Better Billing, More cash. There's an Easy Button For That. (Subscribed13)
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Get up close and personal with the power of Zuora's market-leading billing and payment engine. Join us to learn how to create great looking invoices, accelerate your cash collections, avoid angry customers with bulletproof billing, and cap it off by impressing auditors with detailed billing and collections reports. We will discuss the common challenges that billing and operations teams often struggle with: taxation, invoice consolidation, usage rating, currency rounding, exception management, and more.
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Better Billing, More cash. There's an Easy Button For That. (Subscribed13)
- 1. Better Billing, More Cash There’s an easy button for that. John Bruce Manager, Sales Engineering, Zuora Kristin Hagan Senior Sales Engineer, Zuora Clete Werts Zuora Partner Manager, Avalara
- 2. Disclaimer • This session may contain product features that are currently under development. • This session/overview of new technology represents no commitment from Zuora to deliver these features in generally available product. • Customers who purchase services should make the purchase decisions based upon features that are currently available. • Technical feasibility and market demand will affect final delivery. • Pricing and packaging for any new technologies or features discussed or presented have not been determined.
- 3. The Nine Keys for Subscription Success H O W D O T H E Y A F F E C T Y O U R B U S I N E S S ? $ PRICE ACQUIRE BILL COLLECT NURTURE ACCOUNT MEASURE ITERATE SCALE
- 4. Your world I N T H E S U B S C R I P T I O N E C O N O M Y Launch You’ve launched a product… Now what? Bill Your first customer signed up! How do you bill and collect payment? Manage You now have thousands of customers! How do you grow efficiently?
- 5. q Products One-time, Recurring & Usage ü Flexible Billing Periods: Monthly, Quarterly, Annual and More… ü Multiple Currencies ü Taxation q Discounts ü Percentage-based ü Flat-rate ü Time-constrained Offers q Multiple Sales Channels ü Self-service ü Assisted via Salesforce Launch P R I C E A N D A C Q U I R E
- 6. Demo
- 13. q Account & Subscriptions ü Account Hierarchies ü Monthly or Anniversary Date Billing ü Upgrade, Downgrade & Co-Terminate q Invoicing ü Customizable Templates (pdf, csv) ü Fully Automated or Ad-hoc ü Invoice and Payment Preview q Payments & Collections Automation ü CC, ACH, Check, Wire… ü Retry Rules & Payment Updater ü Flexible Payment Terms Bill Y O U R C U S T O M E R S
- 14. Demo
- 17. Receipts
- 18. q Customer Retention ü Refunds & Credits ü Invoice Adjustments q Real-Time Updates ü Email Notifications ü Call-outs (XML) q Auditability ü Transaction Details ü In-depth Payments ü Full Audit-Log Manage Y O U R C U S T O M E R B A S E
- 19. Demo
- 20. Better Billing, More Cash Taxation Clete Werts Zuora Partner Manager
- 21. Sales Tax Compliance The Zuora & Avalara Partnership Automate with Technology Solution
- 22. Sales Tax Compliance: The Challenge ZUORA CUSTOMER Increased State Enforcement Federal Legislation Use Tax International Requirements Constantly Changing Rates, Rules, & Boundaries Product Taxability Nexus (Physical Presence) Filing & Returns
- 23. States define Nexus as a ‘tangible physical presence’ which creates the requirement to collect & remit Sales Tax. Nexus triggering events can include: Traveling Salespeople Employees on Payroll Training Trade Show AFendance Drop Shippers / Warehousing Affiliates Sales Tax Challenge: What is Nexus?
- 24. Product Taxability in States & JurisdicNons is not consistent throughout the United States. The following industries have varying taxability rules: Software / Hardware (SAAS) Digital Goods (media/publishing) Medical device / equipment And many other industries / products! Sales Tax Challenge: Product Taxability
- 25. Sales Tax Challenge: Accuracy
- 26. Amazon Laws – Expanded definiJon of NEXUS US Federal LegislaNve AcNon – Marketplace Fairness Act • Just Passed the Senate & could have a significant impact on Zuora’s exisJng customers Sales Tax Compliance: The Challenge
- 27. Sales Tax Compliance: MFA The Marketplace Fairness Act is a bill passed by the U.S. Senate on May 6, 2013. Strong, bi-‐parJsan support, passing 69 – 27. Gives federal permission for states to require collecJon of sales tax by remote vendors.
- 28. MFA: What Does It Do? Can affect companies that do interstate retail transactions or “remote sales” Puts a $ threshold on remote sellers Uses Destination-based sourcing for transactions Requires states to simplify filing
- 29. MFA: What’s Next? The bill moves to the U.S. House of Representatives. – A vote could be as early as June or as late as October. If passed by the House, it is expected to be signed into Law by the President. Could go into effect within 180 days of enactment Law could be challenged which could delay enactment
- 30. Sales Tax Compliance The Zuora & Avalara Partnership Automate with Technology Solution
- 31. Gateways CRM WEB AccounNng/GL AnalyNcs TaxaNon Pricing Catalog SubscripNon Mgmt SubscripNon Metrics Account Mgmt MulJ-‐Tenancy PCI Level 1 SSAE 16 Type II CustomizaJon APIs NoJficaJons And Callouts Data Export/Import User AdministraJon Avalara Integration: Where Does It Fit?
- 32. Granularity of Sales Tax CalculaJon GeolocaJon (roo`op technology) Response & Efficiency 200-‐400 millisecond round trip calculaJon Security Ability to Scale Capable to manage 172 million transacJons daily 2048-‐bit SSL for data in-‐flight 256-‐SHA encrypJon for data at rest Monthly penetraJon tesJng by external service CISSP security expert on staff Leader in Technology
- 33. Prebuilt connector to Zuora Single interface to manage enJre sales tax process No hardware or so`ware requirements Ability to launch in days Implementation & Integration
- 34. Sales Tax Compliance The Zuora & Avalara Partnership Automate with Technology Solution
- 35. Automation: Sales Tax Filing Reporting: Filing begins with a review & reconciliation of tax collection data Return Preparation: Automatically populates all appropriate tax return forms. Filing & Remittance: Sales Tax forms are filed as required by states a single payment via ACH transfer. Return Archiving: Digital archiving & storage is managed with easy access to previous years’ information. Notice Management: Enable immediate responsiveness to tax notices
- 36. Q&A Thank You!