Cut work inefficiencies by automating your business processes and customer journeys with workflow automation

By Justin Li March 8, 2018

Available now as part of the Zuora Central Platform for the Spring ‘18 Launch

Work inefficiencies can cost companies a lot of money. How much money? Companies lose 20 to 30 percent in revenue every year due to inefficiencies. Some inefficiencies like organizational bottlenecks may be difficult to fix immediately, but redundant, manual tasks are low-hanging fruit that your company can automate to drive up more revenue.

“Time is still money. That’s because there are only so many minutes in a day. And, if that day includes lots of repeated functions that could be automated but are not, the result is more loads that could have been dispatched, more revenue that could have been earned, or — at the very least — missed opportunities.” – Tom Heine, CEO of Aljex Software

Whether these “repeated functions” include manually printing out an invoice whenever there’s an upcoming payment due or canceling a subscription when a customer forgets to pay, these tasks can all be automated to save time and money. We at Zuora feel your pain, which is why we’re bringing workflow automation into the Zuora Central Platform for all of our customers.

Workflow Automation

Designed from the ground up specifically for business users, workflow automation allows any Zuora admin or business user to edit and deploy business processes natively in Zuora. No coding is needed – it’s all done with an easy to use drag-and-drop builder. This allows you to save time and money by eliminating manual processes and the need to build a custom solution for complex processes such as collections.

Common Use Cases include:

  • Automatically add or remove a product from an existing subscription
  • Automatically transfer credit balances to invoices
  • Automatically print an invoice through Google Cloud Print
  • Automatically cancel subscriptions based on failed payments
  • Automatically write-off unpaid invoices for canceled or delinquent accounts
  • Automatically email a customer when there’s a late fee
  • And much more!

Automate order-to-cash processes to cut work inefficiencies with workflow automation today, now part of the Zuora Central Platform. For more information, reach out to your Customer Account Manager.

Not a customer yet? See how you could be running your dynamic order-to-cash process on Zuora Central.