Slide 1 − Zuora Confidential, not for distribution beyond intended recipientSlide 1 − Zuora Confidential, not for distribution beyond intended recipient

Why ZuoraZuora Provides a BluePrint to Succeed in the

Subscription Economy!

Zuora and Salesforce

T h e Tw o B e s t S a a S P l a tf o r m s ?

Zuora Confidential – Not for Distribution Beyond Intended Recipient

What is a Software “Stack”?

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Zuora Confidential – Not for Distribution Beyond Intended Recipient

Benefits of a Stack-Based Approach

• Best of breed components • They work well together • They scale well over time• Highly configurable • Each component can be

upgraded as required

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You Don’t Want This.

Zuora Confidential – Not for Distribution Beyond Intended Recipient

Quotes Commerce Billing Finance

Rating, Invoicing, Advanced Billing, Payments & Payment

Operations, Taxation

Subscription Orders, Amendments, Renewals, Hosted Commerce Pages

Accounting Close, Audit Controls, Summary Journal Entries, Deferred Revenue

PlatformAccount ManagementSubscription Catalog Reporting & Metrics

APIs Notifications & Callouts Data Export & Import

Administration (Users & Roles)Customization (Custom Fields) Multi-Currency & Locale

PCI Level 1 Compliance SAS 70 Type II

Pricing, Quotes, Add-Ons, Renewals

inside Salesforce

AppExchange Certified Managed Packaged

360

The “Business Stack”

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What a Platform Means to Developers

• A marketplace for end users to find and install apps• Managed Packages• Native Applications• iFrames• Apex• Visual Force • SOQL Queries • LMA (License Management Application)

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What a Platform Means to Users

• 2017 Apps installable by non-technical people• Configurable approval workflow routing• Configurable page layouts• Lookup fields • Default value configuration• Customizable quote templates• Localize labels and messages

Zuora Confidential – Not for Distribution Beyond Intended Recipient

Componentization Architecture

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Library of native components

Fully Componentized Design

Plug-in Interfaces

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Componentization Benefits

Easy Customization

Effortless Upgrade

Out-of-the-box: add/remove fields, add/remove sections, change page flows, change labels

Create custom pages using ZDK components at any level

Components and plugin interfaces are in our managed package, fully upgradable

Extend with plugins – no diverging from the managed package

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Our Favorite Analogy

Zuora Confidential – Not for Distribution Beyond Intended Recipient

360 Sync Quotes ZDK

Zuora Confidential – Not for Distribution Beyond Intended Recipient

DEMO!!

Zuora Confidential – Not for Distribution Beyond Intended Recipient

Zuora and SalesforceBest-in-Class Commerce IntegrationHistory of Success Our Customers

• Over 400 joint customers• 800,000+ subscriptions in 2013• 5.5 billion+ records synced• 100s of powerful customizations• One of SFDC’s 1st OEM partners• Marc Benioff personal investor• CEO and founder Tien Tzuo was

employee #11 at Salesforce

Visit Zuora at Dreamforce

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Browse catalog &

select plan

Enter account/contact info

API Call: Subscribe

Box will invoke subscribe() API call.Set CRMId parameter To SFDC account Id

Zuora returnsAccountId

Confirm purchase

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Thank you/wrap

up

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Zuora returns account Id, subscription ID & confirmation

API Call: Query()

Box will invoke The query() method on the product and related plan and charges so that pricing is available for display on website

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Order Flows that work in Conjunction with E-Commerce

Query SFDC

Box queries SFDCto check if account or Contact exists

Account & contact exists

Account existsContact does not

Account &Contact don’texist

Create SFDC accountand/or contact

Box creates account and/or contactIn SFDC

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5

Box website

Zuora API

SalesforceLegend

Zuora Confidential – Not for Distribution Beyond Intended Recipient Zuora confidential, shared under non-disclosure and subject to disclaimer notice15

Thank You!

travis@zuora.com

@travishuch

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