Zuora for Salesforce is a native Salesforce integration that provides subscription management capabilities within the Salesforce platform. It allows sales teams to seamlessly manage subscriptions, pricing, billing, and amendments without leaving Salesforce. The integration enables businesses to bridge the gap between sales and financial operations, ensuring smooth workflows for subscription-based services. This connectivity improves customer lifecycle management and empowers sales teams to focus on driving revenue.

Business use cases

Automating Subscription Creation

Frends can integrate Zuora for Salesforce with additional business systems to automate subscription workflows. For example, when a deal is marked as "Closed-Won" in Salesforce, Frends can automatically create a subscription record in Zuora. Customer and product information from Salesforce can seamlessly flow into Zuora, ensuring accurate and timely subscription setup.

Keeping Data Synchronized Across Systems

Frends can synchronize data between Zuora, Salesforce, and other systems like accounting software or ERP platforms. For instance, when customer information is updated in Salesforce, Frends can ensure these changes are reflected in Zuora, maintaining consistency across all systems and eliminating data silos.

Automating Pricing and Quoting

By integrating Zuora for Salesforce with CPQ (Configure, Price, Quote) tools, Frends can enable sales teams to generate accurate quotes for subscription services directly within Salesforce. For example, Frends can pull product pricing and available discounts from Zuora and use that information to generate customized, customer-specific quotes in Salesforce.

Automating Invoice Generation and Sync

Frends can streamline invoicing workflows by automating data transfer between Zuora for Salesforce and financial systems. For instance, when subscriptions are created or amended in Salesforce, Frends can trigger invoice generation in Zuora and share the finalized invoice data with accounting platforms, ensuring timely invoicing and payment tracking.

Connecting Salesforce Cases with Subscription Data

Frends can integrate Salesforce Service Cloud with Zuora to streamline support workflows. For example, when a customer raises a support case in Salesforce, Frends can fetch subscription details (e.g., current plan, invoice history, or payment status) from Zuora, equipping service agents with the data they need to resolve issues quickly.

Enabling Advanced Revenue and Sales Reporting

Frends can extract data from Zuora and Salesforce to generate advanced reports in BI tools like Tableau, Power BI, or Google Data Studio. For example, Frends can combine subscription, billing, pipeline, and sales data to create dashboards for recurring revenue trends, customer lifetime value, and churn insights, empowering data-driven decisions.

Facilitating Renewal Management

Frends can enhance renewal workflows by integrating Zuora for Salesforce with customer success platforms. For example, Frends can monitor subscription end dates in Zuora, notify account managers in Salesforce, and trigger renewal opportunities. Automated reminders can also be sent to customers to reduce churn and improve retention.

Managing Multi-Currency Billing

For businesses dealing with global customers, Frends can integrate Zuora for Salesforce with foreign exchange APIs or regional systems to manage multi-currency workflows. For instance, Frends can convert prices into a customer’s local currency using real-time exchange rates and update subscription records in both Salesforce and Zuora.

Automating Usage-Based Billing

Frends can support metered billing models by connecting Zuora for Salesforce with usage tracking systems. For example, usage data captured externally (e.g., from IoT devices or software usage logs) can be transferred to Zuora to generate invoices accurately, with updates made visible within Salesforce for sales and customer service.

Handling Failed Payments

Frends can streamline dunning workflows by integrating Zuora for Salesforce with payment gateways and communication platforms. For instance, when a payment fails, Frends can update Salesforce records, adjust Zuora’s subscription status, and trigger automated email notifications to customers with retry or resolution options.

Streamlining Quote-to-Cash Workflow

By connecting Zuora for Salesforce with ERP systems, Frends can automate the entire quote-to-cash process. For example, when a quote is accepted and converted into a subscription in Salesforce, Frends can track the billing schedule in Zuora and synchronize revenue data with ERP systems like SAP or Oracle for accurate financial management.

Automating Refund and Credit Workflows

Frends can facilitate refund or credit processing by integrating Zuora for Salesforce with financial systems or customer portals. For example, if a refund request is initiated in Salesforce, Frends can create a credit record in Zuora and sync the details back to Salesforce for full visibility.

Improving Sales Collaboration

Frends can connect Zuora for Salesforce with messaging platforms like Slack or Microsoft Teams to notify teams about subscription activities. For example, when new subscriptions are created or pricing amendments are made, Frends can trigger alerts in Slack, ensuring that sales, finance, and customer success teams stay aligned.

Enabling Customer Self-Service

Frends can integrate Salesforce customer portals with Zuora to allow customers to manage their subscriptions independently. For example, customers can view or modify their subscription plans, download invoices, or update their payment information, with Frends automatically syncing these changes between Zuora and Salesforce.

Supporting Compliance and Audits

Frends can automate data backups and compliance workflows by archiving subscription and billing data securely. For instance, Frends can export subscription records from Zuora and Salesforce to an external storage service like AWS S3 or Azure Blob Storage for audit readiness and regulatory compliance.

Offering Proactive Subscription Upselling

Frends can enhance account management by syncing customer subscription data across Zuora and Salesforce. For example, Frends can monitor customer activity or usage patterns and notify account managers in Salesforce about opportunities for upselling or cross-selling, driving additional revenue.