Blogs

Being Enterprise-Ready with Zephr

By Sean Gray posted 10 days ago
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On December 17th, we hosted a Zephr Table Talk where we were able to share the enterprise-grade capabilities developed and enhanced within Zephr in the past year to help publishers grow at scale, increase efficiency and achieve greater agility and control over back-end operations that ultimately drive subscriber growth and retention. Watch Full Video | View Presentation Boost Launch Confidence With Virtual Environments Watch video to learn more Virtual Environments make it simple for enterprise clients with complex development pipelines to confidently test rules because it allows you to create custom pipelines with granular permissions on who ...
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Refresher of Revenue APIs

By Sriram D T posted 16 days ago
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In the latest Revenue Table Talk on December 12th, I shared best practices for Revenue's existing APIs for Developers and highlighted their value to to automate business-critical processes of ingesting data and generating Revenue reports supporting the end-end processes like ingesting transactions, data into revenue , running revenue jobs and revenue reports . View Presentation | Watch Full Video Watch to Learn More About Revenue APIs Provisioning Authentication Transfer Revenue Journals for GL BI Views v2 RIA: Sequence of Data Ingestion Operations File Upload API Asynchronous Status API Upload Errors ...
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Only Have a Few Minutes? Watch a Zuora Community Walkthrough Video

By Lana Lee posted 12-20-2024
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Zuora Community Walkthrough Videos are short videos created by our subject-matter experts and are focused on specific tasks so that you can work alongside our experts to resolve some common issues in Zuora Billing, Platform and CPQ. Billing How to Restate your Accounting Codes How to do Usage Accruals in Zuora Billing Reviewing The Month End Close Process 3 Ways To Generate Credit Memos ⇒ Watch Billing Walkthrough Videos Platform Marketplace/Collect Login Issues . Amendment Using API Loader (Developer Tools) Mass Create Accounting Periods Using API Loader- Developer Tool Product Catalog API Loader (Export) Using Developer Tools ...
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Subscribed Weekly「Zoom社におけるトータル・マネタイゼーション戦略とは？ by Tien」

By Terue Hirai posted 12-19-2024
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Subscribed Weekly What Total Monetization means at Zoom Zoom社におけるトータル・マネタイゼーション戦略とは？ Zuora創業者兼CEO Tienのブログの抄訳をお届けします! 最近、私たちは「Total Monetization（トータルマネタイゼーション）」という新しい概念を探求してきました。これはサブスクリプション経済が新たな常識となった今、企業が採用している主要な戦略です。本質的に、Total Monetizationは様々な価格モデル（バンドル、アンバンドル、フリーミアム、使用量ベースなど）を試し、顧客に最も響くものを見つけることを含みます。これは継続的な適応の旅であり、企業は異なる価格設定やパッケージングを試したり、切り替えたり、あるいは複数のモデルを同時に提供したりすることができます。 私たちはまず、Total Monetizationを定義し、消費者需要の理解と満足の重要性を強調し、価格モデルを深く探求し、この戦略を実行するために必要な技術について議論しました。今回は、私たちがよく知っている企業であるZoomを例に、Total Monetizationの実践を見ていきましょう。最近、私はバークレーのSubscribed Liveで、ZoomのChief Strategy OfficerであるAbhisht Aroraとステージ上でインタビューを行い、Zoomがどのように会議プラットフォームから仕事を革新するビジネスへと進化したか、AIと柔軟な価格設定に焦点を当てて多様な顧客ニーズにどう応えているかを探りました。 ...
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Master Your Month-End and Year-End Close Processes in Zuora Billing

By Lana Lee posted 11-26-2024
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Navigating the month-end close process can be a daunting task for finance teams, especially in subscription-based businesses where accuracy and efficiency are important. The following best practice checklists break down your month-end close activities so that you will feel confident in closing your accounting periods. Each checklist is comprehensive with step-by-step instructions along with video to equip you with the tools you need to close your books. MONTH-END CLOSE PROCESS Reviewing the Month-End Close Process in Zuora Billing Strengthen your Zuora foundation with best practice checklists from the Community, Knowledge Center, and Self Service ...
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3 Key Subscription Strategies for Business Growth

By Lana Lee posted 11-25-2024
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As businesses around the world adapted to unprecedented challenges during COVID-19, many turned to innovative subscription strategies and quickly rethink their approaches. In 2020, we gathered a team of Zuora experts to guide our customers through this transition in a series of webcasts. Now that we are entering a new phase, these strategies still remain relevant for driving growth and customer loyalty. Below are three subscription strategies that can help your business scale effectively: Change Prices En Masse in Zuora If you have the chance to offer customers a different pricing plan, there is a fast way to do that. With the need to stay from ...
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What’s New in the 2024.Q4 Zuora Revenue Release

By Mayank Trivedi posted 11-18-2024
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At our November 13th Table Talk, Revenue product managers Ramesh Mettupalayam Sadasivamoorthy, Sriram D T, and Vivek Ganesan, shared their latest features which included: Revenue Share to Data Warehouse (Snowflake Secure Share) Revenue Reporting and Close Revenue Data Share via BI Views Accelerated Implementation and Self Serve Order to Revenue Revenue API Enhancements OneID for Revenue Learn more about each below where you’ll find direct links to the video recap and more or you can view the presentation or watch the full video , Revenue Share to Data Warehouse (Snowflake Secure Share) Watch video to learn more Secure Share ...
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Issuing Bulk Credits and Adjustments for Customers

By Zuora Community posted 11-12-2024
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For customers struggling to pay, you may need to issue them a credit or adjustment to help them cope with the current situation. During COVID-19, companies across many industries have seen a spike in subscribers that can't make payments, resulting in the need for large volumes of credits and refunds. The challenge is, it's difficult for finance departments to issue these balance adjustments without spending time manually processing each one. That simply won't scale fast enough with this situation. If you are facing this challenge, learn how to immediately take advantage of the bulk credits and refunds capabilities in Zuora. Not only will it ensure a longer ...
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OneID and the Workday GL Connector for Zuora Revenue

By Sriram D T posted 10-10-2024
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In our most recent Revenue Table Talk, we covered how OneID and the Workday GL Connector play a pivotal role in revolutionizing your Zuora Revenue operations. View Presentation | Watch Full Video Zuora and Workday Partnership Watch Video to Learn More The partnership between Zuora and Workday is a cornerstone for seamless end-to-end order-to-cash (OTC) processes across multiple business verticals. Zuora for Workday Financials offers an integrated suite designed for high-scale, sophisticated management across all business models, enabling complex order-to-revenue processes, advanced monetization, and comprehensive revenue management for physical, ...
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Zuora Revenue Operational Efficiencies and Best Practices

By SreekanthReddy Gillella posted 10-03-2024
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In our latest Zuora Revenue Global Support Best Practice Workshop, we shone the spotlight on optimizing revenue operations where we delved into the best practices crucial for enhancing operational efficiency in revenue management. In this session, we covered Zuora Revenue best practices in Process Data Frequency Stage Exceptions and Corrections Key processes to validate Close Process Dashboard Support Request Etiquettes View Presentation | View Full Video 1. Process Data Frequency Watch to Learn More Suggestion Schedule/run data collection more frequently throughout ...
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How to Effectively Use Revenue Holds and Approvals in Zuora Revenue

By Nikki Wong posted 09-17-2024
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The revenue hold is to prevent future revenue release. This type of hold can be applied after the revenue is partially released. When the revenue hold is applied, it will be applied to both revenue and allocation. The transfer hold is to prevent the revenue schedules from being posted to the upstream system. In this month’s Revenue Table Talk, after a tool tip on enhanced error messages , we discussed the benefits of effectively using holds and approvals to help improve your daily operational process. View Presentation | Watch Full Video In-depth Look at Revenue Holds Revenue holds are used for various reasons, including pending deliveries, ...
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August 2024 Zuora Product Roadmap Q&A

By Lana Lee posted 09-04-2024
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This past August, we explored the latest innovations coming out over the next six months and beyond. Our product team discussed the latest developments in Zuora Platform, Billing/CPQ, Payments, Revenue, and Zephr. Below are some of the Q&A highlights from the session which you can access here . Q&A Highlights Which features introduced today are included in the normal license of Zuora Billing and which are paid add-ons? Features concerning consumption are being included in Advanced Consumption Billing, which is a paid-for add-on module. Are there any initial estimates for SAP connector? We are aiming for Feb 2025. Is dynamic pricing ...
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OneID and the NetSuite Connector for Zuora Revenue

By Sriram D T posted 08-28-2024
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On August 13th, we held a Revenue Table Talk that highlighted the advantages for using Zuora ERP connectors, particularly NetSuite. These connectors streamline financial operations by automating data ingestion and synchronization, significantly reducing the manual effort and time associated with revenue accounting. We closed the session with OneID, a user identity and access management platform for Zuora applications and how it relates to Zuora Revenue. View Presentation | Watch Full Video Zuora Revenue Connectors for NetSuite Watch to learn more Manual revenue recognition is fraught with challenges. It's slow, error-prone, and costly. The ...
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SFC and Mass Action in Zuora Revenue

By Ramesh Mettupalayam Sadasivamoorthy posted 07-23-2024
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In our latest Revenue Table Talk on July 17th, we focused on discussing the Significant Financing Component (SFC) and Mass Action functionalities within Zuora Revenue. View Presentation | Watch Full Video Tool Tip: In-App Notifications - Quarterly Releases Watch video to learn more We opened the session with a Tool Tip on our new in-app notifications on Zuora’s quarterly releases which is designed to alert users about upcoming scheduled releases, release completions, and ad-hoc deployments through automatic pop-ups and a dedicated notifications icon within the app. Figure 1: Zuora Revenue in-app notification system for ...
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What’s New in Zuora FY25 H1 - Payments Forms and Gateway Routing Q&A

By Lana Lee posted 06-14-2024
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We recognize the importance of presenting the right payment methods to boost customer conversion rates across various countries and geographies. At our May 2024 What’s New in Zuora webinar, we shared how our new Payment Forms streamline this process, reducing the need to rely on IT. Additionally we introduced Rules-Based Gateway Routing that enables you to optimize your authorization rates and minimize processing fees by selecting the ideal gateway provider for each transaction. Gateway routing automatically routes transactions based on pre-configured rules, ensuring best performance and cost efficiency. Q&A Highlights Payment ...
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What’s New in Zuora FY25 H1 - Zuora In-Product Benchmarks Q&A

By Lana Lee posted 06-14-2024
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At our May 2024 What’s New in Zuora webinar, we showcased our in-product Benchmarks feature that is designed to help analyze how your business is doing relative to the competitors in your industry by leveraging AI to suggest best practices for specific metrics tailored to each industry. This new feature ensures that business performance and growth meet market standards and that automation aligns with industry best practices. Q&A Highlights Will there be a cost associated with Benchmarks? There's also no cost for the Benchmarks Dashboard. Is there an ability to look at the Benchmark data based on different subscription groups ...
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Common Use Cases for Zuora Revenue Variable Considerations

By Lana Lee posted 05-28-2024
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On May 16th, the Zuora Community was joined by Senior Director of Product Management Nikki Wong who shared some common use cases for Zuora Revenue Variable considerations along with a Revenue Tool Tip on Reporting - Historical Waterfall (Actuals). View Presentation | Watch Video Revenue Tool Tip: Reporting - Historical Waterfall (Actuals) Watch video to learn more This tool tip introduces ​​an enhancement on release on our waterfall. Waterfall Type Revenue, Billed Revenue, Unbilled Revenue Adjustments, Contract Impairment (with release 37.017.01) Net Revenue Waterfall Types ...
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Effectively and Efficiently Use Zuora Revenue Reports with Journal Entries and the Close Process Dashboard

By Lana Lee posted 04-10-2024
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When it comes to Zuora Revenue reporting, there is a lot of information to cover which is why we decided to devote two Table Talk sessions to this topic. In February our first Revenue reporting session covered reporting best practices, revenue reporting and journal entries along with some examples. In this second session, we dive deeper into journal entries, diagnosing problems with reports using journal entries, and the Close Process Dashboard. Watch full video | View presentation Zuora Revenue Reporting Best Practices Watch video to learn more Feature Recommendation Benefits ...
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Common Use Cases for Zuora Revenue Variable Considerations

By Lana Lee posted 04-01-2024
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At our Revenue Table Talk on March 14th, Senior Director of Product Management Nikki Wong shared some common use cases for Zuora Revenue variable considerations. She also shared a Revenue Tool Tip on stage validation which is reviewing the data before we process it to avoid it being “stuck in stage”. View Presentation | Watch Full Video Revenue Tool Tip: Stage Validation Watch to Learn More While data is being processed in Zuora Revenue, the system will validate the data based on the set of rules. If the transaction fails to pass the rules, it will be “stuck in stage”, where Zuora Revenue will stop processing the translation with ...
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