great info and actionable advice.

All the info you need to build and run an amazing subscription business.

https://www.zuora.com/academy/