ABOUT THE PROJECT
The purpose of the project
New services, the increase of the number of customers – those brought the necessity to facilitate some processes, as well as to organize and manage reports, and create a new reporting system.
The entire project started with an in-depth analysis of the customer needs. The company had already had numerous systems and existing solutions that had to be integrated with new solutions. We decided that Zuora would be the best option. Briefly speaking, Zuora is an enterprise-class software considered to be a bridge between the CRM system and ERP system. The tool allows you to manage the subscriptions system easily and intuitively.
As our client operates in the subscription model, Zuora has turned out to be a perfect software for recurring billing and managing subscriptions. It speeds up billing operations, makes it easy to segment customers and configure automating schedules, delivers complex calculations, and provides numerous ready-to-use invoice templates. Settlements in Zuora could be easily integrated with Salesforce. It is worth mentioning that we managed to effectively integrate both tools (integrations were implemented in both Salesforce and Zuora).
At the end of the day, we managed to expand the existing community with a reporting feature, which is a very relevant step forward. At every stage of the project, we closely collaborated with the client, immediately responding to their needs when necessary.